Playbook: Send interview request to NPS promoters

You can use survey respondent workflows to automatically send interview request to NPS promoters. 

Before you begin

  • Ensure that you have added at least 1 survey. This is required for us to trigger sending.
  • Ensure that you have added at least 1 interview requester. This is required for us to send interview request.
  • Check that you are in Standard Plan or above. This is required in order for workflows to be executed.

Playbook

Go to workflows page and add a new workflow. Then select event type Survey Respondent (Created)

Conditions

Add condition to filter for NPS promoters.

Action

Select OnVoard (Send Interview Request) for action and specify interview requester to use.

Keep in mind that email must be specified as respondent trait in order for us to know who to send interview request. (This is done automatically for you if you are sending surveys via email).

In-Survey Interview Request

You can also use survey actions to request for interviews at the end survey. Use survey rules if you want to conditionally route to survey actions based on question's answer.

Preview of interview request via slide-in web survey

For more, see guide for survey actions and rules.

Multi-Pronged Approach for Interview Request

To take things further, you can adopt a multi-pronged approach for interview request by using both in-survey interview request and survey respondent workflow. For this approach, it is vital that you specify Dedup Window (Days) for interview requester to avoid sending interview request to a user who has already opted-in via in-survey interview request.