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Set up the “Create contact” notification

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Using our Create contact notification you can completely automate your workflow and create a new contact – as well as add it to a survey – each time a certain response was provided.

For example: for each NPS® detractor you can automatically add a new contact to a follow-up survey. In this case the contact’s email address will be the follow-up team’s email address. The detractor’s contact details and comments to the survey are added as custom fields.

The follow-up team immediately receives an invitation to fill out the follow-up survey as soon as someone has been identified as a detractor. The follow-up survey itself will act as a call script for your team.

These workflows were discussed more in detail during our Webinar: Net Promoter Score Webinar: 4 tips to get everybody involved.

You can even take it one step further and use our API to export this follow-up survey data into your CMS or database for future use.

How to set up the “create contact” notification

  1. Sign in to CheckMarket.
  2. Open your survey.
  3. Click on Settings and then on Notifications.
  4. Click on Create notification.
  5. Add a notification name. Use a name that describes clearly what the notification does exactly.
  6. By default the notification is automatically set as Active. You can change this to Inactive if you don’t want to use it right away.
  7. Add your conditions. When exactly does a new contact need to be created?
    • Select type (Question or Respondent Field): should your trigger fire as soon as a respondent provides a certain response? Or does it depend on the metadata you imported along with your contacts? Or perhaps you need a mixture of both?
    • Choose the question or respondent field you wish to base your trigger on.
    • Select the operator, i.e. ‘equals‘, ‘does not equal‘, ‘greater than‘, etc.
    • Select the value of the question or respondent field.For example:example of a detractor condition
    • Select the action Create contact.
    • The following screen becomes available:create new contact

      Tip! Click on Show me how for a guided tour.

      (1) Select the survey you want to add these contacts to. This is optional. You can also create a contact and not add it directly to a survey yet.

      (2) Decide upon the Contact details you want to use for these contacts.
      For every field you can select which type of information you wish to re-use. This can be a specific question from the survey or any of the metadata you’ve imported along with the contacts that were added to this survey.

      (3) Click on the arrow next to a field to select the information you want to add to this particular field:

      SelectionWhat does it do?
      Leave emptyThis field won’t be added to the contact in the target survey. This is also the default selection for all contact details fields.
      Fixed textType in the text you want to add. This text will be the same for all contacts. You can also use type in a variable if you need a specific option that is not (yet) available via the other contact details options.
      First nameAdds the source survey contact’s first name to this field.
      Last nameAdds the source survey contact’s last name to this field.
      Email addressAdds the source survey contact’s email address to this field.
      LanguageAdds the source survey contact’s language to this field.
      StreetAdds the source survey contact’s street to this field.
      House numberAdds the source survey contact’s house number will be added to this field.
      Apt/SuiteAdds the source survey contact’s apt/suite to this field.
      Postal codeAdds the source survey contact’s postal code to this field.
      CityAdds the source survey contact’s city to this field.
      ProvinceAdds the source survey contact’s province to this field.
      StateAdds the source survey contact’s state to this field.
      CountryAdds the source survey contact’s country to this field.
      PhoneAdds the source survey contact’s phone to this field.
      Link to
      respondent’s answer summary
      Adds the URL for the source survey’s respondent report to this field. This way you can easily link the responses of both surveys.
      Custom fieldThe source survey contact’s custom field x will be added to this field. When you select this option you will be asked to select the desired custom field. This can be either a number from 1 to 20 or the name you have given to this custom field in this particular survey.
      Value selected for questionAdds the response to a particular question to this field. Once selected you will be asked to select the desired question and/or response.
      NPS Type (‘Promoter’, ‘Passive’ or ‘Detractor’)Adds the name ‘Promoter’, ‘Passive’ or ‘Detractor’ to this field depending on which score the respondent gave to your NPS question, (e.g. someone who gave a 9 or 10 will be identified as ‘Promoter’).
      If you have more than 1 NPS question in your survey, you will be asked to select one
      Survey titleAdds the title of the source survey to this field.
      Survey end dateAdds the end date of the source survey to this field.
      Your survey referenceAdds the reference you’ve given the source survey to this field.
      Notification nameAdds this notification’s name to this field.
      URL to add/edit/remove notificationsAdds the link to this particular page to this field.
  8. Click on Save

Your notification is now active. Each time a respondent matches the conditions you created, a new contact will be created and their contact details will be filled out with the information you selected.

When this contact is added to a survey that is “Live” an email or sms will also be sent automatically depending on your chosen distribution channel.

 

Net Promoter and NPS are registered service marks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.

 

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