For engineers: enroll non-fleet customers into CSAT batches
For engineers: enroll non-fleet customers into CSAT batches
Engineering misses eligible non-fleet policyholders in scheduled runs, leaving CX blind to recent satisfaction. It enrolls batches of 500 into CSAT each run, ensuring CX gets recent feedback.
Overview
Missed enrollments leave customer experience blind to policyholder sentiment, risking retention and poor operational insight. This workflow lets engineering run repeat batches that add eligible non-fleet policyholders into your CSAT program, delivering fresh feedback for analysis. Teams using similar flows report faster feedback collection and fewer manual run errors.
Notable Features
- Schedule recurring CSAT enrollment runs
- Filter and select eligible non-fleet policyholders
- Add selected policyholders to CSAT