Playbook: Get notified for negative survey responses

You can use workflows to get notified for negative survey responses. You can get notified via:

  • Email
  • Slack

Before you begin

  • Ensure that you have added at least 1 survey. This is required for us to setup workflow.
  • If you intend to get notified via Slack, ensure that you have setup Slack connection.
  • Check that you are in Starter Plan or above. This is required in order for workflows to be executed.

Playbook

  1. Go to workflows page and add a new workflow. 
  2. For event type, select Survey Respondent (Created)
  3. Use conditions to filter negative response. For example, in the case of NPS survey, we can identify detractors by filtering answer values 1, 2, 3, 4, 5, 6.
  4. Select action to be triggered. In this case, it would be your preferred channel to get notified.
  5. Workflow will be executed whenever a new survey respondent is added to our system.