I recently ask if I can send surveys NOT attached to a resolved ticket, but wanted to focus more on active customers. I was told here in the user group "You can either send notification to the customer through automation or have a link to your survey in the banner part of portal"
I can create the customized survey.
I can add a note to the banner part of the Portal.
But I'm having issues having trouble creating a shareable link to the survey. I can get a link by setting up automation for when a ticket is resolved, but I can't just embed that link in a portal message. If you've done this, or know how to do this - please provide some additional details in getting and sharing the link to the survey.
Thanks in advance!
Hey @Victoria Bak
You'll need to use wiki markup to get the url to display as a hyperlink. Here's a link to the wiki markup for links specifically:
https://jira.atlassian.com/secure/WikiRendererHelpAction.jspa?section=links
That is how to share a link via the portal. As for how to get the link in the first place, I am wondering how you managed it via automation?
So far, I haven't. I've been using a link triggered by moving a ticket to in-progress, but this may be a stopper. Support says, it's not currently doable, which doesn't make sense to me...
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Well if you're referring to the CSAT offered 'out of the box', I'm afraid I'm not aware of a way to send this separately or outside of a request being resolved.
The only alternative I can think of would be to use a third party solution to generate a survey and shareable link.
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