Send an email instantly when a person fills out the Survey. | XM Community
Skip to main content
Question

Send an email instantly when a person fills out the Survey.

  • May 18, 2023
  • 3 replies
  • 215 views

Forum|alt.badge.img+2
  • Level 2 ●●
  • 4 replies

Hi!

Some of my partners want that when someone completes the survey, they instantly receive an email with the record of the person who completed the survey, is this possible, is this some kind of trigger?

Thanks!

 

3 replies

Deepak
QPN Level 8 ●●●●●●●●
Forum|alt.badge.img+46
  • 1555 replies
  • May 18, 2023

@Yesid

Yes, its possible. Kindly refer this email task in workflow and have survey response as trigger.

Also, you can include recipient information by piping in panel fields and you can include their responded data as well using this..

Hope it helps!


ArunDubey
QPN Level 8 ●●●●●●●●
Forum|alt.badge.img+41
  • QPN Level 8 ●●●●●●●●
  • 589 replies
  • May 18, 2023

Yes, there are two ways, either you can use trigger email option from survey settings or you can create email task under workflow. Both will work.


ArunDubey
QPN Level 8 ●●●●●●●●
Forum|alt.badge.img+41
  • QPN Level 8 ●●●●●●●●
  • 589 replies
  • May 18, 2023

Here is the way to apply email trigger without using workflow.