Edit Transactional Survey Attributes

After you add a Transactional Survey element to your flow diagram, you can edit its attributes to define which survey to send to a contact. In addition, you can choose to send the survey immediately, at an exact time, or at a certain interval.

If the survey is scheduled to be sent at a certain interval, the survey is stored until sent by the mailer daemon. By default, the mailer daemon is scheduled to send scheduled transactional surveys every fifteen minutes.

Note: The Transactional Survey element simply schedules a survey to be sent. It does not pause the processing of the flow until the survey is sent. Therefore, any elements following this element in the flow continue to process immediately, even if the survey is scheduled to be sent in the future.

This element can be filtered using segments. If you choose to filter a transactional survey, you can select whether contacts who are in or not in the segment are sent an email.

1. Double-click the Transactional Survey element.
   The Transactional Survey window opens.
2. Enter the name of the element in the Label field.
3. Select the survey you want to send.
   1. To search for a survey, right-click the list and select Search. Then enter the survey name in the Find field.
   In order to be sent, the transactional survey you select must be in a launched state. If you select a transactional survey that has not been launched, it is not sent and the system advances to the next element in your flow diagram.
4. To create a transactional survey, click New Transactional Survey. See .
5. Click the Schedule tab.
6. Enter field information.

   Schedule Tab

   Field	Description
   Immediately	Select this option to send the survey invitation message immediately after this action occurs.
   At Exact Time	Select this option and click the calendar (to the right of the At Exact Time field) to select a specific date and time to send the invitation message. If this option is selected, a clock icon appears on the Transactional Survey element to indicate that a time has been scheduled for this invitation message.
   Wait	Select this option to send the survey invitation message a specified amount of time after this action is triggered in the flow. Use the up and down arrows to select the number of units, and click the drop-down list to select the interval (minutes, hours, days, or weeks). If this option is selected, a clock icon appears on the Transactional Survey element to indicate that a time has been scheduled for this invitation message.

7. Click the Filter tab and select Filter This Survey to select whether contacts should be included or not included in the segment to be filtered from the survey.
   The default is Send This Survey Only to People in the Following Segment. If you leave the default, only contacts who meet the criteria in the segment receive the survey.
8. To send the survey to all contacts except those who meet the criteria in the segment, click the drop-down list and select Send This Mailing to Everyone Not in the Following Segment.
9. Select a segment for the survey.
10. To add a segment, click New Segment.
11. To add any notes associated with the element, click the Notes tab and enter the notes.
12. Click OK.