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Customer/user satisfaction survey when requests/projects are closed


Level 4

I've already liked the couple of ideas in the Innovation Lab related to this, and I can't find any discussions more recent than 2019. Does anyone have a good process setup for satisfaction surveys after requests/projects are completed? I am thinking some combination of the below options:


  1. Fill out a Google form
    1. Would then use Fusion to have the data entered back into a Workfront custom form)
  2. Fill out a Workfront custom form
    1. Thinking about having a report setup that would filter depending on user viewing the report and it would pull in all survey custom forms associated with that user's requests/projects. This way, the user wouldn't have to take the extra step of finding the custom form since you can't link them directly to it.

Notifying the user to take the survey:

  1. Project manager manually notifies the user in Workfront update
    1. Would probably be a task in the project template to remind them
  2. Email automatically sent to user by Fusion once a specific task is completed or once the project is completed

Any feedback or additional approaches welcome! Thanks so much!


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