Catalyst & Delighted CSAT Projects

 In this article:

• About Delighted's CSAT surveys for Catalyst.
• Connecting Delighted CSAT surveys to Catalyst.
• Creating a CSAT Project for Catalyst.
• Sending to your people from the Email platform.
• Links to 10 more things you can do with your CSAT project.

Suggested next article: The Email Platform: Sending CX surveys via Email.

About Delighted's CSAT surveys for Catalyst

Catalyst taps into Delighted's pre-built CX surveys — allowing a seamless automation of your Catalyst CSAT, NPS, or other CX survey campaigns.

With Delighted's proven CX projects, you'll gather valid and reliable feedback without the hassle. Soon you'll be analyzing and acting on the results within your preferred environment — Catalyst.

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Connecting Delighted CSAT surveys to Catalyst

While Catalyst and Delighted are independent platforms, they work together to seamlessly automate and report out your CSAT survey results — so you can sit back, sip your morning coffee, and enjoy monitoring your CSAT!

Switch it up!

While most Catalyst users rely on CSAT, you can switch it up and run NPS, 5-Star, CES, PMF, eNPS, Thumbs, or Smilies evergreen survey campaigns if you wish.

How it works :

Delighted connects with Catalyst using the respective Salesforce integrations. Delighted can then automatically trigger Delighted's CSAT or other CX surveys and syncs them with Salesforce under the contact record — Catalyst will instantly grab the data and update the desired fields. 

For more key info, review this Catalyst Salesforce integration article and our Delighted's Salesforce Integration page.  If you need more help, speak to your Catalyst Success representative. (Link to the Catalyst Success Line to get the discussion going.)  

Are you ready to get started?  Then take the next step and create your CSAT project in Delighted. It will only take a few minutes. 

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Creating a CSAT Project for Catalyst

CX survey campaigns are organized into Projects. Create and launch a project in 7 simple steps .

1	Click “Create a new project”	If this is your first project, you'll skip this step
2	Pick your Primary metric question	For Catalyst, most choose CSAT to begin with You can also use NPS, 5-Star, CES, PMF, eNPS, Thumbs, or Smilies if you like Start from Scratch jumps you to Delighted Surveys ,which is not currently an option for Salesforce
3	Choose a Distribution platform	For Catalyst, most select Email to start Add multiple distribution methods later if you wish, including Web, Link, Kiosk, Mobile SDK, and Embed later
4	Add your Branding	Including color scheme, logo, text, language, etc. Click "Next: Additional questions" to advance
5	Include Additional questions	Additional questions are Optional Include up to 10 new questions Click "Next: Thank you page" to advance
6	Adjust your Thank you page	Editing your Thank you message is optional Click "Save Changes" to advance
7	Finalize your distribution platform(s)	For Catalyst, you'll likely stand up the Email platform first Steps vary for other distribution platform(s) See  Web, Link, Kiosk, Mobile SDK, and Embed Connect your Delighted CSAT survey to Catalyst!

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Sending to your people from the Email platform

Delighted automatically embeds the first question in your email, ensuring a frictionless and intuitive survey experience for your recipients  — on both desktop and mobile devices.

One-time vs Autopilot sends?

There are two options for the Email platform. Get the details by following these links:

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Links to 10 more things . . .

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