CX Workflow Powered by AI

The AI-powered CX Workflow streamlines survey assignments and reminders with tailored rules, ensuring timely delivery to targeted customers. Utilize it for seamless data import, survey assignment, scheduling, reminder triggering, and transaction exclusion as required.
This document outlines the process of setting up a CX Workflow in QuestionPro CX.

Here is a glimpse of the workflow (Import Rules):

There are different rule engines in the workflow to enable flexible data import and survey distribution. Below are the 4 types of rule engine and their functions:

• Import Rules: Import transactions and assign surveys and Email/SMS templates to each transaction.
• Send Rules: Decide the time of survey delivery for the imported transactions. You can choose to deliver the survey immediately after import or schedule a delivery for later.
• Reminder Rules: Decide whether a reminder needs to be sent or not. If yes, when should it be triggered?
• Exclude rules: Used to segregate the transactions that should not receive a survey and keep them in a separate list.

Let's take an example to understand the chronology of these rules:
We have an import file with 3 transactions

1. [email protected]: Should receive a survey for iPhone 11 because he purchased iPhone 11 product
2. [email protected]: Should receive a survey for iPhone SE because he purchased iPhone SE product
3. [email protected]: Should not receive any survey because the product name is not mentioned in the file

1. Exclude Rules will check if there are any transactions to be suppressed from receiving a survey. In our example, the 3rd transaction - [email protected] will be separated from the list and the rest of the two transactions will be passed as input to the next rule engine
2. Import Rules will receive the first two transactions. It will assign the surveys based on the product
   [email protected] :: iPhone 11 Survey
   [email protected] :: iPhone SE Survey
3. Send rules will send the survey invites to both of the above transactions based on the selected email templates in the rules.
4. Reminder rules will act as per the configuration.

Go to: Login » Customer Experience » Admin » Workflow

We will add the rules for the example used in the above section.

Adding Import rules: You just have to specify the criteria to assign survey and Email/SMS templates.

• Click on Add Rule
• Name the rule
• Select the Segment, Product, Product group, and custom variables for setting the criteria
• Select the Survey you want to send out for the above criteria
• Select the Email and SMS template
• Click on Save

There is a default rule which will assign surveys to the transactions which do not meet any other rules. You can select the survey to be sent for the default rule.

Adding Send rules: You have to specify the criteria to set the delivery mode (Email, SMS, or Both) and time of survey delivery.

• Click on Add Rule
• Name the rule
• Select the Segment, Product, Product group, and custom variables for setting the criteria
• Select the delivery mode - Email/SMS/Both
• Select type of delivery - Immediate/Schedule for later. If you choose to schedule, specify the number of days after which the survey should be sent with respect to Import/Transaction date
• Click on Save

Note: If you want to immediate delivery or schedule for the same time for all the transactions, you can use the default rule itself.

Adding Reminder rules: You have to specify the criteria to set the delivery mode (Email, SMS, or Both) and Email/SMS templates for reminders along with the time of reminder delivery. You can also set a recurring reminder here.

• Click on Add Rule
• Name the rule
• Select the Segment, Product, Product group, and custom variables for setting the criteria
• Select the reminder delivery mode - Email/SMS/Both
• Select the Email and SMS reminder templates.
• Mention the number of days after which the reminder should be sent
• If you want to set a recurring reminder, choose Repeat Every from the dropdown. Else choose Does not Repeat option
• Mention the number of days after which the following reminders should be sent along with the number of times (Occurrences) you want to repeat the reminder
• Click on Save

Note: If you want to schedule reminders for all the transactions at the same time, you can use the default rule itself.

Adding Exclude rules: You can specify the criteria to suppress the survey distribution to some transactions.

• Click on Add Rule
• Name the rule
• Select the Segment, Product, Product group, and custom variables for setting the criteria.
• If the criteria matches, no survey will be sent to that transaction.
• Click on Save

For sending surveys in CX, it is mandatory to have workflow rules in place as the transaction import and survey distribution will be determined by the workflow rules.

Workflow setup is mandatory because survey assignment is the first and foremost step in the survey distribution lifecycle which in CX is done through the workflow Import rules.

Hence, the system directs you to set up workflow rules when you attempt to deploy a survey in CX

Yes, you can reset all the rules using the Reset option on Import Rules screen. It will ask for your confirmation when you click on the Reset button, please select Yes to delete all the rules.

Yes, you can reorder the workflow rules by selecting a rule and dragging it up/down.

Yes, you can. We empower you to create custom logic that determines whether an intercept survey should be triggered. By tapping into the data layer, you can define rules and conditions that reflect your unique use case, ensuring a highly tailored survey deployment.