topic Ability to add surveys to workflows in Tips, Tricks & Best Practices

Ability to add surveys to workflows

LFiedler — Thu, 09 Jun 2022 19:05:51 GMT

It would be nice to have the ability to send a survey within a workflow. For example, create an if/then branch on if a contact attended a webinar. If yes, then it sends a survey asking for feedback, if not, then no survey is sent. Surveys should have the same functionality within workflows that emails do. We have workflows set up for promoting webinars, and it would be so nice to just add a few branches to the workflow following the webinar to see how it went by sending a survey.

Re: Ability to add surveys to workflows

karstenkoehler — Fri, 10 Jun 2022 05:01:03 GMT

Hi @LFiedler,

This is currently not possible but has been requested by other users already: Trigger Custom Survey through workflow

I'd recommend upvoting and commenting on the post. The product team reviews these requests based on their popularity.

Another user has also shared a workaround in this community post: https://community.hubspot.com/t5/Customer-Feedback-Tool/Customer-feedback-recipients-more-enrollment-options/td-p/244041

Hope this helps!

Re: Ability to add surveys to workflows

RPinegar — Fri, 31 Mar 2023 18:20:13 GMT

Agree, we have a Support Pipeline and a couple status's that we don't want Surveys sent on but we can't do it as is. bummer!

Re: Ability to add surveys to workflows

YashD7 — Wed, 31 May 2023 16:14:12 GMT

Definitely would love to have this feature. Our service team does multiple feedbacks for various functions and having having the ability to add this to workflows would be a huge thing for us.

Re: Ability to add surveys to workflows

PHUNTIES — Wed, 18 Oct 2023 01:30:42 GMT

This work around might sort you out.

Create a workflow to set a custom property (Buyer Review) to Yes and clear it after enough time so the automation can run.

Use the custom property as the key trigger for the survey and customise it with other business relavent filters to make sure it triggers as desired.

Re: Ability to add surveys to workflows

CLand7 — Thu, 26 Oct 2023 15:47:21 GMT

I get around this by adding the survey link into a marketing email, and then adding the email to the workflow.

would be good for an if/then branch though so if they haven't completed the survey I can send a chaser, without chasing the whole audiences ( including those who have already completed the survey)

Re: Ability to add surveys to workflows

laurabren — Thu, 26 Oct 2023 16:04:42 GMT

Problem with this is that the emails are sent as marketing emails, instead of as survey emails, which are by default, a different subscription type. When creating a new marketing email, you can't access that subscription type either, so you can't manually set them to the correct subscription.