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Survey logic – Notify

Table of contents

    What is notify logic?

    Notify logic is a method you can use to send automatic notifications from your Netigate survey. These notifications can be sent to a pre-defined e-mail address, for example, the account manager of a customer in a customer survey. Or you can collect an e-mail address that is provided within the survey answer in order to send an automatic notification or confirmation to the respondent.

    To use the logic functionality you simply click the logic symbol that is shown on page-level (see screenshot below). Please note that notification logic does not work on test links of the survey, but it needs to be activated and live in order to send any notification e-mails.

    Note: We strongly recommend that you build your entire survey before you add any notify logic to your survey.

    If you have already added logic to your questions, the logic symbol will be shown in green and the existing logic will be listed in the logic screen. You can edit existing logic by clicking the existing rule to expand it, or delete by clicking the trash can.

    Existing Logic

    If you do not have any logic in this question, click Add logic and the window will change to a menu where you can add the logic. You will be presented with an option to choose whether you want to Hide, NotifyJump to page or Jump to url from the dropdown menu at the top left corner followed by the set of rules that will decide when the logic should be in effect. In our case, we want to Notify.

    logic option Notify

    An example of such set of rules could be if the respondent answer “Yes” on question 1 a notification will be sent to the account manager. To add additional rules you click + to add additional conditions. You can also add a new group of conditions. To do that you click Add group. Once you have added the rules for the logic you click “Save changes” and you will have a logic rule saved to the page.

    Note: We strongly recommend that you do not change the order of your questions after you have added logic. If you do, make sure that the logic is still valid by testing the survey.

    How to add notify logic?

    You can use the logic function to notify an e-mail address with survey answers. This notification logic be based on answers provided on questions that have been answered earlier on in the survey, or that there should always be sent a notification.

    The notify logic should be added to the page of the survey where you want to send the notification. For example, if you want the notification e-mail should be sent when the answer is completed you should add the notification logic to the last page of your survey. You can, of course, add notification earlier on in the survey as well, but the e-mail sent will only contain the survey answers provided up to that point.

    Notify an account manager or defined e-mail address

    A good way to use notifications is to get instant feedback to relevant people in order to take swift actions. For example, on a customer survey, you can have notifications set up to immediately send an instant message about low scores and contact requests to be able to take action quickly when the situation demands it.

    To build this type of notifications you can follow these steps:

    1. Go to the page of your survey where you want to send the notification. We recommend you add it to the last page to include as much information as possible in the notification e-mail.
    2. Click the logic icon and select “I want to notify” and enter the e-mail address of the person you want to send the notifications to.
    3. Select the conditions that you wish to send notifications based on. In this example we use the NPS question to set up the conditions: “I want to: Notify When: Answer on NPS question is less than 7″. Meaning that whenever a detractor completes a response, will receive a notification.

    Send a notification to a respondent

    Another way to use notifications is for signup forms or other easily accessible surveys that are linked on a website or a blog for example. In these type of forms, you can ask for the person’s e-mail address and use that as to send notification and confirmations.

    To do this you will need the following:

    1. You will need to add a textbox to any page of your survey and set it as “E-mail address” in order to collect the e-mail addresses of the people who answer the survey.
    2. Go to the page of your survey where you want to send the notification. We recommend you add it to the last page to include as much information as possible in the notification e-mail.
    3. Select the conditions that you wish to send notifications based on. When selecting the option for “Notify” you will have a dropdown menu available where you can select the textbox question where respondents provide their e-mail address. Simply select this option in the drop-down and move on to the conditions that should apply. For example: “I want to: Notify TEXTBOX QUESTION When: Always“. This will send a notification to everyone who provides their e-mail address in the textbox question.