Know Before You Go
Salesforce restricts the export of Report to 20 Filters maximum. AskNicely utilizes 2 Filters for processing. You will be limited to only 18 Filters. Otherwise the Report will be stuck in "Processing" and not import Contacts.
Salesforce Reports are a powerful tool that allows you to dynamically pull in Contacts, Accounts, Opportunities and other Custom Objects into a List. To learn how to do this efficiently and effectively, check out this article or contact your Salesforce Admin.
Setting Up Reports in AskNicely
Adding Reports
Once your Salesforce Admin has completed the integration of our AskNicely Custom Object, Authorized Users can now search for and pull Reports in from Public and Private Folders using the Dropdown.
Action Settings
You have several different options when it comes to how your Surveys will be sent, based on whether your Report will be Triggered, have a Daily Max, or custom Contact Rules:
Enabled Button: The first thing you'll notice on the left is an Enabled button. This allows you to decide if you want to sync reports as part of the daily sync or not. Once it is on, you will have the option to re-sync or re-"pull" the list from Salesforce at any time. If you turn this off:
- The contacts currently on your Contacts page will stay as Active
- No further updates will be made, and no new contacts from that Report will be added to the Contacts page.
Triggered Toggle: The "Triggered" Toggle means that when Reports are synced from Salesforce to AskNicely, all eligible contacts (see below) found on that Report will be surveyed immediately. If the toggle is disabled, your report will sync daily and import new Contacts into AskNicely. You can then set up a Send Scheduler to schedule Surveys to be sent.
- What is an eligible contact? newly added contacts and/or contacts on the list that are past the number of days specified on the
Contact Rules
Caveat with Triggers: When a survey is triggered, that person is added to AskNicely as an Active Contact on your Contacts page. This means they have the potential to be surveyed again in the future if you have a Send Scheduler running as well.
If you'd like to avoid this outcome, add a rule on your Send Scheduler to exclude the Segments that are set up to Trigger. (ie. "Segment" IS NOT "Name_Of_Your_Salesforce_Report")
Sync time: The sync time is the time of day the emails will be sent via the Trigger feature.
Send Max: The maximum amount of surveys you want triggered every time your report is synced. This will prevent additional surveys, beyond this number, being send with each sync, regardless of how big the report is.
Contact Rules: This is the number of days before a contact is eligible for a new survey.