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Pull data from Salesforce contact records into Alchemer or push survey data from Alchemer into Salesforce contact records.
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To stop respondents from moving through a workflow, either for all respondents or just a particular group of respondents, add a Stop Step.
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Sometimes it is advantageous to add a delay in between workflow steps. This helps to stagger workflow steps and creates a more natural experience for recipients.
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Like Alchemer Survey, If/Else Logic can be applied to workflows in Alchemer Workflow. If/Else Logic orchestrates what subsequent steps are taken according to defined conditions.
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The Send Email Step sends an email notification to an identified recipient. This recipient could be a customer or an internal stakeholder, like a member of your customer support team.
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Survey Invite Step The Survey Invite step of a workflow is how surveys are delivered to respondents. The Survey Invite step functions like a typical email campaign within Alchemer and has similar customization and functiona...
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As you create and edit workflows, new versions of the workflow are created each time you click publish.
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Exporting Survey Response Data from a Workflow The Exports feature in Alchemer Workflow allows users to export a CSV file for every survey linked within a workflow. These CSV exports include all the survey and response data, along with workflow a...
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Once a workflow is published and active, you can monitor the status of each respondent’s run.
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When you are ready to open up your workflow to respondents for the first time, first click “publish” to publish the workflow, then activate it to allow respondents to progress through. If you'd like to stop the workflow at any time, toggle the status to inactive.