Notifications alert you when a respondent selects one or more specific answers in your survey. They make it easy to complete the cycle and manage the follow-up of dissatisfied respondents
Notifications, or automated alerts, give you the opportunity to interact with respondents. You can set conditions based on how respondents answer surveys. When these conditions are met, they trigger actions such as sending an email, a text message, a Zendesk ticket, a message in Slack, or making an API call.
For example, you can identify disappointed customers automatically based on a satisfaction question and push an email alert or text message to their account manager for immediate follow-up.
You can set up the following actions:
Send an email to one or more recipients. This email can contain all the information the recipient needs to handle the alert. It contains a link to the real-time respondent report, which includes all respondents answers, contact fields, and location.
Salesforce integration lets you create leads based on events that happen in a survey. These leads can be assigned based on salesforce.com lead assignment rules. For instance, use a Medallia Agile Research survey as an embedded form on your website. When someone fills in the form, a lead will be created in Salesforce.
Zendesk integration allows you to automatically create a ticket in the web-based helpdesk. For instance, you could ask a respondent in a survey if they would like to be contacted and, if so, have a ticket created in Zendesk so that your customer support staff can contact them.
Send a message directly through Slack reaching specific members of a team or an entire department at once. It contains all the information the recipient needs to handle the alert. It contains a link to the real-time respondent report, which includes all respondents answers, contact fields, and location.
Send an HTTP request. These requests allow you to interact with other systems and APIs. For instance, you could create a support ticket in your helpdesk application based on answers given by a respondent. You could also use the Agile Research API to send the respondent a follow-up survey automatically if the respondent answered a certain way.
Use the Create contact notification to automate your workflow and create a new contact, as well as add it to a follow-up survey, each time a certain response was provided. The follow-up team immediately receives an invitation to fill out the follow-up survey as soon as someone had been identified as unsatisfied.
Use the Twitter integration to send a direct message (DM) automatically. Choose the information that should be in the alert based on variables and receive the URL to check the respondent report. That way, you can follow up an unsatisfied customer.
Use variables in notifications to add various kinds of information, such as contact and demographic fields from the address book and answers from surveys. You can also use the variables in the subject and email address. For instance, if an optional field holds the email address of the respondent's account manager, you add that variable to the "To" field, so that the correct account manager receives the email. All the variables are also available in the Twitter direct message and HTTP request alerts.