Survey analysis & reporting — found from sitemap — involve.me

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Facts read from this source

• Segments Report an error

  “A segment is a saved set of filters that keeps updating on its own.”

• Filters Report an error

  “Click Filter to build advanced searches and narrow your list. Add one or more filters from these types:”

• Filter types Report an error

  “Submitted in funnel: contacts who completed a specific funnel. Has tag: contacts with one or more specific tags. Contact created: filter by when the contact was first added. Contact updated: filter by when the contact record was last updated. Contact Properties: filter by the value of any native or custom contact property, for example lead stage, country, or a custom field. Assignee: filter contacts by the team member assigned to them.”

• Filter logic Report an error

  “Stack multiple filters and use the selector between them to control how they combine: AND returns contacts matching every condition, OR returns contacts matching any condition.”

• Segment workflow triggers Report an error

  “Entered segment: starts a workflow as soon as a contact matches a segment's conditions. Exited segment: starts a workflow when a contact no longer matches.”

• Scheduled segment workflow Report an error

  “You can also start a workflow for a selected contact segment on a schedule.”

• Segment deletion workflow warning Report an error

  “Warning: Deleting a segment pauses any workflow triggered by it.”

• Custom properties in segments Report an error

  “Contact properties group contacts by information saved on their profile, such as name or company, plus any custom properties you create.”

• Native count Report an error

  “The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks.”

• Free plan Report an error

  “Free plan. Paid from $29/month annual.”

• Certifications Report an error

  “SOC 2 Type II audited, GDPR-compliant.”

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