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Using Aurea List Manager  >  Segments  >  Triggered segments  >  Insert trigger survey

Insert trigger survey

The Segments > Insert Trigger > Survey tab allows you to set a clickthrough for your segment.

You can create triggered segments based on a member's survey responses; for instance, to filter out members who may not have answered a survey, or not answered enough questions. The segment can be based on who took or did not take the survey, who answered which question, or what the response to a particular question was.

When creating a triggered segment, the member event that triggers the mailing to be run, takes precedence over the survey segment rules. The mailing is sent to the survey segment only after the triggering event occurs.

Insert trigger survey tab UI

The table below explains the options available in the Insert trigger survey tab:

Field Name Description
Member

This is used to choose responded to or did not respond to from the drop-down menu. This refers to the member's response to any survey or a particular survey, defined in the second drop-down menu. Choose any survey or the specific survey you want to segment on from the second drop-down menu
Filter Options

This is used to filter options are not available if did not respond to is selected. They are only available when responded to any or one particular survey is selected

There are three filter options available:

  • No additional filter option: This option is always available, and creates a triggered segment based only on whether or not a member responded to or did not respond to any question in any survey or a particular survey
  • Filter based on number of questions answered: This option is only available if the responded to option is chosen for the member. There are two options:
  • Member answered: Select the desired command from the drop-down menu
  • This many questions: Enter the number of questions to correspond with the command. There is no limit to the number of questions that can be segmented on. For example, To segment based only on those that answered three or more survey questions, select >= greater than or equal to from the drop-down menu, and enter the number 3 in the questions field
  • Filter on how a particular question was answered: This option is only available if the responded to option is chosen for the member, and a particular survey, not any survey is selected
  • Member answered: Choose the desired command, answered, or did not answer about a particular question from the drop-down menu. Then, select the desired question from the drop-down menu

  • In this way: Choose the desired command, selected or did not select from the drop-down menu. Then, select the criteria for how the question was answered. If it refers to a fill-in text answer, then two new fields are visible

    The text answer: Choose the criteria for determining how the answer to the question creates the segment. For example, is not null means that it is filtered on if any text was entered in the fill-in text field answering this question

The other options are contains, does not contain, ends with, and begins with, which allow you to segment based on the specific text entered in the response. When one of these options is selected, a new field, This text value, appears, where the text itself can be entered. Up to 200 alphanumeric characters can be entered in this field

To insert the survey clause, click Insert
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