Automation Action- Automating send survey reminders

Owned by Atiksha Birendra
Aug 09, 2024
3 min read

Overview

This guide provides detailed instructions on using the automation functionality to send surveys to contacts and perspective providers, along with setting up automated survey reminders. The functionality allows users to personalize reminder messages and schedule multiple reminders. Recent updates have improved the handling of these reminders, ensuring personalized content is correctly displayed and all reminders are visible when editing an automation.

Functionality: Automating Survey Reminders

Purpose

The automation functionality allows you to automatically send surveys to contacts and perspective providers. Additionally, you can set up automated reminders to be sent if the survey is not completed within a specified number of days. This feature ensures that recipients are reminded to complete their surveys, helping you achieve higher response rates.

Key Features

  • Personalized Reminders: Personalization tags can be added to reminder messages, ensuring that each recipient receives a message tailored to them.

  • Multiple Reminders: You can schedule multiple reminders to be sent at different intervals (e.g., after 3 days, 4 days, etc.).

  • Visibility of Reminders: When editing an automation, you can now see all the reminder messages that you’ve added, ensuring transparency and control over your survey reminders.

Setting Up Automated Survey Reminders

Step 1: Create a New Automation or Edit an Existing Automation

  1. Navigate to Automation Settings:

    • Go to the Automation section in your account.

    • Choose to create a new automation or edit an existing one.

  2. Select Automation Action:

    • Choose the action "Send Survey to Contacts" or "Send 360° Survey" as the desired automation task.

  3. Configure Survey Details:

    • Set up the survey details, including the survey to be sent and the recipients (contacts or perspective providers).

Step 2: Add Reminder Messages

  1. Add a Reminder:

    • In the automation setup, you’ll find an option to add reminders.

    • Click on "Add Reminder" and select the number of days after which the reminder should be sent if the survey is not completed.

  2. Personalize the Reminder:

    • Use personalization tags to include recipient-specific information, such as their name or a custom message.

    • Ensure that the tags are correctly added to the reminder message.

  3. Schedule Multiple Reminders:

    • You can add multiple reminders by repeating the previous steps, specifying different intervals for each reminder.

  4. Save the Automation:

    • Once you’ve configured your reminders, save the automation.

Step 3: Reviewing and Editing Reminders

  1. Editing an Automation:

    • If you need to edit an existing automation, go back to the Automation section and select the automation you want to modify.

  2. View All Reminders:

    • When you select the "Send Survey to Contacts" or "Send 360° Survey" action, you will now be able to see all the reminders you previously added.

    • This allows you to verify that all reminders are in place and personalized as intended.

  3. Adjust Reminders as Needed:

    • If necessary, you can adjust the content, timing, or personalization of any reminder directly from the Edit Automation page.

Important Notes

  • Personalization: Ensure that any personalization tags used in reminders are correct and correspond to the appropriate fields in your contact database. The system now generates personalized content at the time of automation execution, ensuring accurate and relevant messages.

  • Multiple Reminders: The recent updates ensure that all reminder messages are displayed when editing an automation, allowing for better management and oversight of your reminders.

  • Reminder Execution: Reminders are now generated at the time of automation execution, ensuring that the latest information is used for personalization.

Benefits

  • Enhanced Engagement: Automated reminders help improve survey completion rates by gently nudging recipients who haven’t responded.

  • Time-Saving: Automation saves you the time and effort of manually tracking and reminding recipients to complete surveys.

  • Improved User Experience: The ability to see all reminders when editing an automation ensures that you have complete control over your reminder strategy.

Troubleshooting

  • Reminders Not Sending: Ensure that your automation is active and that the reminders are correctly scheduled.

  • Personalization Issues: Double-check the tags used in your reminder messages to ensure they match the fields in your contact database.