Filtering/Segmenting your trigger surveys

If you choose to distribute your surveys via trigger (automated email) after you solve a ticket, conversation, deal, call, etc. you can filter/segment your surveys by the specific mailbox or tag. However, mailbox & tag can represent different parameters depending on the CRM system you're using. 

This table will explain how can you filter/segment your triggered surveys depending on the CRM system you're using together with Nicereply. 

Integration filtering By TAG filtering By MAILBOX Mailbox source
Aircall YES YES teams
Kustomer YES YES teams
Email (custom) NO NO  
Freshdesk YES YES groups
Front YES YES inboxes
Gmail NO NO  
Helpscout YES YES mailboxes
LiveAgent V2 YES YES departments
Mailchimp NO NO  
Outlook NO NO  
Pipedrive YES (tag means label) YES pipelines
Zendesk YES YES groups
Zendesk CHAT YES YES departments

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