The Survey Submitted trigger fires whenever a lead submits a survey, running whichever workflow you've set up for it. It lets you automate follow-up actions based on survey submissions, helping your team work more efficiently and giving leads a more personalised experience.

Adding the Survey Submitted Trigger

To set up your workflow, click "Add New Trigger" and select Survey Submitted.

📌Note: To publish a workflow with this trigger, you'll need to add at least one workflow action. Without one, you can only save the workflow.

Add Filters

Click Add Filter and choose either "Disqualified" or "Survey Is" to filter this trigger.

Disqualified

Use this filter to activate the trigger based on the qualification status of each submitted survey. Disqualified "Is False" means the survey is not disqualified (i.e. it's qualified), while Disqualified "Is True" means the survey is disqualified.

Survey Is

The Survey Is filter shows a dropdown of all surveys in the system. Select the survey you want to use to activate the trigger from this list.

Terms and Conditions

Use filters to distinguish users based on whether they've accepted the Terms and Conditions (T&C). This lets you:

  • Audience Segmentation: Identify and categorise users according to their T&C agreement status.
  • Regulatory Compliance: Ensure only those who've agreed to the terms can proceed within workflows.
  • Personalised Workflow Actions: Customise processes and responses based on a user's agreement status for a more tailored experience.

Once you've set up your filters and reminders, click "Save Trigger" to finalise your survey submitted workflow.

You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

Once you've set up the trigger and its actions, Publish and Save the workflow to enable it.

Using the Survey Submitted Trigger, you can automate actions based on survey responses, saving time and creating a more personalised experience for your leads.