Customer Feedback Tool

HenrikHS
Participant

Trigger workflow on feedback survey submission

Résolue

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

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Trigger workflow on feedback survey submission

Résolue

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Trigger workflow on feedback survey submission

Résolue

Hi @HenrikHS,

 

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

 

karstenkoehler_0-1733303842269.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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HenrikHS
Participant

Trigger workflow on feedback survey submission

Résolue

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

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Trigger workflow on feedback survey submission

Résolue

@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.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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HenrikHS
Participant

Trigger workflow on feedback survey submission

Résolue

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

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Trigger workflow on feedback survey submission

Résolue

@HenrikHS it could look like this:

 

karstenkoehler_0-1733304928327.png

 

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
HenrikHS
Participant

Trigger workflow on feedback survey submission

Résolue

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

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Trigger workflow on feedback survey submission

Résolue

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.