Export Responses Automation

Export Responses Automation

What is automation by Survey Share?

It allows you to automatically trigger actions (like sending emails, creating tickets, assigning tasks, etc.) whenever someone submits a survey via a shared link without needing to manually check responses.
It helps in instantly acting on feedback, for example:
  1. Create a support ticket if someone gives a low rating.
  2. Send a thank-you email for positive feedback.
  3. Assign follow-up tasks based on responses.

Steps to set up survey share automation

PART 1: Set the Schedule for Automation

  1. Go to Automation Settings. Open your automation dashboard and choose to create a new automation.
  2. Choose the date from which you want to start the automation and select the frequency from the dropdown that for how much time you want that automation to run.
  3. Pick the Days of the Week. Choose which days the automation should run (e.g., Monday, Wednesday, Thursday).
  4. Set Time Zone. Select your time zone (e.g., Asia/Calcutta) so that automation runs at the right local time.
  5. Set Time of Day. Set the exact time the automation should run (e.g., noon).
    1. Use the ➕ button to add multiple times if needed.
    2. Use the ➖ button to remove any.
  6. Set Automation End Date
    1. Choose “Never” if you want it to run continuously.
    2. Or select a specific end date by clicking “On” and choosing the date.
  7. Click “Save & Continue” to move ahead.


PART 2: Export Responses Action

  1. Choose “Export Responses” as the action and select the survey whose responses need to be exported.
  2. Connect to Export Location (SFTP)
    1. Connect to the desired SFTP server where you want the responses to be exported.
    2. Enter SFTP credentials (host, username, password, and path).
  3. Choose your format (CSV, Excel, etc.) and select whether to export all responses or only new ones.
  4. Set up an email alert to notify you when the export is successful or if it fails.
  5. Configure sender and recipient email addresses.
NOTE: You can add more actions.
  1. Finally, go to the top-right corner and toggle the switch to activate your automation.


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