An action allows you to trigger your events automatically at the validation of a survey
An action allows you to trigger your events automatically at the validation of a survey (at the end of the survey). You can implement as many post-feedback actions as you want.
The objective is to automate important operations at the end of each collected answer: enriching your CRM, sending a thank you email, redirecting to your website, identifying typical profiles of respondents [...]
Steps
An action always follows this sequence: "When - If - Then".
- When
Here you can choose when to trigger your action. Either "On page load", "On page submit" or "Manual" (by clicking a button in the survey for example).
- If
Here you'll be able to set the condition(s) needed for triggering your action.
For example, trigger an action based on the answer to a question, the value of an attribute or many other events.
Connections between conditions:
- And: all the conditions must be valid for the actions execution.
- Or: if one of the conditions is valid, actions will trigger.
Type of conditions:
- Then
Now you can set the action. Possibilities are wide, it can be an email sending to indicate a detractor, a redirection depending on the identification of a specific profile or even the feed of your CRM (by our Salesforce connectors, Adobe Campaign ...).
The actions available are:
Description of the available actions:
- Apply a flag: A flag is placed on an item to make it easier to find. Identify a typical respondent behaviour thanks to the flag.
- Notify by email: Send an automatic email to be configured. Option requiring the purchase of emails and a setup
- Notify by SMS: Send an automatic SMS to be configured. Option requiring the purchase of SMS
- Notify by URL: Sending the information collected in your campaign through a URL so that it can be analysed and processed by a system for a specific use.
- Feed an application: Send the information collected directly to your an CRM (Salesforce/ AdobeCampaign / MailChimp / Zendesk / Microsoft Dynamics...) following your mapping parameters.
- Subscribe to a service: Subscribe a respondent to your Adobe Campaign newsletter, as soon as you collect their email.
- Redirect: The user is redirected to a web page of your choice.
- Execute deployement: Allows you to automatically trigger the email or sms broadcast of another campaign according to the chosen trigger criteria.
- Webhook: Used to notify a third party application of new feedback to trigger very specific actions. Read: How to use webhooks?
- Tracking Analytics: Send information to your website audience and performance measurement tools or your Tag Management System. Read: How to use the "Tracking Analytics" functionality?
- Classification tree: Allows you to upload verbatims to certain semantic analysis tools on which Skeepers will receive the classification made by these tools. Read: TODO - How to connect Skeepers and your semantic analysis tools?