Surveys can be created via basic emails, SMS, or through the drag and drop editor. Alerts can be set for each question if you add conditional alert emails.
Modules are the building blocks for the content of touchpoints. We can use these modules to ask questions, send surveys, add messages, and send NPS surveys. All the modules include dynamic variables.
All modules except the Notification module can writeback the response from the recipient to ATS as well.
NOTE: Make sure all the required fields are synced with ATSs while using writeback to ATS.
Used to message a consultant and allow for formatting options, such as: bold, italics, alignment, linking, headings, bullets, quotes, image insertion. You can even include jobs.
NOTE: SMS messages are delivered in plaintext and do not allow for formatting options.
Indicates the degree of response; generally asks a question with two extremities (i.e. not good vs great) and responses are answered on a 1-to-10 scale.
NOTE: Rating Scale modules DO NOT track NPS
Provides multiple options as responses. Ask a question with pre-created responses to select
Also has the option to select more than one option
Provides the customer feedback on their words.
NPS sends surveys to calculate NPS, an industry standard used to measure customer satisfaction.
You can only have only one NPS survey per Touchpoint/Survey. If you have added more than one NPS in one touchpoint it will throw an error while saving as below.
Here you can get information about any date related queries.
Branching adds a module or touchpoint to an existing module. When a response is selected, a conditional module or touchpoint can be shown. You can also get alerts for these kinds of conditions we added here. For more information, refer Alert Emails.
Creating a Branch
Navigate to your journey and touchpoint
Hover over the rating scale, multiple choice, or NPS module
Click Add Branch
Select modules or touchpoint
A module branch adds to the existing module immediately, whereas a touchpoint branch schedules an entirely separate touchpoint for that condition.
Select Save at the upper-right of the touchpoint page.
NOTE: Scheduling options are limited for branching to ensure proper triggers.