What is an action ?

An action allows you to trigger your events automatically at the validation of a survey

An action allows you to trigger your events automatically at the validation of a survey (at the end of the survey). You can implement as many post-feedback actions as you want.

The objective is to automate important operations at the end of each collected answer: enriching your CRM, sending a thank you email, redirecting to your website, identifying typical profiles of respondents [...]

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Steps

An action always follows this sequence: "When - If - Then".

Step 1 : When

Here you can choose when to trigger your action. Either "On page load", "On page submit" or "Manual" (by clicking a button in the survey for example).

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Step 2 : If

Here you'll be able to set the condition(s) needed for triggering your action.

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For example, trigger an action based on the answer to a question, the value of an attribute or many other events.

Connections between conditions :

  • And: all the conditions must be valid for the actions execution.
  • Or: if one of the conditions is valid, actions will trigger.

Type of conditions :

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Step 3 : Then

Now you can set the action. Possibilities are wide, it can be an email sending to indicate a detractor, a redirection depending on the identification of a specific profile or even the feed of your CRM (by our Salesforce connectors, Adobe Campaign ...).

The actions available are:

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Description of the available actions :

  • Apply a flag: A flag is placed on an item to make it easier to find. Identify a typical respondent behaviour thanks to the flag.
  • Notify by email: Send an automatic email to be configured. Option requiring the purchase of emails and a setup
  • Notify by SMS: Send an automatic SMS to be configured. Option requiring the purchase of SMS
  • Notify by URL: Sending the information collected in your campaign through a URL so that it can be analysed and processed by a system for a specific use.
  • Feed an application: Send the information collected directly to your an CRM (Salesforce/ AdobeCampaign / MailChimp / Zendesk / Microsoft Dynamics...) following your mapping parameters.
  • Subscribe to a service: Subscribe a respondent to your Adobe Campaign newsletter, as soon as you collect their email.
  • Redirect: The user is redirected to a web page of your choice.
  • Execute deployement: Allows you to automatically trigger the email or sms broadcast of another campaign according to the chosen trigger criteria.
  • Webhook: Used to notify a third party application of new feedback to trigger very specific actions. Read: How to use webhooks?
  • Tracking Analytics: Send information to your website audience and performance measurement tools or your Tag Management System. Read: How to use the "Tracking Analytics" functionality?
  • Classification tree: Allows you to upload verbatims to certain semantic analysis tools on which Skeepers will receive the classification made by these tools.

 

If you have any questions, feel free to contact our Customer Care team.

 

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