How do I require an survey/assessment to be completed when an alert is sent?

Surveys can be used to collect specific details while sending an alert.

Assessment surveys allow you to require an alert sender to provide specific information when sending an alert. For example, if an employee is reporting that a site is being shutdown then an assessment survey can be used collect estimated reopen time, damage, or business impact to the site.

How to require an assessment survey for specific alerts

  1. Create a survey template.
  2. Activate the survey template.
  3. Add the survey to an alert template using the Assessment field.
HubSpot Video

Assessment Survey Workflow