Workflow Trigger: Survey Submission | Aesthetix CRM

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Workflow Trigger: Survey Submission

Unlock the power of feedback with this comprehensive guide on setting up survey submission triggers in Aesthetix. This article provides a step-by-step walkthrough for configuring triggers that activate upon the completion of surveys, allowing you to automate responses, segment audiences, and initiate tailored follow-up actions based on survey results. Learn how to harness the insights gathered from your surveys to improve customer engagement, enhance service delivery, and drive strategic decisions. Ideal for marketers and researchers looking to leverage audience feedback effectively, this guide will empower you to implement survey submission triggers in Aesthetix, turning insights into impactful actions.

1. First, click on "Marketing"

1 Click here.

2. Click on "Workflows".

2 Click on "Workflows".

3. After, click on "Create Workflow".

3 After, click on "Create Workflow".

4. Click on "Start from Scratch".

4 Click on "Start from Scratch".

5. Next, "Add New Trigger"

5 Click here.

6. Seek your specified workflow trigger by using search bar.

6 Click on the element.

7. Next up, click on "Survey submitted".

7 Next up, click on "Survey submitted".

8. Following that, click on "Add filters".

8 Following that, click on "Add filters".

9. Click on "Disqualified".

9 Click on "Disqualified".

10. Select from the drop down menu for the filter in Disqualified.

10 Click on "Disqualified".

11. Next, click on "Survey is".

11 Click on "Survey is".

12. Select surveys from the drop-down menu.

12 Click on "Save Trigger".

13. To end, click on "Save Trigger".

13 Upload

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