RapidStart CRM CSAT Addon Reading the Dashboard The RapidStart CRM CSAT Addon includes a CSAT Dashboard. (1) This displays the average ratings value by month. 1 is Poor, 2 is Average, 3 is Good and 4 is Excellent. (2) This displays the number of ratings submitted by month (3) This displays the number of Comments… Read More

RapidStart CRM CSAT Addon Modifying the CSAT Import Recurrence CSAT submissions are added to a queue. By default, they are imported into RapidStart CRM once a day. If you would like to see your new ratings and comments sooner or later, you can change the recurrence interval, by adjusting the recurrence trigger for the Flow.… Read More

RapidStart CRM CSAT Addon Active CSATs  To review active CSATs, open the RapidStart CRM Settings app, available to RapidStart CRM Power Users and System Administrators.     (1) Click on CSAT Configs in the sidebar (2) Select the CSAT Record to review On the Ratings tab, you can see the ratings results On the comments… Read More

RapidStart CRM CSAT Addon Viewing CSATs on Contact Records in Apps For raters who provided an email with their comments, the Contact forms for RapidStart CRM and the RapidStart CRM Sales-Only apps will display this information on a new tab called CSAT.… Read More

RapidStart CRM CSAT Addon Using the Security Role RapidStart CRM CSAT data is visible by default to all users with the RapidStart CRM Power User or System Administrator roles. To allow other users to see the data, go to the RapidStart Settings app and select Users in the sidebar and click on a user’s name.… Read More

RapidStart CRM CSAT Addon Adding the CSAT to your Email Signature The embed code is html and can be pasted anywhere html works. Here it has been pasted into an email. This can be done on an email itself individually, or by adding it to an email signature. Here is a link to Microsoft documentation… Read More

RapidStart CRM CSAT Addon Create a CSAT  Open the RapidStart CRM Settings app, available to RapidStart CRM Power Users and System Administrators. (1) Click on CSAT Configs in the sidebar (2) Click New (3) On the form that opens, give your CSAT a name (4) Edit the default question if you like (5) Save the… Read More