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help center trengo return to trengo how can we help you thank you your submission has been received oops something went wrong while submitting the form adding a customer satisfaction survey by sending out customer satisfaction csat surveys you enable your customers to rate their experience with your service in this article we ll show you how to set up a csat survey adding a csat survey follow the steps below to add a customer satisfaction survey to your trengo account 1 navigate to settings automation customer satisfaction 2 click add new survey give your survey an internal name and further set it up survey text first you ll configure what the actual message looks like that customers receive wherein you ask them to review their experience with your company follow the steps below to set up your survey text 1 your company brand name add the name of your company which will be displayed on top of your survey and in the signature 2 survey title give your survey a title 3 question add the question that you d like to ask your customer which will be displayed in bold text above the emojis 4 button text the text in the button your customers click to be redirected to the actual survey follow up question when your customer clicked the button in your first message they ll be redirected to the follow up where they can leave their actual review add the follow up question and move on to the next step thank you message after giving their review customers are redirected to your thank you message to which you can also add a button with an url attached to it set up your thank you message as stated below 1 thank you message add the text your customer will see after filling out their survey 2 enable button below text field enable this feature to add a button to the page 3 button text add the text displayed on the button 4 button url add the url your customers will be redirected to when clicking the button when you ve set up all of the above it s time to set up a rule that will trigger the csat to be sent out when the customer conversation has met your conditions please continue to the next page to learn how to set up this rule adding a flowbot to trengo let s automate your customer communication flow by adding a flowbot to your trengo inbox in case you re not familiar with the use of flowbots feel free to read more about the anatomy of a flowbot in trengo add a flowbot if you like to add a flowbot to trengo feel free to follow the steps below 1 navigate to settings automation flowbots and click the plus icon or add flowbot 2 design your flowbot 1 steps overview here you ll find an overview of all the steps you added 2 add step click this button to add a step to your flowbot 3 step the name of the selected step 4 copy step with this button you can duplicate the step 5 delete step delete your selected step 1 add content here you can add content to your step 2 buttons to steps add buttons to the selected step 3 actions click here to add actions to your flowbot step 4 step overview here you ll find an overview of the buttons or actions you ve added to the step when you re done designing your flowbot including content buttons and actions it s time to configure your flowbot adding a greeting to your widget after adding a web widget to your trengo inbox adding channels to it and adding the web widget to your website you re able to set up a greeting for it in this article we ll show you how to do this add a greeting to your widget follow the steps below to set up a greeting for your web widget 1 navigate to settings automation widget automation 2 select add automation and click greet the website visitor 3 set up your greeting 1 from choose who will greet your customers you can choose team user random user from team or set up a custom greeting 2 select team user select your team or user or set up your custom greeting 3 compose greeting add the text your customer will see when the greeting shows after setting up your greeting continue by clicking ready choose audience choose the target audience for your web widget greeting you can choose to show the greeting to all customers or choose a specific audience using different conditions after choosing your target audience click ready set page targeting to continue setting up your page targeting 1 delivery method choose if you d like the greeting to show up immediately or after a specific amount of time 2 page selection select which pages you d like to show the widget greeting on after choosing your page targeting click ready go to next step to publish your widget automation 1 start date choose when you d like the greeting to start showing on your website 2 end date select if there is an end date to your widget greeting 3 select widget choose the web widget on which the greeting will be active 4 active toggle this button to activate your widget greeting click save to publish your greeting adding a help centre to search results after creating your own help centre via trengo and adding content to it you re able to have your articles show up in google and bing search results in this article we ll show you how to do this enable search results follow the instructions below to have your articles show up as google and bing search results 1 navigate to help centre and select your help centre 2 select settings and scroll down to advanced settings 3 set disable search indexing to no don t forget to click save changes adding a help centre to your trengo account with trengo you re able to host your own help centre to help your customers find answers to their questions quickly and with that take pressure off your customer support team so that they can focus more on incoming queries in this article we ll show you how to add a help centre to your trengo account add a help centre to your trengo account follow the instructions below to add a help centre 1 navigate to help centre and click the plus icon or add help centre 2 create your help centre 1 company name add your company s name 2 languages choose the language s you d like your help centre in do note that articles will not be translated automatically 3 default language in case you added multiple languages choose the default language of your help centre click create help centre to add the help centre to your account adding a help centre to your web widget by adding your help centre to your web widget you re allowing your site visitors to quickly find the answers they are looking for before reaching out to you in this article we ll show you how to do this add a help centre to your web widget you can add your trengo help centre to your web widget by following the steps below 1 navigate to settings settings web widgets and select your web widget 2 click help centre from the list of possible channels you can add 3 set up your help centre 1 enabled enable your help centre for the web widget here 2 channel select the help centre you want to connect to your web widget ℹ️ in case you re hosting your help centre on a custom domain make sure to send us an email to get your ssl certificate help centres without one won t appear in your widget don t forget to update your widget by clicking update widget adding an auto reply to trengo with trengo you can use auto replies to automatically let your customers know that you ve received their message set up auto replies if you like to set up auto replies in trengo please follow the steps below 1 navigate to settings navigation auto replies 2 click the plus icon or add auto reply and configure your auto reply 1 title give your auto reply a recognizable name 2 channels add the channels to which you want this auto reply to apply make sure you have the correct business hours set up for these channels 3 auto reply during business hours set up the message that will be sent during business hours 4 auto reply outside business hours set up the message that will be sent outside business hours 5 customise days if you d like the auto reply to be sent out on specific days click the toggle and select on which days the auto reply should be active 6 archive this auto reply click this toggle to archive your auto reply after clicking save changes you have now created an auto reply in trengo when sent your auto reply will be snoozed for a certain time to make sure to not overload your customers with messages when they reach out to you multiple times in a row do note that you can always edit archive or delete your auto replies by going to your auto reply manager adding an email auto reply you can use auto replies to let your customers know you ve received their email you re out of office or you ll respond later due to a high workload be aware that auto replies for email are sent inside and outside your business hours ℹ️ once an auto reply has been sent this feature will be muted for 30 minutes this means that if a customer sends two emails within 30 minutes they will only receive an auto reply on the first email create an auto reply follow the steps below to create an auto reply for your email channel in trengo 1 navigate to settings channels email your email channel 2 go to the email settings tab 3 scroll down and enable auto replies 4 add the sender name that will be displayed as the sender of the auto reply 5 type your auto reply 6 add tags to your auto reply to personalize the email for the customer 7 save your changes adding an email signature when creating an email conversation in trengo the standard signature will be displayed you can choose to customize this signature with links and images in this article we ll show you how to create and customize your email signature create an email signature follow the steps below to create your signature 1 navigate to settings channels email your email channel 2 go to the email settings tab 3 scroll down and find the signature section customize your email signature trengo offers different features to customize your signature below you ll find these features explained text styling with signature text styling you re able to have your text look bold italic or underlined it s also possible to adjust the text color you can add an ordered or unordered list add urls to text clear formatting insert an image and add a table finally it s possible to use code view giving you the opportunity to see and adjust the code behind your text to optimize it even further use of tables sometimes a receiving inbox may not support your styling which can then be cleared of formatting and look disproportional to your customer to prevent this from happening it is advisable to set a table around your signature you can make the lines transparent so it doesn t show while having a proportioned signature use of tags you can use different tags to create personalized email signatures for all trengo users using one signature with the use of custom fields you can even create your own tags adding a password to a help centre after creating your own help centre via trengo you re able to secure it with a password in this way you can use the help centre as an internal wiki for your colleagues in this article we ll show you how to add a password to your help centre add a password follow the instructions below to add a password to your help centre 1 navigate to help center and select your help centre 2 select authentication 3 enter the password don t forget to click save changes next 1 27 video tutorials discover a wide range of tutorials on all available features of our product learn more api documentation unlock the full potential of trengo with our comprehensive developer resources learn more trengo together help us understand what matters most to you your input guides what we explore join our community knowledge base getting started everything you need to know to get you started with trengo learn more working in trengo getting started as a user of the trengo inbox learn more trengo account learn about your trengo account your team s access bills and financing learn more whatsapp business how to set up whatsapp business create templates and other useful information learn more email learn how to set up email channels create auto replies and other email settings learn more social media channels set up facebook instagram and telegram in trengo learn more voice and sms learn how to set up voice and sms channels in trengo learn more live chat and widget how to set up a live chat channel create and place a web widget learn more broadcasting send messages to groups of people via sms or whatsapp business learn more integrations retrieve and share information with other applications learn more help centre learn how to set up structure your help centre write articles and all other settings learn more automation increase efficiency and save time by automating repetitive workflows learn more productivity great features that will help you to work more efficiently in trengo learn more customer satisfaction how to set up and send out customer satisfaction csat surveys using trengo learn more trengo analytics monitor the inbox s performance by checking the reports of your trengo analytics learn more beta features features and functions currently being tested by trengo learn more trengo ai learn everything you need to know about trengo ai learn more still having trouble not finding the answer to your question get in touch with us and we ll do our best to help you out contact support language english nederlands deutsch no results found