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Send a transactional survey when a ticket is closed in Richpanel

Richpanel webhook integration can trigger CSAT, NPS or CES surveys in an email or in-app tranzactional campaign.

Alex Bitca avatar
Written by Alex Bitca
Updated over 2 weeks ago

Richpanel webhook integration can trigger CSAT, NPS or CES surveys in an email or in-app tranzactional campaign.

Assuming your email or in-app tranzactional campaign is already created, next step is to createa and configure the Richpanel webhook and API keys.

Copy the webhook url from the campaign Trigger section and make sure the trigger is set as Richpanel:

In Richpanel, go to "Settings" > "Integrations" and add a new "HTTP target" as shown in the screenshot below:

add a title, copy the URL from campaign Trigger section, type POST and copy the JSON template from the block below:

{
"email": "{{ticket.from}}",
"first_name": "{{ticket.customer.firstName}}",
"ticket_channel": "{{ticket.channel}}",
"ticket_status": "{{ticket.status}}",
"assignee_id": "{{ticket.assignee}}",
"store": "{{ticket.appClientId}}",
"tags": "{{ticket.tags}}",
}


make sure that the customer properties are present in your account, on the "Contact Attributes" page. If needed create them as type "Text".

No headers are required. Finally, the section will look like this:


Next, go to the Richpanel Automation rules and add and save a new rule when the ticket is closed:



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