Add an Action with the Survey Final Action Wizard

When setting end of survey options, the Survey Final Action wizard steps you through the process of adding an action to the end of your survey.

You can choose from several actions and also specify whether the action occurs at the end of all survey submissions or just when a survey score has been met. See Set End of Survey Options.

1. From the End of Survey Options window, click Add Action.
   The Survey Final Action Wizard opens.
2. Click Next.
3. Select the action you want to perform from the final action type options.

   Final Action Types

   Action Type	Description
   Add the Survey Contact to a List	Select this option to add the customer to a contact list after submitting the survey.
   Create an Opportunity	Select this option to create an opportunity in Opportunity Tracking using the customer information.
   Create a Notification	Select this option to send an email to staff members notifying them that the survey has been submitted.
   Create an Incident	Select this option to create an incident in Service using the customer information.
   Create a Lead	Select this option to create a lead in Opportunity Tracking using the customer information.
   Execute Object Event Handler	Select this option to create a contact-related object event handler using customer information.
   Send an Email to a Contact	Select this option to send a transactional mailing to the customer.
   Set a Field Value	Select this option to set a field in the contact record for the customer.
   Execute an External Event	Select this option to execute an external event after the survey is submitted.

4. Click Next. The next page that displays depends on the action you selected in the previous step. On this page of the wizard, you can set details for the action.
   • Add the Survey Contact to a List—See Edit Add to List Attributes.
   • Create an Opportunity—See Edit Opportunity Attributes.
   • Create a Notification—See Edit Notification Attributes.
   • Create an Incident—See Edit Incident Attributes.
   • Create a Lead—See Edit Lead Attributes.
   • Execute Object Event Handler—See Edit Execute Object Event Handler Attributes.
   • Send an Email to a Contact—See Edit Transactional Mailing Attributes.
   • Set a Field Value—See Edit Set Field Attributes.
   • Execute an External Event—See Edit External Event Attributes.
5. Click Next.
6. Select when the action should be performed.

   Final Action Start Options

   Option	Description
   Every time the survey is completed	Select this option to perform the action every time the survey is submitted.
   When the completed survey score is	Select this option and enter a survey score to send the survey only when the survey is equal to, less than, greater than, or between certain scores. For information about question scores, see Create a Choice Question.

7. Click Finish to add the action.
8. Click OK.
   Tip: The actions available in the Survey Final Action Wizard are also available as standards elements when editing in advanced mode.