Hello, we are currently fielding a fairly large NPS survey monthly using very simple criteria (are they active? are they willing to receive mail from us? have they been updated in our directory recently (so we know those settings are current)?).
We also have a directory rule set up so they don’t receive an NPS survey from us within 180 days of their last NPS survey invite (it’s a custom rule and is survey-specific - they can still receive our other transactional surveys).
The problem we’re running into, is that the sample that gets pulled by our directory workflow and then about 40% give or take, are getting skipped from what I assume is the directory rule. Our total directory is large enough that we shouldn’t run out of people so quickly.
I tried setting up a sample criteria that mirrored the directory rule, using the statistic data “last invite received” is not w/in the past 180 days - but that wasn’t specific enough and was considering all surveys we send (this one, larger studies, and transactional surveys) in addition to the NPS invite. So we removed that, and we’re back to square one.
Is there another setting we can add at either the directory or sample criteria level that could help us get closer to our desired sample size?
Thanks for your help!
