There are two main steps to this:
Create the feedback request pre-build
Add this to an automated message on a Job/Sales Order, Quotation, Delivery note, etc.
1. Click here.
2. Click "Prebuilds"
3. Click "Feedback"
4. Click "New Pre-Build"
5. Put in a name for the pre-build
6. Enter the question and request for any comments, then click "Save"
7. Click "Back to Pre-Builds"
8. Add it to another pre-build. In this example, Click "Sales Orders" (Jobs)
9. Edit a pre-build
10. Click "Automated Messages"
11. Click "New Automated Message"
12. Click "Blank"
13. Give the automated email a name
14. Choose the status at which the email is automatically send, for example, "Delivered"
15. Chose the feedback pre-build that will be automatically attached to this email, for example the one just set up, "On Delivery Feedback"
16. Enter the recipient's email address variable in the "To" field
17. Add a subject
18. Add your desired text to the body of the email
19. Save and Preview
20. Check the preview
21. Click "ร"
22. Click "ร"
23. To test it, click "Go To"
24. Click "Sales Orders" (Jobs)
25. Click "New"
26. Select the Job/Sales Order pre-build the automated messaged was added to
27. Enter a customer
28. Select a contact at the customer
29. Change its status to the one that triggers the request
30. The email will similar to this;
31. The customer can click on the link
32. The customer sees this screen where they can leave their feedback
33. Back in Zigaflow, the feedback response is linked to the original document (in this case the Job/Sales Order)
34. You can see their feedback here