Mid-ticket feedback
This guide covers mid-ticket feedback at GitLab, including customer submission and processing workflows.
Technical Details
- Deployment type:
Ad-hoc - Form repos:
- Zendesk Global
- NOTE: Not managed by Customer Support Operations
- Zendesk US Government
- Zendesk Global
- Processor repos:
- Feedback project: Customer Feedback
Understanding mid-ticket feedback
What is mid-ticket feedback
Mid-ticket feedback is a system of forms and processors that takes feedback from customers (intended to come after ticket creation but before the CES survey).
Components of mid-ticket feedback
Form
This is the actual survey form used by customers. The exact link used depends on the Zendesk instance the customer is utilizing:
Submissions from the form are sent to Workato.
Processor
This is what receives the responses from the form and processes them.
How mid-ticket feedback works
Once a customer submits the feedback form, the submission is sent to Workato. This is then used to trigger a CI/CD pipeline in the processor project for the corresponding Zendesk instance. This CI/CD pipeline then runs the bin/process script, which does the following:
- Checks if a ticket URL was provided
- If one was not, it exits with a 0 status code
- Checks if the feedback type provided is valid
- If one was not, it exits with a 0 status code
- Checks if the ticket is closed
- If it is, it exits with a 0 status code
- Adds an internal comment to the ticket (including adding a feedback tag)
- Creates an issue in the Customer Feedback project
- Posts to Slack
- If for Zendesk US Government, all feedback submissions are posted to Slack
- If for Zendesk Global, only feedback submissions requesting manager contact are posted to Slack
Requesting changes as a non-admin
To make changes to the Zendesk Global mid-ticket feedback form, you will want to speak with the Customer Support team for their workflows.
For anything else, please create a Feature Request issue (as it will require manual intervention by the Customer Support Operations team).
Administrator tasks
Note
- This action requires
Developerlevel access to the projects.
Modifying the form
Warning
- This should only be done if there is a corresponding request issue (Feature Request, Administrative, Bug, etc.). If one does not exist, you should first create one (and let it go through the standard process before working it).
- This only applies for Zendesk US Government, as Zendesk Global is managed by the Customer Support team.
To modify the mid-ticket feedback form, you will need to create a MR in the project repo. The exact changes being made will depend on the request itself.
After a peer reviews and approves your MR, you can merge the MR. Being this is an Ad-hoc deployment type, the changes will be live immediately.
Modifying the processor
Warning
- This should only be done if there is a corresponding request issue (Feature Request, Administrative, Bug, etc.). If one does not exist, you should first create one (and let it go through the standard process before working it).
To modify the mid-ticket feedback processor, you will need to create a MR in the project repo. The exact changes being made will depend on the request itself.
After a peer reviews and approves your MR, you can merge the MR. Being this is an Ad-hoc deployment type, the changes will be live immediately.
Common issues and troubleshooting
This is a living section that will have items added to it as needed.
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