Workflow Notifications

In the Survey, click on the Messages tab, then on the tab you wish to configure a workflow for:

• Response Started (Administrator): A notification is sent to an Administrator as soon as a user starts a Survey response.

• Response Completed (Administrator): A notification is sent to an Administrator once a user submits their Survey response.

• Response Completed (Respondent): A notification is sent to the Respondent after they submit their Survey response.

Click on the Assign Messages button to assign an existing notification or Add Notification to create a new notification.

Assign Messages button:

• Under the Email Notifications heading, select an existing notification for each of the above workflows.

Add Notification button:

• Click on the Add Notification button.

• Add the Internal Name and Subject.

• Then select the Save button.

• After saving you will be redirected to the Message Outline page where you can modify the notification's content, under the Content tab.

Placeholders that work with Survey Workflow Notifications:

• $UserFullName - Full Name of person who starts/completes a response

• $UserEmail - Email of person who starts/completes a response

• $SurveyFormName - Internal name of the Survey that was started/completed

• [$UserFullName](https://Your Org.insite.com/ui/admin/contacts/people/edit?contact=$UserIdentifier) - use to create a hyperlink to the respondent's contact record (use on Administrator workflows only)

• [Review Your Response](https://Your Org.insite.com/ui/survey/respond/search) - use to create a hyperlink for the respondent to log in to their portal and see/review/resume all of their survey responses (use on Response Completed (Respondent) only)