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Question

Survey Filtering

  • 14 May 2024
  • 3 replies
  • 58 views

Has anyone done any configuration on generating affected user surveys where you can limit the number of surveys a user can receive if they’ve already received one within x amount of days? We don’t want to bombard our higher volume users with multiple surveys if they’ve already completed one in recent days etc.

Nothing we can find on that currently beyond needing to potentially leverage professional services for something that otherwise seems like it would be in place for a customer somewhere already.

Thanks

3 replies

M
Rank
Badge +2

Hello,


We can confirm that the functionality required in the above incident is not presently available.

However, if this is something that you would like to see in the product in the future, you can submit an enhancement on our IFS Community site where you will engage directly with our Product Management team.

How to log enhancement?
 Register on the IFS Community. Your profile will be enabled within 24 hours.
 Go to the Ideas page and use the 'Create an Idea' button.
 Describe your idea with as much details as possible. 
 Populate 'assyst' in the Product area and the Tags fields before saving
 Click Create!!

Not sure how to use the Community?  few FAQs are available in our Self-Service portal:  
  How do I log an enhancement request?
  How to register on the IFS assyst Community?
  How to use the IFS assyst Community?
 

If you have already created a topic, please feel free to close this community question.

 

Kind Regards,

Michael

S
Rank
Userlevel 5
Badge +12

This might be over-engineering a solution but I will suggest it anyway…

 

We use ETM to send surveys (though this is in early development as we are experimenting with platforms to maximise our feedback). In this case you could write the date to a field in the user’s Contact User record when you send a survey. Reading this field and doing a datediff would enable you to stop the survey issuing process if the user’s last survey was within x days.

M
Rank
Userlevel 1
Badge +2

I’ve done this in the past using the Action Processor and SmartMail Rule Dispatcher (Integrations:SmartMail Rule Dispatcher - assyst11-7Wiki (axiossystems.com)).

We created a query that looked at the surv_req table.  The query would run prior to SmartMail generating the email. 

If the surv_req.usr_id = the affected user id and the surv_req.issued_date is within x amount of days, don’t send the survey, otherwise send it.
 

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