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, after a survey submission
Send a confirmation email or freebie to contacts as part of your post-submission journey
How to Set Up Workflows for Surveys
In Workflows, you can automate what happens after someone submits a survey, such as notifying your team of new submissions, creating an internal review task, or sending a confirmation email or freebie to the contact.
Click here for the written steps
Click here for the written steps
From the Ivorey™ main menu, go to Workflows > click the [+ Create Workflow] button, at the top right of your screen > select [+ Start from Scratch] > and name your workflow (e.g. Survey Submitted: Your Survey Name), by clicking the ✏️ pencil icon, at the top of your screen
Add the Trigger: [Survey Submitted] > click [Add Filters] > select [Survey is] > select your customised survey > then click [Save Trigger]
Add the Action: [Add Tag] > and either select a tag or create a new tag, that 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. Some actions you may want to add:
Send Internal Notification - to notify yourself or your team when someone submits a survey
Add Task - to create a task for you or your team, to review the submission and take any relevant post-submission actions
Send Email - to send a confirmation email to your contact when they submit your survey
Once you have finished building your workflow, toggle it to [Publish], at the top right of your screen > and then click [Save]
Complete a test survey submission to test if your workflow fired correctly > check the [Execution Logs] tab to see if there were any errors
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 🤍