Workflow Trigger: Survey Submitted

Overview

The Survey Submitted trigger in Stack is a powerful tool that lets you kick off a workflow whenever a contact completes a survey. This feature is perfect for automating follow-up actions, such as sending a thank-you email, updating contact details, or tagging contacts based on their survey responses.

Trigger Name

Survey Submitted

Trigger Description

This trigger activates when a contact submits a survey. You can set up specific filters to target certain surveys or responses, allowing you to customize automation based on the feedback received.

How to Configure

1. Choose a Workflow Trigger:

   • Select Survey Submitted from the list of available triggers.

2. Workflow Trigger Name:

   • Enter a descriptive name for your trigger, like "Survey Submitted."

3. Filters:

   • Use filters to specify when the trigger should activate. This helps you determine which survey submissions will start the workflow.

   Value	Description	Mandatory
   Disqualified	Indicates if the survey response disqualifies the contact. Options: true or false.	No
   Survey is	Select specific surveys to trigger the workflow. Choose one or multiple surveys from the list.	No

Example

Imagine you want to create a workflow that triggers when a contact submits a feedback survey and is not disqualified. The workflow will then send a follow-up email to thank the contact for their participation.

• Workflow Trigger Name: "Feedback Survey Submitted"
• Filters:
  • Disqualified: is false (Only trigger if the contact is not disqualified)
  • Survey is: "Customer Satisfaction Survey"

Workflow Steps

• Trigger: Survey Submitted (as configured above)
• Action: Send Email - "Thank you for your feedback!"
• Action: Update Contact Field - Mark the survey as "Completed."

By setting up the Survey Submitted trigger in Stack, you can efficiently manage and respond to survey feedback, enhancing your engagement with contacts.