My product team is looking to survey random samples of our customers for satisfaction ratings. I understand how I could do this with forms, but I'm more interested in the random selection. It would be something like 20 records out of 1200 on a weekly basis. Any ideas? Has anyone done this?
You can use "random sample" filters in flow steps. you will need 20 out of 1200 samples, which are 1.66% of the total. the hard point is to make sure that leads are not selected twice a couple of weeks apart. The trick is to create lists to store the samples.
To elaborate more on this:
You also can to it with 2 static lists : one with the week sample, one with the previous weeks samples. You will have to empty the first one every week. you run the batch campaign every week, it selects some leads and add the to the weekly sample and the "all time sample". In this case, the trick is to use the "all times samples" as an exclusion list for the batch, so that anyone who has been select a previous week cannot be selected again. The point is that, as week after week, the source list will decrease in size, unless you have new leads flowing in. so you will have to come back and increase the random %