📚️ Utilizing Workflows | Basecamp Wednesdays | March 22nd 2023 | XM Community
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What is Basecamp Wednesdays?

 

Every Wednesday we will look at different topics discussed on XM Basecamp and provide a brief description of the Basecamp resource.

Whether you’re just getting started on your XM journey or ready to take your program to the next level, this weekly series is meant to help all users find Basecamp resources. 

 

Basecamp Wednesdays | March 22nd 2023

 

Topic: Utilizing Workflows

 

Automating tasks like follow-up emails benefits everyone by freeing up time for you to focus on more important matters while simultaneously allowing for scalability & providing better customer experiences.

 

Workflows allow you to trigger actions such as creating tickets based on survey responses, sending follow-up emails after satisfaction scores, and sending weekly email invitations, to name a few. The two types of workflows are Scheduled and Event-based and each one is composed of events, conditions, and tasks which can be customized to fit your needs. 

 

Upgrade your post-survey processes and learn how to build your first workflow today! 

 

Where to find this course:

  1. Go to XM Basecamp.

  2. Search for Utilizing Qualtrics Workflows.

  3. Click Register.

  4. Find the Guided Breakdown of Workflows section.

Basecamp Video Link: Guided Breakdown of Workflows

Support Page: Workflows Basic Overview

Question of the Week: What was the use case for the first workflow you created? What is the most interesting use case you’ve used a workflow for?

We use workflows all the time and they save SO much time.  Our school district has 23 sites and many of our district wide surveys have a drop-down question of what site the survey is being entered for.  Then a workflow email sends the response to the appropriate site based on the selection made in the survey.

 

We also have a Voice of the Customer on our website.   The workflow sends the response to the selected department which helps a direct and timely flow of information.

We use workflows all the time and they save SO much time.  Our school district has 23 sites and many of our district wide surveys have a drop-down question of what site the survey is being entered for.  Then a workflow email sends the response to the appropriate site based on the selection made in the survey.

 

We also have a Voice of the Customer on our website.   The workflow sends the response to the selected department which helps a direct and timely flow of information.

Glad to hear workflows have helped you and your team save time! It sounds like you are using workflows in such productive manner 😄

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