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ConnectWise PSA

Project surveys

Project Surveys email automations

As you know, Project Surveys allow you to measure sentiment across projects with multiple stages.
(Think new security rollouts, employee onboarding—that kind of thing.)
However, when you’re dealing with dozens of projects across your MSP operation, keeping track of responses as they happen can be hard to manage.
Especially when you need to respond to critical feedback right away.
Which is why we’ve just launched Project Survey Automations.
Now, you’re able to create surveys alerts based on filters like:
  • Specific score ranges
  • Company or account name
  • Whether or not there’s a comment
Project Surveys email automation
For example, your project managers and their team can be alerted when a client selects a score between one and three so you can fix issues immediately.
Or, get alerted when you receive a review from a new client within their 30 days of onboarding to ensure they’re getting the best service possible.
To get started, simply head to the SmileBack automations page.