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How to Trigger a Survey

  • July 26, 2021
  • 2 replies
  • 102 views
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Hi All,

I created a Survey and I want this to be trigger when the opportunity stage is closed won and it should be going to the owner of the opportunity.

Please give suggestion over it how can i implement this.

 

Thanks

Best answer by bradley

I would think you could do this with a Journey Orchestrator Query using your opportunity object as a source for your query. You should also be able to pull in the Opportunity owner as well.

 

You would just need to filter on your opportunity stage, and probably a few other qualifiers to narrow down exactly what you want.

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2 replies

sai_ram
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  • sai_ram
  • Expert ⭐️⭐️
  • July 28, 2021

@Nitesh sorry, sending a survey to certain owner of the opportunity via Survey is not possible I hope. I will try to check this once again from my end and get back to you. 

@richa_bala, @bradley, @naga_gonaboyina, @meenal_shukla could you please leave your comments here. 

bradley
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  • bradley
  • Expert ⭐️
  • Answer
  • July 28, 2021

I would think you could do this with a Journey Orchestrator Query using your opportunity object as a source for your query. You should also be able to pull in the Opportunity owner as well.

 

You would just need to filter on your opportunity stage, and probably a few other qualifiers to narrow down exactly what you want.

N
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