Takeasurvey

Triggers an ECHO phone survey to be automatically sent to a specified number.

Supported Script Types

Properties

Property Details
TakeaSurvey

True/False. Setting this field to True will create a survey invitation flag in the database which triggers a survey to be sent.

CallbackNumber

The number that should be used to call for the survey. This field can be a variable, for example {ANI (automatic number identification)Closed Also known as caller ID. Listed phone number of an incoming voice call.}.

BusinessRuleGroup

The name of the Business Rule Group created in CXone that should be used to identify an appropriate survey for the contact. The BusinessRuleGroup is a free text field and the name should match the Group name exactly (case sensitive).

IsInternational

Setting this field to True will indicate the number to be called is a non-U.S. number. This field is a text entry field so that it can contain a True/False value.

CallerID

The caller ID that will appear when the survey is sent to the phone number.

Branches

Branch Details

Default

Path taken unless the script meets a condition that requires it to take one of the other branches. It is also taken if the other branches are not defined.

Tips & Tricks

  • Typically, an IVR Menu action is sent up for the customer to opt in to a survey prior to interacting with an agent. The survey and business rules must be set up in CXone first.
  • Takeasurvey applies only to phone surveys.
  • This action supports international and U.S. phone numbers.
  • If you need to send email surveys, it must be done through the CXone interface.
  • By setting the Takeasurvey property to true, an invitation flag is set in the database for the contact. Once the time frame designated by Survey Configuration occurs, which could be immediately following the contact, the survey will be sent.