Net Promoter Score (NPS) trigger distribution in Zendesk

This article will show you how to start measuring Net Promoter Score (NPS) via triggers - automated emails after a ticket is resolved - in your Zendesk account.


Requirements

In this article

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

Connecting Zendesk with Nicereply

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

2. From distribution options choose TRIGGER

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

4. In the next step add your Zendesk URL, (e.g. acme.zendesk.com) and your Zendesk credentials (Email & Token)

To get your Zendesk API token:

a. Go to your Zendesk Admin > API     
b. If disabled, enable the "Token Access" option
c. Click on "+ (add new token)" link and use API token description “Nicereply” to create a new token
d.  Copy the API token (a long string of mixed chars & numbers) to your clipboard and hit “save”
e. Go back to Nicereply integration and Paste the Zendesk API token 

Hit Connect and continue to activate your agents in the next step.

5. Add your users from Zendesk to Nicereply. New users will get an automated email with login instructions from us.


Trigger activation in Zendesk

6. You’re on the good way! The NPS 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.


Troubleshooting

By default, Zendesk will close your tickets after 96 hours by automation rule. You should know, that closed tickets can't be updated with Nicereply NPS. Please make sure that the  period for ticket closing is at least 48 hours longer than the period after which Nicereply will send the NPS survey.

Don't worry, you will always find all your NPS ratings in Nicereply – no ratings will be lost.


Good job!

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

  1. After NPS trigger activation Nicereply will start scanning the status of your tickets on a regular basis
  2. Nicereply will send the NPS 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 NPS ratings and push it to Zendesk as a note and the custom field value

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