Load EX25 Guided Action Plans? | XM Community
Question

Load EX25 Guided Action Plans?

  • 2 February 2024
  • 2 replies
  • 27 views

Badge +1

Should I create an idea, or does anyone else have a solution to mass load the EX25 Action Plan Guide tips into their Suggested Actions in their Dashboard? Last admin we had a consultant company so they just typed them all in (painfully). So, I was curious if you could mass load without typing it all in some how?

Seems like Qualtrics could pre-load them? Or do they do that if you keep the question linked?


2 replies

Userlevel 1
Badge +2

Hi @DoubleuAltG : Being a beginner, I believe there is no automation to update all the actions plans.

 

Unfortunately, manually filling them is the only option.

Userlevel 5
Badge +26

I 100% agree this is a significant time suck that needs some type of automation available. 

I would add it as an enhancement request but that process is definitely not a pleasant user experience anymore. 

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