Capture email at end and send thanks | XM Community
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I feel like this is an easy answer, but I can’t find the solution! 

Our survey will be distributed with a link (ie we don’t have people’s email addresses already)  

At the end of the survey, we would like to ask people to leave their email address for future correspondence. What is the best way to do this? 

Next, if they leave an email address, we’d like to send an automatic email to them to say thank you 

How do we implement these steps? 

 

thanks for your help 

 

zoe 

 

Add the question with the form field.

 

Set the validation as email address

 

 

Set a workflow as below.

 

In the email section to address pipe like this

 

 

 

 

Hope this works.

 

 


@ZoeRobo 

  1. Add a text entry question at the end, make sure to validate for email
  2. Create a workflow which triggered by a survey response
  3. Add a email task and pip-text the 1st step text entry for destination

Hope this helps


Thank you @praveengeorgeix  and @dxconnamnguyen 

Is there a difference between using a form field, or a type question to capture the email, using both of your instructions respectively? 

Both solutions in this case seem to work well! 

Thanks 

 

zoe 


The difference is mostly cosmetic, the 2 question types will render differently but in terms of functionality you can achieve the same with both.

Form would be better in a situation where you want to ask for multiple fields at the same time, say you’d want names, phone numbers or other fields to include in your thank you note.


Thank you @praveengeorgeix  and @dxconnamnguyen 

Is there a difference between using a form field, or a type question to capture the email, using both of your instructions respectively? 

Both solutions in this case seem to work well! 

Thanks 

 

zoe 

No difference in functionality, don’t get confused. We just reply to your post at the same time and somehow it’s different in question type 😂

Like what @vgayraud said, it’s mostly cosmetic. Try both of them and decide what you like


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