How do I automate and scale contextual outreach to my NPS promoters?
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Asking for best practices around when we should send promoters an outreach around leaving them a review. More simply, the question is, would it be possible to go into a public NPS guide and add a second step asking for a review for G2 to be triggered on those who rated 8+?
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There's a couple ways you can do this:
1. You can set up score-based responses and link out the review. It's the simplest way but a bit clunky and not visually appealing to see the link.
2. My preferred method would be to create a segment based on Poll Response && NPS Score is Greater than or Equal to 8. Then apply this segment to a new guide that asks them to leave a review and links out to your G2Crowd page.
I would love to do the same, albeit for mobile NPS respondents asking them to add an App Store review. I can create the segment based on NPS scores, but I'd love to find a way to make it time-based. That is, present an App Store review (or G2 in your case) guide to NPS Promoters 1 month after their NPS submission (for example). I don't want to ask users to leave a review immediately after responding to the NPS. I'm sensitive to asking them too soon.
Actually, I think I figured it out. Should work with the following:
That way, users aren't eligible for this segment unless and until they 1) responded with a score GT or = 9 and 2) the response came 30 days ago.
LMK if people think otherwise.
Glad you came up with a solution Heath Umbach I'm curious if you have metrics on how this worked for your user base? Any key learnings you can share with everyone? Thank you!
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