Automations

Automate routine tasks like report exports on a schedule

Use Zigpoll Automations to automatically export your reports on a given schedule. This helps keep your reporting in order and maximizes the value of your customer surveys.

Setting Up an Automation

  1. Log into your Zigpoll dashboard.

  2. Click Settings.

  3. Click Manage Automations.

  4. Click Add Automation and fill out the form with your desired schedule and export settings.

Once you've set up your automation, you will begin receiving reports on your desired schedule.

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You can also trigger automations from the export page. When exporting data to CSV, click Automations to create a new automation that generates an export file at a cadence of your choosing.

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