Survey tracking to initialise a followup survey based on a forthcoming date


We send a survey  prior to a pending medical operation.

6 months later we send a follow up survey asking how they are doing.

Need a function which will automatically send the second survey 6 months from the date of sending the first survey.


Appreciate any help.


Many thanks



Jacob H (Moderator) answered

    Hi Howard,

    To do this I would recommend using an email campaign. You can easily add new contacts with custom variables so you can offer different information.

    You can also set a time period for when the follow up email will get sent out.

    I have had great luck using these as you will also have the ability to have an extended layer of analytics on your email responses.

    Check it out and see if it matches what you’re looking for. If you have any other questions I will try to address them for you.

    Email Campaign Documentation

    Howard Briggs commented
      • Hi Jacob
        Thank you for your reply.
        I will try this and let you know.
        Appreciate your time.




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