Looking to trigger surveys based on milestone dates, like onboarding completion or a contract anniversary? AskNicely makes this possible by using date-based logic in your Send Schedulers.
💡 Introduction
This article will guide you through how to set up date-based Follow-Up Surveys in AskNicely. These are especially useful for Lifecycle surveys—like sending feedback requests two weeks after onboarding or three months before a renewal.
🛠️ Step-by-Step Instructions
1. ✅ Convert Your Custom Field to a Date Field
Before you begin, AskNicely needs to recognize the field you're using (e.g., closed_won_date, signup_date) as a Date field.
To do this:
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Go to Settings > Data Management
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Find the field you want to use
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Click to edit it and set its Data Definition to a Date format
🛎️ Don’t see the option? Reach out to support@asknice.ly and ask us to convert the field.
2. 📤 Set Up a Date-Based Send Scheduler
Once the field is a Date field, go to your Send page (paper airplane icon):
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Click Add to create a new Send Scheduler
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In the first dropdown, choose your date field (e.g.,
closed_won_date) -
Choose is exactly in the second dropdown
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Set the number of days (e.g.,
14 days ago) -
Set the last dropdown to Don't Repeat
This ensures the survey sends only once per contact based on the date value.
NOTE: Contacts you want to schedule have to be in your Contact list before midnight local time. If added after midnight, the Scheduler will not pick them up until midnight the following day. Keep this in mind when configuring when you will be importing vs. how many "days ago" in your rule set. We advise that you give at least an extra day buffer between import and queuing.
3. 🗓️ Example Use Case – Lifecycle Surveys
Let’s say you want to send surveys at three points in the customer lifecycle:
| Timing | Rule Example |
|---|---|
| 2 Weeks After Closed Won |
closed_won_date is exactly 14 days ago – Don’t Repeat |
| 3 Months After |
closed_won_date is exactly 90 days ago – Don’t Repeat |
| 3 Months Before Renewal |
closed_won_date is exactly 270 days ago – Don’t Repeat |
Set up three Send Schedulers with each of these rules and your surveys will go out on time and only once.
🎥 Video Tutorial
❓FAQs & Common Issues
Q: Can I use any field for date-based scheduling?
A: No—the field must be explicitly defined as a Date field under Data Management.
Q: What does "Don't Repeat" actually do?
A: It ensures that once the survey is sent based on a specific date match, it won’t send again for that same contact/scheduler.
🔗 Next Steps & Related Articles
Need help configuring your survey timing? Reach out via the in-app chat or email us at support@asknice.ly!