Download Wootric NPS Template for Freshdesk Customer Success

Freshdesk Customer Success email template is available in Wootric for NPS surveys. If you are using Wootric, you can upload the entire HTML template into the Freshdesk Customer Success email editor and send out Wootric NPS survey using Freshdesk Customer Success' automated email trigger and/or email campaign feature.

  1. Go to your Wootric account -> Settings
  2. Click Download Email Template under "Setup Your Survey"
  3. Select Freshdesk Customer Success from the list and click "download"

This feature not only allows you to schedule NPS survey based on rich customer data and smart rules in Freshdesk Customer Success, but also ensures that responses submitted to your NPS survey will be 100% mapped to existing users in your Freshdesk Customer Success instance through the Wootric <> Freshdesk Customer Success integration.

The downloaded template will be in the form of a raw HTLM code. Once you have downloaded it, you can paste it into an email template in Freshdesk Customer Success' Email Center.

Example NPS Trigger Rules

Below is an example email trigger rule you can set up in Freshdesk Customer Success to help collect NPS responses from your customers at the desired scenario. 

The rule defines your target audience group – CRM contacts and product users from accounts of a certain stage and tier, and that their instance go-live date is in the current week.

You can add additional criteria to define more specific trigger conditions. Those can be related to users' activities such as when they last used your product, which features they have used extensively, and their specific user roles, etc.

More instructions on how to create an Email Trigger can be found here.