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Workflow Audit across multiple surveys


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Hi - 

I’m hoping someone can help… I’m new in my role and oversee the entire Qualtrics program at my company. I’ve gone through and done a complete audit of the customer facing survey questions and all of the embedded data across all of our surveys. But what I’m beginning to see is that there’s an inconsistency with workflows that are triggered by survey completion, NPS group, etc. For example, some survey completions trigger a thank you email, others don’t. Some trigger a follow up email when an open field under detractor is completed, other surveys don’t. 

My question… is there a way to press a magic button, that allows me to extract all of the surveys that have workflows? And then, to see what the messages say and to whom they go? 

Thank you in advance for your shared wisdom. 

 

Best answer by Chhavi_Ch

You can track the health and location of automated workflows across your account in “Workflow” tab of your burger menu.

To check the message and its recipient you would need to open the task in the workflow and see the details entered.

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  • Level 4 ●●●●
  • 102 replies
  • Answer
  • January 13, 2025

You can track the health and location of automated workflows across your account in “Workflow” tab of your burger menu.

To check the message and its recipient you would need to open the task in the workflow and see the details entered.


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  • Author
  • 3 replies
  • January 13, 2025

Thank you!


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