Page Comparison

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1. Select Create in the top menu

   

2. Select Automation

3. Choose the project you want this automation to run across

4. Set the criteria you want to use for this automation to run, e.g. when a contact is added to a project

   

5. In the Automation Actions section:

   1. Select the Surveys tab

   2. Select the Send via Email/Send via SMS/Both tickbox (as per your need)

      

   3. In the Choose Survey dropdown list select the survey you want to send

   4. In the Set Expiry section: choose whether you want contacts to be able to reuse the same link to submit multiple survey responses

   5. In the Add an additional message text box: type a message that the contact will see in the email containing their unique survey link

   6. In the Add Reminder section:

      1. choose the amount of time you want to pass before the first reminder is sent

      2. type a subject line and message for the first reminder

      3. Click Add another reminder to add additional reminders

   7. Press Save

      

6. You arrive on the Manage Automations page that displays all the automations that exist across your organisation.

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