On Load Actions

Business Background

Run actions upon loading your survey. You can, for instance, do the following: push custom data to Salesforce, generate documents, send emails, or redirect a user to another webpage.

Titan Solution

• In Titan Survey, you can run different actions such as push custom data to Salesforce, generate documents, send emails, or redirect a user to another webpage.
• For example, you can show information or a warning message upon loading.

How To Video

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How To Guide

1. Create a new Web Survey.
2. Add a question slide and click on the Next button.

3. Click on the Gear icon to open the Project Settings.
4. Click on the Survey option.
5. Click on the Gear icon next to the Actions option. The Survey Actions Settings screen opens.

6. Click on the Gear icon next to the On Load Actions option. The On Load Action screen opens.

7. Click on the + icon under Start. The Add Node screen opens. You can show a message before the survey displays.

8. You have different options on the On Load Action, for instance, Push custom data to Salesforce, generate documents, send emails, redirects, show messages, and more. This article shows you how to display a message.
9. Click on the Show Message option and click on the Next button. The Add Node/Show Message screen opens.

10. Type your message in the text field.
11. Click on the Next button and type a name in the Tag field.
12. Click on the Save button. The On Load Action is added to the screen.

13. Click on the Apply button.

When a user is about to start the survey, this On Load message will show, as an example: