This automation will send a feedback form to your guests the day after they visit your venue.
Before you setup the automation, you'll need to create a form with an Email field and feedback questions to include in the email. For help setting up forms, check out the article Forms Overview.
- Once logged in to your account, select the + button and choose Create an automation
- Select Blank Automation
- In the right hand menu, select the arrow next to Triggers to expand the section.
- Scroll down until you see Day/Time and drag it into the Trigger area on the left side of the page
- Choose a time when you would like to send the email by editing the 3rd field. In the example below we have set the automation to run at 10:00am.
- In the right hand menu, select the arrow next to Criteria to expand the section.
- Drag Visit Field over to the Trigger Criteria/Action area and set it to Booking Date was yesterday
- In the right hand menu, select the arrow next to Actions to expand the section.
- Drag Email over to the Trigger Criteria/Action area below Yes
- Fill in the Subject, From email and From name
- Leave Reply to as blank, Frequency to Always send and make sure Ignore Opt-out status is unchecked.
- Select Select Template and choose the email template you want to use. If you haven't setup a Feedback template, you will need to set one up. If you need help with this, have a look at Create an Email Template.
- Select Add to existing folder and select an existing Post-visit survey folder if one has been created. If not, select Create a new campaign folder and name it Post-visit survey.
- Select Save & Close
- When completed, your automation should look like this: