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MelissaC
Contributor ⭐️⭐️⭐️⭐️⭐️
Mar 13, 2023 8:40 PM UTC
Question

NPS Survey - Opt Out Bulk

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!

    5 replies

    Harika Singadi
    Helper ⭐️⭐️
    Mar 13, 2023 8:59 PM UTC

    @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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    MelissaCAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Mar 14, 2023 1:15 PM UTC

    @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 ⭐️⭐️
    Mar 14, 2023 4:03 PM UTC

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

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    MelissaCAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Mar 14, 2023 4:57 PM UTC

    @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?

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      alizee
      alizee
      VIP ⭐️⭐️⭐️⭐️⭐️
      Mar 14, 2023 5:16 PM UTC

      @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.

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