topic Re: Trigger workflow on feedback survey submission in Customer Feedback Tool

Trigger workflow on feedback survey submission

HenrikHS — Wed, 04 Dec 2024 09:15:41 GMT

I need to create a workflow that triggers every time someone submitts a spesific feedback survey (even if they do multiple times).
I somehow cant find the rigth way to set up these triggers. Any help?

I was thinking about doing this thru lists, but it must be a better way to set up trigger..

FYI: Going to use this to send a follow up email after they submitt the survey

Re: Trigger workflow on feedback survey submission

karstenkoehler — Wed, 04 Dec 2024 09:17:55 GMT

Hi @HenrikHS,

A feedback-submission based workflow lets you send automated emails, that would be the cleanest way to approach this:

Best regards!

Re: Trigger workflow on feedback survey submission

HenrikHS — Wed, 04 Dec 2024 09:22:37 GMT

Yes, and thanks. But it is the trigger i struggel with. What do i set as trigger for the feedback survey? So that every time someone submitt the survey they are enrolled

Re: Trigger workflow on feedback survey submission

karstenkoehler — Wed, 04 Dec 2024 09:27:52 GMT

@HenrikHS the workflow is submission based – if you enroll by record ID or create date being known, for example, that would "catch" every new submission. No need for re-enrollment, since you only want to send one email per feedback submission. Make sure not to enroll existing record, or else all historic submissions will trigger an email.

Re: Trigger workflow on feedback survey submission

HenrikHS — Wed, 04 Dec 2024 09:32:56 GMT

Okei, im still not sure i get it 100%.
Could you give exsample of the triggers?
- Enroll contact/record id when feedback survey xxx is sumbmitted

Re: Trigger workflow on feedback survey submission

karstenkoehler — Wed, 04 Dec 2024 09:35:56 GMT

@HenrikHS it could look like this:

Since you're mentioning contacts in your last reply, keep in mind this is not a contact workflow, it's feedback submission workflow.

Re: Trigger workflow on feedback survey submission

HenrikHS — Wed, 04 Dec 2024 12:47:59 GMT

Thanks, think that will work, but I will also need it to trigger just on one spesific feedback survey, not all of them 😅

Re: Trigger workflow on feedback survey submission

karstenkoehler — Wed, 04 Dec 2024 12:50:13 GMT

@HenrikHS you can further limit enrollment by Survey ID / Survey Name / Survey CRM ID of course.