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.
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!