Thanks!
Best answer by Akdashboard
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Mail Merge for Surveys
Good Afternoon. I currently use a mail merge to send a form to all staff that has individualized/personalized information on it for each recipient. Rather than sending that form and having it printed, signed, and sent back, I am interested in seeing whether I can use a "mail merge" type feature to send the form through Qualtrics with the individualized/personalized information for each recipient and allow for an electronic signature. That would mean that when the form was sent out, person A would receive the same email as person B but the specific details (e.g. address, name) would be individualized.
Thanks!
Thanks!
Userlevel 7
+6
@danross - short answer... yes very easily. Longer answer, this requires a mailing list with the attributes (name, etc.) you want for each person you are mailing. Then you use piped text functions to personalize everything. This is a very common thing to do and something that Qualtrics makes very easy.
Userlevel 7
+38
@Akdashboard is right. Some support pages you may find helpful:
https://www.qualtrics.com/support/survey-platform/contacts/contact-list-overview/ (explains the contact list and how you can add variables that you were using in your mail merge)
https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/survey-flow-overview/ (basics of how to get to your survey flow and add elements - you will need to set Embedded Data variables as your first element in the flow to bring them from the contact list to your survey screen)
https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/standard-elements/embedded-data/ (more details on how to use embedded data)
https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/piped-text/piped-text-overview/ (information on piping embedded data fields so people see those custom values you want)
https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/question-types-guide/specialty-questions/signature/ (collecting their signature)
It looks intimidating with all the links but it is very similar to the mail merging you were already doing.
https://www.qualtrics.com/support/survey-platform/contacts/contact-list-overview/ (explains the contact list and how you can add variables that you were using in your mail merge)
https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/survey-flow-overview/ (basics of how to get to your survey flow and add elements - you will need to set Embedded Data variables as your first element in the flow to bring them from the contact list to your survey screen)
https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/standard-elements/embedded-data/ (more details on how to use embedded data)
https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/piped-text/piped-text-overview/ (information on piping embedded data fields so people see those custom values you want)
https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/question-types-guide/specialty-questions/signature/ (collecting their signature)
It looks intimidating with all the links but it is very similar to the mail merging you were already doing.
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