How to setup survey throttling
What is Throttling?
Throttling, in the context of survey distribution, is a mechanism used to control the frequency of survey deliveries to a customer. This ensures that customers do not receive excessive survey requests within a short period, improving response quality and preventing survey fatigue.
We offer two types of throttling:
1. Global Throttling
Global Throttling ensures that a customer does not receive a survey from any channel or survey until the defined throttling period has passed. If a customer has already received a survey through any share channel in any survey, they will not receive another until the throttling period has expired.
Key Points:
- Default setting: Enabled with a 30-day throttling period.
- Scope: Applies across all surveys and all sharing channels.
- Use Case: Prevents over-surveying customers across different surveys and channels.
2. Survey-Level Throttling
Survey-Level Throttling applies only to a specific survey. If enabled, it restricts multiple survey deliveries within the same survey but does not affect other surveys.
Key Points:
Scope: Applies only within the selected survey.
Behavior: If a customer has received a survey in Survey 1 and you want to send them another survey from Survey 2, you can enable Survey-Level Throttling for Survey 2.
Use Case: Allows more control over survey distribution for individual surveys without affecting other surveys.
How to Enable Survey Throttling?
Method 1: Using Throttling Settings
- Login to your account.
- Click on the Settings tab.
- Click on Throttling from the side navigation.
- Click on Add Survey to open the dropdown of available surveys.
- Select the surveys in which you want to apply throttling.
- To re-set the throttling days, click on the edit icon and enter the desired number of days.
Method 2: Using Survey Settings
- Login to your account.
- Choose the survey on which you want to apply survey-level throttling.
- Select Survey Setting from the side navigation.
- Select the radio button for Survey-level throttling.
- Choose days from the dropdown or add custom days.
When to Use Throttling?
Use Global Throttling when you want to ensure customers do not receive multiple survey requests across different surveys within a short time.
Use Survey-Level Throttling when you want to limit survey requests for a particular survey while still allowing other surveys to be sent to the same customer.
By configuring throttling settings appropriately, you can balance customer engagement and feedback collection efficiently.
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