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marcelo
marcelo
Helper ⭐️
May 23, 2018
Solved

Is there a way to disable reminder email in Advanced Outreach (NPS)?

  • May 23, 2018
  • 7 replies
  • 176 views
Hi everyone! So, we are trying to use the NPS template for AO but there seems to be no way to disable the reminder email / escalation email steps. We do not want to have that enabled and if we leave it empty we get an error preventing us form saving. Is there a way to disable it (kind of like the disable available for "Heads up email")?
    Best answer by dan_wiegert
    Hi Marcelo,
    It looks like Faust beat me to it, so I second his recommendation - the generic model is much more flexible, allows you to turn/off whatever features you want, and so long as your survey has NPS questions attaches, still provides the same NPS analytics that the NPS model offers. 

    7 replies

    faust_belarmino
    faust_belarmino
    Helper ⭐️⭐️
    May 23, 2018
    We ran into this issue as well so we use the "Generic Survey" model for our NPS AO's. It's worked great for us so far! 🙂
      marcelo
      marceloAuthor
      Helper ⭐️
      May 23, 2018
      Thanks Faust! We saw that as well and probably will be the avenue to follow. Wish the other templates will be more flexible but this will definitively work 😃
        dan_wiegert
        dan_wiegertAnswer
        Gainsight Employee ⭐️⭐️
        May 23, 2018
        Hi Marcelo,
        It looks like Faust beat me to it, so I second his recommendation - the generic model is much more flexible, allows you to turn/off whatever features you want, and so long as your survey has NPS questions attaches, still provides the same NPS analytics that the NPS model offers. 
        Dan Wiegert - Gainsight DCS
          ben
          ben
          Helper ⭐️⭐️⭐️
          May 24, 2018
          This is what we do also
          -Ben
          spencer_engel
          spencer_engel
          Expert ⭐️
          January 24, 2019
          I'm curious how you guys got an NPS survey to work with the "Generic Survey" model? I'm trying to do that now for a customer, and the system won't allow me. It's a two question survey with an NPS question, then a follow up open feedback question.

          Either way, I'd really like to see our NPS model be more open and allow for disabling the escalation and reminder emails. Seems like an unnecessary limitation.

            ben
            ben
            Helper ⭐️⭐️⭐️
            January 24, 2019
            Weird! I impleneted an NPS survey via the generic model way back in June of 2017. Been chugging along ever since!

            -Ben
            lane_h
            lane_h
            Helper ⭐️
            January 24, 2019
            I think you figured this out Spencer but following up for others who might find this post in the future. If you have the Associated Objects filled out on the Survey, it will force you to choose transactional.

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