Feature Overview

The Feedback Request Automation setup enables administrators to create and manage automated groups for feedback collection from customers. This centralized automation system allows organizations to define rules and triggers that automatically identify opportunities or accounts eligible for feedback requests, streamlining the customer feedback collection process across an organization.

How It Works

The Feedback Request Automations interface displays a comprehensive table of all automation groups organized into Current Automations and Deleted Automations sections. Each automation entry shows its name, source type (opportunity or account), enabled status, last modified date, and available action.

Administrators can create new automation groups for either opportunities/deals or accounts/companies using the "Create New Automation Group" dropdown. Existing automations can be reordered via drag-and-drop to control processing priority, enabled or disabled to control active feedback collection, and managed through action menus that allow duplication, setting as default, or deletion.

System default automations are marked with a star icon and cannot be deleted, while custom automations provide full administrative control. Deleted automations remain visible for reference but are excluded from active processing.

Use Cases

• For Admins: Create and manage automation groups for systematic customer feedback collection, including duplicating successful automations and setting organization defaults. Send test emails to validate automation workflows before deployment.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active TruVoice Program connected to organization
• Active CRM instance integration properly configured with account and opportunity data
• User email authorization/signatures configured for feedback request senders
• Understanding of organizational sales processes and customer communication preferences

Highlights

• Eliminates missed feedback opportunities by automating customer survey requests
• Drag-and-drop reordering enables customized automation processing priority
• Separate sections for current and deleted automations maintain visibility and reference
• System defaults provide essential functionality while custom automations enable organizational flexibility

Need Help?

Contact your Customer Success Manager for guidance on configuring feedback request automations or troubleshooting automation processing issues, or TruSales Support if you experience any technical issues with this page.