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Setup a workflow trigger to send the notification emails | Survey Automation

With workflow automation, the survey invitation email can be sent automatically under various triggering conditions, such as a new customer record is added, or the category of a customer is changed. In this example, the trigger is set whenever an agent releases a phone call.

To create a workflow trigger, select Setup, Workflow, Trigger menu.

Once it is saved, you can test the trigger by making a call from Agent Dashboard. Once the call is release, an email should be sent to the customer’s email address in the CRM record.

Next: Create a web form to receive survey results

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