Feedback Automations are selectable via a dropdown in the Automations canvas and can be sent via text or email like any other Automation flow.
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Transaction Automations
We support Transactional Automations - if you're not sending marketing materials you can send Automations to guests who haven't opted in to email and/or SMS marketing. Surveys are considered transactional and can be emailed or texted to guests regardless of their opt-in state.
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- In order to unlock transactional Automations for surveys, we created a check-box with disclaimer language that bypasses the opt-in requirement.
Most of the setup of feedback surveys is self-serve via the Automations canvas but the Engage Support team (or your implementation Specialist) will still need to create and set up the survey itself in our database on your behalf.
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- Create your email or SMS template that includes the substitution tag
{{wisely_survey_url}}behind the call to action. - Set your trigger and any desired filters, and then in the action step, select the newly created template.
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When the
{{wisely_survey_url}}is detected, a 'Linked Wisely Survey' picker appears (see below). You should select the appropriate survey for the Automation. -
Reach out to Engage Support to have us tick the 'Transactional Action' in order for this to send to non-opted in guests.
- Create your email or SMS template that includes the substitution tag
Tips & Tricks
- When setting up a Waitlist only feedback automation - please use the pre-entry filter "online order time" not within Last Day rather than “online order time does not exist”. This will greatly expand your search.
