New Idea
Survey tool filter - within 30 days do not distribute
Need a filter for any survey that states if a contact has received any survey within the past 30 days to not distribute this survey. This would help with survey fatigue since we are sending surveys out with case closures and can't really track that on a calendar for every customer.
Hi Andrew,
You could write a date value back to the contact record as a hidden field that populates the last contacted date. You could then use this as a filter when pulling in contacts for surveys.
Let me know if this meets the requirements for what you're trying to accomplish.
You could write a date value back to the contact record as a hidden field that populates the last contacted date. You could then use this as a filter when pulling in contacts for surveys.
Let me know if this meets the requirements for what you're trying to accomplish.
Sorry for jumping in on this thread!
Scott - would it be possible to make this specific to a particular survey ID (for example capture last NPS survey contact date and last support case survey contact dates separately)?
We may (in future) decide that it's ok to send an NPS survey to someone that has recently completed a case survey, so am thinking about future-proofing for that scenario. Thanks!
Scott - would it be possible to make this specific to a particular survey ID (for example capture last NPS survey contact date and last support case survey contact dates separately)?
We may (in future) decide that it's ok to send an NPS survey to someone that has recently completed a case survey, so am thinking about future-proofing for that scenario. Thanks!
1 person likes this
+1I like that idea. Thanks Andy!
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