Re - Send Training Survey

Purpose: Process for re-sending the training survey to contacts who have completed training in the past but need to be re-surveyed. This allows flexibility in triggering the survey manually

Process:

1. When a Contact Completes a Training Meeting with Jon Madden AND is part of the Training List in HubSpot already - a workflow will trigger:
   1. There will be a short 10 minute delay
   2. An email will send to CS Agents asking them to double check they didn't receive the survey today (see steps at the bottom)
   3. Once confirmed...
2. Locate the Contact Record
   1. Navigate to the Contact in HubSpot
   2. Click on the "Success Highlights " Tab on the middle column
   3. Find the "Re-Send Training Survey" property
      
3. Update the Property to Yes
4. What Happens Next:
   1. Once updated to "Yes", this property acts as a trigger
   2. The Same Survey Version will be sent, even if the contact already received it in the past
5. Important Notes:
   
   1. The "Re-Send Training Survey" property should only be updated to "Yes" if there is a specific reason to re-survey the contact
   2. After the survey is sent, this property can be manually reset to "No" if you wish to allow future re-use of this trigger for the same contact
      1. Confirm the Email Survey has sent and then make the update
      2. Image below on how to confirm the email was delivered