Adding participants to a lifecycle project from a workflow | XM Community
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I’m fairly new to Qualtrics and hoping maybe someone else has done something similar.  Is it possible to add a participant to a lifecycle project via a workflow from another source/ Qualtrics survey/ form?  Can someone provide detailed instructions in order to do so?

Trying to build a workflow that would work something like the following:

  1. HR Manager enters an Employee ID # via Microsoft form or Qualtrics survey notifying of employee intent to term 
  2. Workflow immediately picks up Employee ID# from the form or survey and matches to Employee Directory (employees are already populated and do not need to be added)
  3. Participant is added to Termination survey (survey set up to email the participant as soon as added) in order to capture their feedback before last day of employment.

Hi Cheri,

 

You would likely need to use the Import Participant API endpoint to have these ad-hoc participant requests completed in real-time from a survey/form.

 

api.qualtrics.com/0817d51eb695b-import-participants

 

There could potentially be the following flow:

  • HR team member submits Qualtrics survey that includes the details of the terminated employee
  • Qualtrics workflow is configured to run upon survey submission that does the following two tasks:
    • WebService task: Imports the required participant into the exit survey project via API call
    • Email task: Distributes survey invite to the required participant

Thanks, I’ll check this out.

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