Survey Init

Node

Survey Init

Description

This node survey init.png is an entry point for a survey flow. It's triggered externally when a conversation ends from CONVERSATION_MANAGER, checks whether that conversation is eligible for a survey (right campaign, right channel, not on the Do Not Contact list), and if so, starts the survey flow with that customer's details attached.

Overview

  • Sits at the start of a survey flow, similar in spirit to the Start node, but it's triggered by an incoming conversation event at /red/survey-trigger rather than running on a timer.

  • Has no visible input connector in the editor — it's fired from outside the flow (for example, when a call conversation ends) rather than by another node sending it a message.

  • Before starting the survey, it checks several things in order: the campaign is published, the conversation data looks valid, the channel matches one you've configured, and (optionally) the customer isn't on the Do Not Contact list.

  • If any of those checks fail, the survey simply doesn't start for that conversation — nothing is sent onward, and nothing is shown as an error for normal skip cases.

Category

Inputs

Outputs

Default Label

Survey

0

1

Node name, or "Survey Init" if left blank

Configuration Options

Setting

Default

What it does

Name

(blank)

Optional label for the node.

Apply DNC

On

When enabled, skips customers who have a Do Not Contact label for SMS surveys.

Services

(none selected)

Which configured channels this survey applies to. Only conversations on one of these channels will trigger a survey. Loaded automatically from your configured channels — pick one or more from the list.

Configuration setup

  • The Services list is loaded live from your channel configuration; each channel can only be added once, and the "add" button disables itself once every available channel has been added.

  • If the channel list fails to load (for example, none are configured), you'll see "Could not load configuration" instead of the usual fields.

What Happens When This Node Runs

  • Checks that the campaign tied to this flow is published — if not, the survey is skipped quietly.

  • Checks that the incoming conversation data is complete (has a conversation ID, a customer, and a channel). If anything's missing, this is logged as an error, since it suggests something upstream sent malformed data rather than a normal skip.

  • Checks that the conversation's channel is one of the Services you've configured — if not, the survey is skipped.

  • If Apply DNC is on, checks whether the customer has the Do Not Contact label for SMS surveys — if they do, the survey is skipped.

  • If every check passes, attaches the customer's details to the message and sends it onward to start the survey.

Screenshot 2026-06-19 120714.png