How do I segment contacts based on their answers to a survey?

A useful way to automatically segment your contacts is by adding those who give similar answers in a survey to a specific address book.

In this example, we're going to create a survey that asks contacts whether they'd prefer to receive weekly or monthly communications. Then, we're going to create a program that sends your survey to your contacts and adds those contacts to a 'Weekly contacts' address book or a 'Monthly contacts' address book, depending on the answer they gave.

Surveys_and_forms_example_frequency_preference_centre.png

What you'll need beforehand

Creating the survey

Need to know more about creating surveys and forms?

Read about surveys and forms on our help centre.
  1. Create a new survey, using our opt-in form template
  2. Drag and drop two multiple choice blocks into your survey
  3. Enter a question for each multiple choice block: 'Do you want to receive only WEEKLY communications?/Do you want to receive only MONTHLY communications?'
  4. Enter two possible answers for each question: 'Yes' and 'No'
    Please note: Answers must be 'yes' or 'no' in order to be assigned to a yes/no contact data field.
  5. In the Configure tab for each multiple choice block, select the Assign to a data field checkbox and choose either the 'WEEKLY' or 'MONTHLY' contact data field that corresponds to the multiple choice question
  6. Click Save & continue
    Please note: You need to assign the email address block to the email address contact data field before you can save.
  7. In the 'Respondent options' section, select the 'Completed survey' address book from the 'Add respondents to' dropdown

    Surveys_and_forms_respondent_options.png
  8. Click Continue
  9. Click Check the summary

Your survey should look something like this:

Surveys_and_forms_example_frequency_preference_centre.png

Creating the program

Need to know more about automation and creating programs?

Read about automation on our help centre.

Start node

In the Start node, create an enrolment rule that enrols contacts who aren't in the 'Completed survey' address book.
Apply the Enrol contacts in program only the first time they meet the start critera enrolment limit, otherwise contacts will be enrolled on this program more than once.

Campaign node

Attach a Campaign node to the Start node. In the Campaign node, select the triggered campaign that contains a link to your survey.

Delay node

Attach a Delay node to the Campaign node. In the Delay node, apply a delay, depending on how long you want to give your contacts to respond to the survey.

Decision node 1

Attach a Decision node to the Delay node. In the Decision node, create an 'Advanced segment rule' that includes contacts who are in the 'Completed survey' address book.

'NO' path for Decision node 1

Campaign node

Attach a Campaign node to the 'NO' path of the Decision node. In the Campaign node, select the triggered campaign that reminds contacts to complete the survey.

Delay node

Attach a Delay node to the Campaign node. In the Delay node, apply a delay, depending on how long you want to give your contacts to respond to the survey.

Decision node 2

Attach a Decision node to the Delay node. In the Decision node, create an 'Advanced segment rule' that includes contacts who are in the 'Completed survey' address book.

'NO' path for Decision node 2

End node

Attach an End node to the 'NO' path of the Decision node. Contacts will exit the program.

'YES' path for Decision nodes 1 and 2

Decision node 3

Attach a Decision node to the 'YES' path of Decision nodes 1 and 2. In the Decision node, create a decision that checks if the value of the 'WEEKLY' contact data field is equal to 'yes'.

'YES' path for Decision node 3

Subscription node

Attach a Subscription node to the 'YES' path of Decision node 3. In the Subscription node, select the option to add contacts to the 'Weekly contacts' address book.

End node

Attach an End node to the Subscription node. Contacts will exit the program.

'NO' path for Decision node 3

Decision node 4

Attach a Decision node to the 'NO' path of Decision node 3. In the Decision node, create a decision that checks if the value of the 'MONTHLY' contact data field is equal to 'yes'.

'YES' path of Decision node 4

Subscription node

Attach a Subscription node to the 'YES' path of Decision node 4. In the Subscription node, select the option to add contacts to the 'Monthly contacts' address book.

End node

Attach an End node to the Subscription node. Contacts will exit the program.

'NO' path of Decision node 4

End node

Attach an End node to the 'NO' path of Decision node 4. Contacts will exit the program.

Your program should look something like this:

Surveys_and_forms_example_program.png

Have more questions? Submit a request

Comments