Adding Email Alerts in Inquisium

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Need to be alerted when certain information is provided during a survey? Set up email, question, and contact information alerts to notify you when they occur.

 
NOTE: Triggered based on criteria you configure, these alerts are intended for internal users only.


Adding a Classic Survey Email Alert

Survey level email alerts are triggered based on criteria you configure. Some email alerts notify you of developments within a specific survey while others notify you of respondent activity.

1 Access the Alert Details page. Begin by selecting your classic survey. Click Emails in the navigation bar. Under Section Links on the left, click Email Alerts, then Add Alert.

2 Choose the type of alert.  Name your alert, then use the drop-down to select a type. Your choices include:  

 
  • New Response - Will be sent when a respondent completes the survey and will show the answers to every question.
  • Survey Close Date - This email will be sent as a reminder of the survey close date. You can determine when the alert should send, from 28 days prior to the survey close date up to 1 day after the survey close date.
  • Score Based - (only available when scoring is enabled for your survey) This email will be sent when a respondent completes the survey if the score matches the score filters configured. This alert will only show those questions to which scoring has been applied.
  • Total Responses - Will notify author recipients based on the quantity or percentage of responses received.
  • Trigger Based - This email will be sent when a respondent completes the survey if he or she has met the criteria on one or more of the question level alerts. This email will only show questions to which the question level alert has been applied.  
 
In the Email Settings section, click User-added image  to insert data tags into the Subject or Custom Message.
 
 User-added image

3 Specify the recipients. List everyone who should receive this alert in the Author Recipients section.

To send it to yourself, choose Account User in the Type dropdown, click User-added image in the corresponding Recipient box, and click Select next to your name.

 
 User-added image

If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box.

You can also send alerts to user groups, custom fields, and even survey custom fields.

 
NOTE: Email alerts should never be sent to your respondents.

4 Select the fields. When sending an email alert from a known survey, check off the contact fields and custom contact fields you want included.
 
 User-added image

5 Add advanced filters if necessary. Use the dropdown in the Advanced Filters section to further limit which answers will trigger an email alert. In the example below, the email alert will only be sent when a respondent is interested in acquiring an account.
 
User-added image

Once you're done, click Save.
 
Adding a New Survey Email Alert


Survey level email alerts are triggered based on criteria you configure. The email alerts notify you of respondent activity.
 
1 Access the Alert Details page. Begin by selecting your survey. Hover over Send & Share and, under Emails, click Email Alerts. Click Create Email Alert.

2 Set up your alert.  Name your alert.
 
NOTE: For new surveys, you cannot currently create an alert based on the survey close date, a respondent score, total responses, or trigger-based actions.
 
Add a subject. If you want to provide a different reply-to name than what you set up when creating the event, enter it in the Reply-To Name field. Create your message.


3 Specify the recipients. In the Recipients section, you can establish who will receive the alert.

To send it to yourself, choose Account User in the Type dropdown, click the ellipsis (...) in the corresponding Recipient field, and from the pop-up, click Select next to your name. If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box. You can also send alerts to user groups, portal users, or portal user groups. To add additional recipients, click Add Recipient.
 User-added image
 
NOTE: Email alerts should never be sent to your respondents.

4 Add advanced filters, if necessary. In the Alert Criteria section, use the Advanced Filters to further limit which answers will trigger an email alert. In the example below, the email alert will only be sent when a respondent is interested in acquiring an account.
 
User-added image
Once you're done, click Save.


Adding a Question-Level Classic Survey Email Alert

Question level email alerts are triggered based on answers provided by respondents. These email alerts will only trigger once the respondent completes the survey and when their answers match the criteria you have configured.

1 Access the Trigger Details page. Begin by selecting your survey. Click Design Survey in the blue navigation bar. On the appropriate question, click the Add Alert button.

 
User-added image
 
2 Choose the trigger. Check off the answers which will trigger the email alert to be sent.


3 Specify the recipients. List everyone who should receive this alert in the Recipients section.

To send it to yourself, choose Account User in the Type dropdown, click the ellipsis (...)
in the corresponding Recipient box, and click Select next to your name.

If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box.

You can also send alerts to user groups, custom fields, and even survey custom fields.

Once you're done, click Save.


 
NOTE: The alert will display the question text, not the display text that was customized for each question.


Adding Contact Information to Question Level Alerts

Authors can choose to include contact information that will display in a question level email alert for known surveys.

1 Access the Alert Field Settings page. Begin by selecting your survey. Click on Design Survey from the blue navigation bar. Locate the Contact Profile. This will either show before question 1 or after your last question. Click on the Edit Alert Fields button.

 
 User-added image

2 Select the fields. Check off the contact fields and custom contact fields you want to be included in the email alert. Once you're done, click Save.
 

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