Tips, Tricks & Best Practices

Svea
Participant

How to resend survey feedback?

SOLVE

Hi, we are also searching for a better solution for sending reminder emails to contacts which haven't conducted our survey yet. This list option may have been a solution before the iOS 15 Update came across. Is there a solution to also send reminder emails to contacts with the iOS 15 Update, so another filter which is not based on opens, but on conducted? yes/no? Thanks in advance!

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1 Accepted solution
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to resend survey feedback?

SOLVE

Hi @Svea 

 

You could setup a property associated with the survey completion called "survey complete" with the type single checkbox (yes/no) and then use this property to buid a new list with the criteria that this property is unknown or not equal to "yes" to refine the list for the reminder email.

 

The complexity of this will depend on how you are conducting the survey, what information is passed to HubSpot from the survey, and also your experience with building the necessary workflow to connect the two if they aren't already. Otherwise this could become quite a manual process.

 

Thanks for the mention @kvlschaefer , happy to help 🙂


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

View solution in original post

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Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to resend survey feedback?

SOLVE

Hi @Svea 

 

You could setup a property associated with the survey completion called "survey complete" with the type single checkbox (yes/no) and then use this property to buid a new list with the criteria that this property is unknown or not equal to "yes" to refine the list for the reminder email.

 

The complexity of this will depend on how you are conducting the survey, what information is passed to HubSpot from the survey, and also your experience with building the necessary workflow to connect the two if they aren't already. Otherwise this could become quite a manual process.

 

Thanks for the mention @kvlschaefer , happy to help 🙂


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

kvlschaefer
Community Manager
Community Manager

How to resend survey feedback?

SOLVE

Hi @TKivisto,

 

Thank you for reaching out! 

 

I would like to add some of our top contributors to this conversation. 

Hi @Olivia_Bagnall@Jnix284@Kevin-C@StefaniUAT - Do you have any thoughts for @Svea

 

Thank you!

 

Best,
Kristen


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