I want to build a program for to survey our clients with an NPS question. I'd like to filter them based off of their tier level AND their response. So if a lower tier scores low, it would automatically send an email to them, but if it was a high tier client, then we'd create a CTA for their CSM to reach out. Do programs allow for that level of complexity?
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Yes. In a Conditional Wait you can have multiple conditions such as Detractor AND Enterprise. But you can only have two branches out of a single Conditional Wait so your choices would be Detractor AND Enterprise on one path and everyone else on the other. If you want something like: If Promotor send a Thank You but if they are a Detractor or Passive send a 'Very sorry' email for small clients or create a CTA for large clients, you could do something like this: in the NPS Program model after the "Responded" fork have a Conditional Wait that checks the NPS response (you can access any survey answer from this Conditional Wait step) and if it is Promoter fork off to a Thank You email. Otherwise go ahead to a second Conditional Wait (I think you will have to put a short Wait Timer in between) that checks a participant field to decide whether to go ahead to a 'Very Sorry' email or to a Create CTA step.
Thanks for the reply. I have similar experience using conditional wait steps on some marketing automation platforms! Sounds like it's similar where it's almost a ladder down to make sure every path is covered. Glad it can be done!
Hi Justin,
We have given the ability to use Survey fields as tokens when configuring Email, CTA, and Conditional Wait steps in Programs.
Please refer below article for more information.
https://support.gainsight.com/Release_Notes/Current_Release_Notes/04Release_Notes_Version_5.20_November_2018#Journey_Orchestrator
We have given the ability to use Survey fields as tokens when configuring Email, CTA, and Conditional Wait steps in Programs.
Please refer below article for more information.
https://support.gainsight.com/Release_Notes/Current_Release_Notes/04Release_Notes_Version_5.20_November_2018#Journey_Orchestrator
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