Triggers & Email Automation
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Send automatic emails to the right people when a response comes in.
How do I send an automatic email when a response comes in?
Set up a trigger. It sends a templated email to admins, managers, agents, the participant or a custom recipient, personalised with merge tags, and conditions make it fire only for the answers that matter. You can edit the subject and body inside the trigger; templates are shared across the account under Settings, then Email Templates.
Triggers send templated emails based on response conditions.
- Notify admins, managers, agents, the participant or a custom recipient.
- Use merge tags to personalize subject and body.
- Combine with conditions so only relevant answers fire an alert.
Writing the email
Open a trigger and you can edit the subject and body of the email it sends right there, including inserting merge tags. You can also create a new template without leaving the trigger.
Templates are shared across the account: editing one updates every trigger that uses it. Manage them all in one place under Settings → Email Templates.
