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How can I setup so the contact receives an emai...

Added: 05/28/2016   |   Updated: 1 Year Ago

Question   How can I setup so the contact receives an email if they select a specific answer choice in a survey?



Answer    You can send a specific message/download/link based off a survey taker giving a specific answer to a question. If you setup multiple of these they are grouped together and sent in the same email.  This works for questions that have multiple selection options (like radio buttons, checkboxes and drop downs).

Instructions to Setup the Email

Go to Edit the Survey

Login to your members area and go to the Surveys page (/admin/surveys). Click the edit link next to the survey.

Add an Email Message to an Answer

Survey Question
Click edit link next to the question in the survey that has the answer you want the email based off of.


Survey Question Answer



Click the edit icon next to the answer.


Survey Answer Email



In the edit answer popup enter the message you want sent in the "Optional Email Message" section and click save changes


Setup the Message

Survey Email

To setup the message used by all the answers in this survey (the template/frame) click the "Advanced Features" link at the bottom of the page.


Survey Email Subject
Click load default for Specific Answer Email Message (Email) then enter subject of the email and click save changes




Related Documents

Survey Tool


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RELATED QUESTIONS


Q. How do I publish a survey (add a survey to a website)?

A.

For publishing a survey you have 4 options

1) Use the default link

When editing the survey there is a link to view the survey.  You can use this link and add it to a page or send it out to people in emails to have them visit this page and take the survey from the page directly.

The design used on this page can be customized 2 different ways.

-- The first way to customize it is through the file manager.
When doing it this way the customization becomes the default look for all surveys that are created.

-- The second way to customize it is through the survey's advanced settings.
When doing it this way the customization only applies to the specific survey that you add the customization to.


2) Add the survey inside of a web page

You can add the survey inside of a web page on your site by either using ajax or an iframe. AJAX is typically a better approach, but it will only work on pages that are on your system (you cannot add to a different domain).  For both steps described below you will first need to get the default link for the survey (see above) and you will use this URL in the instructions below.

-- Using AJAX

Get the survey URL (from the view survey page) and remove http://YOURDOMAIN.COM from the front of it.  The URL should start off with /admin/... Once you have modified the URL the replace where it says ##VIEW-SURVEY-URL## in the code below.  After replacing the URL paste the code below into the location where you want the survey to appear on the page.

-- Using IFRAME

In the code below put the entire survey URL (from the view survey page) replacing where it says ##VIEW-SURVEY-URL## in the code below.  Also, you can modify the width and height as desired to fit better on the page.  After replacing the URL paste the code below into the location where you want the survey to appear on the page.



3) Add the survey as a popup on a page ***COMING SOON***

For this option you would copy the javascript code provided at the bottom of the survey page when editing the survey and place the code inside any website that you want the survey added to.  Once the survey is added it will appear in a popup window when a person views the page. The survey will only appear to people who have not yet taken the survey.  Once someone takes the survey it will no longer appear.

Available for V4.91 and above

People can retake a survey using the same email and have the values pre-populated.


Ask For Clarification

Q. How do I setup survey email notifications?

A. You can specify which email notifications are sent out for each survey. Notifications can be sent to:
  • Admin - Sent to you, the admin.
  • Member - Sent to the member who promoted the survey.
  • Contact - Sent to the visitor that filled out the survey.
Go to the surveys page (/admin/surveys) and click the edit icon to edit survey
From the drop down select which notifications you want to enable and save changes.


Ask For Clarification

Q. Is there a way to add variables to the add contacts field and a way I can sort and/or send a email to contacts based on State?

A. Yes, when editing a contact if you scroll down there is the option to add new variables.  Address is already a variable that exists and doesn't have to be added.  Also, city, state, zipcode and country are all variables that exist and are separate from address.  So address is just the street address and then city, state, zipcode and country are separate fields/variables.

You can search by these fields and then click the button to email them individually or use the checkmarks to add them to a contact group (which can be a temporary group just for doing the broadcast).  Once you've added them to a contact group you can send a broadcast message to the entire contact group at once.

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Question Keywords: survey, contact email, survey answer



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