Sending notification when a survey has been sent | XM Community
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Sending notification when a survey has been sent

  • 26 October 2023
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Hi all,

We have som transactional surveys happening based on SF integration (e.g. Case closed in SF, survey is sent), and we would like to start sending notifications to the internal team when the survey has been sent. 

Due to the directory settings, we do not send surveys to the same people within a certain time frame. So if there are multiple time when condition is met the Workflow is triggered each time, but the survey is sent only once.

Email task functionality in the workflow was my initial thought, but then it sends emails to the team every time the workflow is triggered, even if the survey sending was blocked by the directory settings.

What kind of notification can we use/configure to ensure that it is only sent to the team when the actual survey is sent out?

 

Thanks in advance!


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