Workflow

Send queue, email delivery and cron

Queue invitations, process batches, use merge fields and understand send-log states.

15 connected guidesLive filterPermission-aware instructions
15 guides
Category

Customer Surveys & Feedback Management

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Open the survey send workspace

Choose recipients and create queue rows.

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Queue survey invitations

Select recipient sources, confirm the audience and submit the send action.

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Read survey send logs

Review queued, processed and finished send activity.

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Remove an eligible survey send record

Use the supplied remove action for a send/log entry.

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Understand automatic survey sending

The module runs after_cron_run and sends up to the configured batch.

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Understand manual send processing

The library can process when last send is blank, older than one hour, or invoked manually by the workflow.

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Understand the per-run email batch

The installed default is 100 attempted queue messages per run.

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Use the survey link merge field

Insert {survey_link} in the invitation template or content.

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Use mailing-list custom-field merge values

Use the stored custom-field slug for list-recipient personalisation.

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Understand the company-name fallback

The sending library can fall back to the CRM company name when required.

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Understand queue-row removal after processing

Processed queue rows are removed and the send log is updated.

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Understand a zero-recipient send

A send with no queue email can be marked finished without delivery.

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Configure SMTP for survey invitations

Use global CRM email settings; the module does not provide a separate SMTP account.

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Investigate survey email delivery failures

Check valid recipient email, SMTP, cron execution and send-log progress.

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