Workflow Action: Survey Component

Workflow Action: Survey Component


The Survey component allows the system to override the survey currently associated to the campaign.

If there is no need to override the survey currently assigned to the campaign, this component is not needed.

Configuration Options

Name: The name assigned to this component.
Description: Enter a description for the component.
Condition Type: If the condition returns true, then the Action will be performed. If condition returns false, then the Action will not be performed. If there is no condition specified, the Action will always be performed.
User Survey: Select the survey to be used to display to the user.

Example: If the campaign has a menu where the customer has selected French as their preferred language. For the agent to receive the French version of the survey in the workitem, the French survey should be selected in the User Survey section.

A sample of a condition could be If the workflow has a menu where the caller could press ‘1’ for French, the Condition Type would be as follow:

Expression: workitem.digits == ‘1’

  • workitem.digits would be entered in the first field
  • ‘==’ would be selected from the dropdown
  • ‘1’ would be entered in the last field

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.