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.
Go to workflows page and add a new workflow. Then select event type Survey Respondent (Created)
Add condition to filter for NPS promoters.
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
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.