Feedback Data Source: Imported Feedback Trigger

In this case, triggers define the conditions under which we import the feedback to our platform.
Before you even start with triggers, make sure you have covered all of the necessary settings. For trigger creation or adjustments, you need to go through the settings of:

• Flow (meaning survey questionnaire)
• Data Sources

Without those settings completed, you won’t be able to create any trigger, not even as a draft.

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How to create a trigger?

Start by clicking on the blue button “Create trigger“. A new pop-up window opens, where you fill in the necessary information.

Trigger name: usually represents the campaign or use case the import applies to (Call centre, Claims, etc.).
Conditions: a set of rules that must be met for a feedback request to be imported successfully (+And/+Or options allow you to create multiple conditions when needed).
Conditions can be built based on information in a specific column of the data source, the name of the imported file, information in a specific row, or based on the part of the structure.
Example: From the whole file, import feedback from Slovak customers who were in touch with our VIP customer support team. The trigger conditions will look like this:

Restrict organisational scope: select a specific part of the structure to exclude from the feedback import (if applicable).
Flow: select the desired survey from the dropdown.
Data source: select the desired data source from the dropdown, which will be used for import.

Once you fill out all of the fields, use the “Save” option to save your trigger as a draft, or use the “Save and activate” button for the trigger to be ready for use. If you want to discard what you have created, select the “Cancel” option.

⚠️ Please note that once the trigger is active, any imported data will be processed through the trigger, and if the conditions are met, feedback will be imported.

After you create a new trigger, it automatically appears in the table. Whether the trigger is active or not can be determined by the green/grey colour of the status (green = active, grey = inactive).

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How to duplicate a trigger?

Do you need to create a trigger similar to the one already in use? Duplicating an existing trigger instead of creating a new one can save you time.
Click on the context menu (three dots), displayed at the end of the trigger row you want to duplicate, and choose the “Duplicate” option.

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How to adjust a trigger?

Any trigger is fully adjustable based on your preferences.
Click anywhere in the row where the trigger you want to adjust is placed, or click on the context menu (three dots), displayed at the end of the trigger row you want to adjust, and choose the “Edit” option.

In both cases, a new window pops up where you can proceed with your changes.

⚠️ Please note that once you save the changes, they are automatically applied.

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How to delete a trigger?

Did you create a trigger by mistake, or is any trigger no longer valid? Click on the context menu (three dots), displayed at the end of the row for the trigger you would like to delete, and choose the “Delete” option. A new window pops up where you must confirm that you are sure about the trigger deletion. After your confirmation, the trigger will be successfully deleted.

⚠️ Please note that once you delete any active trigger, no data will be processed and imported, even if you send us valid data.

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How to restore a trigger?

Did you accidentally delete a trigger, or would you like to restore older settings? Simply click on the context menu (three dots) at the top of the triggers table and choose the “Restore” option.

A new page appears where you can view all previously deleted triggers. Use the search bar or manually search for the trigger you want to restore.

If you are unsure which trigger you’re looking for, select the “View detail” option through the context menu (three dots) at the end of the trigger row. The view-only access will provide the whole trigger setup information.
Once you are sure about the trigger to restore, click on the “Restore” option through the context menu (three dots) at the end of the trigger row, or click on the “Action” menu displayed at the top of the table to restore the desired trigger.

After you confirm this action in a pop-up window, the restored trigger will appear again in the “Distribute” tab in an inactive status. Remember to activate the trigger for import to work flawlessly.