Survey Workflow - Is it possible to manage a branching workflow (emails | XM Community
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Survey Workflow - Is it possible to manage a branching workflow (emails

  • November 26, 2019
  • 1 reply
  • 24 views
J
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Is it possible to manage this type of flow using Qualtrics Surveys and ticketing? Flow: 1. Teacher submits survey --> Admin Send Admin custom email message or ticket with concise details of survey. Send email to Teacher with copy of survey responses 2a. Admin - Deny - Send email back to teacher 2b. Admin - Approves --> Send email to Admin Assistant (CC) Admin - Approves --> ** Send email Attendance Office with details. Does anyone have a sample they could share? Not sure how this would work in the ticketing realm. Would the Admin have to reassign the ticket? Can you have branching within the Ticketing System?

1 reply

npetrov937
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  • npetrov937
  • Level 2 ●●
  • December 12, 2019
Hi, First create a survey for the teachers. Use Actions to set up emails to go out to the people you need them to go out to. Customize your email to display the responses as you want (using Piped Text) or just use "include response report" in the email. You can perhaps set up those actions to trigger the distributions of a second survey. This survey would contain a single question with your two options: Approve / Deny. Then, once again using Actions and the associated logic there, set up email tasks to go out to the desired people depending on the outcome. Relevant links: https://qualtrics.com/support/survey-platform/actions-module/setting-up-actions/ https://qualtrics.com/support/survey-platform/survey-module/using-logic/ Hope that helps. Nikolay
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