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I have created a custom survey using the Customer Feedback Tools and would like to send it out to gather monthly feedback from the same users. A few things stopping me:
1) Can I send the same survey to people multiple times as it seems this isn't possible? 2) Can I automate to send the same survey every 30 days as it seems once the survey is sent it is over?
It would be great if I could trigger a workflow by adding someone to a Monthly Feedback static list, then they would recieve the survey and I could put a 30 day delay and send again repetitively.
Can anyone help if this is possible -- it seems possible with NPS, but that isnt the questions I want to ask. If not, is there a different way to achieve this?
Unfortunately this is currently not possible to acquire this yet ! read this article https://knowledge.hubspot.com/customer-feedback/customer-feedback-faqs#can-i-send-reminders-to-peopl... But I recommend you to posting this idea into the hubspot deas section, so it can reach to the community managers ASAP In the meantime, one potential workaround that I can think of that would require a rather manual process - potentially we create a new survey and use a static list in the recipients, then adding the filter "Didn't open [name of survey you sent]" this will only work for contacts who didn't open the email, as you wouldn't be able to set it if they open but didn't send a response. That’s the only nearest workaround !
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Unfortunately this is currently not possible to acquire this yet ! read this article https://knowledge.hubspot.com/customer-feedback/customer-feedback-faqs#can-i-send-reminders-to-peopl... But I recommend you to posting this idea into the hubspot deas section, so it can reach to the community managers ASAP In the meantime, one potential workaround that I can think of that would require a rather manual process - potentially we create a new survey and use a static list in the recipients, then adding the filter "Didn't open [name of survey you sent]" this will only work for contacts who didn't open the email, as you wouldn't be able to set it if they open but didn't send a response. That’s the only nearest workaround !
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
You can consider re-creating the survey as a Custom survey that uses Shareable Link as the delivery type instead. You can then set up a marketing email to send the survey link to the contacts - this can be a Regular marketing email that you clone and send to contacts every 3 months, or an Automated marketing email that would be sent via a workflow.