| Version | Date | Description | Author |
|---|---|---|---|
| v.1 | 22.03.2021 | Creation | Josiane Peytraud |
To send the survey, change the value of the field "Send NPS Survey", set it to "Yes" and click on "Save". You'll immediately see that the value will be set to "No" but the job which creates NPX Survey Records has been launched.
This job will create 1 record in the object NPX Survey Record per Campaign Member with the status "Added" or "Nominated".
The main updates of the status and status description will be:
| Action | Status | Status Description |
|---|---|---|
| NPX Survey Records creation | Nominated | Empty |
| NPX batch creates the records in his tool | SUCCESS | Survey Records created in NPX |
| The survey is sent, waiting for an answer | Invitation delivered | Not Started |
| The survey is sent, waiting for an answer since 1 week | First Reminder delivered | Not Started |
| The survey is sent, waiting for an answer since 2 weeks | Second Reminder delivered | Not Started |
| The contact answered immediately | Invitation delivered | Response Received |
| The contact answered after 1st reminder | First Reminder delivered | Response Received |
| The contact answered after 2nd reminder | Second Reminder delivered | Response Received |
But we can have additional ones depending if the email is bounced, if the contact opt-out, ...
NPX Tool runs a job every 2 hours to get any new NPX Survey Records in order to create it in his tool.
If a pre-notification is requested in the set-up of the Survey in NPX, an email is sent to the contacts to advise them that they are going to receive a survey from Solvay in a couple of days.
On the D-Day, the survey is sent to the contacts.
Depending on the set-up, if no answer is received after 1 week, a reminder is sent to the contact. Same thing after 2 weeks and after 3 weeks.
All this is set-up in NPX tool by NPS Team.