Knowing your customer likes and dislikes is a great way to optimize the customer experience. One way to do it is by creating a survey!
Our simple example survey can help you gather customer opinions by creating questions with answer options.
In this article, you'll learn how to create a survey and sort contacts based on their answer.
#1 Creating your survey page.
- We'll start with an example, let's say we have a Sport Shop and we want to know in which sports are our customers interested in. For that, we'll start by creating a page with a form.
- The form first must include one of the three unique identifiers (contact fields): External ID, Mobile or Email.
- Second, in our example, we'll use the choice field. For each question, we'll add a choice field and offer Yes and No answers.
- Now, each choice field should be saved to a Loopify field, for our example, we'll create and use a Campaign field.
- Create your own email with a call to action button that will later lead to the survey page.
#3 Create the Flow campaign.
- As in every Flow, we must have an entry block from where our customers will enter the campaign. Our choice will be the contact block, and we'll select our segment with customers. Of course, you can use any other entry block that you think will fit best in your campaign.
- Connect the entry block with an email block, and select your previously created email campaign.
- Pick up the page block and add your previously created page with the survey.
- As the last step, enter the email campaign from the email block and link it to your survey page.
- Once you are ready, go live!
Tip: If you feel uncertain to go live right away with your campaign, remember to test first! Check the article on how to run a test!
#4 Sort your contacts.
Once the campaign is up and running, create a smart segment to sort your contacts based on their answers.
Let's look at our example smart segment based on our campaign:
- From the first drop-down, we'll choose campaign values since we used a campaign field and select a question 'Do you like tennis?' ➜ contains ➜ yes.
- 'Do you like basketball?' ➜ contains ➜ yes.
- Then add another condition and here choose 'Do you like football' ➜ contains ➜ no.
- 'Do you like skiing?'➜ contains ➜ yes.
You can combine with the conditions set and find the exact contacts that suit your needs.
This segment will return all contacts that like tennis but don't like football. You can now go ahead and use this example to help you create segments based on your campaign!
Great job! Now, with this flow as an example, you will know how to continue the communication with your clients and send relevant content based on their answers!
Please sign in to leave a comment.