• Recording > Retention Policy > Add permission
  • Recording > Retention Policy > Edit permission
  • RecordingRetention Policy > View permission
  • A published web survey form
  • A published survey invite flow in Architect

Use policies to send surveys after an interaction. Determine which type of interactions trigger a survey invite and how many invitations to send.

Note: Policies do not affect to previous interactions. Policies only apply to interactions that happen after you enable the policy. 
  1. Click Admin.
  2. Under Quality, click Policies.
  3. Click Create New Policy.
  4. In Policy Name, enter a name for the policy.
  5. In Description, enter a description of the policy. For example, survey policy for billing interactions between. 
  6. Click a media type tab. 
  7. For each media type, assign one or more Matching Criteria. For more information about matching criteria, see Create a policy
  8. In the Actions to Perform section, assign the following actions for interactions that match the criteria:
    • Recording Retention—Specify whether to retain or delete a recording. To send survey invitations, you must retain interaction recordings.

      Note: Call recording requires that Recording is enabled on the SIP trunk. Contact your telephony administrator and refer them to the Enable Recording procedure. 

    • Send web surveys—Automatically send a survey invitation. You can specify the following information:
      • Survey form: Select which published form to use. Genesys Cloud automatically uses the most recent version of the form. For more information about survey forms, see Create a web survey form.
      • Flow: Select which survey invite flow to use. For more information about survey flows, see Navigate a survey invite flow.
      • Invitation Sending User: (Optional) Set the user name for the from email address for the survey invitation. A user name that identifies your company helps the customer recognize who the email is from and increases the response rate. For example, you could enter a name such as CompanyNameSupport or CompanyCustomerSevice.
        Note: If Invitation Sending User is not set, Genesys Cloud displays the sender name as ‘no-reply’.
      • Invitation Sending Domain: Select the second part of the from email address for the survey invitation. For more information about setting up email domains, see Manage ACD routing.
      • Invitations: Select how many invitations to send to the customer. Invitations that you send after the first invitation are reminders. 
      • Period (Days): Appears as an option if you select more than one invitation. Select how long to wait before sending a reminder. You can set reminders to send up to 90 days after the initial invitation. For example, if you want to send two reminders, you can set the period for up to 45 days because two reminders multiplied by 45 days equals 90 days total. Genesys Cloud then sends three invitations total: the first invitation, the first reminder 45 days later, and the second reminder 45 days after the first reminder. 
        Note: Recipients can only reply to surveys up to 90 days after it is created, after which it expires.
  9. Optionally, assign more actions to perform for interactions that match the criteria. For more information about the other actions, see Create a recording policy
  10. Repeat steps 6 through 9 for each media type that you want the policy to match. 
  11. To enable the policy, click Save. For more information about disabling the policy, see Disable a policy

  • To allow customers time to respond to email or messaging interactions, Genesys Cloud delays sending survey invitations for these interactions for at least 72 hours after the agent’s last response to the interaction. For example, if an agent answers an email interaction on Monday at 1:00 PM and receives no response from the customer, then Genesys Cloud sends the invitation on Thursday at 1:00 PM. However, if the customer replies on Tuesday at 1:00 PM, and the agent responds on Tuesday at 3:00 PM, then Genesys Cloud sends the survey invitation on Friday at 3:00 PM. If the customer is the last participant for the interaction, Genesys Cloud does not send the invitation.  
  • The 72-hour delay does not apply to Survey flows. Genesys Cloud initiates Survey flow at once, and puts the Survey to Pending status until 72 hours pass.
  • Genesys Cloud allows only one survey for a single interaction.
  • When an interaction matches more than one policy that has Send web surveys action, only one policy sends a survey. You cannot predetermine which policy sends the survey. Genesys recommends that you make policy criteria as specific as possible, so that policies with survey actions do not overlap.
  • When an interaction includes more than one customer participant, Genesys Cloud sends the survey invitation to the most recent customer participant in the interaction.