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scott_renna
scott_renna
Contributor ⭐️⭐️⭐️⭐️
July 18, 2017

Enhancement: Automate sending of Email when customer completes survey

  • July 18, 2017
  • 3 replies
  • 34 views
Would like to have a survey response automatically emailed to an email address or distro list when a client completes and submits a survey

      3 replies

      tzundelgainsightcom
      tzundelgainsightcom
      Helper ⭐️⭐️
      July 19, 2017
      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/... 
      scott_renna
      scott_rennaAuthor
      Contributor ⭐️⭐️⭐️⭐️
      July 19, 2017
      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
        andrea_weisz_171687
        andrea_weisz_171687
        Contributor ⭐️⭐️⭐️
        September 14, 2017
        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.
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