Workflow Trigger - Survey Submitted

Modified on Sun, 20 Oct at 7:14 AM

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.

Value	Description	Mandatory
Disqualified	Indicates if the survey response disqualifies the contact. Options are "is true" or "is false."	No
Survey is	Selects specific surveys to trigger the workflow. You can choose one or multiple surveys from the list.	No

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"

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."