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.

  • Necessary User Attributes

    • Email Address (

    • 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

      • 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


Cappings and Exclusions

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