Equally distribute NPS survey workflow across customers 2-4 times per year
SOLVE
Hey all.
I am needing help brainstorming some ways to trigger NPS surveys to go out every 90-120 days for customers. I am not really sure how to trigger this. The issue is that our customers sign up mostly in Q1, and business is quite seasonal. I am wanting to get customer sentiment data throughout the year in a uniform manner. Due to the seasonality of sign-ups, if it were triggered off of sign-up date and 90/120 day intervals after the sign up date, we would generate large waves of NPS's coming in every 90/120 days. Instread, I want to achieve a very steady number coming in every day.
I was thinking about a workflow to generete a random number for each customer, 1-90 or 1-120 depending on how manny days, and then a workflow that works through that each day. For example. Jan 1 the workflow sends NPS surveys to everyone with number 1 in a the property. January 2, sends to everyone with number 2. February 1 would be everyone with number 32 in the property.
But, I don't know if this is possible or if there are much easier ways to accomplish this.
Equally distribute NPS survey workflow across customers 2-4 times per year
SOLVE
Ok, I figured it out. I have a workflow that runs that automatically assigns a random number between 1 and 90 to each customer who meet the criteria. The number 90 corresponds to 90 days. THen I have another workflow that increases this number by 1, every day at 8AM, for anyone who has this number "known" in their records. The workflow that increases the number by 1 will also chck to see if a number is 91 after its increased. If it's 91, it will set it back to 1. When a contacts number = 1, it will send them a survey. Then, 90 days later, they will reach "1" again and will receive the survey again. Then if I want to shuffle every so often I can run the random number to reorgainze the dispersion. In this case, I would set the NPS email criteria to filter out people who have received one within X number of days, probably 30-45 days, as to not be a pest.
Equally distribute NPS survey workflow across customers 2-4 times per year
SOLVE
Ok, I figured it out. I have a workflow that runs that automatically assigns a random number between 1 and 90 to each customer who meet the criteria. The number 90 corresponds to 90 days. THen I have another workflow that increases this number by 1, every day at 8AM, for anyone who has this number "known" in their records. The workflow that increases the number by 1 will also chck to see if a number is 91 after its increased. If it's 91, it will set it back to 1. When a contacts number = 1, it will send them a survey. Then, 90 days later, they will reach "1" again and will receive the survey again. Then if I want to shuffle every so often I can run the random number to reorgainze the dispersion. In this case, I would set the NPS email criteria to filter out people who have received one within X number of days, probably 30-45 days, as to not be a pest.
Equally distribute NPS survey workflow across customers 2-4 times per year
SOLVE
FYI - I do not have a solution for this yet. My first attempt was assign a random number between 1 and 90 to every customer, then to trigger the workflow based on a property value that would increase each day for 90 days and then reset to 0. The workflow would check to see if the random number matched the daily increasing number. But, you can't check does one property match another property in HubSpot workflows.
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