Survey Abandon Template

Overview

The Abandoned Survey use cases enable you to target website visitors who abandon actions like filling out a survey. These visitors will receive targeted communications encouraging them to complete their survey, offering incentives such as a reward. Additionally, each step of the process is tracked. For example, with a survey, you can identify the exact page or question where a visitor stopped.

To be able to track the behavior of the visitor in the survey and to detect when a specific action has started, stopped or completed, the following events are tracked and sent as signals to the Moments application: Start, Update and Complete. These signals are then captured by the Survey abandon Moment.

 

Configure the Survey Abandon Moment

To configure a Survey Abandon Moment, the following properties need to be set.

Settings

Check out the topic on creating a Moment for details on these generic settings.

Moments preferences

Duration

Duration indicates the number of days, hours or minutes that need to pass after a customer started the survey but did not complete it.

Example: At 14:00H, a customer starts a survey. An hour later the survey has not been completed yet and no updates have been made. The Survey Abandon Moment is triggered.

App sources other than Moments to trigger the Moment (optional)

Note: The App source field is only displayed when at least one additional source, besides Moments and Signals, is configured for the environment. For example if you have a Loyalty integration, those events can also be used as a source for Interactive Moments to listen to.

The App source field let's you select additional sources for the Moment to listen to, such as Loyalty or Integrations.

Conditions to filter the signals triggering the Moment (optional)

Conditions let you define a filter on the incoming signals for this specific Moment using any attribute of the selected event.

When no condition is defined, all signals are captured.

Details on how to define a filter are available in the article Expression builder.

Note: The list of events that can be used for filtering corresponds to all the events that are available for this specific Moment and that are listed in the info box at the top: