Automation Criteria: Survey Verdict is

Automation Criteria: Survey Verdict is

You can create an Automation which is triggered whenever a contact achieves a particular Verdict as a result of the answers they have given in a survey.

What are Survey Verdicts?

  • Survey Verdicts are a way to summarise a person’s answers to a survey

  • In short, the way it works is this:

    • You assign points to each Answer Choice in a Multiple Choice Question

      • For example, if the Question is Rate your confidence and the answer choices are High, Medium and Low, you can assign points so that if you answer

        • High = 3 points

        • Medium = 2 points

        • Low = 1 point

    • Then you can create a formula to calculate the final score for that respondent based on their answers to all the questions in the survey.

    • Then you can assign verdicts when respondents' answers fall between particular scoring thresholds.

      • For example, if your total score is

        • between 90 and 100, your verdict is Distinction

        • between 80 and 90, your verdict is Merit

        • between 60 and 80, your verdict is Pass

        • between 0 and 60, your verdict is Fail

How to set it up

  1. Select Create in the top menu and choose Automations

  2. Choose your project

  3. In the Criteria scroll down until you see the Survey verdict is

    automation criteria survey verdict.gif
    1. in the Using dropdown: select a survey - you’ll only see the surveys that have Verdicts set up

    2. in the This field: select the specific verdicts you want to use

  4. Now you can add Actions that will be done to contacts who have achieved that verdict in their survey

  5. Once you are done, press Save

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What happens when a contact has several email addresses or phone numbers on their profile?

When sending an email or sms - the message will be sent to the email address(es) and mobile number(s) for each contact based on which fields have been designated for SMS and Email.