Introducing The Law Community, the online community just for Clio customers. Sign up now.

Birdeye is Not Sending Surveys When I Close My Matters?

Issue:

  • Closing Matters in Clio should prompt a Birdeye Survey to be sent out to Clients but it isn't.

Environment:

  • Birdeye Dashboard

Additional Information:

Answer:

An email Campaign must be set up in Birdeye before Surveys will be sent out. This can be set up on your Birdeye Dashboard. 

You may want to contact Birdeye to confirm what trigger you are using that prompts the surveys out. 

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality