Follow up after a healthcare event with a survey using this Package Manager solution.
If you haven’t deployed this solution, before you begin, deploy the Health and Life Science Feedback Request solution.
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Add subscriber data to personalize the message.
- In Contact Builder, select Data Extensions.
- Expand the Data Extensions folder, and select the Industry Solutions folder.
- Select the Subscriber Data data extension, and add your subscriber data to the relevant fields.
- Open Journey Builder to configure the journey.
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Name the journey to reflect your goal.
- In Journey Builder, select Folders.
- In the folder that you deployed the solution to, select Health and Life Science Feedback Request.
- Rename the journey to reflect your campaign.
- If you don’t want to use the default entry source, select a Data Extension entry event.
- To determine when the journey runs, click Schedule.
- To determine the best time to send the email to maximize the chance that recipients engage with your message, configure the Einstein STO activity.
- Customize and test all the emails in the journey using the instructions in the email templates.
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In the Feedback Request 1, 2, and 3 emails, open the survey forms and make sure that
they update the SurveyCompletion field in the Customer Info data extension.
This data extension drives the three Post Email Completed? decision splits in the journey.
- Set a goal for your journey.
- Activate the journey.