To track NPS for a specific segment of customers (ie. brand or relationship NPS), AskNicely can sync with a scheduled saved view and either survey all customers in that group or a fixed number on a daily basis.

This is particularly useful if you want to survey all customers, say, four times a year. Or, perhaps base surveys on particular points in a customer journey, e.g. 30 days after joining, then every six months going forward.

To set this up, here's how:

1. Create the saved view in Dynamics

Saved views should only contain a list of eligible contacts that you would like to survey.

(a) Click the filter icon to open Advanced Find

(b) Click "Details" in the top ribbon and configure your criteria as desired

(c) Click "Edit Columns" in the top ribbon then "Add Columns" to configure which fields are included in the report.  We recommend the following plus any custom segmenting variables:

  • First Name
  • Last Name
  • Email
  • Contact ID (included automatically when "Look for" is set to Contacts)
  • Account ID ("Parent Account" via Company Name (Account) record type)

(d) Click "Results" in the top ribbon to test the above configurations.
(e) When you're ready, Click "Save As" and name your new view.

2. Configure the sync in AskNicely

(a) Go to AskNicely's Dynamics integration page.
(b) Select your saved view from the dropdown and click Add.

(c) Choose which view columns should be imported to which AskNicely fields, then click Confirm Matched.

(d) Click <Sync> to import contacts now, or wait for the nightly sync

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