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A new training video has been added to the Checkbox support page. This how-to video walks survey creators though the process of adding and configuring Email Alert and Email Response items on the Completion Events page of a survey.

Email Alerts and Response items allow users to trigger emails to be sent to one or more email addresses when certain actions are completed or conditions are met by a respondent. For example, if a respondent answers “Yes” to a question about needing to purchase additional products from your company, an Email Alert can be setup to notify your sales team.

The example survey used in this how-to video is a job application form. When an applicant submits the form, two emails are triggered:

  1. Email Alert: Upon completion of the survey a confirmation email is automatically sent to the respondent.
  2. Email Response: Upon completion of the survey an notification email displaying the respondent’s full response summary is automatically sent to the company’s HR department. This email alerts HR of incoming applications in real time and allows the recipient to view an applicant’s responses without needing to enter Checkbox.

Watch Video Here:
http://trainingvideos.checkbox.com/5...ail_Alerts.mp4

Visit our support page for additional resources and Checkbox 5 training videos >>