How to create an automation based on survey form responses

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Using our Survey Form Submission trigger, you can create targeted automations based on specific survey forms and responses submitted by subscribers. 

How to use the Survey Form Submission trigger

  1. From the left panel in your account, go to Write > Automations and then either open a saved automation or create a new one.
  2. Click on the Survey Form Submission trigger option. 

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  1. Select the survey form that you want to use from the dropdown options.

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  • Here, you can select a specific form from the list. 
  • There is also an option to select Any Survey Form, which means any subscriber who submits any form would be enrolled. 
  • If you’d like multiple form submissions to enter into the automation, you’ll need to create multiple triggers with a different form in each one.

However, if you’re trying to enroll users with a particular response, not just a submitted form, then you can either: 

  1. Add a custom field directly within the trigger so the entire automation only enrolls subscribers with particular answers.
  2. Add a branch node within the automation to create separate paths for subscribers based on their response to a specific form question.

Once you’ve set up the trigger(s) you can continue to add onto them and build all sorts of specially targeted automations! Just don’t forget to click Save when done.

Advanced automation example

In the event that you have more than 2 options for a particular survey question and would like to segment for each answer within the same automation, here’s how you can do that:

Let’s say you have 4 options (A, B, C, D) for a specific custom field tied to a survey question.

  1. First, you would need to set up one branch with an “or” condition for 2 out of the 4 options for the question, for this example the condition is set to “Custom field value is A or B”.
  2. Next, you’ll need to set up another branch node on the “True” path of the previous branch node, to further segment into “custom field is A” with the branch node, where the true path is those who select A and the false path would be those who selected option B.
  3. Lastly, you would set up another branch node on the “false” path of the first branch that contains “custom field value is C” as the branch condition, where the true path is those who select C and the false path would be those who selected option D. 

Additional automation resources

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