Replace the Escalation Email in a Program with a CTA

  • 4
  • Idea
  • Updated 4 weeks ago
  • Under Consideration

I've got an AO using the Customer Satisfaction Survey model. I don't want to send an escalation email to CSMs (because that is what CTAs are for), but I do want to send them a CTA instead. I've added a Create CTA after the Responded = no, but there's no way to put a Conditional wait on that, so I think the way it's set up, it will wait until the participant hasn't responded after 30 days, send a CTA to the CSM, and then immediately end the outreach.

I can create a conditional wait after Responded = yes, but not after Responded = no?

I think this is possible if I use the Email Chain model, but that doesn't allow me to put a survey question in the email itself, and I'm not sure that allows me to use an Associated Object either. 

Is there anything in the works to allow more customization of the survey-related Program models?
Photo of Leanne

Leanne, Champion

  • 4,828 Points 4k badge 2x thumb

Posted 1 month ago

  • 4
Photo of Alex LeGay

Alex LeGay, Employee

  • 6,258 Points 5k badge 2x thumb
I definitely agree on this one! Having a "Escalation Step" where you can set up an email or CTA would be a good addition.
Photo of Abhishek Sivaraman

Abhishek Sivaraman, Senior Product Manager

  • 9,028 Points 5k badge 2x thumb
Hi Leanne,

Thanks for sharing this use case. This is not something which is planned for the short term roadmap. I will update once we have some timeframe for the same.

Thanks
Abhishek S
Photo of Leanne

Leanne, Champion

  • 4,828 Points 4k badge 2x thumb
Thanks Abhishek. That's disappointing.  

Another option would be to allow more customization of the Email Chain model, where CTAs are available to add, and include the ability to send an email template from that model that allows embedded survey questions.  
Photo of Jasmine

Jasmine

  • 394 Points 250 badge 2x thumb
Hi Leanne, 

Thank you for bringing this up. I am currently working on configuring an AO to send our satisfaction survey and I think a CTA after Responded = No would be very useful.