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Survey Notifications and Submission Settings

Written by Monique from Ivorey™
Updated this week

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 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
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How to Set Up Survey Notifications and Submission Settings

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.

Click here for the written steps

  1. From the Ivorey™ main menu, go to Site Pages > along the top menu bar, click [Surveys] > and open the survey you want to edit
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  2. Click on the 🔔 bell icon, in the top left of your screen, to customise notifications:
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    1. Toggle on Email Notification > and enter the email address you want to receive your notifications to in the Email (To)* field
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    2. (optional) Toggle on Auto Responder, to send an automated email to people who submit a survey, so they can review their answers
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    3. Click [Save], at the bottom of the notifications area
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    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.
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  3. 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, at the top middle of the page:
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    1. Update the message in the text box
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    2. 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
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    3. Or select [Order Confirmation] from the drop-down, to display a simple confirmation page instead
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    4. Add a Facebook Pixel ID and adjust settings for tracking
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    5. Under Survey Settings, you can enable/disable:
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      1. Create Contact on Partial Submission - to create contacts for incomplete submissions
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      2. Auto Navigation - to automatically go to the next slide after an answer is completed
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      3. Scroll to Top - to automatically scroll to the top of the next slide
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      4. Sticky Contact - to auto-fill contact details
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      5. Enable Timezone - to capture time zone information
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      6. Use GDPR Compliant Font - to enable GDPR compliant fonts
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  4. Click [Save], in the top right corner of the screen, 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 🤍

Related Articles
All About Surveys: A Master Help Guide
Form Notifications
Create and Customise a Survey
Survey Workflows
Share or Embed Surveys
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