Limit Survey Frequency

If you send surveys automatically using one of the various methods available, you may want to make sure a customer doesn't receive them too often.

This is useful, for example, if you have some customers who order very regularly - perhaps even multiple times a day, or if you have customers on subscription billing. If you invoice monthly but want to invite feedback just once every 6 months, for example, this is the way to do it.

There are no hard and fast rules about frequency, it's just a case of choosing what's right for you and your customers. You need to balance on the one hand making it easy for people to give you feedback when they might have a reason to and on the other hand sending too many emails to the same person. The main thing to bear in mind is that it's best to choose it from the customer's point of view. You could even ask them - remember it's for their benefit that you're doing it.

How to set the frequency

1. Go to the Settings area:

2. Select the 'Feedback Requests' tab.

3. Choose the minimum delay between surveys.

Feedback requests will still be created and queued, but when it comes time to send the survey if one has been sent within the period of time you've specified, the request will be marked as cancelled and not sent.