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You can automate sending a contact a survey to complete

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Info

Requirements

To enable Automation for sending Survey via SMS, turn on the SMS Messages App within an organisation.

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Steps

Info

Your project must have surveys added to it if you want to automate sending surveys to contacts; and because the survey is sent to contacts via email, your contacts must have an email address saved on their contact record. (How to add a new field to a Contact Form)

  1. Select Create in the top menu

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  2. Select Automation

    image-20241107-102308.pngImage Added

  3. Click on Create for contact automation

    image-20241107-102406.pngImage Added

  4. You arrive on the Create Automation page. Choose the project you want this automation to run across

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

  6. In the Automation Actions section:

    1. Select the Surveys tab

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

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      If you have Waves enabled on the selected survey, you will see an option to select a wave. You can select the wave that you want to send to the contacts. It works for both Exclusive and Shared waves.

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

    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

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

Info

Experience next-level personalization with Mail Merge tags.

It provides you an opportunity to add a personalized touch to your messages by inserting recipient-specific details such as name, location, or other personalized information.

  • It's a straightforward process; click on the "Personalize with their details" drop-down menu and select the desired tags.

Note: However, to ensure successful implementation, all relevant data must be entered in each contact's form.

Eg: If mobile number field is present in the contact form but no data has been entered for a particular contact then the Mail Merge tag _Mobile_no_will not display the number for that contact.

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