Email triggers on completion to specific users

Question

Hi brains trust,

Is there anyway to automatically trigger an email to the appropriate individual (if not, then a centralised contact is also fine) when a response has come through with a link to the dashboard automatically filtered to a response ID (or even a pdf really)?

For example, if my client completes the survey, then I will receive an email telling me that it has come through where in the body of text there will be a link to the dashboard/the pdf to view the results.

I am thinking a long the lines of in the body of text, there is a generic link with response ID piped in.

Doesn't have to be limited to Vocalize, open to ideas.

I know this is a long shot but any insight is appreciated!

Something along the lines of this (unfortunately, it no longer works (?) ) - https://www.qualtrics.com/community/discussion/2838/sen-d-email-trigger-with-single-response-as-pdf

Thanks,
Peter

Kate · Accepted Answer

I would build embedded data into the survey that indicates who should get this survey should the need for the trigger arise. EG: I have a survey which has staff for 4 different managers on it. Depending on the staff members who worked with the customer who got the survey, I have it grouped so that if it is staff member A, B, C, or D, then Manager= John. If Staff= E, F, G, or E, then Manager= Jane. Then you can use the standard email trigger to send the emails based on any conditions you want. If the manger = John, and a survey is complete meeting a "unsatisfied customer" threshold, then send an email. The email should be able to contain your vocalize link, and any other information you want to pipe in from the survey itself.

PeeyushBansal · Answer

You can use trigger email and at bottom check "include response report"

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