XFatora

Feedback & Surveys

Collect feedback and schedule surveys to understand customer experience.

Feedback & Surveys screenshot 1 Feedback & Surveys screenshot 2 Feedback & Surveys screenshot 3

What you can do here

  • Create surveys with questions and ratings.
  • Schedule survey sending and manage timing.
  • Review survey results and responses.

Before you start

  • Feedback & Surveys access is required.
  • Ensure customer contact data is complete.
  • Confirm cron is scheduled for survey sending.

Step-by-step

  1. Open Feedback & Surveys and create a new survey.
  2. Add questions and set the schedule.
  3. Enable sending so cron can process the queue.
  4. Review responses and results in the survey reports.

Tips & Common mistakes

  • Keep surveys short to improve completion rates.
  • Schedule surveys shortly after key milestones.
  • Review results regularly to spot patterns.

FAQ

How are surveys sent?

Surveys are queued and sent by cron based on the schedule.

Can I resend a survey?

Yes. Adjust the schedule and requeue if needed.

Where do I see results?

Use the survey results and reports screens.

Next steps

Support Desk Overview Dashboards & Reports Notifications & Email Templates