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Rolling Monthly NPS Survey - Based on Contract Start Date

  • October 20, 2016
  • 0 replies
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elena_painter
Are you interested in sending NPS surveys to your customers on a rolling basis? It's possible with CoPilot and Powerlists. The Powerlist below is built on the field "Customer Lifetime in Months" and will send a survey to a customer every six months. 

If you need an NPS survey, you can download directly from Vault. 

Here are the criteria to create the powerlists:
1) 


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