How to Update XM Directory Field After Survey Completion?

Hi,

Use the Update XM Directory Contacts Task.

Hi ​@vgayraud ,

I want to automatically send surveys to contacts where surveyA_status = eligible, and then update that status to completed after they finish the survey.

Could you please suggest which task or approach I should use to filter only those eligible contacts and ensure the survey is sent only to them?

Hi ​@gPandey_715 

I don’t know how you import contacts and plan to distribute, but assuming you don’t plan to do it manually, you would need 2 workflows.

The distribution workflow would probably use at some point a Create an XM Directory Sample Task with sampling criteria based on your surveyA_status ED field, followed by a regular survey distribution task.

The 2nd workflow would be triggered by a Survey Response Event and use the Update XM Directory Contacts Task I linked in the previous post to set the ED to completed. 

Hi ​@vgayraud .

If I use the Create an XM Directory Sample task, it creates a new sample list every time the workflow runs.

Is there any way to avoid generating multiple lists/samples each time the workflow executes?

I suppose you could create a segment based on your ED and distribute on that.

Thanks!

In that case, which task should I use inside the workflow to target only those contacts who match the ED condition?

I tried using Create an XM Directory Sample, but it keeps creating new samples every time.
Is there a specific task in the workflow that can directly pull contacts from a segment?

Got it, Thanks for your help.