Enhancement: Automate sending of Email when customer completes survey
Would like to have a survey response automatically emailed to an email address or distro list when a client completes and submits a survey
Scott, you are going to love our Advanced Outreaches functionality, which was released in May!! It allows you to create a survey outreach "model," which can include this automated response you want, as well as a heads-up message to the intended recipients and reminder to non-respondents. Check this short intro video here https://support.gainsight.com/Training_and_Videos/Training_Videos/Intro_to_Advanced_Outreach_(video)
Additional instructions are also on Gainsight Go here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
Additional instructions are also on Gainsight Go here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
Not really what I am looking for. I just want the ability to send the completed survey to internal management members. I am not looking to send reminders to non-respondents
I am also looking for a way to notify the CSMs and their Managers that a customer completed a survey. While I can show this in a report, real time alerts help escalate things and also facilitate "shout outs" for positive responses.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.