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Customer Feedback & Site Readiness Form URL Prepopulate

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Feature Spotlight

Customer Feedback & Site Readiness Form URL Prepopulate

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FEATURE
HIGHLIGHTS

FEATURE HIGHLIGHTS
  • Deliver a positive customer experience
  • Provide valuable information to customers
  • Efficiently pass information
THE PROBLEM

TrueContext’s Customer Feedback Form Destination sends an email to an email address of a person who may or may not have been the person on-site when the technician performed the work.

The recipient of this email may not have interacted with the field technician whatsoever. Beyond the potential to not make it to the correct person, this email also lacks the background context for the service performed in the field.

In addition, the Customer Feedback Form Destination will send an email to an email address that may or may not be that of the person who was on-site when the field service work was performed. Sending an email that lacks the context for the service performed, to someone who was not at the job site, nor interacted with the field technician is not optimal.

OUR SOLUTION

The Customer Feedback and Site Readiness Form URL Prepopulate feature allows citizen developers to pass information such as part numbers, technician information, and other valuable contextual data via the URL of a Customer Feedback or Site Readiness form.

Taking things one step further, tech-savvy users can procedurally generate these URLs to launch different processes. Line of business owners may wish to have their citizen developer or business technologist generate URLs as part of a workflow that sends partially filled, multi-use Customer Feedback and Site Readiness forms.

Another way to use this feature is to set a reusable URL that automatically populates information such as the field tech’s name and ID number into a QR code. Technicians can hand out these data-rich business cards printed with QR codes to contacts. Once the service work has been completed, the recipient can scan the QR code, launch a form, and advise if any work was missed during the service call. Your team can then dispatch a field technician to return to finish the job.

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Discover how this energy facility eliminated paper forms.

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