Here is a checklist of what you need to do in Evergage to create this play on your own site:
Creating a simple survey on your site. Use the 'Insert Element' > 'Form Elements' to add radio buttons, text fields, checkboxes, and a submit button. For example, if your question is 'What is the key reason for using this application’ create a radio button survey with the 'Evergage User Field' set as 'Key Reason.' Your 'OptionValues' would be ‘sell more,' ‘reduce customer churn,’ 'educate customers,' and 'change the world.' Preset answer options are recommended for segment qualification rules
Every time someone chooses an answer and selects submit, Evergage captures the value in the user attribute field 'Key Reason' and the visitor is added to the segment you created for that answer.
Add "Answered Reduce Customer Churn" segment to the campaign SETUP > Campaign Settings > Campaign Wide Rules
- If desired, create a follow-up message for visitors who qualify for a certain segment:
- Branching Survey: create another survey question and limit the segment to those who answered the original question in a particular way. For instance, if a survey question asked ‘What is the number one reason clients give for leaving?’, you could then configure a response message so it’s only shown to people who fall into the ‘reduce customer churn' segment.
- Article Presentation: include follow-up information instead of another survey. For example, for someone choosing 'reduce customer churn,' display a message that says 'We don’t like losing customers either - check out our ‘Top 10 Tips for Making and Keeping Happy Customers.'