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andreammelde
andreammelde
Helper ⭐️⭐️
January 26, 2021
Solved

What object to see who has been sent a survey via JO, even they have not responded?

  • January 26, 2021
  • 4 replies
  • 109 views

We want to make sure we don’t send too many NPS surveys to customers, so we need to determine who has received a survey email in the last 90 days. NPS Survey Response only tracks responses, we need to know when someone received an email with a survey regardless if they took the survey

Best answer by heather_hansen

@andreammelde multiple entries per program.  There is an Advanced Outreach ID that I use to narrow down to the specific one I want.

4 replies

heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
January 26, 2021

@andreammelde There should be a field on the AO Participants object.  I have a Survey Responded (Y/N) and a Survey Responded Date that I’m using.

    andreammelde
    andreammeldeAuthor
    Helper ⭐️⭐️
    January 26, 2021

    @heather_hansen  thank you! Does this object do one record per Person ID or multiple records if they are a participant in multiple programs?

    Andrea Carroll
      heather_hansen
      heather_hansenAnswer
      VIP ⭐️⭐️⭐️⭐️⭐️
      January 26, 2021

      @andreammelde multiple entries per program.  There is an Advanced Outreach ID that I use to narrow down to the specific one I want.

      andreammelde
      andreammeldeAuthor
      Helper ⭐️⭐️
      January 26, 2021

      @heather_hansen thank you! i grouped by the person ID to get the count of NPS surveys sent, left merged to our participant list where person ID = person ID, added transform to make nulls = 0. 

       

      We can then use this count field where Count of NPS Delivered in Last 90 Days <=2 to stay in our compliance

      Andrea Carroll
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