The Post-Chat survey allows you to collect information from your customer after a chat has ended. Most commonly this is used as a customer satisfaction survey, but if there is any other information you would like to collect from a customer after the end of a chat, that can be done here as well.
To configure the Post-chat survey, go to Account Setup > Workflows > Post-chat survey (https://app.velaro.com/#/admin/workflows/post-chat-survey).
The Post-chat survey is available in Basic and Advanced Workflows.
Post-chat survey enabled
When the Enable post-chat survey is checked (Default), the following controls are available.
| # | Control | Description |
|---|---|---|
| 1 | Group | The Group for which the survey is being configured. |
| 2 | Import | Clicking the import button opens a dialog box that allows you to upload a pre-configured post-chat survey. |
| 3 | Enable Post-chat survey |
|
| 4 | E-mail to | Insert one or more email addresses to be sent a email with the results of the post-chat survey. |
| 5 | Header text | The introductory text message displayed in the header of the pre-chat survey. |
| 6 | Submit button text | The text displayed on the submit button of the pre-chat survey |
| 7 | Survey complete message | The text displayed after the survey has been successfully submitted. |
| 8 | Survey | The pre-chat survey as it is currently configured. See the Survey builder article. |
| 9 | Add items | Clicking the Add Items button opens the Survey builder controls. |
| 10 | Save | Clicking the save button to save the changes to the pre-chat survey Be sure to save changes to the survey before navigating away from the page or your updates will be lost. |
Post-chat survey disabled
When the Enable post-chat survey is disabled, when the visitor clicks to end a chat, the chat will simply end, and no post-chat survey will be displayed.
No controls are required if the post-chat survey is disabled.