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LMAR
LMAR
Contributor ⭐️⭐️
August 3, 2026
Solved

E-Mail Alerts for Surveys

  • August 3, 2026
  • 2 replies
  • 44 views

Hi!

I know you can trigger a CTA to be assigned when clients fill out a survey, but is there a way to send an email notification when it is filled out?

For instance, the management team wants to know when a client fills out a GS survey on our website so they can take a look at the responses prior to letting the CSM’s know. Was hoping there was a way to alert them via e-mail instead of creating a CTA.

Thanks!

    Best answer by romihache

    As far as I know, not directly. But I can think of the following alternatives:

    • Journey orchestrator:
      A: create a template with the tokens you need, configure the step after the “responded” branch. You’ll need a calculated field to bring in the manager email to the mix to use in the “to” field.
      I’ve never attempted this but I just tested with a random template and looks like the capability to do this is in place:


      B: New journey attaching a report sourced from the Survey object (similar to the point below but with extra steps. Keep in mind that in JO inline reports are limited to 5 columns and 20 rows lines in reports are limited within JO, and Schedule a report has his own set of limitations (check this idea)
    • Share a report with a Schedule
    • Send via Slack: You’ll need a rule (or branch within the journey using the API Element) just like as if you were creating a CTA but with an external action instead + a Slack Workflow to target a DM or channel. Here you have one we have for a different use case but that does the same: receives the data, triggers a notification with some data points tagging the manager:
       

       

    Hope this helps!
     

    2 replies

    michelle.samra.cerbo
    michelle.samra.cerbo
    Contributor ⭐️⭐️
    August 3, 2026

    Hello! I do like this idea and would like it to be customizable. Not every survey should warrant a notification but maybe certain ones controlled by the admin.

    Michelle Samra
    romihache
    romihacheAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    August 5, 2026

    As far as I know, not directly. But I can think of the following alternatives:

    • Journey orchestrator:
      A: create a template with the tokens you need, configure the step after the “responded” branch. You’ll need a calculated field to bring in the manager email to the mix to use in the “to” field.
      I’ve never attempted this but I just tested with a random template and looks like the capability to do this is in place:


      B: New journey attaching a report sourced from the Survey object (similar to the point below but with extra steps. Keep in mind that in JO inline reports are limited to 5 columns and 20 rows lines in reports are limited within JO, and Schedule a report has his own set of limitations (check this idea)
    • Share a report with a Schedule
    • Send via Slack: You’ll need a rule (or branch within the journey using the API Element) just like as if you were creating a CTA but with an external action instead + a Slack Workflow to target a DM or channel. Here you have one we have for a different use case but that does the same: receives the data, triggers a notification with some data points tagging the manager:
       

       

    Hope this helps!
     

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