Overview
The Survey Submitted trigger activates a workflow whenever a contact completes a survey. This feature is ideal for automating follow-up actions, such as sending a thank-you email, updating contact details, or applying tags based on the survey responses.
Trigger Name
Survey Submitted
Trigger Description
This trigger activates when a contact completes a survey. You can customize it with specific filters to focus on particular surveys or responses, enabling personalized automation based on the contact's input.
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."