◼️Overview
When a survey response is submitted through Yoom's form, the direction of progress is switched according to the response content, and notifications are sent to separate chat rooms.
It is possible to notify specific teams based on the form responses.
◼️Preparation
You need to register (link) your My Apps with the app you will use in advance. Below is a reference guide for linking.
For apps that allow simple integration, detailed guides may not be available. https://intercom.help/yoom/ja/collections/3041779
◼️Creation Method
① Select the form trigger, configure the following settings, and save.
・Each question item: Set necessary question items such as name, contact information, address, and product information 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 detailed form settings, please refer here. https://intercom.help/yoom/ja/articles/8009267
② Press the + mark under the trigger, select the operation to switch the direction, configure the following settings, and save.
・Operation: Select the form trigger from step ①.
・Output: Select the item for which you want to switch the direction in step ①. In this example, it is switched based on the purchased product content.
・Switching conditions: Directly enter the values obtained in step ①. You can add routes by pressing "Add value."
・Please note that an error will occur if the entered values do not match.
・For details on the operation to switch the direction, please refer here. https://intercom.help/yoom/ja/articles/8077098
ーーーーーーThe following settings are the same for each routeーーーーーー
③ Press the + mark, select Slack from the operation to link with the app, perform the following settings, test, and save.
・Action: Send a message to the channel
・Channel ID to post to: Click the field and select the desired channel from the displayed options.
・Message: Enter any message. It is also possible to embed values obtained in step ① as shown below. (Embed output)
・For embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528
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A survey response has been received.
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・Name: {{お名前}}
・Email Address: {{連絡先アドレス}}
・Address: {{送付先のご住所}}
・Purchased Product: {{今回購入された商品}}
・Satisfaction: {{購入した商品の満足度を教えてください。}}
・Reason for Satisfaction: {{満足度の理由を教えてください。}}
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◼️Notes
・The operation to switch the direction cannot be used with the free plan.
・You can also try each paid plan for free, so please take advantage of it if you wish to use this operation.
・For details on the free trial and how to start it, please refer here. https://intercom.help/yoom/ja/articles/9115350