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Email alerts when a survey is completed or when the template is edited
Email alerts when a survey is completed or when the template is edited

How to set up email alerts any time a survey is completed or the templated edited

Sam avatar
Written by Sam
Updated over a week ago

Send Email Alert For Completed Survey

1) Create a new template or edit an existing one that needs an email alert

2) Click the Send Emails On Submit tab, then click Add Recipient

3) Choose Email or Employee from the Type dropdown menu

  • Email: Allows you to enter an email address for a recipient outside of NRDS.

  • Employee: Allows you to select an employee registered in NRDS (a dropdown list of employees will appear to choose from)

4) Fill in/edit any of the information (email, first and last name) as needed

5) You can add multiple recipients to receive the completed survey. Click Add Recipient button below the first entry to alert multiple people.

6) Click SAVE

Now the recipient(s) will get an email anytime the surveys is complete!


Send Email Alert When Template is Edited

1) Follow steps 1-4 above

2) Check the box next to Send Emails On Edit

3) Click SAVE

Now the recipient(s) will get an email anytime the template is edited IN ADDITION TO whenever the surveys is complete!

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