Select an available NPS survey template
Name and description - this will be used to identify the survey and the set of responses collected from it
Modify the template survey design (see above for help with survey design)
Configure email channel settings:
Sender name - this will show up on each customer's email as the sender before email address
select from the available email addresses as setup in Email configuration
change replyto email to being different than sender email
Subject - edit the text seen on email subject by each recipient of survey
Header - customize the top of the email before the survey score widget, typically reserved to greet the recipient. Be sure to use placeholders to add first name, etc.
Footer - customize the area below the survey score widget, typically reserved for an email signature.
Unsubscribe link - option to include a link to unsubscribe the recipient from any consequent NPS email surveys. If user opts out they will not get any future surveys in their inbox.
one time - will send the email survey once to each of the specified set of users
recurring - can send email surveys multiple times (limited by defined wait time) to the dynamic set of users determined by the user segment rule.
List - select an existing list created in Management center > Segments and lists > lists. The set of contacts do not change with selection of this option
Segment - select an existing segment created in Management center > segments and lists > segments. The set of contacts can change based on the defined rule.
Can set time for each user to send first survey dynamically using a user date field. This allows you to trigger the first survey based on specific user attribute such as first login date, or user last seen date.
Wait time (only for recurring) - set # of days before sending a survey again based on segment rule
Reminder dates - can specify when reminders go out after first survey
Disable survey - enable this if you'd like to stop collecting response after a certain number of days after first survey
Survey cap - you can limit # of surveys sent per day to avoid hitting email platform limits
Response window - if disabled, survey will continue to send surveys until user ends the survey manually. Alternatively, you can configure end of survey based on:
limiting # of responses
Activation - once completed with above, click Activate. You can select for it to be activated right away, or even activate at a future date.
Once activated, users can:
Pause survey - no survey emails will be sent while being paused. Can be resume sending survey emails by clicking Activate.
Edit survey - users can edit all above elements of a paused survey. If trying to edit an activated survey, you will be forced to pause before editing.
Complete survey - this is a non-reversible action which will complete the survey so no further emails will be sent to recipients.
Delete survey - will remove the survey from list of surveys, and also gives option to remove all the responses collected from this survey