How to schedule quarterly NPS emails
To schedule a NPS for an individual
- On a spreadsheet with your subscribers (only a email column is required) add a new column NPS Quarterly.
- In this column add a date (DD/MM/YYYY) that you wish to send the first quarterly NPS email.
- Note: do not use the current date as the schedule begins at 12am.
- Bulk import the spreadsheet assigning the following Columns > Fields:
- Email > Email
- NPS Quarterly > NPS Quarterly
- That's it!
What happens when you trigger a NPS?
- Scheduling your Quarterly NPS will trigger an email at 9am on the date specified.
- The email asks for a score (from 1-10) on the likelihood of them referring you to a friend or colleague and looks something like this: PREVIEW OF NPS EMAIL
- If they click 1-8 they will be asked for feedback on how you can improve.
- If they click a 9 or a 10 they will asked for positive feedback and then a referral.
- You will receive an email with NPS score, feedback and some recommended actions.
- This will repeat every 3 months and cycle again on the anniversary of the NPS Quarterly date.
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