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Enroll users on a survey using workflow

Prerequisites

Procedure

  1. On the Admin home page select Models and on the Models page, select the model you want to use.
  2. Select the WORKFLOWS tab and create a new workflow with a trigger, for example, a date or a form submission. See our knowledge base article, Add workflows to your model.
  3. On the Workflow page, add a new Retrieve Information workflow action with these settings.
    • Retrieve from model: "Survey"
    • Conditions:
      • Property: "Title"
      • Criteria: "is any of"
      • Value: The name of your survey.
    • Sort: Choose how you want to sort.
  4. To enroll the user who triggered the workflow, add a new Create model instance workflow action with these settings:
    • Model: "SurveyEvent"
    • Property: "surveyId"
      • Value: "Retrieved Survey.id"

        Tip

        Type "@" to see the list, where you can select this from.

    • Property: "userId"
      • Value: "Triggering ModelName.UserId"

      Note

      If you have triggered the workflow on a date, you might need to add a Retrieve Information workflow action step before this step so you can retrieve the user to select them here.

    • Property: "eventStartDate"
      • Value: Choose the first date property you want to prompt the person for feedback.
    • Property: "eventEndDate"
      • Value: If you don't set this date, you'll collect feedback indefinitely. We recommend that you set a date for this.
  5. Alternatively, you could use another Retrieve Information workflow action to send it to someone else based on another condition.
  6. Don't forget to activate your workflow.

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