Send an ongoing periodic distribution

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Ongoing/Periodic Questionnaire distributions are not available yet in Pristo CX. The distribution editor shows the option, but you cannot select it. To survey the same contacts regularly, use an event-based distribution with send spacing, as described below, or send a new one-time delivery each period.

Before you start

Role: account admin or program admin. See roles and permissions.
Plan: the Distributions page appears under Management on the Pro plan.
Setup: an event type for the interactions you report, such as a visit or a purchase, and a way to report them by import or through the API.

Steps

These steps survey each contact after an activity, but no more often than the spacing you choose.

Start a new distribution and choose the questionnaire, as described in Create a distribution.
On the Main tab, select Event-Based Questionnaire and choose the event types under Trigger events.
Set the sending windows under Schedule Delivery, choose the Anonymity Level and select Next.
On the Samples tab, set the second rule under Distribution Rules to the shortest time between two questionnaires to the same contact, for example 90 days for once a quarter.
Optionally set the first rule too, so contacts who received any questionnaire from your account recently are skipped. Select Next.
Write the message on the Wording tab, select Next to save, and activate the distribution from the menu in its row.

Result

Each contact receives the questionnaire after a matching activity, and Pristo CX skips that contact for this distribution until the spacing has passed.

Limits

Send spacing: 0, 1, 3, 7, 10, 14, 21, 30, 60, 90 or 180 days.
Pristo CX does not sample a percentage of contacts. Every contact who matches the event types, filters, segment and rules receives the questionnaire.

Troubleshooting

I cannot select Ongoing/Periodic Questionnaire. This is expected. The type is not available yet.