The final step in setting up the Survey Suite is automating your surveys by attaching them to an existing workflow. While surveys are powerful on their own, they deliver the best results when they’re sent automatically—without requiring manual effort from your team.
This guide walks you through how to attach a survey to an existing workflow so feedback is collected at the right time, even when you’re not logged into Chatavise.
Why Automate Surveys with Workflows
Chatavise supports manual survey distribution through email and bulk texting, but automation unlocks the full value of surveys by:
Sending surveys at the optimal time
Ensuring consistency across customers
Eliminating manual follow-up
Increasing completion rates
Collecting feedback while your team focuses on other work
Automation allows Chatavise to work in the background, collecting insights for you around the clock.
Choosing the Right Trigger for Your Survey
Before attaching a survey, decide when it should be sent. Common use cases include:
After a job is completed
After a service appointment
After a cancellation (to understand why)
After a review is already submitted
In this example, we’ll attach a survey to a Job Completed workflow, which is a proven moment for collecting accurate feedback.
Step 1: Open the Workflow Editor
From the Survey Suite setup step, click Start.
This opens the Workflows page.
Locate the workflow tied to your business platform’s completion event (for example, Job Completed in Housecall Pro).
Click Edit, then go to the Design tab.
Step 2: Review Existing Actions
Most completion workflows already include:
A review invite sent immediately after completion
This setup ensures you request public feedback first, before asking for more detailed insights through a survey.
Step 3: Add a Delay Before Sending the Survey
To avoid overwhelming customers and to improve survey accuracy:
Add a new action
Select Chatavise as the platform
Choose Wait
Set the delay to 24 hours
This gives customers time to cool down, submit a review, and reflect on their experience.
Step 4: Add the Survey Request Message
After the wait action, add another action
Choose Send Text Message
Write a friendly message requesting feedback
Example structure:
Personalize with the customer’s first name
Include your business or location name
Briefly explain why you’re requesting feedback
Ask them to complete the survey
Step 5: Insert the Survey Link
To attach the survey correctly:
In the message editor, type
#Select Survey
Choose the survey you previously created
The selected survey will automatically insert as a clickable link in the message.
Example Workflow Flow
Once configured, the workflow will follow this sequence:
Job is completed
Review invite is sent immediately
System waits 24 hours
Survey request is sent automatically
This approach has proven to deliver strong open and completion rates.
Optimizing Survey Performance
You don’t need to be an expert in survey wording to get started. Instead:
Launch with a simple message
Monitor completion rates
Adjust wording or timing as needed
Use survey analytics to guide improvements
Chatavise provides the data you need to refine your approach over time.
Automation in Action
By attaching surveys to workflows, you:
Collect feedback automatically
Reduce manual work
Gain insights while you sleep
Let Chatavise act like an always-on team member
This is where automation truly shines.
You’re All Set
Your survey is now fully automated and connected to your workflow. No manual sending is required—Chatavise will handle delivery for you.
If you have questions or want help refining your survey strategy:
Click the Help button in Chatavise
Browse related Survey Suite articles
Contact the Chatavise support team directly
You’ve now completed the full Survey Suite setup.