Customer Effort Score (CES) trigger distribution in Groove

This article will show you how to start measuring Customer Effort Score (CES) via triggers - automated emails after a ticket is resolved - in your Groove account.

Requirements

In this article

NOTE: every step is the article is the same for CSAT, NPS and CES


Connecting Groove with Nicereply

1. Choose the CES metric in the “left menu” in your Nicereply account. Click on START CES. If you do not see the START CES button click on CES - Surveys - ADD SURVEY

2. From distribution options  choose TRIGGER

3. You’re on the app directory page now, click on Groove icon

4. In the next step add your Groove URL, (e.g. acme.groovehq.com), and your API key. To get your API key go to Settings > Company >API. Then click CONNECT AND CONTINUE.

5. Add your user from Groove to Nicereply by clicking Continue. New users will get an automated email with login instructions from us. 


Trigger activation in Groove

6. You’re on the good way! The CES trigger is waiting for for activation.

7. You can manage the trigger behaviour in “Trigger settings”. When you’re ready hit the “active trigger” button.


Good job!

Nicereply will utilise your existing integration with Groove and the workflow is follows:

1. After CES trigger activation Nicereply will start scanning the status of your tickets on a regular basis

2. Nicereply will send the CES survey to the ticket requestor for all tickets created via Email channel, with status Resolved and without ticket update for 48 hours (by default)

3. Nicereply will collect the CES feedback and push it to Groove as a note

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