We would like to send out an email (in our current program) to respondents that answered a survey in a specific way. Essentially, we would like to add a conditional outreach within the program model. Is this possible? I am not seeing how to do this.
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Conditional outreach based on survey response
Best answer by seth_schroeder
Hi Elisa,
Is this for a currently active program, or one that has yet to be published?
If it has not been published yet, you can add a Conditional Wait step after the Program's Responded Step. You can configure Conditions in Conditional Wait based on survey responses in a couple of ways. It sounds like using a Survey Question condition might be the most direct solution to the use case you described. Survey Question conditions let you control how participants move through the Program based on their answers to select survey questions. You should be able to configure this to trigger an email that is only set to participants who either met or didn't meet the condition you've configured.
You can also use a Participant Field condition and select a Survey Field as a way to trigger an email based on a survey response. This would work particular well for NPS surveys as you can select the Survey Score field to base your condition off of.
If you've already published this program, there won't be an option to change the configuration of the Program model. But there might be an option to create a new Program or Outreach and target it to only participants who responded a certain way. It all depends on the type of survey data and how it's stored. If it's an NPS survey, you could create a Power List or query based the NPS Survey Response object. If the survey is flattened, you could do the same thing based on the flattened MDA object.
Here's some documents that have more information on the topics I've mentioned:
View originalIs this for a currently active program, or one that has yet to be published?
If it has not been published yet, you can add a Conditional Wait step after the Program's Responded Step. You can configure Conditions in Conditional Wait based on survey responses in a couple of ways. It sounds like using a Survey Question condition might be the most direct solution to the use case you described. Survey Question conditions let you control how participants move through the Program based on their answers to select survey questions. You should be able to configure this to trigger an email that is only set to participants who either met or didn't meet the condition you've configured.
You can also use a Participant Field condition and select a Survey Field as a way to trigger an email based on a survey response. This would work particular well for NPS surveys as you can select the Survey Score field to base your condition off of.
If you've already published this program, there won't be an option to change the configuration of the Program model. But there might be an option to create a new Program or Outreach and target it to only participants who responded a certain way. It all depends on the type of survey data and how it's stored. If it's an NPS survey, you could create a Power List or query based the NPS Survey Response object. If the survey is flattened, you could do the same thing based on the flattened MDA object.
Here's some documents that have more information on the topics I've mentioned:
- Adding Conditional Wait steps to survey models: Configure Model and Emails for Programs.
- Configuring Conditional Wait steps: Programs: Conditional Wait.
- Using Survey Fields in Programs: Programs: Using Survey Fields.
- Setting up Program participant sources: Adding Participants to a Program.
- Using Flattened Surveys: Survey Flattening Overview.
+1Hi Elisa,
Is this for a currently active program, or one that has yet to be published?
If it has not been published yet, you can add a Conditional Wait step after the Program's Responded Step. You can configure Conditions in Conditional Wait based on survey responses in a couple of ways. It sounds like using a Survey Question condition might be the most direct solution to the use case you described. Survey Question conditions let you control how participants move through the Program based on their answers to select survey questions. You should be able to configure this to trigger an email that is only set to participants who either met or didn't meet the condition you've configured.
You can also use a Participant Field condition and select a Survey Field as a way to trigger an email based on a survey response. This would work particular well for NPS surveys as you can select the Survey Score field to base your condition off of.
If you've already published this program, there won't be an option to change the configuration of the Program model. But there might be an option to create a new Program or Outreach and target it to only participants who responded a certain way. It all depends on the type of survey data and how it's stored. If it's an NPS survey, you could create a Power List or query based the NPS Survey Response object. If the survey is flattened, you could do the same thing based on the flattened MDA object.
Here's some documents that have more information on the topics I've mentioned:
Is this for a currently active program, or one that has yet to be published?
If it has not been published yet, you can add a Conditional Wait step after the Program's Responded Step. You can configure Conditions in Conditional Wait based on survey responses in a couple of ways. It sounds like using a Survey Question condition might be the most direct solution to the use case you described. Survey Question conditions let you control how participants move through the Program based on their answers to select survey questions. You should be able to configure this to trigger an email that is only set to participants who either met or didn't meet the condition you've configured.
You can also use a Participant Field condition and select a Survey Field as a way to trigger an email based on a survey response. This would work particular well for NPS surveys as you can select the Survey Score field to base your condition off of.
If you've already published this program, there won't be an option to change the configuration of the Program model. But there might be an option to create a new Program or Outreach and target it to only participants who responded a certain way. It all depends on the type of survey data and how it's stored. If it's an NPS survey, you could create a Power List or query based the NPS Survey Response object. If the survey is flattened, you could do the same thing based on the flattened MDA object.
Here's some documents that have more information on the topics I've mentioned:
- Adding Conditional Wait steps to survey models: Configure Model and Emails for Programs.
- Configuring Conditional Wait steps: Programs: Conditional Wait.
- Using Survey Fields in Programs: Programs: Using Survey Fields.
- Setting up Program participant sources: Adding Participants to a Program.
- Using Flattened Surveys: Survey Flattening Overview.
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