Re - Send Training Survey

Step by Step Process:

Training Meeting is Completed:

• The contact completes a Product Training Meeting with the product trainer
• The contact is already on the Training Segment in HubSpot

Automatic Workflow Beings:

• There will be a 10 minute delay
• An email is sent to Customer Success Agents asking them to confirm the contact didn't receive a survey today and Re-Send it if applicable

Manually Trigger the Re-Send

• Open the Contact Record in HubSpot
• Go to the middle column > click the "Success Highlights" tab
• Find the "Re-Send Training Survey" property and update to Yes

What Happens Next: 

• This update triggers the same Training Survey Email, even if it was already sent before

Important Notes: 

• Only set "Re-Send Training Survey' to Yes if there's a clear reason to re-survey the contact
• Once the survey sends, remove the property value so it can be resent in the future
• Always confirm the survey sent before removing the value
  • See the Image Below to ensure your filters are set up to show the survey sent!

Process Assets for Reference & Future Updates:

Updated Survey Trigger Criteria:

• No changes were made to the original trigger we added an addition OR criteria!