Hi there, I am setting up a once a month manual import of contacts and transaction data into my xm directory, and I would like the survey to be distributed to the contacts imported for that month only.
How do I set up the survey distribution to exclude the contacts that i have imported from the previous month? For example contacts imported in August will receive the survey invite sent in August. When I import new contacts in September, I would like to only distribute the survey invite to the contacts on the list that were imported in September, not those that i have imported in August.
As the contact who received an invite in August may have new transaction data in December, I would like to ensure that this contact receive the invite again in December when new transaction data has been processed in December. Setting the contact frequency rule to 365 days would not work for my case and im not sure what’s the best practice to set this up. much appreciated!
Best answer by Nam Nguyen
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