You can add this field as a criteria in your power list and specify how often you want to send the NPS on (e.g. 3 m13 weeks, 6 m26 weeks, etc.)
I created a Salesforce Formula Field, Integer, to give me the month of a customer's start date:
MONTH(dateCustomerStart__c)
I then created a Formula Field, Checkbox, to tell me whether I should be sending the survey "this month":
MONTH(TODAY())= Customer_Start_Month__c ||
MONTH(TODAY())+ 3 = Customer_Start_Month__c ||
MONTH(TODAY())+ 6 = Customer_Start_Month__c ||
MONTH(TODAY())+ 9 = Customer_Start_Month__c ||
MONTH(TODAY())- 3 = Customer_Start_Month__c ||
MONTH(TODAY())- 6 = Customer_Start_Month__c ||
MONTH(TODAY())- 9 = Customer_Start_Month__c
Also, with Advanced Outreaches and Bionic Queries (link) you could create a query to be that specific (in days). I'm just curious as to the use case that would mandate more frequent outreaches than monthly.
We send out surveys via a few outreaches. We send monthly to a Powerlist of customers whose accounts are up for renewal in 4 months (with a follow-up a week later to those who didn't open the first email). We also have an NPS campaign that triggers daily, but the Powerlist only includes customers who just completed onboarding (and the survey is worded with a focus on the onboarding experience). Another is more of a CSAT survey than NPS, but again, it's sent every day. The Powerlist includes anyone who had a service desk support case closed the previous day.
Curious if there is any additional update on best practice for configuring this - especially in NXT. Or better yet, if Product is considering a more out-of-the-box solution for scheduling surveys?
I know this is an old thread but how do you create a rolling NPS in NXT? We want the NPS to go out every 4th and 8th month of the year starting from contract date.
Similar to
Any updates from the Gainsight Team on this one? Or anyone accomplished this in Gainsight so far?
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