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Segments: New Triggered Segment: Insert Trigger: Survey

 

 

You can create triggered segments based on a member's survey responses; for instance, to filter out members who may not have answered a survey, or not answered enough questions. The segment can be based on who took or did not take the survey, who answered which question, or what the response to a particular question was.

 

When creating a triggered segment, the member event that triggers the mailing to be run (i.e. opening a mailing) will take precedence over the survey segment rules. The mailing will be sent to the survey segment only after the triggering event occurs.

 

 

Member

Choose responded to or did not respond to from the drop-down menu. This refers to the member's response to any survey, or to a particular survey, defined in the second drop-down menu. Choose any survey or the specific survey you would like to segment on from the second drop-down menu.

 

The default options are responded to and any survey.

 

 

Filter Options

Filter options will not be available if did not respond to is selected. They are only available when responded to any or one particular survey is selected.

 

There are three filter options available:

 

1. No additional filter option - this option is always available, and creates a triggered segment based only on whether or not a member responded to or did not respond to any question in any survey (or a particular survey).

 

2. Filter based on number of questions answered - this option is only available if the responded to option is chosen for the member.

 

Member answered

Select the desired command from the drop-down menu.

 

This many questions

Enter the number of questions to correspond with the command above. There is no limit to the number of questions that can be segmented on.

 

Example: To segment based only on those that answered 3 or more survey questions, select ">=" (greater than or equal to) from the drop-down menu, and enter the number "3" in the questions field.

 

 

3. Filter on how a particular question was answered - this option is only available if the responded to option is chosen for the member and a particular survey (not any survey) is selected.

 

Member

Choose the desired command, answered or did not answer (in reference to a particular question) from the drop-down menu. Then, select the desired question from the drop-down menu.

 

In this way

Choose the desired command, selected or did not select from the drop-down menu. Then, select the criteria for how the question was answered. If it it refers to a fill-in text answer, then two new fields will be visible:

 

The text answer

Choose the criteria for determining how the answer to the question will create the segment. For example, is not null means that it will be filtered on if any text was entered in the fill-in text field answering this question.

 

The other options are contains, does not contain, ends with, and begins with, which allow you to segment based on specific text entered in the response. When one of these options is selected, a new field, This text value, will appear, where the text itself can be entered. Up to 200 alphanumeric characters can be entered in this field.

 

 

To insert the survey clause, click insert.

More

 

1. Segments

2. Segments Main Page

3. Triggered Segments

1. Segments: New Triggered Segment

2. Segments: New Triggered Segment: Insert Trigger: Date

3. Segments: New Triggered Segment: Insert Trigger: Action

4. Segments: New Triggered Segment: Insert Trigger: Clickthrough

5. Segments: New Triggered Segment: Insert Trigger: Clickstream

6. Segments: New Triggered Segment: Insert Trigger: Purchase

7. Segments: New Triggered Segment: Insert Trigger: Interest

8. Segments: New Triggered Segment: Insert Trigger: Survey