The Submitted Survey trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has submitted the selected survey, the Campaign Automation will begin.
Add the Trigger to a Campaign Automation
To add a Submitted Survey Trigger to a Campaign Automation, click on the trigger icon in the sidebar and drag in onto the Campaign Automation Canvas.
Once the trigger has been added to the canvas, click on it and you will see the right panel change to show the properties of this trigger.
Display Name (required): Once you select a survey, this will change automatically to the name of that survey, however you may change it to whatever you would like.
Select Survey (required): Choose an already created Web Content survey. For help on how to create a survey, see here.
Trigger only once per: If this field is checked, then submissions by the same participant/email address will trigger the automation only once per 24hrs based off of the selection in the drop-down menu.
Note: A note is an optional field for any details that need to be written about the trigger.
Using the same survey in another automation
A survey can only be used with one published Campaign Automation at a time. If, in a second Campaign Automation, you attempt to select a survey that is already in use and save it, an error message like the one below will appear in the Trigger settings to indicate in which Campaign Automation the survey is being used:
Multiple Survey Submissions
Previously, when you had a Campaign Automation that begun with a Submitted Survey trigger, if someone submitted your survey more than once within a 24-hour period, then the first submission would process through your automation but the subsequent ones wouldn't. The "extra" (those happening within the 24-hour window) submissions would still be stored in your CRM as Posted Survey records but would not appear at all within the Campaign Automation.
As of version 10.5, this trigger will now allow multiple submissions to each generate a new participant by default, and there is a new "Trigger only once per" checkbox on the trigger to limit the number of accepted submissions to one per day.
|Feature Added: 8.6.0
|Feature Updated: 11.2.0
|ClickDimensions Version Needed: 7.0