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When are customers prompted to provide feedback?
When are customers prompted to provide feedback?

NPS survey settings and configuration

Stephanie Parks avatar
Written by Stephanie Parks
Updated over a week ago

Please note, this product is currently in Alpha / Beta testing and cannot be modified from the default survey settings.

From your NPS Survey, click on the 'Audience' tab in the left-hand navigation.

From this screen, you will be able to set the triggers for your NPS survey. In the example below, the survey is sent to customers who have visited at least once (1) in the past 180 days. Further, the survey will be sent to this audience once every 90 days.

Selecting the checkbox to spread messaging evenly across the term will make it so the total number of surveys is sent across the entirety of the survey term.

Using the example above, if you have 900 customers who meet the trigger criteria, thirty (30) surveys will be sent per day so that you and your staff can better manage responding to feedback.

If you select the option to 'Resend to customers who have not responded in X days,' the survey will resend to clients who did not respond once on the delay you select (i.e. 3 days).

Below, are the trigger criteria, you will see the audience for your survey, the last sent date, the next scheduled date, and the last response date for each contact:

By clicking on a contact's name, you will be taken to their contact timeline.

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