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E-mail Notifications

Setup Email Notifications that trigger to email of your choice right after a response to your survey

Agnieszka avatar
Written by Agnieszka
Updated over 11 months ago

Email Notifications are triggered once the survey collects a response and contain the answers your survey has received, as well as the respondent data if your survey collects identifying information.

With Email Notifications, you can:

  • see your respondents' survey answers as soon as they're submitted, whether they finished the survey or only responded to a portion of the questions;

  • let your colleagues know what your clients think of your product by making them the recipients of the survey's notifications;

  • stay up-to-date with challenges your customers are experiencing;

  • be able to act on the feedback from your respondents immediately.

In this article, you'll learn how to receive real-time notifications once your survey collects a response. Read about E-mail reports if you want to receive an e-mail report with a summary of your survey responses from the last day, week, or month.

πŸ“Œ This feature is available on some of the plans. Please visit our Pricing page or reach out to us to learn more.

Enable Email Notifications

You can decide on a survey level if you want to receive Email Notifications or not.

1. To enable this feature, go to the Connect tab of your survey, find and choose Email Notifications from the list of integrations.

2. Click the Connect button to set the notifications up.

3. Move on to the Settings tab of Email Notifications integration, and choose which notifications you'd like to receive. The following paragraphs will explain each option in more detail.

πŸ’‘ You can have multiple notifications enabled at the same time.

Send emails when a Contact form is submitted

If you choose this option, we will send an Email Notification when someone submits a response to a Contact form in your survey.

1. Go to Contact form notification and enable the Send emails after contact form is submitted option. Type in the email address where you'd like us to send the notifications. We'll send an email to the address you provided that requires the recipient to confirm in order to receive notifications.

After the recipient follows the steps in the email, you should see the Pending confirmation.. status change to Active.

You can include more email addresses by clicking the βž•Add new email button:

2. You can also decide on what information you'd like to see in your notifications. By clicking on Edit notification template, you'll be able to compose a pattern that will be updated upon each survey response. Jump to the How to edit notification template section for step-by-step instructions.

Send emails after the survey is completed

1. To receive an email when someone completes your survey, enable the Send emails after survey is completed option and type in the email address you'd like to receive the notifications. We'll send an email to the address you provided that requires the recipient to confirm to receive notifications.

After the recipient follows the steps in the email, you should see the Pending confirmation.. status change to Active.

You can include more email addresses by clicking the βž•Add new email button:

If you select this option, we will only send the notification when the final step of the survey is completed. If some of the questions are left unanswered by the respondent or he skips an action on the thank you screen - we will not be able to send an email. However, you're still able to analyze their responses in the Analyze section of your survey.

2. You can also decide what information you'd like to see in those Notifications. By clicking on Edit notification template, you'll be able to compose a pattern that will be updated upon each survey response. Jump to the How to edit notification template section for step-by-step instructions.

Send custom notifications

You can receive emails only when a specific condition is met on your survey. For example, you can decide to receive Email Notifications only if someone responds to your NPS question as a detractor to follow up on feedback from unsatisfied customers faster.

1. Enable the Send a custom notification option, and type in the email address you'd like to receive the notifications to. Type in the email address where you'd like us to send the notifications. We'll send an email to the address you provided that requires the recipient to confirm in order to receive notifications.

After the recipient follows the steps in the email, you should see the Pending confirmation.. status change to Active.

You can include more email addresses by clicking the βž•Add new email button:

2. Pick the condition you'd like to receive the notification on. You can choose a response to a question to, for example, be able to follow up with unhappy customers quickly:

or a custom attribute to only receive notifications about responses from a certain email domain or, for example, from customers on paid plans:

3. You can include multiple conditions by clicking the βž•Add new button. If you have more than one condition, decide if you want to trigger the email when both of these conditions are met by picking the AND condition or only when at least one of them is met by picking the OR condition.

4. You can also decide on what information you'd like to see in your Custom Notifications. By clicking on Edit notification template, you'll be able to compose a pattern that will be updated upon each survey response. Jump to the How to edit notification template section for step-by-step instructions.

Edit the notification template

1. You can alter the notification email's content by clicking on the Edit notification template button.

With this feature, you can decide if you want to see only answers to some of your questions, in which order you'd like to read the responses and decide if you want to include custom attributes about the respondents in the notification.

2. You can add different variables to your notification email using the Add variable button. You can add variables to both the email subject and the body and scroll to see all possible variables.

If you'd like to include the respondent's data in the Email Notification, and you're passing it to Survicate via merge tags, you can add them manually to the template. Please remember to use lowercase letters and type the attribute's name (in place of my_attribute in the screenshot below) exactly as it is in the survey's URL:

3. When you are ready with your template, save it by clicking the Update button.

πŸš€ What's more is that in each Notification sent to your email, you'll have the option to quickly jump to the respondent's survey submission in Survicate or open the survey's Analyze tab:

πŸ”§ If you want to exclude one of the recipients from being sent certain Email Notifications, simply click on the three dots next to their email address and Delete:

If you want us to stop sending certain Email Notifications from a survey to all recipients at once, disable the Send emails after contact form is submitted, Send emails after survey is completed, or Send a custom notification section. You can always decide to switch them back on.

Troubleshooting

I don't see the Email Notifications in my inbox

Please check your SPAM folder to see if the email from us can be found there. Also, if you have Custom Notifications enabled, these can be sent with a few minutes delay to ensure all responses meeting the custom conditions are included.

Can I enable several different Custom Notifications with different conditions and respondents?

Such a feature is currently not possible. If you'd like to see such a possibility in our tool, talk to us in chat about your use case.

πŸ“ž If you have any questions about setting up Email Notifications - feel free to reach out to our team via chat or email: support@survicate.com.

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