How to fetch latest NPS Score from NPS survey response using Bionic Rules

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  • Updated 1 year ago

It is a common use case to fetch the latest NPS score per account. Below post shows how you can fetch the latest NPS score using Bionic Rules:


Step 1: Create a dataset task fetching account and Maximum Last Modified date as shown in the screenshot below:


Dataset Task Name: Fetch Latest NPS Date


Step 2: Create a dataset task to fetch all NPS scores


Dataset Task name: Fetch all NPS scores



Step 3: Merge above dataset tasks on “Last Modified date”



Running the above rule will fetch you the latest NPS score per account.

You can perform any action, Load to customer info or any other action to load latest NPS score.

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Jitin Mehndiratta, Product Manager

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Posted 1 year ago

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Dan Ahrens, Official Rep

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Jitin, was your merge a left merge?
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Jitin Mehndiratta, Product Manager

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Dan,

Yes. It was a left merge. Retained all records from the left dataset.