Surveys: Breaking down by team

Andrew Meza
Tera Expert

Hello Community,

 

I have been tasked to create a CSAT survey for my entire department with 5 basic questions. There are about 5 teams within the department. Am I able to create one holistic survey for the department but once I start gathering data break it up by team? There would need to be something in the survey that tells us what department someone wants to leave the review for I would assume.

 

Or is it simply best practice to create a survey for each team?

1 REPLY 1

Andy Leates
Tera Contributor

I would probably look at trigger conditions on the survey.

Assignment group - is - Name of group

So that surveys are only send for your department

You could also set "Related field 1" to be Assignment Group, which will then pull that data into the survey record for you to report on.