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Directory Settings - Want to limit number of messages to 30 days instead of calendar month

NextGen_VoC Indianapolis, IN USACommunity Member, Qualtrics Brand Admin Qubie ✭
edited June 24 in XM Directory

We are utilizing Qualtrics to run a certification exam and we want to give test takers 1 retake of the exam if they fail within 30 days. I'd like to automate this process using an action (if below XX score, send new exam 3 days later), to save on having to go in and reschedule. If I use an action only, each time the taker fails, it will resend the exam. I was looking at Directory Settings to see if I could use that. However, there does not appear to be an option to set it to a specific days, only calendar months - which I could set to no more than 2 message per month. But, if the exam taker fails the exam on June 25th, and retakes on June 30th and fails again, it would potentially resend on July 3rd.

Is it possible somewhere else? Or through some other means?


  • Mishraji
    Mishraji IndiaCommunity Member, Qualtrics Brand Admin Superuser ✭✭✭✭

    @NextGen_VoC - Unfortunately contact frequency options are limited so setting it to 30 days is not doable. However, what you can do is, create an embedded field in your survey the first time someone completes the exam and fails it. Also update this variable against the contact in XM directory.

    This embedded variable can be used as a counter variable which will increment every time the exam is retaken. Finally, the distribute survey action can look at this variable, and if the value is anything other than 1 it should not trigger.

  • NextGen_VoC
    NextGen_VoC Indianapolis, IN USACommunity Member, Qualtrics Brand Admin Qubie ✭

    @Mishraji - thank you for the assistance. I am testing this now and will let you know my findings.