How do I enable a post chat survey?

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How do I enable a post chat survey?


You can have your visitors or agents fill out a post chat survey after the chat has ended.

Post chat surveys are voluntary for visitors but can be made mandatory for agents.

To use a Post Chat survey do the following.

1. Log into the Velaro control panel at http://login.velaro.com with your administrative access login.
2. If you do not already have a post chat survey that you want to use you will need to create one. Your account comes with a basic default Post chat survey and you can edit that survey if you wish instead of creating a new one.

For more information on creating and editing surveys please see this article.
http://www.velaro.com/kb/KnowledgebaseArticle10027.aspx?

3. Navigate to Setup -> Workflow.
4. Select the icon for  Postchat Survey.
5. Select the radio button for the post chat survey you wish to enable or configure either Agents or Visitors.
6. If the survey is not enabled select the radio button for "Show Postchat questionnaire"
7. Select the department you wish to configure.
8. Select the survey you wish to use from the drop down menu.

Your post chat survey is not configured and will be shown when the chat is exited.

If this is a post chat survey for an agent once they have ended a chat you can also require the agent to fill out the survey by placing a check mark in the box "Require agent to submit survey" This is only for agent post chat surveys.

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Last Modified:Friday, September 05, 2008
Last Modified By: David
Type: FAQ
Level: Beginner
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