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:
Trigger a workflow when someone submits your survey
Automatically tag contacts and create internal tasks or notifications for your team
Send a confirmation email or freebie to contacts as part of your post-submission journey
How to Setup your Post-Submission Survey Workflow
Once your survey is live, you can use a workflow to automate what happens next such as notifying your team of new submissions, creating an internal review task, or sending a confirmation email or freebie to the contact. Below you'll find step-by-step written and video instructions to guide you through this:
Click here for the written steps
Click here for the written steps
From the Ivorey™ main menu, go to [Workflows] > then click the [+ Create Workflow] button at the top right of your screen > then select [Start from Scratch] to open the workflow builder
Name your workflow by clicking the [pencil ✏️ icon] at the top of your screen e.g "Survey Submitted: Your Survey Name"
Add the Trigger [Survey Submitted] > then click [Add Filters] to select [Survey is] > select your survey > then click [Save Trigger]
Add the Action [Add Contact Tag] > and either select your tag or create the tag you want to be added to the contact profile when they submit a survey e.g "submitted: your survey name" > then click [Save Action]
Continue to build out your workflow to create the client journey and automations you want to take place once someone submits your survey. Some ideas for the actions you may want to add are listed below:
Optional Action: [Send Internal Notification] to send yourself or your team an email notification when someone submits a survey
Optional Action: [Add Task] to create a task for you or your team to review the submission and take any relevant post-submission actions
Optional Action: [Send Email] to send a confirmation email to your contact when they submit your survey
Once you have finished building your workflow, publish your workflow by switching the toggle from draft to publish at the top right of your screen > and then click [Save]
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 🤍