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 |