Multiple CSAT Surveys

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Occasional Contributor

We currently have CSAT surveys send based on a deal close date. So for example 20 days after their deal close date they receive a survey. They receive a different survey after 6 months.

 

I want to make sure they receive these surveys for EACH deal that is closed. So in 2019 we closed a deal, they received the 2 surveys, and now in 2020, they closed a new deal. Apparently, they should get the surveys again but I am not seeing that happen.

 

If I try to turn on resurvey contacts it just says "The following conditions can't be used to resurvey contacts". Any suggestions on how to make this work?

3 Replies 3
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Community Manager

Hello @vhorsen 

 

What was the following condition that did not allow you to resend the survey?

If you could please send us a screenshot of the conditions you are using in your survey currently, the more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam


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Occasional Contributor

Thanks @PamCotton . Once a deal closes we use a workflow to populate a date in a custom field "Week 2 Email", we are using that as well as the Pipeline.

2020-07-20_08-36-58.png

Just looking at this criteria and the wording of "at least one associated deal" doesn't seem like each deal will get this survey even though support said it will.

 

Thanks!

0 Upvotes
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Community Manager

Hi @vhorsen  Thank you for the information and apologize for the delay!

 

Looking at your screenshot, since surveys are based in a contact, the contact will be reenrolled when any associated deal with the contact has the conditions to be reenrolled. 

 

So, it is correct with this setting it will enroll all deals based on the criteria and associated with the contact.

Are you seeing something different in your end? If so I can continue looking into it.

 

Kindly,

Pam


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