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sending a survey to a leader

  • May 27, 2020
  • 2 replies
  • 82 views
J
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Hello,
I am looking to automate the distribution to a survey to a new hire's manager. For every participant in my directory I have a manager and a manager email. What I would like to do is trigger a survey to the manager's email based on the participant's metadata. For example, when participant reaches 60 days post hire date, send a survey to the manager. I know how to address the time automation, so that is not an issue. I'm not sure how to trigger the distribution to the manager versus the participant.
Open to all ideas :)
Thanks!

Best answer by ChristianB

Hi JennyMiller! If you have not yet already, I’d recommend reviewing this support page on Message Automation to help you get started. This functionality is limited to Lifecycle projects however. If you still have questions after reviewing the linked support page, you'll want to reach out to the Employee Engagement Specialty Support team, as they are best equipped to help answer questions and provide support! :)

    2 replies

    ChristianB
    Qualtrics Employee
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    • ChristianB
    • Qualtrics Employee
    • Answer
    • July 2, 2020

    Hi JennyMiller! If you have not yet already, I’d recommend reviewing this support page on Message Automation to help you get started. This functionality is limited to Lifecycle projects however. If you still have questions after reviewing the linked support page, you'll want to reach out to the Employee Engagement Specialty Support team, as they are best equipped to help answer questions and provide support! :)

      C
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      • CamLal
      • August 17, 2022

      Hi JennyMiller ,
      Has the Message Automation functionality resolved the issue?
      If so, could you share more about how you achieved sending the survey to the manager X number of days post hire date of their direct report?
      Did you run into any other issues?
      What was done if the data once collected?
      Thanks,
      Camélia

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