TABLE OF CONTENTS
Overview
The Survey Submitted trigger allows you to initiate a workflow whenever a contact submits a survey. This can be useful for automating follow-up actions based on survey responses, such as sending a thank-you email, updating contact information, or adding tags based on the survey results.
Trigger Name
Survey Submitted
Trigger Description
This trigger is activated when a contact submits a survey. You can configure it with specific filters to target particular surveys or survey responses, allowing for tailored automation based on the contact's feedback.
How to Configure
Choose a Workflow Trigger: Select Survey Submitted from the list of available triggers.
Workflow Trigger Name: Enter a descriptive name for your trigger, such as "Survey Submitted."
Filters: Use filters to refine when the trigger should activate. This allows you to specify which survey submissions should start the workflow.
Example
You want to create a workflow that triggers when a contact submits a feedback survey and is not disqualified. The workflow will then send a follow-up email thanking the contact for their participation.
- Workflow Trigger Name: "Feedback Survey Submitted"
- Filters:
- Disqualified:
is false
(Only trigger if the contact is not disqualified) - Survey is: "Customer Satisfaction Survey"
- Disqualified:
Workflow Steps:
- Trigger: Survey Submitted (as configured above)
- Action: Send Email - "Thank you for your feedback!"
- Action: Update Contact Field - Mark the survey as "Completed."
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