NPS TRIGGER

[GTeodoro]

Good afternoon.

Context:

We define a criterion for triggering our nps sendings. This will be based on the value of a custom property of a custom object.

Object - Purchase Order

Property - Purchase Order Status

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Purchase orders will be created via integration and associated via rudderstack.

When a purchase order is created, a workflow will copy the purchase order status value to a company property called last purchase order status.

When the last purchase order status is filled with DELIVERED, the NPS will be sent to that company's contact.

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Problem:
We need to define a second criteria based on the surveys themselves.

When delivered, the client receives the nps.

If he responds, after 60 days if he makes a new purchase we will send nps again.

The problem is when he doesn't respond, we need to make sure that, if he hasn't responded, when a new purchases are made an nps is sent even before 60 days.

Maybe with separate flows for each case, the problem is that we couldn't set a checker to validate if it didn't respond.

Buy
Delivered
Send NPS

New Buy


60 days from last nps? No
Did you have a response from the previous nps? Yes 
No -> Do Nothing

60 days from last nps? No
Did you have a response from the previous nps?  No
Send new nps

Does anyone have an idea of ​​a solution to help us?

[RomyFuchs1 · Accepted solution]

Hi @GTeodoro 
actually I don't have a complete solution for you.
Problem is you can't use a trigger for workflows based on email answers - only in sequences you can say the sequence should stop if the mail is answerd.
I think you need a little bit manuel work by checking whether a mail is answered or not and then use some static lists to segment these contacts. This lists can be used as trigger for some new nps or other workflows.
Maybe someone else has a solution.

Regards

[kvlschaefer]

Hi @GTeodoro,

Thank you for reaching out to the Community!

This is a great question 🙂

I would like to invite our subject matter experts to this conversation to see if they have advice.

Hi @Jnix284, @RomyFuchs1, @GregDirick - Do you have any suggestions for @GTeodoro?

Thank you!

Best,

Kristen