Survey Exclusion

Survey Exclusion

You can define rules to prevent the application from sending surveys to contacts based on request properties (fields). 

This is a portal-specific configuration.

 

To define an exclusion rule: 

    1. Go to Admin>>User Survey>>Survey Exclusion.

    2. Enable exclusion rules using the toggle button.

    3. Select the appropriate request field, condition, and value to define a rule. To add more rules, click New Rule or  icon against the existing rule.

    4. Finally, click Update.

 

 

When multiple rules are configured, you can choose to exclude the survey using different combinations of matching rules using logical operators.
            

View, edit, or delete survey exclusion rules 

  • To view exclusion rules, go to Admin>>User Survey>>Survey Exclusion.

  • To edit a rule, make necessary changes to the rule and click Update.

  • To delete a rule, click  icon against the rule. Click Delete to reset all rules.


    • Related Articles

    • Survey Reports (User Survey)

      You can view reports for an individual request survey or multiple surveys. To view aggregate results of surveys, Go to Admin>>User Survey>>Survey Reports. Select from the following filters and click Apply Filter. Survey's publishing period Survey ...

    • Survey Configuration

      Based on your requirements, you can create multiple surveys either to receive feedback on resolved requests or to conduct a general survey.   To configure a survey:  1. Go to Admin>>User Surveys>>Survey Configuration. 2. Choose the survey type by ...

    • Survey Emails: Customizations and Translations

      Based on your requirements, you can customize the email message or add translations. ​  Customization To configure a survey email:  1. Go to Admin>>User Survey>>Survey Email Configuration. 2. Select the survey type of your choice. 3. Customize the ...

    • attachment-settings

      Attachment Settings Attachment settings allow you to manage the files that users add as attachments in various modules. Role Required: SDAdmin. Go to Admin > General Settings > Attachment Settings and configure the fields as explained below: Fields ...

    • Editions and Licensing

      SupportCenter Plus is available in three different editions, namely, Standard Professional, and Enterprise. The Standard edition is available as free to use for up to five support reps. All editions are available for a 30-day trial and a valid ...