Best options for ad-hoc NPS surveys (Advanced Outreach)?

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We had the following request from one of our customers and was wondering what would be the best option....

Customer needs to send NPS survey to certain people once their engagement is completed. The engagement is not being tracked in Salesforce. The customer can send a list of people they need to send the survey to.

I originally thought about CSV but the problem is that the CSV is a one time option. I would need to duplicate the survey each time I need to send it out. So the other thing I thought was having a custom object in MDA, customer can upload their spreadsheet to S3 bucket and having a job consume that and put it into the MDA object and the AO querying the MDA object every day for new entries and sending those out. Too complex? Any other options you might think off?

Thanks!
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Marcelo, Champion

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Posted 4 weeks ago

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Abhishek Sivaraman, Senior Product Manager

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Hi Marcelo,

The second option is the best option . Loading contacts to the custom object on an adhoc basis and using query builder to check for new contacts every day at a set time sounds like the perfect way to solve this use case.

Thanks
Abhishek S
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Dan Ahrens, Gainster (employee)

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Hey Marcelo, how many participants do you think you'd be adding per week?

One other option to consider might be the Events Framework trigger - https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Examples_and_Tutoria...
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Marcelo, Champion

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Thanks Dan! Lets assume maybe 100 recipients per adhoc round.
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Dan Ahrens, Gainster (employee)

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In that case the S3 to MDA option you outlined is probably the most straight forward and easiest.