Problem: We send a transactional to clients that recently had an insurance claim close. Some claims get reopened, then closed again several months later. In this scenario, the client will get a survey twice for the same claim. We currently have a contact frequency rule that limits clients from receiving the same claim survey more than once in a year. However, if a client has multiple claims throughout the year, we only send a survey on the first one and miss out on feedback from the others. Is there a way to set a contact frequncy rule so a client would only receive ONE survey for a specific claim number?
Thanks,
Leslie
Best answer by AdamK12
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