◼️Overview
When a survey response is submitted to the Yoom form, the information is accumulated in a Google Spreadsheet, and notifications and emails are sent to the chat.
With just the form responses, it is possible to accumulate data, share it in chat, and send thank-you emails.
◼️Preparation
・It is necessary to register (link) with the apps you will use in advance.
・The following is a reference guide for linking.
・For apps that can be linked easily, there may not be a detailed guide available. https://intercom.help/yoom/ja/collections/3041779
・Prepare a spreadsheet in advance to accumulate application information.
・The spreadsheet used for accumulation (view-only access). If you want to use it, please copy it from here.
◼️Creation Method
① Select the form trigger, configure the following settings, and save.
・Each question item: Set necessary items such as name, contact information, address, and question content for the survey form.
・Obtained values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.
※ For details on form settings, please refer to here.
② Press the + mark under the trigger, select Slack from the operations to link with the app, configure the following settings, and test and save.・Action: Send a message to the channel
・Click the field for the channel ID to post to, and select the channel you want to send to from the displayed options.
・Message: Enter any message. You can also embed the values obtained in ① as shown below. (Embed the output)
※ For embedding the output, please refer to here.
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A survey response has been received. Name: {{Name}}
NPS: {{Would you recommend this product to your friends or company?}}
Reason: {{Please tell us the reason for the above answer.}}
Request: {{If you have any requests for future services, please let us know.}}
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③ Press the + mark, select the operation to send an email, choose any email tool, configure the following settings, and save.
・To: Embed if the address was obtained in ①.・Subject, Body: Enter each. You can also embed the values obtained in ① as shown below.
・Attachment: Select to use the output, and choose the issued document as the value.
※ For details on the operation to send an email, please refer to here.
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{{Name}}様
Thank you for responding to the survey.
We will send a thank-you gift to the address you provided below, so please look forward to it.
{{Address}}
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④ Press the + mark, select Google Spreadsheet from the operations to manipulate the database, configure the following settings, and test and save.・Execute action: Add a record・
Click the field for Spreadsheet ID, and select the prepared spreadsheet from the options.
・Click the field for the spreadsheet tab name, and select the target sheet from the options.
・Table range: Enter the target range including column names. In this example, it is set to A1:G.
・Values of the record to be added: Use the output obtained in ① to embed corresponding values in the displayed column names.
・If there is a column for a sent email flag, you can enter a fixed value like "Sent" by manually entering predetermined text.
※ For the definition of the table range in Google Spreadsheet, please refer to here.
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