Automate actions upon form completion (send emails, change teams, score users, etc.)
| This Article Applies To: | |||
| Impact Edition | Pro Edition | Team Edition | Legacy Edition |
In the User Profile and Survey Advanced Options, you can include a macro trigger (static or conditionally) as the form is submitted. Use the Static Macro Type to run your macro upon user form completion.
To have this macro execute when a users submits an existing Community or Project level Survey:
- Click on Community Logo > Community Management
- Click Surveys
- Mouse over the Survey that will trigger the macro when submitted
- Click the Modify (pencil) button
- Expand the Advanced Options menu
- Check the Run Macro on Submit box
- Choose Conditional or Static from the Macro Type drop down
a. Conditional refers to adding a filter to set conditions in which the macro runs
b. Static - refers to running the macro on any user who completes the form (typically used) - Select the desired option from the Macro drop-down. If you've not created one, you may do so with the + sign.
To have this macro execute when a users submits an existing User Profile:
- Click on Community Logo > Community Management
- Click User Profiles
- Mouse over the profile that will trigger the macro when submitted
- Click the Modify (pencil) button
- Expand the Advanced Options menu
- Check the Run Macro on Submit box
- Choose Conditional or Static from the Macro Type drop down
a. Conditional - refers to adding a filter to set conditions in which the macro runs
b. Static - refers to running the macro on any user who completes the form (typically used) - Select the desired option from the Macro drop-down. If you've not created one, you may do so with the + sign.
This functionality is particularly useful for time-sensitive automation - automatically adjusting a tester’s access based on their survey responses, adding Project or Community Scores for completing or updating a Profile or optional Survey, and much more. Since this feature leverages User Macros, the sky's the limit - adjust teams, add or remove scores, send email notifications, provide incentives, or even trigger an API integration via Webhook!