A trend shows you what is the survey score of a particular survey campaign or segment of your audience and how it changed over time.

For example, you can create a trend to view the performance of all your NPS survey campaigns, or maybe you want to track the score dynamic of all your survey respondents that have a particular role within their company, and that were surveyed in a specific campaign.

To create a new trend in the selected group, click the "Add trend" button from the menu.

In the new trend builder popup, you will be asked to give the trend a name. By default this field is optional, but it becomes mandatory if you add two or more property filters to your trend (we are covering this topic below).

Next, in the Campaign menu, you can choose whether the trend will read data from all survey campaigns, or you can choose only one campaign for this trend.

Additionally, you can click the "Advanced" button in the campaigns menu, which will give you the possibility to select two or more campaigns to read data from.

You will also see a "Rating question" menu, that says: "Main rating questions from selected campaigns".

This is the default option that will calculate a trend score based on your main rating question, and you will need to change this option only if you need to build trends for additional rating questions that you might have in a survey template. Otherwise, you don't need to change anything in the default settings. Learn more about building trends using additional rating questions.

Next, you can either leave the "All attributes" option selected in order to include all survey respondents in this trend, or you can apply one or more additional customer attributes rules to narrow down results to a specific segment of your audience.

To apply an attribute filter, access the "Property or tag" field and you will see a list with the following customer attributes:

- Customer tag;

- A list with custom properties (which are custom properties that you have created);

- A list with Retently default properties (e.g., company name, job title, etc).

Let's say that all your customers have a "Department" property assigned and you would like to create a trend to track the score performance of customers with a specific department assigned. You will have to find and select the "Department" property from the "Property or tag" field.

Next, choose a condition* and a value, for example, the filter "Department -> is -> Sales" will filter results based on an exact match of the filter value.

* The conditions will differ based on the property type. If your property is a date, then the conditions will include such options as "more than", "before or on", etc.

If you need to narrow down your results, then you can apply more attribute rules to the trend.

NOTE: Each trend can include up to 5 attribute rules.

To add a new rule, click the "Add condition" button from the trend builder popup.

A new filter row will appear, allowing you to choose another property or tag from the list, and you can choose a totally different one, for our example, we'll select "Number of licenses", which is a number property.

When you add multiple rules, you can use the AND/OR toggle to specify whether the trend's data will be based on survey respondents that match all the configured rules (AND toggle position) or at least one of the rules (OR toggle position).

IMPORTANT: When you've created the second attribute rule, the "Trend name" field will become mandatory and you will not be able to create the trend unless you give it a name (the name can be edited afterward).

Finally, to create the trend click the "Add trend" button and it will be added to your group.

Once a trend is created, it will be displayed at the top of the group. A trend consists of two main sections.

In the first section on the left, you will see the details of the trend. Specifically, you will see the attribute rules of the trend, and the survey campaigns the trend is reading data from.

This information will be displayed differently depending on the following situations:

Beneath the trend details, you will find the number of satisfied, neutral, or unsatisfied survey respondents that you currently have within this audience segment.

Next to it, you will see the current score of the trend's segment. In the score widget, you will see a small label with the name of the survey metric. All trends within the group should have the same metric.

Also, this section will also display the dynamic of the survey score which shows if the score increased or decreased from the first score in the selected date range until today.

The second section, on the right, will display a trends widget, which is a visual representation of how the score changed over time.

The group's date range is split into seven equal time intervals, which are represented by the seven columns in the trends widget.

You can hover your mouse over a milestone, and a tooltip will display what was the score that day, whether it increased or decreased from the previous milestone, and how many satisfied, neutral, or unsatisfied respondents you had on that particular day.

In order to modify a trend, you can access the actions menu and choose the "Edit trend" option. In the popup, you can change the selected survey campaign (or choose "All campaigns" instead), and you can change the applied attribute or value (or choose "All attributes").

There are two ways to delete a trend. You can either access the actions menu and choose the "Delete" option, or you can delete trends from the "Manage group" menu.