Workflow Trigger in GoHighLevel – Survey Submitted

Overview

The Survey Submitted trigger activates a workflow whenever a contact completes a survey. This feature is ideal for automating follow-up actions, such as sending a thank-you email, updating contact details, or applying tags based on the survey responses.

Trigger Name

Survey Submitted

Trigger Description

This trigger activates when a contact completes a survey. You can customize it with specific filters to focus on particular surveys or responses, enabling personalized automation based on the contact’s input.

How to Configure

• Choose a Workflow Trigger: Select Survey Submitted from the list of available triggers.
  
  
• Workflow Trigger Name: Enter a descriptive name for your trigger, such as “Survey Submitted.”
• Filters: Use filters to refine when the trigger should activate. This allows you to specify which survey submissions should start the workflow.

Example

You want to create a workflow that triggers when a contact submits a feedback survey and is not disqualified. The workflow will then send a follow-up email thanking the contact for their participation.

• Workflow Trigger Name: “Feedback Survey Submitted”
  
  
• Filters:
  • Disqualified: is false (Only trigger if the contact is not disqualified)
  • Survey is: “Customer Satisfaction Survey”

Workflow Steps:

1. Trigger: Survey Submitted (as configured above)
2. Action: Send Email – “Thank you for your feedback!”
3. Action: Update Contact Field – Mark the survey as “Completed.”