Define the Transactional Survey Audience

Even though your rules and campaigns determine which contacts receive the survey, you still need to define certain audience options if you want to exclude specific contacts or configure opt-out and external suppression list settings. You can also set survey frequency and recency limits to narrow your audience.

See Overview of Audiences for complete details and procedures about using contact lists and segments in surveys and mailings.

1. In the open survey, click the Audience tab.
   Note: The audience for a transactional survey automatically includes all contacts who trigger the associated transactional event. For that reason, you can select only who is excluded from the survey, not who is included in it. You can exclude a total of fifty contact lists and segments, each containing a vast number of contacts.
2. To exclude a list from the audience, click Add Contact List in the Excluded section. The Select Contact List window opens.
   1. To add a contact list, click New Contact List and see Add a Contact List.
   2. Select the list you want to exclude from the survey audience and click OK.
      The list is added to the Excluded grid. Contacts belonging to the list do not receive the survey.
3. To exclude a segment from the audience, click Add Segment in the Excluded section. The Select Segment window opens.
   1. To add a segment, click New Segment and see Create a Segment.
   2. Select the segment you want to exclude from the survey audience and click OK.
      The segment is added to the Excluded grid. Contacts belonging to the segment do not receive the survey.
4. To edit a list or segment that is excluded from the survey, click Open next to the list or segment name. See Add a Contact List and Create a Segment.
5. To remove a list or segment from the Excluded section, click Remove next to the list or segment name.
6. Enter field information about communication options.

   Options Section

   Field	Description
   Honor global opt-in	Select this check box to send the survey to contacts who did not explicitly opt out of receiving surveys and mailings. Clear this check box to send the survey to all contacts in the audience, regardless of their opt-in preference.
   Limit frequency of communication	Select this check box to set a frequency limit and then enter a maximum number of surveys and mailings and a number of days in which contacts can receive messages before they are excluded from surveys. When the survey is launched, it is not sent to any contacts who have received the maximum number of surveys and mailings within the designated time period. The minimum you can enter is two in the last one day. The minimum you can enter is 2 in the last 1 day. The maximum number of days you can enter is 90. Tip: To ensure contacts receive only 1 email every “x” number of days, use the Limit recency of communication setting described next.
   Limit recency of communication	Select this check box to set a recency limit. Enter the minimum number of days that should elapse before contacts receive another email. When the survey is launched, it is not sent to any contacts who have received a survey or mailing email in the past specified number of days. The maximum number of days you can enter is 90. The default value is 1 day. Tip: Use this check box to ensure contacts receive only one email every “x” number of days. For instance, if you want your contacts to receive only one email per week, you can select this check box and then set the field to seven.
   Honor external suppression list	Select this check box to exclude contacts in the external suppression list from receiving the survey. Clear this check box to send the survey to all contacts in the audience, even if they are in the external suppression list. See Overview of the External Suppression List for complete details and procedures about the external suppression list.
   Limit delivery to a randomly selected subset of the audience	Select this check box to send the survey to a random subset of the audience. Enter a percentage or use the up and down arrows to select a percentage of the audience to send the survey to.
   Allow delivery of messages to multiple contacts sharing the same email address	Select this check box to send messages to multiple contacts sharing the same email address. If this check box is cleared, the message is sent only to the contact most recently updated. This option is available only when email address sharing is enabled. See Email Address Sharing. Caution: Because duplicate messages sent to a single address are a common characteristic of spam, you should select this check box only when necessary. When the check box is selected and you attempt to schedule or send a mailing, survey, or proof, and duplicate email addresses exist in your audience, a message warns you that your reputation as a bulk email sender may be adversely affected and impact your ability to send future communications.