When you start receiving scores from your customers, you want to be as responsive as possible. The best way to ensure Survey Responses are actioned by the right people is to set up Custom Alert Workflows so that your team receives email notifications when Survey Responses come in.
Custom Alert Workflows
Custom Alerts are set up on the Workflow page (lightning bolt icon).
Select "Custom Alerts" under the Actions section of the Workflows page:
You can set up as many of these as you'd like. Each one can be set up to notify different email addresses based on different scores, segments, or rules based on the Respondent's custom data.
Here's an example for a if someone scores a 0-3:
You're able to add any dynamic custom fields, such as {answer} or {name} in the subject line - here are the default settings for a new Custom Alert:
Sending the alert to more than one person:
You have the option of adding up to 5 email addresses in the "To Email" field; you are also able to CC 1 additional person by clicking the "CC+" button under the "To Email", which will reveal the "CC Email" field. Dynamic email addresses, like {sales_rep_email}, can be inserted in either field.
Integrations
If you're using some of our integrations, you can also set these up to work in with you other workflows. You have new responses pop up in your Slack channel, create new tickets in your Help Desk, flow through to your Salesforce account and create new conversations in Intercom for you to reply to straight away. Definitely a creative option!
Questions?
Please reach out to our Support Team (support@asknice.ly) if you need any assistance with getting your Workflows up and running.