Scheduling Invites for Contact Based on Triggers

Scheduling Invites for Contact Based on Triggers

The following document explains how you can configure one time invites and recurring invites for Email distribution of Contact based on triggers.



One Time Invites


Under One-time invite, you can choose to send an email immediately or schedule it for later. The invitation will only be sent once for each recipient. This can be used in scenarios like sending a customer feedback survey or a growth analysis survey.  
 
The following options can be used if you wish to send the Email as One Time Invites:
  1. Immediately
  2. After a delay
  3. At a specified date and time
  4. At scheduled time slots

Immediately


 
If the One-Time Invite is set as Immediately, the email will be sent as soon as the trigger is activated.
Use Case:
  1. You can send a customer feedback survey when a ticket is closed.
  2. The HR of a company can send an onboarding survey when an employee record is created in the HRMS platform.

After a delay:



The After a delay option will send the email invite only once when a certain period of time is over since the trigger is initiated. We offer trigger invites that are sent out after a predetermined amount of hours, days, weeks, and months.

Use Case:
  1. A travel agency which wishes to take a feedback survey from the passengers one hour after they reach their destination.
  2. An e-commerce site that wishes to take feedback from customers 2 days after their order has been delivered.
 

At a specified date and time




With this option, you can specify the date and time at which the collected email invite should be sent. This can be beneficial to send surveys after a particular end date.

Use Case:
  1. A retail mart is planning a Christmas sale from 18th Dec to 25th Dec. To assess the shopping experience, a customer feedback survey is sent to all the shoppers once the sale ends on Dec 25th. The send At a specified date and time trigger method can be used for this purpose.
  2. A three-day Market Research conference is happening in Sydney, Australia. The organizers of the conference want to send an event feedback form to all the attendees once the conference is over. For example, if the end date of the conference is on May 2nd, then the feedback survey should be sent on May 2nd. They can do so by using the trigger based on a specified date and time.

At scheduled time slots



The scheduled time slots option lets you send surveys in batches, on a particular date during selected intervals.

Use Cases:
  1. Healthcare providers can send surveys to patients to gather feedback on their experiences with medical services at scheduled time slots.
  2. It can be used in offices to send timely employee feedback surveys
  3. To schedule a quiz to 100 candidates for hiring.

Recurring Invites 

You can configure sending email as recurring invites to ensure the invitations will be sent periodically.
To configure Recurring Invites:
 
  1. Set the Frequency of sending Invites as either Daily, Weekly, or Monthly.
    1. To send the email every day, select Daily.
    2. To send the email every week, select Weekly, and select the days to send the email messages and the time slots.
    3. To send the email every month, select Monthy, and set the cycle
      1. If it's Daily to send the email on specific dates
      2. If it's Weekly to send the email on the selected day of the selected weeks.
  2. Choose the Start Date for the Email Invites to begin sending.
  3. Select the Time Slots: Choose the time slots at which the invites should be sent. For example if you want a Feedback survey to be sent at 10:00 AM, 15:00 PM and 19:00 PM then add those three time slots.
  4. Set the Sending Intervals: Schedule the intervals at which the recurring invites should be sent. If the frequency is daily, weekly, or monthly, the invites will be sent as such by default. However, you may customize the interval frequency by choosing any of the options in the dropdown.
  5. Set the Trigger Expiry to choose an end type for the email schedule.  It can be set to be non-stop, based on a date, the schedule count, the collector response count, or the survey response count.
  6. Once you're done, click Schedule, and proceed to Schedule a Reminder.
 
Note:
Click the Skip Weekends checkbox to skip sending the email on weekends.

Trigger Expiry  


The Trigger Expiry option is used to set an expiration date for trigger activation. Based on the different requirements that may arise, Zoho survey provides the following trigger expiration options:
  1. Non-stop: In this case, the trigger has no expiry, and the invites will be sent unless the trigger is manually disabled. For example a store owner that sends customer feedback surveys can set the Non-stop triggers.
  2. On a specific date: If you wish to end sending invites on a specific date, then you can set the specific End date.
  3. On invitation count: When the trigger expiry is chosen based on invitation count, for example 50, then once the 50 invites are sent, the emails will not be sent further.
  4. On collector response count: The trigger expiry is chosen based on collector response count. Consider the social media team of an organisation has set 100 responses per collector each for Facebook, LinkedIn, and Instagram. When 100 responses have been reached for Facebook, no more emails will be sent for Facebook users.100 responses are set for social media collectors, then once 100 invites are sent, the email invites will not be sent further.
  5. On survey response count: When the trigger expiry is chosen based on survey response count, for example: if the count is set to 1000 responses, once 1000 responses are received for the survey, the email invites will not be sent further.
 
 
 
 
 
 
 

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