When setting up an NPS campaign, you can select the customer segment to be surveyed based on a predefined schedule (regular campaign) or after a transaction (transactional NPS).

You can learn more about creating campaigns here: http://help.retently.com/campaigns.

To segment your campaign’s audience, you will have to create filters, which you can access in the Audience tab from the campaign editor.

Each campaign comes with a preset filter that targets all the customers in your Retently account.

To create a new filter, click on the + Add button.

A filter includes up to three elements:

  1. Property;
  2. Operator;
  3. Value (some properties do not require values, so you will only have to choose an operator. For instance: Email -> Exists).

The property field will display a pick-list with: 

  1. Default properties, such as name, email, company etc.;
  2. Custom properties;
  3. Integration segments (currently only Intercom segments are supported).

Click here to learn more about the default properties.

Check the “New Intercom integration” help article to learn more about mapping Intercom properties to customers in Retently.

You can create up to five filters. Also make sure to check, and adjust if needed, the “Customers match all/any filters” option above your first filter.

If you select the “all” option, only customers that match all created filters will be added to the campaign and further surveyed. If you select “any”, then only customers that match at least one filter from the list will receive surveys in this campaign.

When you finish to set up a filter, the preview box, right below the last filter, will update automatically to show you how many customers match this filter.

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