Get email notifications when respondents submit feedback through web and app forms or complete your email surveys.
In Insights, you can set up response notifications for multiple surveys, including web buttons and campaigns, app forms, and email surveys.
You can create several types of notifications in Insights:
To set up email notifications:
Get notifications for email survey responses. You can also get notifications for failed Salesforce mappings.
If you have Salesforce mappings enabled, you can get an email notification when your mappings fail. To turn on failed mapping notifications:
You can also set up conditional email alerts, set Salesforce tasks for your teammates, and post Slack notifications. These email alerts can send your responses to different email addresses, set follow-up tasks in Salesforce, or post in Slack based on the set conditions.
To set up custom notifications:
When a respondent sends feedback that meets the conditions, you’ll get the custom notification you created.
For in-app forms, you can turn on email notifications for all feedback sent through a form.
To turn on email notifications for a form:
Any feedback sent through this in-app form is now sent to the email address you entered.
For web forms, you can get email notifications for all feedback or specific responses. You can also set up automated exports for your feedback.
Get emails for each feedback item sent through buttons and web forms that you have access to.
If you don’t want notifications for all responses, you can create a saved search for the feedback most relevant to you. For example, if you want to see feedback from your website’s career page only, you can filter for that URL and save your search. Then, you can turn on notifications to receive emails for feedback that matches your search.
You can use email notifications to:
To send feedback for certain items only:
Automatically send a .csv export with the last feedback to one or more email addresses. These exports contain the unfiltered dataset that your recipients have access to.
To set up automatic exports: