Each email survey has its own delivery settings for you to configure.
Audience
An audience is the group of customers you'd like to send your survey to. Audiences are created by adding rules to filter your existing customers.
Note: import customers by using one of our integrations or by uploading a CSV file.
Choose if you'd like the rules to match ANY or ALL conditions:
Choose a field you'd like a rule to be based on:
Then add the field value:
You can get the field values for any customer by searching for them by name or email address in the customers' section.
You can preview the number of customers that match your audience in real-time:
Click the View matching customers to see a sample of up to 20 names on your list. Click Download CSV to get a full list (for your last-minute sanity check 😉)
Targeting customers by date
If a customer field holds a date — like a signup date, renewal date, or contract end date — you can build audience rules based on how far that date is from today. This is great for lifecycle surveys (onboarding check-ins, renewal outreach, anniversaries): the rule is re-checked every day, so the right customers keep flowing into your audience as time passes.
Before you start: the field needs to be set up as a date field. If your date field doesn't show the conditions below, reach out to Simplesat support to have it enabled.
When you choose a date field, these conditions are available:
is more than N days ago — the date is further back than N days. Example: Signup date is more than 30 days ago matches customers who joined over a month ago.
is within the last N days — the date falls within the past N days. Example: Signup date is within the last 7 days matches customers who joined this week.
is within the next N days — the date is coming up within the next N days. Example: Renewal date is within the next 30 days matches renewals due this month.
is more than N days from now — the date is further ahead than N days. Example: Renewal date is more than 60 days from now matches renewals that are still far off.
is unknown — the field isn't set at all.
has any value — the field is set to any date.
Just enter the number of days — the direction (ago or from now) is built into the condition you choose, so each rule reads as a full sentence.
Tip: The date condition decides who is eligible; the Frequency setting (below) decides when and how often they're surveyed. For example, to survey customers 60 days after they sign up, set Signup date is more than 60 days ago and set the Frequency to send once.
Note for web-embed surveys: date conditions apply to identified customers only. Anonymous website visitors don't have stored attributes, so a date condition will never match them.
Frequency
Here's where you can choose and how often a customer will receive the survey.
Delivery Window
Select the days of the week, and time of day that emails should be sent.
Distribution
Choose between two options:
Spread out evenly over time (recommended)
As soon as possible