When your customer completes a survey, the CustomerGauge system can send an automated email to alert you to the response. Additionally, a case may be opened in the system. Various criteria may be used, and the available options depend on the CustomerGauge package you have.





The criteria available in CustomerGauge for triggering an alert email and/or opening a case, are:



  • Follow-up requested (yes/no)
  • Score is within a certain range, i.e. 0-6
  • Customer left a comment
  • Specific self-select reason(s) ticked


The available options for alert emails are:


  • Regular escalation email, including a link to the system - this can be sent to any email address although only users will be able to log in via the link.
  • One-touch firefighting email - this includes the option to immediately change status and add a workflow comment without logging in. This email can only be sent to existing users.
  • Escalation email with customised content, for instance show specific data fields in this email. May be sent to multiple email addresses. Email addresses do not need to be users in the system.


Depending on your package, alert emails may be sent to:


  • Single email address
  • Multiple email addresses
  • Agent/account manager email address provided in the data
  • Combination of the above


You can find a summary below of which options are available per package.




Business


Trigger:

  • Follow-up requested = yes
And you may add one of the below triggers
  • Score = 0 - 10 (all responses)
  • Score = 0 - 6 (only Detractors)
  • Score = 0 - 8 (Detractors and Passives)


Alert email:

You may choose either of the below options:

  • One-touch firefighting email is sent to a single email address. This email address must be an existing user in the system.
  • Regular escalation email - may be sent to multiple email addresses. Email addresses do not need to be users in the system.


Case opening:

A case is opened in CustomerGauge according to the same criteria chosen for the alert email. I.e. if a score 0 - 6 triggers an alert email, this will also open a case.



Enterprise


Trigger

  • Follow-up requested = yes

And you may add one of the below triggers

  • Score = 0 - 10 (all responses)
  • Score = 0 - 6 (only Detractors)
  • Score = 0 - 8 (Detractors and Passives)
And you may also add one the below triggers
  • Customer leaves a comment
  • Customer ticks specific self-select reason


Alert email:

You may choose one of the below options:

  • One-touch firefighting email is sent to a single email address. This email address must be an existing user in the system.
  • Regular escalation email - may be sent to multiple email addresses. 
  • Escalation email with customised content, for instance show specific data fields in this email. May be sent to multiple email addresses. 
Additionally, emails may be sent to:
  • Agent/account manager email address provided in the data.
  • Agent/account manager email address provided in the data plus central email address (i.e. support@company.com).
Additionally, email recipients may be determined by:
  • Data segment - for instance, "Send email to UK support if customer country = UK"
  • Self-select reason - for instance, "Send email to Logistics department if customer ticks 'Delivery' as point of improvement."


Case opening:

For opening a case inside CustomerGauge, you may choose from the same criteria provided under 'Trigger' above.


Additional information:

Additional questions can be added to alerts but in lower case for example: additional_question.