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Smart Notifications

ENTERPRISE FEATURE: If you're interested, contact sales. If you already have an Enterprise account, contact your Customer Success Manager.

Smart notifications let you send email notifications to you or others based on conditions you set. For example, you can set up a smart notification to send you an email each time someone answers a survey question with a specific answer. Survey owners manage smart notifications and share them with others.

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Video Overview

 

Creating a Smart Notification

How Smart Notifications Work

A smart notification is sent when a survey response meets a set of conditions, called a trigger. Conditions can be based on specific survey answers, custom variables, or custom data from your Contacts. Each trigger can have multiple conditions, which must all be met for a smart notification to send.

Setting up Smart Notifications

Smart notifications are survey-specific. If you have multiple surveys you want to receive notifications for, you need to create smart notifications for each one. You can set up to 10 smart notifications per survey.

To create a smart notification:

  1. Go to the Collect Responses section of your survey.
  2. Click Manage Notifications.
  3. Click the Create button next to Smart notifications.
  4. Choose your trigger criteria. These are the conditions that need to be met for a notification to send.
  5. (Optional) Click +Condition to add another condition to the same trigger. By default, this links your conditions with AND logic. If you want to use OR logic instead, click the AND button to change it.
  6. Click Add Recipients to share the notification with others. When you share smart notifications with someone, they’ll get an email to let them know.
  7. If you want to receive the notification, check the Include me as a recipient box.
  8. (Optional) Customize the subject line and message of your email so recipients know why they're getting the notification.
  9. Click Save.
Add Recipients to an Existing Notification

To add more recipients to an existing notification:

  1. Go to the Collect Responses section of your survey.
  2. Click Manage Notifications.
  3. Click the name of the smart notification you want to add someone to.
  4. Click Recipients.
  5. Click Add New.
  6. Type in the email address of the person you want to share notifications with.
  7. Click Share.
TIP! To get an email after every response without setting conditions, turn on instant notifications.

 

What Emails you Get

When you create a smart notification, you can choose to send emails to yourself or share them with others. Anyone you select will get an email each time a survey response is submitted that matches the trigger conditions you set up.

The email has a link to view the individual response, which people can see without logging in to a SurveyMonkey account. The link stays active for 90 days after the notification is sent.

TIP! If you turned on notifications but you're not getting them, try these troubleshooting tips.

 

Stop Sharing Smart Notifications

To stop sharing a smart notification with someone:

  1. Go to the Collect Responses section of your survey.
  2. Click Manage Notifications.
  3. Click the name of the smart notification you want to remove someone from.
  4. Click Recipients.
  5. Click the delete icon # next to the people you want to remove.
  6. Click Done.

Opting Out

To stop receiving smart notifications, reach out to the survey owner and they can take you off the list. To find out who the survey owner is, look for the name listed in the smart notification email.

 

Turning Off Smart Notifications

If you want to stop sending a certain smart notification, you can turn it off temporarily or permanently delete it.

Turning Off a Smart Notification

When you turn off a smart notification, it keeps the trigger conditions and recipient list stored, but you or shared recipients won’t receive emails when those conditions are met.

To turn off a smart notification:

  1. Go to the Collect Responses section of your survey.
  2. Click Manage Notifications.
  3. Toggle the smart notification off.

If you want to use this notification again, toggle it back on.

Deleting a Smart Notification

To permanently remove a smart notification and its trigger conditions from your account, you can delete it. It isn’t possible to resume a deleted smart notification.

To delete a smart notification:

  1. Go to the Collect Responses section of your survey.
  2. Click Manage Notifications.
  3. Click the name of the notification you want to delete.
  4. Click the delete button # at the bottom of the page.
  5. Check the confirmation box.
  6. Click Confirm.

 

Smart notifications let you send email notifications to you or others based on conditions you set. For example, you can set up a smart notification to send you an email each time someone answers a survey question with a specific answer.

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