In This Article

How to Change SMS or Email Notifications for Surveys

Within the LISA admin, it's easy to change who on your team gets notified for every kind of lead/customer interaction. If you'd like to adjust the SMS or email notifications sent when a survey response comes in, follow the instructions below.

1. Go to Notifications > Routing

After logging into your LISA admin, go to Notifications > Routing.

Notifications_routing.jpg

2. Find the "Survey" Section

Scroll down to the section titled Survey, or use your browser's Ctrl+F feature to find "Survey."

Survey_section_on_notifications.jpg

If you do not already have a notification section for Survey, then you can easily create one. Follow these instructions for creating a new notification rule.

3. Edit the Email and/or SMS Fields

Use the fields for CC, BCC, and SMS/Texting to add your team members' email addresses and/or phone numbers. You can add as many emails as you'd like and up to 3 phone numbers.

CC_BCC_and_to_fields_for_surveys.jpg

If you'd like to change the primary email address in the "To" field, please reach out to your Spectrum Client Manager or fill out a support ticket

4. Save Your Changes

Once you've added your team members' email addresses and/or phone numbers, scroll to the bottom and click "Save" to save your changes.

Save_notification_changes.jpg


For more information, check out our beginner's guide to surveys or learn more about SMS and email notifications in the LISA admin.