Contact Frequency Rules

When using surveys linked to hubs you can set up Contact Frequency Rules (CFR). If the survey is contained within a hub where CFR is enabled (refer to the SmartHub documentation for details), use this feature to prevent over-inviting identified participants to digital intercept surveys. This is particularly useful when digital intercepts are set up on websites where users log in and are therefore identified. You can then ensure for example that if Viewer 1 logs in from Device A and receives an intercept survey, if they later log in from another device, Device B, the CFR can prevent the same survey being presented to them.

CFR will also allow you to prevent an intercept survey being launched if the viewer has already been emailed a survey within the CFR period. The existing Forsta Plus frequency rules functionality is supported; this can comprise a global rule, or survey/group overrides of the global rule.

The CFR are defined in the settings of the Hub contact database.

1. Go to the Forsta Plus SmartHub application and open the appropriate hub.

2. Click the Contacts icon in the sidebar, click View and manage, then go to the Settings > Contact frequency rules menu item.

   The Contact frequency rules page opens as shown below:

Figure 1 - The Contact Frequency Rules page

Any survey and group rules that have been created are listed here. Note that survey-specific rules override the global rule and apply to all contacts in the added surveys. You can set rules on individual surveys, or you can create a group of surveys and set a rule for the group.

Users who manage scenario scripts in Digital Feedback can specify how the system is to react to the CFR check. This means the solution is highly flexible and can be tuned to users' specific requirements.

Clientside scripting enables the CFR check; within Digital Feedback scenario scripts the clientside API checkContactFrequencyRules can be called to check the identified user’s status. This check will will return one of four statuses:

• Allow

• Deny

• Unknown

• Error (network error or unexpected internal server error from Hub CFR API)

Code Example

The example below will only show the survey invitation if the contact (identified here as “USER”) is allowed to receive the survey based on CFR rules:

var ctx = api().container('my container’).survey('p1874293293');
api().checkContactFrequencyRules('p1874293293', 'USER').then(result => {
  if (result.status !== 'deny') {
    ctx.show()
  }
});