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NPS Email workflow

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4 comments

  • Tatiana Lea
    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!

    ------------------------------
    Tatiana Lea
    CSM, Act-On Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-19-2018 09:10
    From: Tatiana Lea
    Subject: 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)


    NPS email example
    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:

    nps field by grabbing url parameters
    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.

    Java Script for Auto Submissions of Forms

    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....

    SEO urls for NPS

    You would do the same for you Promoters with creating unique urls for number nice 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

    SEO-friednly url example

    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


    Example of SEO friednly url in Forms Response Page



    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


    ​​​​​​

    ------------------------------
    Tatiana Lea
    CSM, Act-On Software
    ------------------------------
    0
    Comment actions Permalink
  • Tatiana Lea
    Hey guys

    Please note that Java scrip fro Auto Form Submittions  might needs to be changed to following:

    <script>
    aoPostLoadCallback = function()
    { document.querySelector(".ao-form-submit").click(); document.querySelector(".ao-form").style.display = "none"; } 
    </script>


    ------------------------------
    Tatiana Lea
    Learning Consultant, Act-On Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 07-03-2018 07:11
    From: Hylke Huys
    Subject: NPS Email workflow

    Hi Tatiana,

    I implemented the survey like you showed here in this post, but because of the NPS scores are visualised in a form, it is quite difficult to click through to the next step (other landing page). How can you solve this?

    Cheers

    Hylke

    ------------------------------
    Hylke Huys
    Marketing Manager, Destiny NV/Sa
    ------------------------------

    Original Message:
    Sent: 03-19-2018 09:10
    From: Tatiana Lea
    Subject: 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)


    NPS email example
    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:

    nps field by grabbing url parameters
    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.

    Java Script for Auto Submissions of Forms

    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....

    SEO urls for NPS

    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

    SEO-friednly url example

    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}}


    Example of SEO friednly url in Forms Response Page



    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


    ​​​​​ ​

    ------------------------------
    Tatiana Lea
    CSM, Act-On Software
    ------------------------------
    0
    Comment actions Permalink
  • Tatiana Lea
    Hi Daniel,
    Are you referring to this area in Yellow? That area is only used if you are going to embed the form on your website, we need you to click on 'New Landing Page' and create that 'hosting' lp for this form.

    Form Embed
    Hope this helps and thank you for reading.




    ------------------------------
    Tatiana Lea
    Learning Consultant, Act-On Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-28-2019 18:37
    From: Daniel Gomez
    Subject: NPS Email workflow

    Hi quick question as we build out this process. What should be the response page when we are building out our form with hidden fields? It will not let me go to the embed step without inputting a URL. Thanks!

    ------------------------------
    Daniel Gomez
    Marketing Coordinator, Williams Data Management Company
    ------------------------------

    Original Message:
    Sent: 03-15-2019 17:31
    From: Daniel Gomez
    Subject: NPS Email workflow

    This is a little late for this thread, but stumbled upon it and is extremely helpful as we build up our NPS email and survey! Thanks to all who have contributed!

    ------------------------------
    Daniel Gomez
    Marketing Coordinator, Williams Data Management Company

    Original Message:
    Sent: 03-19-2018 09:10
    From: Tatiana Lea
    Subject: 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)


    NPS email example
    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:

    nps field by grabbing url parameters
    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.

    Java Script for Auto Submissions of Forms

    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....

    SEO urls for NPS

    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

    SEO-friednly url example

    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}}


    Example of SEO friednly url in Forms Response Page



    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


    ​​​​​ ​

    ------------------------------
    Tatiana Lea
    CSM, Act-On Software
    ------------------------------
    0
    Comment actions Permalink
  • Tatiana Lea
    Oh I see what you mean now.
    If you look at step 3 and 4, they actually deal with that redirect landing pages for Detractors and Promoters

    Form_Responce page_{nps}

    If you do not have pages created yet, just put your website url and once you have done landing pages with SEO terms, go and amend the form.

    Hope this clarifies this error and thank you for reading :)

    ------------------------------
    Tatiana Lea
    Learning Consultant, Act-On Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-29-2019 13:03
    From: Daniel Gomez
    Subject: NPS Email workflow

    Hi Tatiana,

    Thanks for the response. I was referring to step 2 of the process you originally described. In reference to this procedure in step 2 "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."

    Before I can create a landing page it requires a response page for the form. I was unclear what the response page URL should be?

    ------------------------------
    Daniel Gomez
    Marketing Coordinator, Williams Data Management Company
    ------------------------------

    Original Message:
    Sent: 03-29-2019 05:24
    From: Tatiana Lea
    Subject: NPS Email workflow

    Hi Daniel,
    Are you referring to this area in Yellow? That area is only used if you are going to embed the form on your website, we need you to click on 'New Landing Page' and create that 'hosting' lp for this form.

    Form Embed
    Hope this helps and thank you for reading.




    ------------------------------
    Tatiana Lea
    Learning Consultant, Act-On Software

    Original Message:
    Sent: 03-28-2019 18:37
    From: Daniel Gomez
    Subject: NPS Email workflow

    Hi quick question as we build out this process. What should be the response page when we are building out our form with hidden fields? It will not let me go to the embed step without inputting a URL. Thanks!

    ------------------------------
    Daniel Gomez
    Marketing Coordinator, Williams Data Management Company

    Original Message:
    Sent: 03-15-2019 17:31
    From: Daniel Gomez
    Subject: NPS Email workflow

    This is a little late for this thread, but stumbled upon it and is extremely helpful as we build up our NPS email and survey! Thanks to all who have contributed!

    ------------------------------
    Daniel Gomez
    Marketing Coordinator, Williams Data Management Company

    Original Message:
    Sent: 03-19-2018 09:10
    From: Tatiana Lea
    Subject: 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)


    NPS email example
    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:

    nps field by grabbing url parameters
    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.

    Java Script for Auto Submissions of Forms

    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....

    SEO urls for NPS

    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

    SEO-friednly url example

    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}}


    Example of SEO friednly url in Forms Response Page



    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


    ​​​​​ ​

    ------------------------------
    Tatiana Lea
    CSM, Act-On Software
    ------------------------------
    0
    Comment actions Permalink

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