How to Create a Post-Claim Qualifier Survey

This article explains how to create a Post-Claim Qualifier Survey in Ignite. These surveys collect valuable purchase propensity data from your most engaged visitors immediately after they claim an offer.

Watch this video tutorial to see the full process in action:

Follow these steps to create a Post-Claim Qualifier Survey.

1. Open Engagements

Go to the platform, then click Engagements under Settings in the top navigation bar to access the Engagement dashboard.

2. Access Post-Claim Qualifier Surveys

In the Engagements menu, locate Post-Claim Qualifier Surveys and toggle it on to begin survey setup.

3. Configure Surveys

Click Configure to open the survey settings.

4. Create a New Survey Question

Click Create a New Survey Question to begin adding your first question.

5. Assign to a Segment

If desired, specify whether the question applies to a particular segment by selecting it from the dropdown menu.

6. Use the Preconfigured Flow or Add Your Own

You can load a preconfigured conversation flow or type in your own personalized survey question (e.g., “How close are you to making a purchase?”).

7. Save Your Question

Click Save to finalize your new survey question. It will now appear in your survey list, assigned to the selected segment(s).

• Verify that your new question appears in the survey list and is assigned correctly.

• Review responses to analyze customer purchase intent.

• Add additional questions as needed to refine your data collection.