You can ask CIOPulse to immediately display a survey on your browser.

To display a survey, use a URL like this (with the parameters described below appended):

https://app.cio-pulse.com/collect-feedback?cpc={Your Client Portal Code}&channel=display

Append these parameters to the URL, prefixing each parameter name with a &:

• rgid Mandatory. Support Group Code.
• sgid1 Optional. Customer Segment 1 Code. Defaults to 'NONE' when omitted.
• sgid2 Optional. Customer Segment 2 Code. Defaults to 'NONE' when omitted.
• tssc Optional. The Style Code of the survey design you wish to use. This is only relevant if your subscription includes multiple versions of the transactional survey (e.g. for different languages or brands). For more information, see Style Codes below.

These parameters can also be specified in the URL.  If any of these parameters are omitted from the URL, they will be prompted for on a subsequent dialog box:

• tid Mandatory. Ticket ID.
• agid Mandatory. Support Agent ID. An identifier for the agent who resolved the ticket, e.g. an email address.
• cid Mandatory. Customer ID. An identifier for the customer who the ticket was for, e.g. an email address.

If you use any custom parameters in the text of your surveys (enabling you to use the values of these parameters in the text of your survey), you must add these to the end of the collect-feedback URL, e.g. &name=Robin.

Once the URL is submitted, a dialog box will appear confirming the ticket ID, and prompting for any mandatory parameters missing from the URL.

Click the 'DISPLAY SURVEY' button to display the survey.

You can ask CIOPulse to email a survey invitation.

To send a survey invitation email, use a URL like this (with the parameters described below appended):

https://app.cio-pulse.com/collect-feedback?cpc={Your Client Portal Code}&channel=email

Append these parameters to the URL, prefixing each parameter name with a &:

• rgid Mandatory. Support Group Code.
• sgid1 Optional. Customer Segment 1 Code. Defaults to 'NONE' when omitted.
• sgid2 Optional. Customer Segment 2 Code. Defaults to 'NONE' when omitted.
• tssc Optional. The Style Code of the survey design you wish to use. This is only relevant if your subscription includes multiple versions of the transactional survey (e.g. for different languages or brands). For more information, see Style Codes below.

These parameters can also be specified in the URL.  If any of these parameters are omitted from the URL, they will be prompted for on a subsequent dialog box:

• tid Mandatory. Ticket ID.
• agid Mandatory. Support Agent ID. An identifier for the agent who resolved the ticket, e.g. an email address.
• cid Mandatory. Customer ID. An identifier for the customer who the ticket was for, e.g. an email address.
• email Mandatory. The email address of the person you wish to email the survey invitation to.

If you use any custom parameters in the text of your surveys, or you wish to use them in the survey invitation email, you must add these to the end of the collect-feedback URL, e.g. &name=Robin.

Once the URL is submitted, a dialog box will appear confirming the ticket ID, and prompting for any mandatory parameters missing from the URL.

Click the 'SEND SURVEY' button to email the survey invitation.

The copy (text) of the survey invitation emails, comes from the 'Email Subject (collect-feedback)' and 'Email Body (collect-feedback)' fields from the 'Survey Invitation Templates' section of your Preferences in the Portal.

The CIOPulse logo will appear at the top of the survey invitation email, unless you specify your own logo in the 'Organisation Logo URL' field in your Preferences.

These templates can include placeholders values from any parameter in the collect-feedback URL.

For example,  "We'd like to hear your feedback about ticket {{tid}}" will result in the email text reading, "We'd like to hear your feedback about INC123456", where &tid=INC123456 was specified in the collect-feedback URL.

The 'Email Body (collect-feedback)' field must contain "{{button}}" where you'd like the 'Take survey now' button to be placed.

For parameters that are not specified in the URL, only in the dialog box, these are the placeholder names that you can used in the 'Email Subject (collect-feedback)' and 'Email Body (collect-feedback)' fields are:

• {{tid}} for Ticket
• {{agid}} for Agent ID
• {{cid}} for Customer ID
• {{email}} for survey recipient's email address.

You can ask CIOPulse to SMS a survey invitation.

To SMS a survey invitation, use a URL like this (with the parameters described below appended):

https://app.cio-pulse.com/collect-feedback?cpc={Your Client Portal Code}&channel=sms

Append these parameters to the URL, prefixing each parameter name with a &:

• rgid Mandatory. Support Group Code.
• sgid1 Optional. Customer Segment 1 Code. Defaults to 'NONE' when omitted.
• sgid2 Optional. Customer Segment 2 Code. Defaults to 'NONE' when omitted.
• tssc Optional. The Style Code of the survey design you wish to use. This is only relevant if your subscription includes multiple versions of the transactional survey (e.g. for different languages or brands). For more information, see Style Codes below.

These parameters can also be specified in the URL.  If any of these parameters are omitted from the URL, they will be prompted for on a subsequent dialog box:

• tid Mandatory. Ticket ID.
• agid Mandatory. Support Agent ID. An identifier for the agent who resolved the ticket, e.g. an email address.
• cid Mandatory. Customer ID. An identifier for the customer who the ticket was for, e.g. an email address.
• mobile Mandatory. The mobile number of the person you wish to SMS the survey invitation to. This must be in international format, starting with the country code.

If you use any custom parameters in the text of your surveys, or you wish to use them in the survey invitation SMS, you must add these to the end of the collect-feedback URL, e.g. &name=Robin.

Once the URL is submitted, a dialog box will appear confirming the ticket ID, and prompting for any mandatory parameters missing from the URL.

Click the 'SMS SURVEY' button to SMS the survey invitation.

The copy (text) of the SMS message, comes from the 'SMS Text (collect-feedback)' field from the 'Survey Invitation Templates' section of your Preferences in the Portal.

The SMS template can include placeholder values from any parameter in the collect-feedback URL.

For example,  "Click here {{link}} to share your feedback with us (ticket reference {{tid}})" will result in the SMS reading, "Click here cio-pulse.link/xyz to share your feedback with us (ticket reference INC123456)" where &tid=INC123456 was specified in the collect-feedback URL.

The 'SMS Text (collect-feedback)' field must contain "{{link}}" where you'd like the link-shortened survey URLto be placed.

For parameters that are not specified in the URL, only in the dialog box, these are the placeholder names that you can used in the 'Email Subject (collect-feedback)' and 'Email Body (collect-feedback)' fields are:

• {{tid}} for Ticket
• {{agid}} for Agent ID
• {{cid}} for Customer ID
• {{mobile}} for the survey recipient's mobile number.

Instead of emailing or SMSing a survey invitation, or displaying it on the screen, you can ask CIOPulse to display a QR code for the survey. This QR code can then be scanned on a mobile device to access the survey.

To display a survey, you can use a URL like this (with the parameters described below appended):

https://app.cio-pulse.com/collect-feedback?cpc={Your Client Portal Code}&channel=qrcode

Append these parameters to the URL, prefixing each parameter name with a &:

• rgid Mandatory. Support Group Code.
• sgid1 Optional. Customer Segment 1 Code. Defaults to 'NONE' when omitted.
• sgid2 Optional. Customer Segment 2 Code. Defaults to 'NONE' when omitted.
• tssc Optional. The Style Code of the survey design you wish to use. This is only relevant if your subscription includes multiple versions of the transactional survey (e.g. for different languages or brands). For more information, see Style Codes below.

These parameters can also be specified in the URL.  If any of these parameters are omitted from the URL, they will be prompted for on a subsequent dialog box:

• tid Mandatory. Ticket ID.
• agid Mandatory. Support Agent ID. An identifier for the agent who resolved the ticket, e.g. an email address.
• cid Mandatory. Customer ID. An identifier for the customer who the ticket was for, e.g. an email address.

If you use any custom parameters in the text of your surveys (enabling you to use the values of these parameters in the text of your survey), you must add these to the end of the collect-feedback URL, e.g. &name=Robin.

Once the URL is submitted, a dialog box will appear confirming the ticket ID and prompting for any mandatory parameters missing from the URL.

Click the 'DISPLAY QR CODE' button to display the QR code for the survey.

The QR code can then be scanned in order to take the survey.

If you are on a Corporate or Enterprise Plan, you may have multiple survey designs, e.g. one for each language, or one for each sub-brand of your organisation.

Each of your survey designs will have it's own Style Code.  To display a survey with a particular design, you need to use the &tssc= parameter in the collect-feedback URL.

The Style Code for each of your survey designs can be found in the Portal in the 'View your URLs' function.  Under the 'Listening Posts' heading you will see the URLs for each of your survey designs.   The Style Code for a survey design is the value that can be found in the URL in the &sc= parameter.