Feedback Automation

Feedback Automation in Centercode enables admins to automate feedback management by scheduling macros, setting triggers, and creating external listeners as a seamless alternative to handling feedback data

Accessing Feedback Automation

  1. From your project home, click Management
  2. Select Project configuration
  3. Click Feedback types
  4. Hover over your desired feedback type and click Modify (pencil icon)
  5. Click Automation
Image from Gyazo

Scheduled Macros

Scheduled macros allow predefined actions to run automatically at set intervals, ensuring consistent feedback processing.

Creating a Macro Schedule

  1. Click Create a macro schedule.

  2. Enter a Name.

  3. Add a Description to explain the purpose of the automation.

  4. From the Macro drop-down, select which macro will be executed by this automation.

  5. (Optional) From the Filter drop-down, select which filter will be used to specify which feedback items the macro applies to.

  6. From the Rate drop-down, select how frequently the automation will run (e.g., Daily, Monthly).

  7. Define a Start date for when the macro should begin running.

  8. (Optional) Set an End date to specify when the schedule should stop.

  9. Click Submit to finalize the schedule's creation.

Triggered Feedback Macros

Triggered Feedback Macros execute automatically based on real-time feedback events, allowing dynamic workflow adjustments.

Creating a Feedback Trigger

  1. Click Create a feedback trigger.

  2. Enter a Name.

  3. Add a Description to explain what the trigger does.

  4. From the Macro drop-down, select which macro will be executed by this trigger.

  5. From the Filter drop-down, select which filter will be used to identify which feedback items qualify.

  6. From the Trigger rate drop-down, determine if the trigger will activate when the feedback is originally submitted or when it is modified after its original creation.

  7. Click Submit to finalize the trigger's creation.

Feedback Listeners

Feedback listeners enable external systems to interact with Centercode feedback data in real-time. 

Creating an External Listener

  1. Click Create an external listener.

  2. Define external system parameters to capture and process feedback data.

  3. Configure automation settings as needed.

  4. Save the listener to activate external feedback monitoring.

For more in-depth information about configuring external listeners, click here.