Is there a way to disable reminder email in Advanced Outreach (NPS)?

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  • Updated 3 months ago
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Hi everyone! So, we are trying to use the NPS template for AO but there seems to be no way to disable the reminder email / escalation email steps. We do not want to have that enabled and if we leave it empty we get an error preventing us form saving. Is there a way to disable it (kind of like the disable available for "Heads up email")?
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Marcelo, Champion

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Posted 3 months ago

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Faust Belarmino, Champion

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We ran into this issue as well so we use the "Generic Survey" model for our NPS AO's. It's worked great for us so far! :)
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Marcelo, Champion

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Thanks Faust! We saw that as well and probably will be the avenue to follow. Wish the other templates will be more flexible but this will definitively work :-D
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Ben, Champion

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This is what we do also
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Dan Wiegert, Employee

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Hi Marcelo,
It looks like Faust beat me to it, so I second his recommendation - the generic model is much more flexible, allows you to turn/off whatever features you want, and so long as your survey has NPS questions attaches, still provides the same NPS analytics that the NPS model offers.