How do I send automatic survey invitations at a specific time based on a date?
Using conditional logic to send Automatic Survey Invitations at a specific time, based on date fields.
Scenario 1:
We want to send an automatic survey invitation at a specific time 1 day after a date provided in a date field.
Setup:
datediff([surgerydate], 'today', 'd', true)=0
The logic becomes valid or true when the difference between the surgery date and today's date is the same or 0. Then, in step 3, we are asking for the invitation to besent 1 day later.
Note: since this is a longitudinal study, we must also specify the event name for the field we are referencing.
Scenario 2:
In this scenario we are sending a survey invitation 7 days prior to a date provided in a date field.
Setup:
datediff([event_1_arm_1][birthday], 'today', 'd', true)=-7
The logic becomes valid or true when today is 7 days prior to the birth date. Then, in step 3, we are asking for the invitation to be sent immediately.
Alternatively, if we wanted to send the invitation at a specific time, we could change the value to -8 and select Send on next day at 9:30.
Scenario 3:
In this scenario, we are sending an invitation 7 days after the birth date.
Setup:
datediff([event_1_arm_1][birthday], 'today', 'd', true)=7
Alternatively, if we wanted to send the invitation at a specific time, we could change the value to 6 and send on next day at 9:30.