Smart Notifications

Video Overview
How Smart Notifications Work
What Emails you Get
Managing Smart Notifications
Creating and Sharing Smart Notifications
Stop Sharing Smart Notifications

Enterprise Feature: If you're interested, contact sales. If you already have an Enterprise account, contact your Customer Success Manager (CSM).

Video Overview

Overview

How Smart Notifications Work

Smart notifications let you send email notifications to yourself or others when a survey response meets a set of conditions, called a trigger. Conditions can be based on specific survey answers or custom variable. Each trigger can have multiple conditions, which must all be met for a smart notification to send. Smart notifications won't trigger for disqualified responses.

Only survey owners can manage smart notifications and their conditions, but you can share smart notifications with others, too. We send an email to let them know.

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.

TIP! You can find your alert messages from the last 30 days in the Notification center.

What Emails you Get

When you create a smart notification, you can send email alerts to yourself and others. You and any recipients get an email every time a survey response is submitted that matches the trigger 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.

These alerts also appear as messages in the Notification center.
TIP! If you're not getting alert emails, try these troubleshooting tips.

Managing Smart Notifications

Creating and Sharing Smart Notifications

To create a smart notification:

From Home, select … next to the survey or go to the Publish survey section of your survey.
Select Manage Notifications.
Select the + Create button next to Smart notifications.
Choose your trigger criteria. These are the question and custom variable conditions that need to be met for a notification to send.
(Optional) Select +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, select the AND button to change it. It's not possible to combine AND/OR logic in the same trigger. Repeat to add additional conditions to the single trigger.
Select Add Recipients to share the notification with others. When you share smart notifications with someone, they’ll get an email to let them know.
If you want to receive the notification, check the Include myself as a recipient box.
(Optional) Customize the subject line and message of your email so recipients know why they're getting the notification.
Select Save.

Adding Recipients to an Existing Notification
To add more recipients to an existing notification:
1. From Home, select … next to the survey or go to the Publish survey section of your survey. Go to the Publish survey section of your survey.
2. Select Manage Notifications.
3. Select the name of the smart notification you want to add someone to.
4. Select Recipients.
5. Select Add New.
6. Type in the email address of the person you want to share notifications with.
7. Select Share.

TIP! To get an email after every survey response without setting conditions, turn on instant notifications.

Stop Sharing Smart Notifications

To stop sharing a smart notification with someone:

From Home, select … next to the survey or go to the Publish survey section of your survey. Go to the Publish survey section of your survey.
Select Manage Notifications.
Select the name of the smart notification you want to remove someone from.
Select Recipients.
Select the trash can icon next to the people you want to remove.
Select Done.

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 alert emails when those survey conditions are met.
To turn off a smart notification:
1. From Home, select … next to the survey or go to the Publish survey section of your survey. Go to the Publish survey section of your survey.
2. Select Manage Notifications.
3. Toggle the smart notification off.
If you want to use the 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 Publish survey section of your survey.
2. Select Manage Notifications.
3. Select the name of the notification you want to delete.
4. Select the delete button at the bottom of the page.
5. Check the confirmation box.
6. Select Confirm.

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