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

[HMoura]

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

[danmoyle · Accepted solution]

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. 

[BukunmiOdetayo · Accepted solution]

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 🙂

[HMoura]

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

My best,
Heider Moura

[danmoyle]

💛 this @BukunmiOdetayo ! 

[BukunmiOdetayo]

Thank you, @danmoyle! 

[danmoyle · Accepted solution]

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. 

[HMoura]

Thanks so much for your help @danmoyle.

My best,
Heider Moura

[MiaSrebrnjak]

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    

[HMoura]

Hi @MiaSrebrnjak . Thanks for your help. 😍

Cheers.