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Automation templates

NPS survey automation workflow

Free

The Net Promoter Score (NPS) is a measure of customer loyalty. A survey asks how likely subscribers are to recommend a brand on a scale of 1-10. Scores of 1-6 are Detractors, 7-8 are Passives, and 9-10 are Promoters.

When you send out an NPS survey, you can automatically email respondents and target them based on their answers. You can reply to Detractors and Passives asking for feedback and improvements. And you can automatically reach out to Promoters to thank them and ask them to leave you a review.

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NPS survey automation workflow

Setup

This workflow is designed to support an NPS survey email. Once your workflow is activated, you can send a regular campaign containing an NPS survey. As your subscribers complete the survey and their fields are updated, they will trigger the workflow.

How do I use this template?

  1. Go to the Automation page and click New automation

  2. Select the NPS survey template

  3. Choose a custom field for the Updated field trigger (e.g. NPS responses) and choose is one of: 1,2,3,4,5 to email Detractors or is one of: 9,10 to email Promoters

  4. Use the Email step to send a survey on how to improve their experience (Detractors) or to ask for a review (Promoters)

  5. Save the step and turn ON your workflow


This is just one great example of how you can use this template. You can edit this template as much as you want to make it work for you. The sky is the limit!

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