Feature Overview

The Feedback Request History Run enables administrators to perform one-time batch processing of historical opportunities or accounts to automatically submit qualified contacts for feedback requests. This feature allows organizations to catch up on feedback collection for past deals that meet current automation criteria, ensuring comprehensive customer feedback data without manual intervention.

How It Works

The History Run interface provides a comprehensive form for configuring and executing historical feedback request automation. Administrators can select an automation configuration, define date ranges for historical data, set trigger conditions, and specify contact submission criteria.

• Automation Selection: Choose from existing feedback request automation configurations to determine which rules and settings will be applied to the historical run.
• Source Selection: Select whether to process opportunities/deals or accounts/companies for feedback requests.
• Survey Collector: Choose the TruVoice survey collector that will receive the feedback submissions.
• Trigger Conditions Tab: Define CRM field filters that opportunities/accounts must match to qualify for feedback requests, including owner filters, date ranges, status filters, and custom field conditions.
• Sender Settings Tab: Configure who sends feedback request emails and customize sender conditions based on field values.
• Email Recipients Tab: Define additional stakeholders who should receive notification emails about feedback submissions.
• Contact Submit Conditions Tab: Specify which contacts are automatically selected for feedback when opportunities/accounts qualify, including contact types, roles, activity types, and relationship fields.

The system processes the historical data in batches, providing real-time progress updates and detailed results showing successful submissions and any errors encountered.

Use Cases

• For Admins: Perform catch-up feedback collection for recently implemented automation rules on historical opportunities, ensuring no qualified deals are missed while building comprehensive feedback datasets.
• For Sales and Revenue Operations: Backfill feedback data for analysis and reporting requirements, ensuring historical opportunities are included in win/loss analysis and customer experience insights.
• For Compliance Teams: Ensure feedback collection meets data completeness requirements by processing historical opportunities that were previously ineligible or overlooked.

See It In Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active TruVoice Program connected to organization
• Existing feedback request automation configurations
• Understanding of organizational feedback collection goals and automation rules

Highlights

• One-time batch processing for historical data catch-up
• Flexible trigger conditions support complex qualification rules
• Comprehensive contact selection criteria for targeted feedback collection
• Integration with existing automation configurations for consistency

Need Help?

Contact your Customer Success Manager for help configuring history runs or troubleshooting batch processing issues, or TruSales Support if you experience any technical issues with this page.