Inserting Answers into an Email

Available to all Paid Account Levels.

HTML Email Actions are available to Professional, SurveyGizmo, Enterprise and Dedicated Accounts

By default, SurveyGizmo collects the data and stores it for you so you can access it at anytime through the SurveyGizmo.com website, inside your account. A common request by new users of SurveyGizmo is how to get a notification of new responses to their survey via email automatically. This is very useful if you have a low-volume survey such as a contact form. More importantly, if it is necessary to take immediate action, it is helpful to receive an email auto-responder whenever the survey is completed.

This feature is available with all paid SurveyGizmo accounts and the student edition.

The Steps for Send Email Actions (Email Notification)

Access the survey in your account and click on the Project tab-->Create & Edit. Most email notifications are added to the Thank You page of the survey, so they are sent when the Thank You page is loaded, i.e. the respondent has completed the survey. Of course you can add the email auto-responder to any page (besides page 1), but we will focus on adding it to the Thank You page, so scroll-down to the bottom of your survey and to the Thank You page.

Click on the Add Action button in the bottom-right of the Thank You page:

From the new window, choose the Send Email action and give it an appropriate name:

Click Add and Edit Action at the bottom to create the Send Email action and be brought to the main Send Email editing page. You can setup the TO, FROM, SUBJECT, and the main CONTENT section as the bare minimum for creating your email notification.

The Merge Helper - Pulling in Survey Data Within Your Email

You will notice in the image below that on the left of the Content box, there is a link for a Merge Helper:

The Merge Helper brings up a new box that allows you to merge in the answers from specific questions in the survey, including a special option to merge in all of the questions from the survey:

This allows you to include survey data from that specific survey response into the email, such as the person's name and contact information if the survey is a contact form. Finally, there is an Advanced section below that allows you to do BCCs (you can use merge codes in your BCC field!) and add logic to send the email only when xxx is true, which can be used when sending an email auto-responder upon negative feedback.

Updated: 5/15/12

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