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 survey notifications, to send a copy of survey submissions to you, your team, or submitters
Customise what happens after someone clicks "submit" on your survey
In survey settings, you can set up a basic email notification to send a copy of the submitted answers to yourself or your team, or to the person who submitted the survey. You can also choose what will happen immediately after a person clicks "submit" - with either a thank you message, redirect, or simple confirmation page.
From the Ivorey™ main menu, go to Site Pages > along the top menu bar, click [Surveys] > open the survey you want to edit > then click on the [Notifications] tab at the top of your screen
Toggle on Email Notification > enter the email address you want to receive your notifications to in the Email (To)* field > check the box if you want form submissions to be sent as a PDF (leave unchecked to see submission details directly in the email) > and click the [Save] button
(optional) Toggle on Auto Responder, to send an automated email to people who submit a form, so they can review their answers > and click the [Save] button
Click [Save] in the top right corner of the screen, to update the notification settings
Note: If you would like more control or customisation, you can skip this for now. In upcoming steps, you will set up a survey workflow where you can add an Internal Notification or Send Email action to your workflow.
By default, the survey is set to show a simple thank you message when someone submits a survey, to change this click on the [Settings] tab:
Update the message in the text box
Or select [Redirect to URL] from the drop-down, if you want to redirect them to a confirmation landing page or another page on your website or funnel
Or select [Order Confirmation] from the drop-down, to display a simple confirmation page instead
Add a Facebook Pixel ID and adjust settings for tracking
Under Survey Settings, you can enable/disable:
Create Contact on Partial Submission - to create contacts for incomplete submissions
Auto Navigation - to automatically go to the next slide after an answer is completed
Scroll to Top - to automatically scroll to the top of the next slide
Sticky Contact - to auto-fill contact details
Enable Timezone - to capture time zone information
Use GDPR Compliant Font - to enable GDPR compliant fonts
Click [Save], in the top right corner of the screen, to save your changes
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 🤍
