NPS Email Workflow

So number of my customers have implement this workflow for NPS Email that has some nice tips and tricks that can be used for other scenarios.

Before I jump into sharing /steps by step instructions, I would like to shout kudos to @Scott Wallace for the last part of this solution, re-direction to different landing pages.

Okey lets begin. You have created your NPS email that looks something like the one I have created below (apologies for gory colours)



So the idea is that once a user receives NPS email she/he clicks on one of the numbers, they are redirected to a specific landing page ie for Detractors (1 to 8) and a different one for Promoters (9 and 10) and we are also capturing that specific score and maybe even pushing submission to our CRM.

Step 1. Create your NPS Email

Step 2. Create a form that has only hidden fields, my form is capturing First Name, Last Name and Email via Static Value that is populated with my VCard so First Name = {{VCard.FIRSTNAME}} and so on.

I also added a hidden field - NPS but I will be populating this field from my URL string by 'Grabbing URL Parameters' so it would look something like below:


In the last step of form creation Go to Embed and create a landing page that would 'host' your NPS form and Java script for this form to Auto-submit, we will need that landing page url for later on, lets calls this NPS Form Landing Page.



Step 3. Create Landing Pages for Detractors (1 to 8) and another one for Promoters (9 and 10) These are the pages you want your respondents to land once they have selected and made their choices.

On each page, lets start with Detractors - Go to Properties and create a SEO friendly URL, Default would be one, next would be two and so on until eight.

*NOTE - SEO urls have to be unique so as you can see in my example I have used numeric values as 1, 2, 3 somewhere else in the platform so this is the reason why I have to use alpha-number values - one, two, three, four, five....



You would do the same for you Promoters with creating unique urls for number nine and ten.

Now lets assemble the email and your form.

Step 4.Assembly (NPS Email and NPS Form)

Go to your NPS Email and hyperlink each number with Public url of the landing page that 'hosts' your form and add ?nps=number
So in my example, here is my default url

http://tatianalea.actonservice.com/acton/fs/blocks/showLandingPage/a/15804/p/p-0037/t/page/fm/0

For score 1 my url is

http://tatianalea.actonservice.com/acton/fs/blocks/showLandingPage/a/15804/p/p-0037/t/page/fm/0?nps=one

For score 5 my urls is

http://tatianalea.actonservice.com/acton/fs/blocks/showLandingPage/a/15804/p/p-0037/t/page/fm/0?nps=five

and so no, so now as soon as one clicks on any of these numbers we auto submit a form that is populating NPS scores by grabbing url parameters.

The last piece left is re-direction, remember that we have created those unique urls for Detractors and Promoters pages? They all begin with the same SEO-friendly url - minus number



Now take that url - including '/ ' but minus number and paste that url - http://tatianalea.actonservice.com/acton/media/15804/ to your NPS Form Response Page and add {{nps}} so it should be

http://tatianalea.actonservice.com/acton/media/15804/{{nps}}

That is all you are done!

Of course because this method is using form you can push submissions to CRM, add to CRM campaign if you are using Salesforce and create alerts as soon as someone selects/makes choices.


Happy surveying and do let me know if you need any further clarifications.

Cheers

Edit: Sorry forgot to add the urls you are putting on the Form Response Page should of course include the dynamic selection {{nps}} so it would be
http://tatianalea.actonservice.com/acton/media/15804/{{nps}}

Dah!

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Tatiana Lea
Act-On Software
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