In InputKit, surveys can be sent automatically through triggers configured in your integrations. This ensures that your clients receive the right survey at the right time, without having to manually manage each sending.
How to verify if your triggers are properly connected
Click on your name in the top right corner of the platform.
Go to Settings > Integrations.
In this section, you’ll see your connected integrations.
Make sure a checkmark (✓) appears next to each integration (see screenshot below).
If the checkmark is missing, it means the integration is not properly connected, and no surveys will be sent automatically through that service.
How automated triggers work
Triggers activate based on specific criteria linked to your clients’ actions. For example:
Most common: when a client pays their invoice after an appointment, the survey is sent automatically. This prevents surveys from being sent by mistake to clients whose appointment was canceled.
Depending on the configuration, a survey may also be sent after a specific service type, with a delay (e.g., 1 hour after a hygiene appointment).
These rules ensure that surveys are sent at the most relevant time while minimizing sending errors.
Best practices
Regularly check your integrations to confirm they are active and properly connected.
If your surveys don’t seem to be sending automatically, the first step is to verify your triggers and integrations.
If the issue persists, feel free to contact our team via the chat.