Automation trigger
1 month after X date I would like to trigger an automation. In this automation I would like to ask a few questions. How do I capture these responses? If it is an automation email, they won't be able to reply to it right?
Answers
-
Not sure how you set up your sheet, but one way to accomplish this might be to create a form (see the Forms option in the top ribbon menu) containing the questions you want to ask. Copy the form URL. Then, create a workflow (see the Automation option in the top ribbon menu) that is set up to run 30 days after your chosen date. In the email message section, customize the text to include the form URL. When the recipient receives the email and clicks the link, they can answer the questions on the form, and the responses will be recorded on your sheet.
For more about forms: https://help.smartsheet.com/learning-track/smartsheet-intermediate/forms
For more about automated workflows: https://help.smartsheet.com/topics/Automated%20Workflows
-
So if I have two forms will both forms generate on that one sheet?
-
Would it be better to create a new sheet with a new form?
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.6K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives