[Solved] Action plans


Can a survey build an action plan for the respondent?

Several questions of the following type – For example:

Survey question: Does the policy have a section on protection requirements?

Respondent: No

Action: Add a section on protection requirements to the survey

Date:(respondent to add a date)


Is it possible for survey to send respondent an excel spread sheet with their actions and proposed dates?

Dominic Sharpe selected answer

    Best answer


    It sounds like SurveyGizmo should provide you with some options.

    You can trigger a question or piece of text by using Question Logic:


    This way, if the respondent selected ‘no’ you could show them a specific item on the survey.

    While SurveyGizmo does not have a means of sending an excel spreadsheet to the respondent, you can use a Send Email Action to send a the respondent a PDF attachment of their survey responses. Here is more information regarding that:



    I hope this gives you some options!

    Dominic Sharpe selected as best answer


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