Hi @bench,

In the new message interface, you can schedule automatic messages to your participants.

Your distributions are then listed in the “Emails” tab.

For each distribution, you can add one or more reminder, directly by clicking on the three dots at the end of the line.

After selecting your message, you will be able to choose the delay between the invite and the reminder.

Below are some screenshot to illustrate.

Hoping this will help,

Élie

Thanks @ElieD that makes sense but is this able to be applied across all Survey Invites that go out without having to do what you did for every single Survey Invite?

Example scenario below

Automation is run daily, and messaging is scheduled daily to ‘All participants who haven't received the survey invite yet’. 

In the image below there are survey invites sent on 1/11 and 2/11. I need to configure reminders for those who received the invites on 1/11 and also to those who received invites on 2/11 without having to click the 3 dots → Add reminder; twice.

Imagine once 7 days passes and I have 7 Survey Invites; surely I can’t be having to go through the ‘Add a reminder’ steps 7 times? 

Oh, does it really create a new line for each distribution ?

I did not set this up for real right now and I only make some testing but I didn’t realize that point !!!

I’ll keep going my investigations and keep you in touch…

Please report any finding here too ;)

Yeah unfortunately haha, see below for one I set up a wee while ago (using the new messaging functionality).

@ElieD Qualtrics have responded to my ticket and confirmed that users are no longer able to do this using the new messaging functionality. 

I also see an idea (https://community.qualtrics.com/p/evolve) has been posted about it.

A bit annoying really, currently our Exit Survey is set up with automated reminders but any new surveys going forward won’t be able to leverage this.. :(

WOW, That’s a serious downgrade to the platform 

Can’t find the idea you’re talking about in the Evolve system.
Can you give me some keyword I can look for ?

@ElieD  this one below 

Good,

I’ve added my vote

Hello ​@ElieD ​@bench! Did you figure out how to send automatic reminders? Thanks!

Hello yes I did after having a call with Qualtrics and complaining to them.

Turns out the feature was not clearly explained by support and the KBA (at the time. I’m not sure about now).

When setting up a recurring invite, I had to set up the reminder email as part of that workflow. This would then trigger a reminder email to be queued every time a batch of invites was sent out.

​@bench Really appreciate the fast response! Thank you! 

forgot to add.. I wasn’t quite clear on how I would go about adjusting the schedule of the invites + reminders. 

Would I have to dig into the history (few years back in Nov 2023 now) and modify the original recurring invite or could I modify any of the recurring message tasks (as highlighted below).

I think that’s a problem for future me to log with Qualtrics support as I get the error below when I try to edit the Email task highlighted above.. :)

​@bench I'll test that within the next days and let you know. After chatting with the Qualtrics Support bot this morning, it looks like I'd just need to add the reminder to the most recent survey schedule - this schedule was set up July 2024 to run daily. So, the way I understood it, is I just go to the schedule for tomorrow and add a reminder and that will run a reminder for every future workflow as well. Will keep you posted!

​@Paula_978 fantastic, really that would be the most ideal outcome. 

​@bench, thanks for responding to a post from a year ago, truly appreciate it!

​@Paula_978, let us know how it goes! I’d be happy to internally escalate the issue if you require further assistance