Found in the left-hand menu of a survey, under Settings → Automations.
Automations trigger actions when respondents submit answers, including:
Adding subscribers to a mailing list
Sending result emails
Sending newsletters
Sending simple messages
Conditions can be applied to run automations only for matching respondents.
Add to Mailing List
Adds respondents as subscribers to a selected APSIS Pro mailing list and optionally maps survey answers to demographic fields.
Steps:
Go to Settings → Automations.
Click Add.
Choose Add subscriber to mailing list.
Name the automation (optional). If no name is set, the automation will be named “Add subscriber to mailing list”.
Select the mailing list that you want to add the participants to.
Map subscriber fields (left) to survey questions (right).
Click Save to save your settings and to activate the automation.
Send Survey Result
Emails the respondent’s answers to a specified address or to the respondent.
Steps:
Go to Settings → Automations.
Click Add.
Select Send survey result.
Name the automation (optional). If no name is set, the automation will be named “Send survey result”.
Enter sending details such as sender name and sender e-mail.
Add a subject line and message.
Choose recipient. Either a specific email address or the respondent of the survey.
Anonymous respondents
If the survey is anonymous, include a text box asking for email. Select this field in the automation. If the participant came from a mailing list, their subscriber address is used automatically.
Click Save to save your settings and to activate the automation.
Send HTML Message
Sends an email (HTML message) when someone completes the survey. The email can be sent to either a pre-defined email address, or the respondent who completed the survey.
Notes:
Sent via SMTP (same as sending to a single subscriber). This
means that filters applied in the email and some dynamic content may not work.Demographic data and supported dynamic fields include:
##SubscriberEmail##
##SubscriberName##
##PhoneNumber####CountryCode##
##Password##
Steps:
Go to Settings → Automations → Add.
Name the automation (optional). If no name is set, the automation will be named “Send HTML message”.
Choose Send HTML message.
Enter sender details and message text.
Select the email you want to send in the Newsletter dropdown.
Choose recipient. Either a specific email address or the respondent of the survey.
For anonymous respondents, use an email input field as described previously.
Click Save to save your settings and to activate the automation.
Send Simple Message
Sends a plain-text email notification when someone completes the survey. The email can be sent to either a pre-defined email address, or the respondent who completed the survey.
Steps:
Go to Settings → Automations → Add.
Name the automation (optional). If no name is set, the automation will be named “Send simple message”.
Choose Send simple message.
Enter sender details and message text.
Choose recipient. Either a specific email address or the respondent of the survey.
For anonymous respondents, use an email input field as described previously.
Click Save to save your settings and to activate the automation.
Play / Pause Automations
Go to Settings → Automations.
Toggle each automation using the Play/Pause button.
✅ Key Takeaways
Automations streamline post-survey actions like adding subscribers or sending emails.
Each automation type has clear steps and optional naming.
Anonymous respondents require an email input field for communication.
Dynamic fields are supported in HTML messages but may have limitations.
Automations can be activated or paused anytime.