Email surveys are most commonly used. You can create an email survey and deploy it manually or automate the deployment via API or FTP. The process of sending Email and SMS survey includes importing *transactions in the system, survey selection, email template selection and delivery time selection. *Transactions - Every interaction with your customer is a transaction in CX. Say, you have a customer buying a book from you. This interaction is termed as a transaction. If the same customer buys another book from you, that is supposed to be considered as another transaction. Hence, you cannot send multiple surveys to one customer. Everytime you need to send a survey to a customer, you need to import the details of the transaction and the customer in CX.
To create an email touchpoint, go to:
To send the email or SMS Surveys, you need to import transactions in the system.
There are 2 ways through which you can import the transactions
Go to: Customer Experience >> Deploy >> Distribute >> Send
This feature is available with the following license :