Did You Know You Can Turn Survey Responses Into Tasks Automatically?
Turn survey responses into actionable tasks in HighLevel
Collecting customer feedback is crucial for growing any business, but reviewing submissions manually often delays follow up actions. Did you know HighLevel lets you automatically turn survey responses into tasks for your team using automated workflows?
Instead of sifting through submissions and manually assigning work, you can build a system that creates and assigns follow up tasks the moment a client submits a survey.
Here is how you can set up automated survey tasks in HighLevel.
Create a survey in HighLevel
1️⃣ Go to Sites on the left menu and select Surveys.
2️⃣ Click Add Survey or choose an existing template to open the survey editor.
3️⃣ Customize your questions and fields to fit your business needs.
4️⃣ Give your survey a title and save your progress.
Set up a workflow trigger in HighLevel
1️⃣ Navigate to Automation and click Create Workflow to start from scratch.
2️⃣ Click Add New Trigger and search for Survey Submitted.
3️⃣ Filter the trigger by selecting your specific feedback survey.
4️⃣ Click Save Trigger to lock in your start condition.
Add a task action in HighLevel
1️⃣ Click the plus icon under your trigger and search for Add Task.
2️⃣ Enter a title and description providing details about the client survey response.
3️⃣ Scroll down to assign the task to a specific team member and set a due date.
4️⃣ Save the action, then click Publish and Save in the top right corner.
Automating task creation ensures your team never misses an opportunity to connect with a client. Whether you need to resolve an issue quickly or reach out to thank a happy customer, setting up this simple workflow keeps your operation running efficiently.
By converting incoming survey data into actionable assignments instantly, you improve team response times and deliver a better overall customer experience. Give this feature a try today to streamline your team work and elevate your client management strategy.
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