Query survey as origin to file

Jessica Lazarus 2 · August 2019

Hello - I'm trying to measure the percentage of people who are new to our file after taking a survey, where the survey is their initial engagement with our org. I have the parameters in the query that include finding the people who have taken the survey, and have been added to the file after when we launched the survey, but I'm not sure how to add a parameter that will capture the last piece which is that the first thing they did with us was take the survey. Does anyone know how I might add that to the query?

Here is what I have so far:

have interaction type of "Survey Submitted" with subject....

AND System Creation Time falls on or after [Date of Survey]

Thanks!

Jessica

Philip Nawrocki · August 2019

Hi Jessica,

Are you putting the people that are taking the survey in a group?

If so you could do what you have with system creation time and then Add a Group Clause

And a member of 'Survey Group name'

This would get you those constituents as well.

Thanks,

Phil

Jessica Lazarus 2 · August 2019

Yep they are put into a group, but I'm concerned the query is including people who may already be in our system through some other way and aren't necessarily new to file (new to file and their first entry point as the survey)

Stephanie Hennessy · August 2019

Hi Jessica,

You're a bit limited now that the submissions have already been happening on the Survey. You can add in this additional argument to the Query which will help filter down the results a bit more, but it's possible that there could be someone in the resulting group that submitted another survey first and then completed the survey that you're actually querying on.

Field Type > System

Field > Origin Application Type
Value: Equals = Survey Participant

Next time when setting up a Survey under Step 1: Identify Survey, populate these 2 values first:

324e394bec9818256d45decd6b4785d9-huge-so

For Instance, Source Code could be "survey" and SubSource Code should be a unique value to that campaign - "your_unique_campaign_subsource". For new to file survey participants, these values will be added to their Profile under the Origin Source and Origin SubSource Fields.

Then include in your Query these two fields referencing the values you set in Step 1 of the Survey:

Field Type > Biographical Information

Field > Origin Source Code

Field > Origin SubSource Code

7057051a501bed78215e08d683d7f69d-huge-qu

Thanks,

Stephanie

Query survey as origin to file

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