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Question

NPS Survey - Opt Out Bulk

  • March 13, 2023
  • 5 replies
  • 67 views
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  • MelissaC
  • Contributor ⭐️⭐️⭐️⭐️⭐️

How can we send a client an NPS Survey that opts out of bulk emails?  Can we send a one off?  I have already sent a survey out to Key Contacts, but how would we send them out individually if needed?

Thanks!

GameChangerAdmin

5 replies

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  • Harika Singadi
  • Helper ⭐️⭐️
  • March 13, 2023

@MelissaC Generally NPS emails are operational which doesn't honor user unsubscribe preference.
If I am not wrong, if it is at individual level we need to send a separate survey for each one based on the business use case

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  • MelissaC
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • March 14, 2023

@Harika Singadi Thank you!

 

Are CSMs able to send NPS surveys that come directly from them instead of being sent in a bulk email?

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  • Harika Singadi
  • Helper ⭐️⭐️
  • March 14, 2023

@MelissaC You can definitely customize in survey email template to send the email from the account’s CSM

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  • MelissaC
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • March 14, 2023

@Harika Singadi If I cloned our NPS survey so a CSM can send out through email assist, will the survey responses be captured the same way as if it was sent out through JO?

alizee
alizee
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  • alizee
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • March 14, 2023

@MelissaC They will be stored in the same flattened object yes and available from the analyze section of the survey. However, the source/distribution will differ which can allow you to report on one vs. the other type of distribution.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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