Skip to main content
jadkins.iiq
Contributor ⭐️⭐️⭐️⭐️
Mar 26, 2025 7:46 PM UTC
Solved

Engagement Intervals - Second Set of Eyes

We are working on an automated NPS program that would trigger 90 days before their renewal date each year. We have not utilized intervals before, so I am just hoping I can get a second set of eyes to ensure I have this set up correctly. 

We would like it to show up to 2 times per occurrence, and take place annually. Am I on the right track? Should I maybe set it to 11 months to ensure it re-qualifies them on time?

 

rschlette
rschletteAnswer
Expert ⭐️
Mar 26, 2025 7:58 PM UTC

Hi Jessica. For that 12 month recurrence to take effect, the ‘On Completion’ configuration should be set to ‘wait for next recurrence’. Otherwise, the survey will stop after 1 response or 2 views. If you want that to continue indefinitely (12 month loop), then you can deselect the ‘End After’ config.

 

12 months will give you (time for first response OR 2 views) + 12 months between surveys. That’s probably as precise as it needs to be, but you could likely get a slightly more precise interval with 51 weeks, given the time between views for frequent users. Not a critical point though

View in thread

2 replies

rschlette
rschletteAnswer
Expert ⭐️
Mar 26, 2025 7:58 PM UTC

Hi Jessica. For that 12 month recurrence to take effect, the ‘On Completion’ configuration should be set to ‘wait for next recurrence’. Otherwise, the survey will stop after 1 response or 2 views. If you want that to continue indefinitely (12 month loop), then you can deselect the ‘End After’ config.

 

12 months will give you (time for first response OR 2 views) + 12 months between surveys. That’s probably as precise as it needs to be, but you could likely get a slightly more precise interval with 51 weeks, given the time between views for frequent users. Not a critical point though

Translate
jadkins.iiqAuthor
Contributor ⭐️⭐️⭐️⭐️
Mar 26, 2025 8:06 PM UTC

​@rschlette thank you! Yes, I did update that to ‘wait for next occurrence’ but forgot to take a new screenshot. I like the idea of 51 weeks, just to make sure the audience picks them up at the 90 day renewal.

Translate
    Terms & ConditionsAccessibility statement