Survey rules do three main things:
- Create objects like contacts, organizations or opportunities.
- Perform actions like send collateral, submit an inquiry for the contact or start the contact on a work plan.
- Make decisions based on the information received in the survey as well as information already in the Enterprise Marketing Automation database. For example, if the contact expresses interest in a certain product, you can show the contact a web page about that product after completing the survey.
Survey rules process the data collected by the survey. For example, a survey rule can use survey answers to create a new contact record. Rules also allow the survey to automatically perform various marketing functions.
To Add a Rule to a Survey
Rules process survey data. For example, when a contact submits a web survey, the survey rules can
create a contact record, submit a collateral request for the contact and customize the next web page
the contact sees.
- From the Survey tab, click the survey you want. The survey content appears with the Info tab active.
- Click the Rules tab. The Rules window appears.
- From the Rules tab, click Commands > New Rule. The Select Rule Action by
Category screen appears.
- Click the Rule action you want. Options include the following:
- All - Displays all rules available.
- Customer - Displays rules elated to customers.
- Session - Displays rules related to the survey takers current sesssion.
- Utility - Displays rules that trigger an action.
- Click a rule. The rule is highlighted.
- Click the Next button. The Edit Rule - XXX window appears. Different fields appear depending on the rule selected. However, most often the Condition field and a few other fields appear.
-
- Click the Edit Condition button. The Condition field changes and new buttons appear.
- In the Condition field, click the Set Clause... link.
- Configure the rule as required.
- Click the Save button. The rule is added.
Warning! With an Opportunity survey or Event Registration survey, you cannot use the Set Next URL rule action to point to the URL of a Contact survey. If you do this, and you try to submit the Contact survey, you will get an Opportunity not in context error.