Soliciting Product Reviews

This application of CrossEngage’s platform allows companies to obtain valuable feedback from their customers by soliciting survey responses from a segment of customers who have completed an order within a given time span.

For more information, check our documentation on embedding HTML surveys generated in Zenloop.

• Type of Campaign

  • Audience: This campaign is not triggered by any real-time future behavior of the user. Instead, it is triggered by a static attribute, whether a customer has completed an order.

  • For more on the distinction between Audience and Real-Time Campaigns, see our documentation on the subject: https://documentation.crossengage.io/faq/campaigns/when-should-i-use-audience-and-realtime-campaigns​

• Necessary User Attributes

  • Email Address (traits.email)

  • Purchase History

• Necessary Events and Properties

  • Order Completed (between X time to dispatch and dispatch)

• Campaign Set-up

  • Be sure to name and describe the Campaign clearly.

  • “Groups” and “Labels” are optional features allowing a Campaign to be associated with similar campaigns for organizational purposes.

• Determine Dispatch Timing

• Control Group

  • The use of a control group is a matter of personal judgment. The advantage is that, given a statistically significant sample size, you can ascertain the effect of the campaign on user behavior. The disadvantage is that fewer users will be reached by an effective campaign.

• Target Group: One convenient aspect of CrossEngage is that you can segment users both via the “User Segments” button on the Navigation Bar, or from within the Campaign Creation interface.

  • Create or Add Segment

    • Customers have the choice of targeting all users, using a pre-defined segment, or defining a new segment during the campaign-building process

  • Add Condition

    • Attribute based

    • Traits.email exists

  • Add Condition

    • Event based

    • Completed Order events are greater than or equal to 1

    • Relevant time frame: between 1 month of dispatch and dispatch

Messages

• First, you must choose which communication channel you wish to utilize. For more information, check out our documentation on the subject: https://documentation.crossengage.io/integrations​

• To personalize your message, read through our documentation here: https://documentation.crossengage.io/personalisation​

• Bonus: Include a Voucher! https://app.crossengage.io/vouchers, https://documentation.crossengage.io/personalisation/voucher-helper​

Cappings and Exclusions

• Be sure to configure cappings to control the number of times customers receive marketing communications.