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Set up in-app automation trigger and goal evaluators

The survey configuration lets you get the project's automation URL and API key. You can also configure the project's customer satisfaction email notification and goal scores to track your performance. 

Setting the automation status trigger

  1. Click Project settings > select Survey settings > select the Configure tab.

  2. Under the Automation section, choose the status that triggers the survey to be sent to the users from the dropdown.

  3. The status available from the dropdown is defined in the project's workflow. For more information, read this documentation.

An email will be sent to the customer once the status is achieved and automation is triggered. For more information, read our FAQ about these emails.

Setting goals to evaluate performance

  1. Under the Goals configuration, set the value for NPS, CSat, and CES.

  2. Click Back to project > Surveys report, to view the goal value that you have set.

Enabling API access

  1. Click the Enable button to toggle the switch to (tick). This will activate the API Key and can be used to access your project's API endpoint. 

Alternative automation

  1. By default, the Alternative automation toggle is turned off.

  2. Under the Alternative Automation section, click the copy icon, and capture the automation URL. Use the copied link in the Setting up the survey automation documentation.

  3. Turn on the toggle after completing the steps in Setting up the survey automation.

Using the alternative automation, you can customize the automation to match your requirements. You can trigger the survey for a specific project, and schedule the automation to trigger at a specific time to name a few.

Check out our guides that cover alternative automation settings that you can configure:

What's next

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