Summary
A summary of what the survey is for i.e., its purpose
Audience segment
The audience segment that receives it
Responsibility
Who is responsible for the overall process as well as others responsible for delivering each part of the process
Stakeholders?
Intended recipients of the report
Process
The process of creating and sending the survey as well as collating the results
Method
User survey - Triggered automation
Frequency of data upload: monthly (mid-month)
Log in to My Stroke Guide
Navigate to the Forum > Admin > Users > Export
Filter down to the month required and delete the rest
Filter down to Consent to stay in touch by Email
Then rename column E (created_at) to MSG_REGISTERED_DATE
Then change the dates in column E from 2017-03-23 13:07:52 UTC to DD/MM/YYYY
Save the file, renaming it ‘MSG survey’
Log in to Dotdigital and select the ‘Events’ account
Navigate to the ‘Contacts’ tab
Navigate to the ‘MSG’ folder
Select the address book ‘MSG User Survey NEW 2021 (click on the name)
Click on ‘Add contacts’ and select ‘Add a list of contacts from an Excel or CSV file'
Upload the ‘MSG survey' file
Map as shown here (‘skip’ all others):
Dotdigital triggered automation setup
