auto-send a custom email after someone completes the survey | XM Community
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auto-send a custom email after someone completes the survey

  • 1 March 2022
  • 2 replies
  • 75 views
L
Badge +1

Hi all,
My survey link will be posted on the website, so all staff from the organization will be able to access the survey link. In this case, is there a way to auto-send a custom email to someone after he/she completes the survey immediately?
The "Send a Thank You Email" option seems to work ONLY if I distribute the survey thru email invitation or a contact list. In my case, the survey link will be posted on the website for everyone.
Please help. Thank you in advance.

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Best answer by Aanurag_QC 1 March 2022, 03:33

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2 replies

Aanurag_QC
Rank
Badge +30

Hello leezh
In order to send an email, you would need to first capture the email id of the customer which can be stored in a question or embedded data field.

The next step here would be to create a workflow where based on a complete response event, an email would be triggered. The "from"email address here is where you will be using the question field or ED field in order to automate this process.
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L
Badge +1

Aanurag_QC Thank you for your help. It worked!

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