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andrew_cummins
andrew_cummins
Helper ⭐️
October 12, 2015

Survey tool filter - within 30 days do not distribute

  • October 12, 2015
  • 3 replies
  • 42 views
Need a filter for any survey that states if a contact has received any survey within the past 30 days to not distribute this survey. This would help with survey fatigue since we are sending surveys out with case closures and can't really track that on a calendar for every customer. 

      3 replies

      smorrisgainsightcom
      smorrisgainsightcom
      Helper ⭐️⭐️⭐️
      October 19, 2015
      Hi Andrew,

      You could write a date value back to the contact record as a hidden field that populates the last contacted date.  You could then use this as a filter when pulling in contacts for surveys.  



      Let me know if this meets the requirements for what you're trying to accomplish.  
        andy_sackley
        andy_sackley
        Helper ⭐️
        August 8, 2016
        Sorry for jumping in on this thread!

        Scott - would it be possible to make this specific to a particular survey ID (for example capture last NPS survey contact date and last support case survey contact dates separately)?

        We may (in future) decide that it's ok to send an NPS survey to someone that has recently completed a case survey, so am thinking about future-proofing for that scenario. Thanks!
          andrew_cummins
          andrew_cumminsAuthor
          Helper ⭐️
          August 8, 2016
          I like that idea. Thanks Andy!
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