would like to compare contact list with the email address embedded email address | XM Community
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would like to compare contact list with the email address embedded email address

  • August 10, 2024
  • 2 replies
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L
Level 3 ●●●
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I have survey that needs to go live next week and I need to verify that they have registered for the CE credit.  I using a different software for the registration so I will manually add the information in the panel that I created.  I am looking how to add the condition that the embedded email address needs to be on the registration list before it sends out the certificate if they pass the post test.  The training is going to be on zoom so we are using QR for them to get the link to the survey.  So I cannot use the contact list to send out the survey.  

2 replies

chackbusch
QPN Level 5 ●●●●●
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  • chackbusch
  • QPN Level 5 ●●●●●
  • August 10, 2024

@Linda_charlton Here is some approach that works with an authenticator and checks if some provided email address is part of a mailing list that contains the registered people. If so, some embedded data field is set as „flag“ which can then be used as condition for the email certificate distribution.

  1. Add all the registered contacts to a mailing list including their email address.
  2. At the start of the survey, ask for the email address with some text entry or form.
  3. Store the text entry value in some embedded data field within the survey flow.
  4. After the test questions, add an authenticator element. Choose the mailing list. Select prefill option and enter the embedded data‘s name which you used to store the entered email address. Within the authenticator options, set the retry options to 1.
  5. Inside the authenticator branch, define some embedded data field Registered and set it to X. You can also add the End of Survey like „We will send you your certificate soon…“.
  6. Below (not inside) the authenticator element in the survey flow is executed when someone was Not part of the mailing list. You may want to define another End of Survey there.
  7. Create a workflow when a New Response is recorded which sends the email. As condition, check it embedded data Registered is set to X.

I answered a different question lately which was also an authenticator use case. Maybe the screenshots there also help.

Best

Christian

Driving Qualtrics @ MHP – A Porsche Company 🚀
C
L
Level 3 ●●●
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  • Linda_charlton
  • Author
  • Level 3 ●●●
  • August 12, 2024

If they have not registered was trigged.  How can the email be sent after they registered without them having to redo the quiz?

I am going to try to set this up right now to see if I can get it to work.

 

Is there a way to do the authenticator in workflow? Because they might be taking the course before they register for the credit and give me so time to add the information to the list 

Linda

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