Personal survey link management | XM Community
Skip to main content
Question

Personal survey link management

  • April 22, 2020
  • 6 replies
  • 58 views
T

I am building a diagnostic survey that is only sent to one individual at a time, as they are requested. With the CRM platform we're using, seemingly the best way to manage this is to simply generate a link to an individual survey one at a time in Qualtrics, and include this in a templatized email via the CRM system using the workflow we've set up.
Is there a good way to do this with Qualtrics without having to assign personal links to specific contacts? What I really want is to just be able to generate a personal link with an ID number (the code included in the URL itself would be fine), and attach that ID number to a real person stored in a system outside Qualtrics. Possible? What settings would I choose?
Thanks.
/mike

6 replies

TomG
Level 8 ●●●●●●●●
Forum|alt.badge.img+27
  • TomG
  • Level 8 ●●●●●●●●
  • April 22, 2020

You could do the following:

  1. Create a Qualtrics contact list with all the CRM ID numbers as the ExternalDataReference

  2. Set your survey to allow anonymous responses

  3. Add an Authenticator to the survey flow and pre-fill the ExternalDataReference

  4. Use the anonymous survey link and append the ExternalDataReference as a url parameter.

T
  • Trigrman
  • Author
  • April 22, 2020

Okay, I understand how that would work in general. Unfortunately it kind of defeats the purpose of what I was trying to accomplish, which was to not store any PII for the survey recipients inside the survey platform. Also, it looks like I have to select only one user who is able to authenticate via the Authenticator, but I might be looking at that wrong. I'll take a look at the help on that.
Ultimately I think the SSO is the way I probably want to go, but I have to figure out where the central authentication system would live and be populated.
/mike

MatthewM
Level 6 ●●●●●●
Forum|alt.badge.img+30
  • MatthewM
  • Level 6 ●●●●●●
  • April 22, 2020

Hi Trigrman,
Can you create a list of unique dummy email addresses (yourname+1@gmail.com, yourname+2@gmail.com, etc.) to generate the Personal Links with, attach the links to each record in your list outside of Qualtrics, and pull the ID number from each URL?

TomG
Level 8 ●●●●●●●●
Forum|alt.badge.img+27
  • TomG
  • Level 8 ●●●●●●●●
  • April 22, 2020

Trigrman said:

Okay, I understand how that would work in general. Unfortunately it kind of defeats the purpose of what I was trying to accomplish, which was to not store any PII for the survey recipients inside the survey platform. Also, it looks like I have to select only one user who is able to authenticate via the Authenticator, but I might be looking at that wrong. I'll take a look at the help on that.

You would only need to store the CRM IDS on Qualtrics.
An Authenticator is specific to a Contact list, not an individual.

KWigg
Level 2 ●●
Forum|alt.badge.img+9
  • KWigg
  • Level 2 ●●
  • July 2, 2020

Using this feature in Survey Options may accomplish what you need?
image.png

KWigg
Level 2 ●●
Forum|alt.badge.img+9
  • KWigg
  • Level 2 ●●
  • July 2, 2020

Here's another option in customized end of survey:
*(pardon my wavy line! Promise I'm not day drinking ;)
image.png

Terms & ConditionsAccessibility statement