Sorry for the late reply here, but we used a workaround process for our client to ensure that contacts who complete a call will receive a survey on a re-enrolling basis. In order to do this, you will need to use a multi-step approach.
1. Create a custom property called Survey Date (if you want to add in a buffer to ensure that someone who calls in twice in one day, one week, one month, etc does not receive another survey based on your company’s standard process). This property should be a date picker.
2. Create a list that has the criteria for those whom you would like to send a survey to as the filters. For example, create a filter for survey date is more than 7 days ago, and last activity date is less than one day ago and the call outcome is any of “connected”. (see screenshot for filters used here. You will need to add a second group for when Survey Date is unknown.)
3. Create a contact-based workflow that triggers based on list membership (the list from above) and will re-enroll contacts when they meet the criteria. Step two should be to create a closed ticket in the pipeline that should be set up to have the survey automatically sent when a ticket closes. Step three should be to set a date stamp on the custom property “Survey Date”. This final step will simultaneously track the last survey sent, as well as remove them from the list from above therefore allowing them to reenroll the next time they meet the criteria.
