Implementing Policy › Surveys › Define Survey Notifications

Define Survey Notifications

The Survey tab on the Update Activity Notification page allows you to define a survey notification for an activity notification. When the selected activity notification is triggered, the contact who initiated the activity receives the survey notification. An activity log is generated both when a survey notification is sent and when one is received back from a customer.

To set up a survey notification

1. On the Administration tab, browse to Notifications, Activity Notifications.

   The Activity Notification List appears.

2. Select the desired activity notification.

   The detail page displays.

3. Click the Edit button.

   The Update Activity Notification page displays.

4. Edit the fields as appropriate.
5. Select the appropriate object type from the drop-down list.
6. Click the Survey tab.

   This tab contains the following fields:

   Send Survey

   This check box allows you to activate or deactivate the survey. If selected, the survey is sent to the contact when the selected activity notification is triggered.

   Default Survey

   Specify a default survey using the search icon or specify your own in the text box.

   Notification Method

   Choose one of the following notification methods:

   • Email
   • Notification
   • Pager_Email

   Survey Message Title

   Enter the title for the survey.

   Survey Message Body

   Enter a message for the contact. When a contact receives notification of a survey, the message body automatically includes a URL that they can access from their web browser to find and fill out the survey form.

7. Save the activity notification.

   When the selected activity notification is triggered, the contact who initiated the activity receives the survey notification.