Hello, I’m Ryan Schweighart, founder of Whole Hart Impact, where I help organizations grow without...
How I Sent a CSAT Survey to Specific Associated Contacts When a Deal is Won in HubSpot
In today's WHInsight, I'll demonstrate how to send a CSAT survey to specific contacts with an association label when a deal closes in HubSpot.
Step-by-Step Guide
1. Setup Association Labels:
- Go to HubSpot settings.
- Navigate to Objects > Contacts (or Deals).
- Create association labels.
2. Create a Workflow:
- Go to Automations > Workflows.
- Create a new deal-based workflow.
- Set enrollment criteria: Number of associated contacts is greater than zero.
- Enable re-enrollment for updates.
3. Create a Helper Property:
- Create a new contact property, e.g., "Send CSAT," with a Yes/No field type.
- Use this property in the workflow to update contacts with the desired association label.
4. Configure the Workflow:
- Set property value for contacts with the association label.
- Duplicate steps for other labels if needed.
5. Publish the Workflow:
- Review and publish the workflow.
- Opt to enroll only future deals.
6. Setup the CSAT Survey:
- Create or configure a CSAT survey in HubSpot.
- Set enrollment criteria: Deal stage is Closed Won and Send CSAT is Yes.
7. Address Potential Issues:
- If labels are applied after contacts are added, remove and re-add a contact to update Send CSAT property for the contacts associated in the deal.
- Re-trigger the CSAT send by moving the deal to a Closed Won stage.
- Verify survey sends by checking survey status or setting up reports.
Conclusion
This setup ensures CSAT surveys are sent only to contacts with specific association labels when a deal closes. If you have any questions or alternative suggestions, please comment below or reach out directly.
Happy WHImpacting!