Survey Actions

Actions allow you to setup automatic functions to be performed after a page is successfully completed in the survey.

For example, you could setup an action to automatically add the responders from a "Sign up for My Newsletter" survey to the Contacts section of your account, or you could setup an action to automatically email any responses received.

To add an action to a page of questions:

  1. While in the Content step of a survey, click the down arrow icon next to a page's name, and select Actions.
  2. Select an action type: Add a contact, Send a campaign, Send notification email, Redirect to page, Redirect to URL.
  3. Configure the action, and click the Update button when complete.
  4. Click the Save button on the survey to ensure your changes are applied to the live survey.

To modify or remove an action once it has been added to the survey:

  1. Click the down arrow icon next to a page's name, and select Actions.
  2. Then click the down arrow icon next to the action you wish to modify or remove, and select Edit or Delete.
  3. Click the Close text link to close the window, and then click the Save button on the survey to ensure your changes are applied.

Action Types

Add a Contact

Use this action type to save the responses received in the survey as a contact record in your account:

  • Click the radio button next to the Add a Contact option.
  • Enter a title for the action, such as "Store contact details".
  • Click the Select Groups text link to choose the group(s) the contact details should be stored in, and/or click the Add Group text link in the window that appears to add a new group(s). Click the Select button when all groups have been selected.
  • Choose how any duplicate contacts should be handled (Append, Leave, Update or Replace).

  • Map the survey questions to specific fields in the Contacts section of your account.

    Note at least one survey question must be mapped to the Email field, as that is the unique identifier for all contact records in your account.

  • Specify when the action should be triggered. The default condition is upon page completion, but you could set specific condition(s) so that the action is only triggered when a certain answer choice is selected.
  • Once all selections have been completed, click the Update button.

Send a Campaign

Use this action type to send a campaign to responders:

  • Click the radio button next to the Send a Campaign option.
  • Enter a title for the action, such as "Send welcome email".
  • Click the Select Campaign text link to choose the campaign that should be sent to responders, and then click the Select button.
  • Click the Select Groups text link to choose the group(s) the contact details should be stored in, and/or click the Add Group text link in the window that appears to add a new group(s). Click the Select button when all groups have been selected.
  • Choose how any duplicate contacts should be handled (Append, Leave, Update or Replace).

  • Map the survey questions to specific fields in the Contacts section of your account.

    Note at least one survey question must be mapped to the Email field, as that is the unique identifier for all contact records in your account.

  • Specify when the action should be triggered. The default condition is upon page completion, but you could set specific condition(s) so that the action is only triggered when a certain answer choice is selected.
  • Once all selections have been completed, click the Update button.

Note: If the linked campaign was sent to shared contacts, then it will impact the ability of the Survey Action to resend the campaign to the same email addresses if those email addresses are used to submit the survey responses.


Send Notification Email 

Use this action type to send an email to designated email address(es) or the responders themselves outlining the questions and answers as each response is recorded:

  • Click the radio button next to the Send a Notification email option.
  • Enter a title for the action, such as "Send notice email to team" or "Send confirmation email to responder".
  • To send the notification email to designated email address(es), keep the radio button next to the Enter Details option selected.
    • Enter a first and last name for the recipient of the notification email.
    • Enter a single email address for the recipient of the notification email, or enter multiple email addresses separated by a semi-colon (;).
  • Or to send the notification email to the responders themselves based on question answers in the survey, click the radio button next to the Answers from Survey Questions option.

    • Select the free text question to be used for the First Name, Last Name and Email Address fields.

      Note: questions selected for this purpose must be free text type, set to mandatory, not hidden, and for the Email Address field have the answer restricted to an email address.

  • Enter a subject line and message to appear at the top of the notification email.
  • Select the survey questions and responses that should be included in the notification email.
  • Specify when the action should be triggered. The default condition is upon page completion, but you could set specific condition(s) so that the action is only triggered when a certain answer choice is selected.
  • Once all selections have been completed, click the Update button.

Redirect to Page

Use this action type to redirect responders to a different page in the survey once this page has been completed. This type of action can be useful for surveys that could include multiple paths, i.e. where responses to earlier questions affect which questions the responders see later in the survey:

  • Click the radio button next to the Redirect to Page option.
  • Enter a title for the action, such as "Move responder to afternoon session page"€.
  • Select a page from the drop down menu to redirect responders to once this page is successfully completed.
  • Specify when the action should be triggered. The default condition is upon page completion, but you could set specific condition(s) so that the action is only triggered when a certain answer choice is selected.
  • Once all selections have been completed, click the Update button.

Redirect to URL

Use this action type to redirect responders to an external web address or URL once this page has been completed:

  • Click the radio button next to the Redirect to URL option.
  • Enter a title for the action, such as "Launch landing page".
  • Enter the web address or URL that responders should be redirected to once this page is successfully completed.
  • Specify when the action should be triggered. The default condition is upon page completion, but you could set specific condition(s) so that the action is only triggered when a certain answer choice is selected.
  • Once all selections have been completed, click the Update button.

Download a File (only available on secondary pages under Action on View tab)

Use this action type to automatically download a file when the page is viewed:

  • Click the Action on View tab.
  • Click the radio button next to the Download a File option.
  • Enter a title for the action, such as "Download report".
  • Click the Select a File button, and click Use next to the file in your Content Library.
  • Click the Update button.