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Quarantine Groups
Quarantine groups are created to bundle several e-mail touchpoints into group to avoid surveying your customers across different touchpoints within a short period of time. If you have created a quarantine group, respondents that are uploaded to one of the touchpoints in the group, will not receive a survey when uploaded in another touchpoint in this group within the quarantine period.
What is a quarantine period?
- A quarantine period is a pre-set period during which a customer will not receive another survey.
- A different quarantine period can be set up for every touchpoint, but it is also possible to create a 'quarantine group' to bundle touchpoints under 1 quarantine period.
Please note that you have to choose one or both. In case the e-mail touchpoint is part of a quarantine group, this setting overrides the individual touchpoint quarantine setting.
IN THIS ARTICLE
1. How to get there
Step 1: Go to general settings by clicking on the wheel in the left navigation menu.
Step 2: Go to the quarantine group overview page
- Option 1: Click on the Quarantine group tile on the settings overview page (1)
- Option 2: Click on Quarantine groups in the left navigation menu (2)
2. Create a new quarantine group
On the quarantine groups page, you'll see an overview of all your quarantine groups. In case you do not have any yet, of course this list is empty. To add a new group:
Step 1: Click create new group in the upper right corner or create your first group in the middle of your screen in case your list is empty.
Step 2: Provide the necessary information to set up your quarantine group
- Group name: choose a unique name for your group to easily recognize it.
- Selected touchpoints: select all the touchpoints you want to add to your group. Please note that you can only add e-mail touchpoints.
- Quarantine period: choose the period in which you do not want to send multiple surveys to the same person across these touchpoints. This ranges from 1 day to 1 year.
Step 3: Save your group. Afterwards, the group will appear in your overview. From now on, when a respondent is uploaded, the settings of this group are applied to decide whether this respondent is in quarantine or will receive the survey.
3. Manage quarantine groups
An existing group can be edited by clicking the pencil next to the name of the quarantine group.
- You can add extra touchpoints to the group.
- You can remove a touchpoint from the group. In case you delete a touchpoint from a group, the quarantine period for that specific touchpoint will be activated again. You can either do this in the edit screen of the group or by using the trash can next to the touchpoint on the overview page.
You can also delete a quarantine group by clicking the trash can next to the name of the quarantine group. In case you delete a quarantine group, the quarantine period for the touchpoints that were part of the group will be activated again.