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Attach Last Survey Score to Zendesk Requester

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Maria Herrell
Updated 1 year ago

In this article, we will show you how to automatically attached the last survey score to the Requester in Zendesk:

1. In Zendesk, go to Admin < People: User Fields

2. Drag and drop Text from the right to the left to create a custom field:

3. Go to Admin < Business Rules: Triggers and select Add Trigger:

4. Give the trigger a name and description

5. Add a Category

6. Under Conditions < Meet ALL of the following conditions select Add condition and add it as follows:

*Note: 'Score: 1' would depend on how the score is appearing in the internal note that appears from the Zendesk Alert

7. Under Action, select the field you created in step 2 and enter how you want the field populated. For this example, 'Score: 1' is equal to a 1 star response to the survey

8. Select Create

9. Back in the Triggers overview, select Clone on the trigger you've just set-up:

10. Update the Trigger name

11. Under Conditions, update the comment text from 1 to 2:

12. Under Actions, update the Last NPS field:

13. Select Create

14. Repeat steps 9-13 for all remaining scores

Now, if you click on a Requesters profile - you can see their last NPS score which will update to always show the last score:

*Note: You can also use the 'Last NPS' field in other triggers → for example, if a recipient has forwarded feedback and their last response was a detractor response you can assign a higher priority

😞 😐 😃