Workflow Trigger - Survey Submitted

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Example

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"

Workflow Steps:

1. Trigger: Survey Submitted (as configured above)
2. Action: Send Email - "Thank you for your feedback!"
3. Action: Update Contact Field - Mark the survey as "Completed."