Notify Survey Owner when a Survey Response is Received
Summary
You are using Simple Survey and would like the Survey Owner to be notified when a customer submits a Survey response. |
Details
Starting in version 2.37 of Simple Survey, the Survey Builder allows you to determine which user should be set as the owner of new incoming survey records once a customer submits a response. The ownership options currently include the Record Owner (of the record from which the survey is being sent, such as a Case), the Record Owner's Manager, or a single static User. Once you've configured the appropriate survey owner within the Survey Builder, you can use workflow to notify this user when a survey response is received in Salesforce. Provided below is an example workflow (along with instructions) which was built to notify the survey owner if a survey was submitted with a score of less than or equal to 6. Notify Survey Owner when a Survey is created with a Score less than or equal to 6. Step 1: Create the Email Template to be used for your Email Notification.
Step 2: Create the Workflow Rule and Email Notification
Please note, this KB article is provided as-is and customization using Workflow Rules is not supported under the scope of support provided with the Simple Survey application. For further assistance, please contact your Salesforce administrator, Salesforce implementation partner, or your Internet Creations Account Executive to inquire about professional services. |