Knowledge Base Zoho Desk For Administrators Organization Settings

            Setting up Customer Happiness Rating

            Listen to the voice of your customers by enabling customer happiness ratings in Zoho Desk. Happiness rating helps you get a glimpse of what your customers think about the support they receive, at the end of each response or on closing their ticket. Also, the built-in analytics will help you keep track of the ratings received by the agents or left by your contacts and accounts over different time periods. 

            Please check the availability of Happiness Ratings for your Zoho Desk edition below:
            Zoho Desk Edition Availability

            Enabling Happiness Ratings
            You must enable happiness ratings to receive feedback from your customers. 
            To enable happiness ratings:
            1. Click the Setup icon ( ) in the top bar.
            2. In the Setup Landing page, click Customer Happiness under Organization.
            3. In the Customer Happiness page, click Get Started.
            4. In the Rating Configuration page, provide the following:
              • Rating Question: Enter a question you like to pose to customers, to describe how satisfied they are with your customer service.
              • Ratings: These are the options your customers choose to describe their experience. You are provided with three rating options namely: Good, Bad, and Okay. You can disable the 'Okay' rating if you don't want your customers being neutral.

              • Add Rating Link: This is the link that your customers should click to leave a rating. You can choose to add the link-
                • To every response sent: The link is added to the ticket responses sent by your agents
                • When a ticket is closed: The link is sent over a notification template (Ticket Closed) on closing the tickets
              • Rating Link: You can choose to show or hide the smileys in the rating link. Choose one amongst the following options-
                • Will have rating question alone: The link displays only the question
                • Will have rating question with smileys: The link displays the smileys under the question
              • Display Widget in the Help Center: Enable this option if you'd like to display the ratings in your Help Center.
              • Show Agent Photo: Enable this option to add the picture of the agent in the rating form.
              • Reopen Ticket: You can choose to reopen a ticket when it receives a rating. A ticket can be reopened only on having received a negative rating or for all ratings.
              • Enable Survey: You can enable happiness ratings for one or more of your departments. Specify the departments from the drop-down menu.
              • Notify Ticket Owner For: You can notify the ticket owners when they receive ratings from the customers. You can choose to be notified only having received a negative rating or for all ratings.
              • You can notify the Supervisors or the Support Managers about the negative ratings received in your help desk. Specify the other users from the list view.
            5. Click Save.

            • Customers cannot opt out of receiving rating requests.
            • Happiness rating is per response or ticket, and not per customer.
            • The rating link is a one-time URL, so customers can't change their rating by accessing it again from their email.

            Customizing Rating Options
            Personalize the default rating options provided in Zoho Desk. You can customize the smileys, rating text and the response displayed after rating a ticket.
            To personalize rating options:
            1. Click the Setup icon ( ) in the top bar.
            2. In the Setup Landing page, click Customer Happiness under Organization.
            3. In the Customer Happiness page, do the following:
              • Click the Edit icon ( ) over a rating.
              • In the Edit Rating window, select a smiley from the options provided. You can click the Add icon ( ) to browse and select an image from your machine.
              • Customize the text for rating; response shown on selecting a rating and on providing feedback.
              • Click Save within the window.
            4. In the Customer Happiness page, click Save.

            You can follow the above steps to customize the other rating options provided in Zoho Desk.

            Customizing Place Holder for Ratings
            The location of the rating placeholder can be customized according to your business requirements. However, its default location depends upon the option you chose, while enabling happiness ratings.
            1. When you opt to add the rating link in all of the ticket responses, the link is displayed just below the signature of an agent. An agent while replying to a ticket, can copy-paste the link anywhere within the reply editor.
            2. When you opt to send the rating link only on closing a ticket, the link is displayed above the agent's signature in the email notification sent for closed ticket. You can customize its location in 'Closing a Ticket' notification email under Setup. Please note that the system will automatically enable the closed ticket notifications on selecting this option. You can disable the closed ticket notification, but make sure you've setup a workflow trigger to ask for ratings.

            Leaving a Feedback
            Customers can access the rating link to rate their most recent support experience. In the rating page, they can select a rating option and leave a short description of their experience. The feedback page also displays the agent's picture and the business logo to add some personality to your feedback management system.

            Viewing Ratings on Tickets
            Ratings left by your customers are threaded to the relevant tickets in Zoho Desk. You can view the ratings and its associated feedback by selecting the thread in a ticket. 

            Displaying Ratings in Help Center
            Show off how good you are in customer service by displaying the rating widget in your Help Center. Your customers can view the overall percentage of Good, Okay and Bad ratings received in your help desk. They can also view the last 100 ratings received. Also, the widget is dynamic that the data is recalculated every time you receive a new rating.

            The widget can be displayed by enabling the 'Display Widget in the Help Center' option under Customer Happiness settings. 

            Rating for Tickets Created Over Phone
            Measuring customer happiness for tickets created over the phone is as important as for those received via email. Zoho Desk allows you to send a rating link when a ticket created over the phone is closed.
            To send the rating link:
            1. Click the Setup icon ( ) in the top bar.
            2. In the Setup Landing page, click Workflows under Automate.
            3. In the Workflow Rules page, click the Add icon ( ) in upper right corner.
            4. In the New Workflow page, create a workflow rule as suggested below:
              • Module - Tickets
              • Enter a Rule Name
              • Execute on - Create
              • Rule Criteria -  Status <contains> Closed & Channel <contains> Phone
              • Under Actions menu, click the icon to add a New Alert
              • In the New Alert window, select the email template for customer happiness rating
              • Under Notify, check the Contact option
              • Click Save
            5. Click Save in the New Workflow page.
            This workflow rule triggers the email containing the rating link when tickets are closed.

            Ratings for Chat
            Visitors can rate their chat experience as good or bad. The chat feedback received from customers will help you improve your chat support channel. You can also find the agents who are most successful in providing quality chat support.

            The departments that are enabled for chat support will, by default, display the rating options at the end of the chat sessions.

            Disabling Happiness Ratings
            You can disable happiness rating question from being sent to your customers at any point in time.
            To disable ratings:
            1. Click the Setup icon ( ) in the top bar.
            2. In the Setup Landing page, click Customer Happiness under Organization.
            3. In the Customer Happiness page, click on the toggle at the top of the page.
            You have now disabled happiness ratings for your Zoho Desk.
            Help us to make this article better
            1 4