Essentials feature: Available on Essentials, Pro, and Ultimate plans.
Send reminder emails to remind people to take your survey. Reminders are only sent to respondents who haven’t completed your survey.
If you use a Salesforce Quick Launch Setup or send your survey using the Salesforce automation, you send up to 2 reminder emails to your recipients. Only recipients that haven't completed your survey will be sent a reminder email.
To schedule reminder emails:
Salesforce will start blocking new workflow rules in Winter 2023. Learn more
If needed, you can create objects and flows to send survey reminders from Salesforce. You’ll need to create custom mappings in GetFeedback and 2 flows in Salesforce that work together.
Set up the following before creating your email reminder workflow rules:
After you create these fields and email templates, you can set up your flows.
Create a flow to send your survey email when a certain condition is met.
Set up mappings to update the existing record when a response is submitted.
Once you set up your mappings, create a flow that sends your reminder email.
Before distributing your survey, test all workflows to make sure they're working as expected.