Creating an action
Editing/Removing an action
Actions enable you to set up automatic functions to be performed after a page is successfully completed, or if specific conditions have been met in the survey. They're useful tools when it comes to setting up things like event workflows as it does all the follow up for you!
For example, you could set up an action to automatically add the responders to your event to a 'Accepted' group as well as sending them a confirmation with all the details of the event.
Adding an action
Actions sit within the editing stage of a survey. Navigate to Surveys > Click into the survey > Select the drop down menu next to the Page > Actions.
Please note actions are on a page by page basis, so if you have a long survey with many pages make sure to add actions to the relevant pages.
When clicked into, you will be shown the actions for the specific page, to add new ones click the Add Action button.
There are six types: Add Contact, Send Campaign, Send Notification Email, Redirect to Page, Redirect to URL, Download a File. All actions will need titles before you are able to save them.
For all actions you must specify when the action should be triggered. The default condition is upon page completion, but you could set specific conditions so that the action is only triggered when a certain answer choice is selected.
Types of actions
This action adds the responder as a contact to the address book in the user account that the survey is deployed from. This action is most commonly used for sign up forms, as when they fill in their details they're automatically added to the system for future sends.
Then, click the Select Groups link to choose the group(s) you want the contact details to be stored in. You can also click the Add Group link to add new contact groups or choose not to add a group at all.
From here you'll need to decide how you handle duplicates, you can choose any of the four options but if you want to know a bit more than the brief description, you can refer to this article.
This action will send out a preselected sent campaign from your Send user account. You will only be able to use a sent campaign because they cannot be changed or deleted, therefore the campaign (and by effect the action) will always stay intact.
You can also opt to add the responders to a group, i.e create a group for responders who have selected to attend and have received a confirmation so you can keep tabs.
Then, lastly, you will need to decide if you'd like to store the answers against the contact field. You can opt to leave all questions blank, but the email field must always be mapped.
Send Notification Email
Similarly to Send Campaign, the notification email is a non templated campaign that will send out either the details you enter, or the answers from survey questions. You'll also need to add in a subject line and message for both of these options.
After deciding on either Enter Details or Answers from Survey Questions you'll need to scroll down. From here you can set which Questions and Answers to include and the at what conditions the action will trigger at.
Redirect to Page
Redirect to Page will automatically take your responders to a different page, depending on how you choose to trigger the action. This is a versaile action, but we'll mostly see it used for event surveys. For instance if the responder will attend they'll be redirected to a 'Yes' page which thanks them for coming and if they choose not attending it will redirect them to a 'No' page.
Redirect to URL
This action will redirect the responder to a web address of your choosing. After adding in a title, you'll need to add the URL you'd like the responders to be directed to. You also have the option to have it open in the main window if you have an embedded survey, as well as setting the conditions of the action.
Once all your actions have been added, click update and save the changes. You'll also need to save the survey to make sure the changes have been reflected there too.
Download a File
This action automatically downloads a file on the respondent's side once the survey has finished loading.
Edit or remove actions
To edit or remove an action, navigate back to the page of the survey and click Actions and click the drop down menu next to an action to edit or delete it.
Once all of your actions are up and running, you can now deploy your survey. I'd recommend to do a few test runs of your survey to make sure you do not have any actions that counteract each other.