Auto-Send Survey Reminder for manually triggered surveys

Hi @Anks89 

Triggered manually via cockpit?

You could build a follow-up JO program with the following tasks:

• Fetch companies/recipients with manually triggered survey from the Survey Participant object
• Filter on 
  • Distribution Channel = EMAIL_FROM_ANYWHERE or EMAIL_ASSIST (in my data, Email Assist triggered emails actually fall under EMAIL_FROM_ANYWHERE, but you can test out what you need by creating a report and seeing what the values look like - distribution channel is normally a multi-select picklist so you should be able to select that from a dropdown rather than write down a value) 
  • Responded = FALSE (or =/= TRUE)
  • Survey Sent Date = Subtract 7 days from rule date if using query builder, it will work differently if use data designer (but be mindful of weekends, you might want to add other conditions to ensure it doesn’t send emails on Saturdays and Sundays, so you’d have to adjust that filter accordingly too
• Create different email versions depending on whether the email has been opened or not (see below: Response Status) - that’s optional, but it feels like you’re more in touch with what the customer is up to
• Schedule your query to run daily from Monday to Friday (for example)

Hope this helps!