topic Re: Can I resend a survey after a waiting time automatically? How? in Customer Feedback Tool

Can I resend a survey after a waiting time automatically? How?

HMoura — Fri, 24 Mar 2023 14:58:15 GMT

Hi.

I need to create a workflow in which the trigger is the survey answer.

But, I need to resend the survey after 90 days over and over.

Is it possible to make that in Hubspot? How?

My best,
Heider Moura

Betreff: Can I resend a survey after a waiting time automatically? How?

MiaSrebrnjak — Mon, 27 Mar 2023 14:20:32 GMT

Hi @HMoura,

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

Hi @danmoyle, @ChristinaKay, @BukunmiOdetayo, do you have any advice for @HMoura? Thank you!

Cheers
Mia, Community Team

Betreff: Can I resend a survey after a waiting time automatically? How?

HMoura — Mon, 27 Mar 2023 14:26:23 GMT

Hi @MiaSrebrnjak . Thanks for your help. 😍

Cheers.

Re: Can I resend a survey after a waiting time automatically? How?

danmoyle — Tue, 28 Mar 2023 13:20:51 GMT

Hello @HMoura. When building a survey workflow, HubSpot does have a "schedule" option:

It appears to be somewhat limited - daily, weekly, monthly, or annually. So I'm not sure that quarterly is currently an option as you asked.

I'd guess that you could set up four annual workflows that may help you send out the quarterly surveys. But that seems like a complicated workaround, unless someone else has a better idea.

Re: Can I resend a survey after a waiting time automatically? How?

BukunmiOdetayo — Wed, 29 Mar 2023 23:39:42 GMT

Hi @HMoura

As already said by @danmoyle, this is a bit complex workaround because what HubSpot has is a daily, weekly monthly, or annual schedule, and not quarterly like you are trying to achieve.

However, I was able to come up with a workaround (which doesn't totally solve the problem) that I believe could be a great start until we find a better solution.

It's quite longer than I could be typing or explaining with texts, so I recorded this video.

Hope this helps!

PS: You might need a headphone for better audio 🙂

Re: Can I resend a survey after a waiting time automatically? How?

danmoyle — Wed, 29 Mar 2023 14:45:23 GMT

💛 this @BukunmiOdetayo !

Re: Can I resend a survey after a waiting time automatically? How?

BukunmiOdetayo — Wed, 29 Mar 2023 17:31:58 GMT

Thank you, @danmoyle!

Re: Can I resend a survey after a waiting time automatically? How?

HMoura — Thu, 30 Mar 2023 11:31:00 GMT

Thanks so much for your help @danmoyle.

My best,
Heider Moura

Re: Can I resend a survey after a waiting time automatically? How?

HMoura — Thu, 30 Mar 2023 11:31:44 GMT

Thanks so much for your help @BukunmiOdetayo . I will try this.

My best,
Heider Moura