Trigger a survey to a list of contacts in Salesforce
In this documentation, we will guide you through the process of sending a survey to a list of contacts in Salesforce.
This will include:
- Creating a list of contacts in a Salesforce Report
- Creating a Salesforce Campaign
- Creating a Process Builder, that triggers the survey on an added Campaign Member
- Adding the list of Contacts to a Campaigns and sending out the survey
Create a campaign via the nps.today platform and obtain the CampaignID of the Campaign that needs to trigger a survey.
In this example – the CampaignID is 13544
Setting up a list of contacts in Reports
Start by creating a list of all the Contacts in Salesforce, that you want to receive a survey from nps.today.
Create a Salesforce Campaign
Now create a Salesforce Campaign. This Campaign will later be used for adding the contacts from the Report as a Campaign Member, which then triggers a survey.
Create a Process Builder
Now you need to create a process in the Process Builder, that will trigger a survey, when a Campaign member is added to a specified type of Salesforce Campaign, that you decide.
Another way to go about this is to create a Salesforce Flow, but this guide will use the Process Builder. Ask your Salesforce Admin if a Salesforce Flow is preferred.
Create the Process
The Process starts when “A record changes”:
Find the Object
Select “Campiagn Member” as the Object and start the process “when a record is created or edited”.
Create the conditions for the process to be validated. In this caseThe Campaign Type needs to be a “Direct Mail” with the status “Completed”.
Create the Action
Create an “Immediate Action” and add the following content:
Apex Class: Request NPS Rating
Respondent (ContactId): [CampiagnMember].ContactId
NPS Campaign Id: The nps.today CampaignID fount in the prerequisites section of this document
You will also be able to add data like a What-Id (often the ID of the Salesforce Campaign), Responsible employee, other Custom data written in JSON code.
Save and Activate the Process.
More information about the Apex Variables here
|NPS Campaign Id
|The ID of the campaign you need to target in nps.today.
|The Respondent, that need to receive the NPS survey
|The ID of the record you need to refer to. In above example it is the Case Id because we are sending out an NPS after a case is closed
|The Responsible of the customer receiving the NPS Survey. In above case it is the responsible of the case, the Case Owner. In other situations, in could be the contact owner or the owner of the Account the Contact is related to.
|Here you can use JSON coding to ad any kind of Salesforce data in the NPS.Today custom field. This field accepts any valid json. We do not perform any actions on this information other than storing it and returning it to you on request. Limited to 8kb or nvarchar(4000)
Send out the survey
Not that you have the set-up ready you can add the Contact list in your report to the Saleforce Campaign. Go to your report and click “Add to Campaign”.
Select your Campaign and Member Status and click “Submit”.
Now a survey will be triggered by the Process Builder.