Before You Dive In
This article is one step from our Master Help Guide: All About Surveys. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Set up basic survey notifications, like internal alerts or auto-responder emails
Customise what happens immediately after someone submits your survey
Handle on-submit settings directly inside the Survey Builder
Note: Below are the steps to follow to setup your survey notifications within the survey settings directly. If you would like to setup more specific notifications or send out a branded confirmation email when someone submits your survey, visit our Setup your Post-Submission Survey Workflow Guide instead.
How to Setup Survey Notifications and On-Submit Settings
Below you'll find step-by-step written and video instructions to guide you through setting up your survey notifications and on-submit settings:
Click here for the written steps
Click here for the written steps
Setup your Survey Notifications
Inside your Survey Builder, click on the [🔔 bell icon] located at the top left of your screen to open up your Survey Notification Settings
If you want to receive an email when someone fills out your form, toggle on Email Notification and fill in the relevant fields
If you want an automated email sent to the person who submits the survey that includes a copy of the information they entered in the survey, toggle on Auto Responder and fill in the relevant fields
Setup your Survey On Submit settings
To customise the message or actions that take place once someone submits a survey, follow the steps below:
Inside your Survey Editor, click the [Styles & Options] icon located on the top right of your screen
Click on the [Options] tab > and select the [On Submit] drop down
Select if you would like a message to display, or if you would like to direct your contacts to a specific URL once they submit their survey by selecting your preference from the first drop down
If you select Message, customise your message in the text box
If you select open URL, add the URL/link you want people to be directed to when they submit your survey
Click [Save] to save your changes
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Surveys to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍