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We have a custom property that we control through a workflow. Example - we send an NPS survey at most 4x per year, but only after one of our members has checked in. A workflow monitors each check-in, then checks to see if they are eligible for surveys (over 18, have been a member longer than XX days, etc.), and then checks to see if it's been 90 days since their last survey. If yes, we update the property to "YES" (ours is literally called "Trigger NPS Survey." We clear the property after one hour to ensure it doesn't re-trigger. If not eligible for any reason, we set it to "NO" and exit the workflow. The next time they check in, they run through all the steps again.
@RichPerry@HMoura Our company just did this for our NPS surveys! If you'd like a quick run-through, I'd be happy to schedule a call and do a little demo for you 🙂
We have a custom property that we control through a workflow. Example - we send an NPS survey at most 4x per year, but only after one of our members has checked in. A workflow monitors each check-in, then checks to see if they are eligible for surveys (over 18, have been a member longer than XX days, etc.), and then checks to see if it's been 90 days since their last survey. If yes, we update the property to "YES" (ours is literally called "Trigger NPS Survey." We clear the property after one hour to ensure it doesn't re-trigger. If not eligible for any reason, we set it to "NO" and exit the workflow. The next time they check in, they run through all the steps again.
I am working to do a similar thing. When we close a support ticket, we want a survey email to go out to the customer. And, we want the customer to get the survey email again after we close their next ticket.