Verify Contact Information | XM Community
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Verify Contact Information

  • 21 December 2023
  • 2 replies
  • 45 views

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I would like to create a survey sent to recipients from a list that would also ask them to verify contact information and update it through the survey, if necessary. Each recipient would get individualized surveys according to their contact information on just this one question and then their yes/no response should prompt them to enter the correct information. But I’m not sure how to set that up. Or if it’s even possible. 

TIA!


2 replies

Userlevel 7
Badge +33

Hi @annamariag , you can use Qualtrics survey flow authenticator feature. You can take reference from support site. Please refer below link and setup it accordingly.

https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/advanced-elements/authenticator/authenticator-overview/ 

Userlevel 7
Badge +27

One way to do this would be to use Piped Text from an Embedded Data field to display information from the Contact List to the respondent and ask if everything looks okay Yes/No. If no, they can be prompted to update their information in a Form Field question with Default Choices. Could look something like the below:

 

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