Skip to main content

Pre-builds - set when a feedback form is generated

Choose the status that generates a feedback form on a pre-build by appending a feedback pre-build and editing the status it is generated on.

Note that feedback forms can also be generated on a automated email.

1. Open the pre-build

2. Click the "Feedback" tab

Record tab bar with the Feedback (0) tab highlighted, between Tasks (4) and Questions (0), below Choose Templates

3. Click on "Append Feedback"

Pre-Build Feedback tab with the Append Feedback button highlighted, opening a list of feedback forms such as Customer Feedback

4. Select the feedback pre-build to use

Append Feedback dropdown open on the Pre-Build's Feedback tab, with the Customer Feedback option highlighted

5. Click here to edit it

Pre-Build T1000 Feedback tab with the edit icon highlighted on the Customer Feedback row, next to the Draft trigger status

6. Change the status to one tht it will be generated on

Status dropdown open below the totals panel, changing Draft to Completed, with the Completed option highlighted

7. Click on the tick to complete the edit

Automated Messages tab with Trigger Status set to Completed and the tick button highlighted to save the edit
Did this answer your question?