Topics started by Mike_Shaw3012 | XM Community

Topics started by Mike_Shaw3012

9 Topics

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Mike_Shaw3012
asked in Survey Platform (Before March 2021)

Which responses were generated via a survey reminder

We are wanting to know which customers completed the survey via the link in the reminder email as opposed to the initial survey invitation. I have exported a contact list but there doesn't appear to be data that tells me this information. Anyone know if this info is available? Thank you.

0
DiegoMejia
Level 2 ●●
2 years ago
M
Mike_Shaw3012
posted in XM Directory

Presenting a Qualtrics directory contacts 'experiences' view in Salesforce

Hi everyone Our Customer Contact team want to have a view of a customers Qualtrics survey history in their Salesforce instance. We can either map individual survey responses through to Salesforce, but that doesn't tell us about those surveys which were skipped or bounced. Ideally, we would provide a 'view' of the contact record's 'experiences' within a SFDC contact record (we 'window' in to other applications via Salesforce at present). Or we could map a link to the Qualtrics contact record as an alternative. Has anyone else had a requirement to show a Qtx directory contact via a Salesforce contact record? Thanks in advance!

0
InessaG
Level 5 ●●●●●
2 years ago
M
Mike_Shaw3012
asked in Survey Platform (Before March 2021)

Change the 'from' address on the 'Created ticket' notification email

When a user receives an email notification that a ticket has been created, the 'from' address is: Mike Shaw <noreply@qemailserver.com> and in the body of the email it says: Mike Shaw Created Ticket T-XXXX. Is it possible to change the 'from' name and the name in the body?

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D
Level 1 ●
2 years ago
M
Mike_Shaw3012
asked in Survey Platform (Before March 2021)

Using multi-value text set for embedded data

Hi We want to receive additional transaction data from our source system and store it as embedded data. The transaction data from the source system will be presented as multiple 'operation' lines, each having a number of separate fields, from a job card e.g. there might be 6 operation lines, each line will have a line number, operation code, operation description, operation type and a couple of yes/no flags. It looks like the 'multi-value' text set is the best variable type to use. My question is, how would the source system pass information from a multitude of fields, to a single embedded data variable in the API call? Thanks!

0
M
4 years ago
M
Mike_Shaw3012
asked in Xflow

Unable to pipe embedded data in to action email body

Hi, I am trying to pipe embedded data in to the body of an email (action), which I am using to test a Salesforce Workflow Action. Basically, I want the action to send me an email with all of the embedded data received from Salesforce so that I can check that we are receiving all of the data correctly. When I attempt to pipe in the embedded data fields in to the email body, the 'pipe text' icon says 'No items to display' (see image attached). I am also unable to tick the 'include response report' tickbox. I have set up the embedded data in the survey flow correctly, so i'm not sure what the issue is. Any help much appreciated! Thanks!

0
M
4 years ago
M
Mike_Shaw3012
asked in Integrations

Changing the 'Opt-out' link colour

Our survey invitations have a black footer (to fit our other digital comms). The 'opt-out' link that Qualtrics inserts is blue, which displays really badly against the black background. We've tried to use code to ‘force’ that to display white, both at the text and at the cell/table level within the eDM but Qualtrics isn’t complying with the CSS instructions of the code. Is there a way to either force that text to appear white, or hide the 'built-in' Qualtrics opt-out and insert our own (as it appears as it's only the Qualtrics opt-out link that has this problem - other hyper-linked text is OK). Thanks

0
S
4 years ago
M
Mike_Shaw3012
posted in Integrations

Is is possible to use Marketo to trigger Qualtrics to send a survey?

Our customers fill in a Marketo form on our website, to request a service. We would like to be able to send that customer a survey soon afterwards to follow up on their request. I'm aware Marketo can send Qualtrics surveys, however we are interested in whether Marketo can simply send Qualtrics a trigger. Has anyone else gone down this route, or have any other suggestions? With thanks

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JenCX
Level 5 ●●●●●
4 years ago
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Mike_Shaw3012
asked in CX Dashboards

Remove fields mapped automatically created by text analysis in CX dashboards

We are configuring our CX dashboards to display text analysis topics and sentiment. In the process of setting this up, the various topics and sentiments were mapped as fields to our dashboard automatically (https://www.qualtrics.com/support/vocalize/dashboard-settings-cx/text-analysis-cx/#MappingTopicsSentiments). However, the mappings aren't quite right so I need to remove these fields from the dashboard data set. But, I don't get the option to delete them as I do with the other fields mapped manually - the delete 'x' doesn't show to the left of the field name/description. Any ideas?

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M
4 years ago
M
Mike_Shaw3012
asked in Survey Platform (Before March 2021)

Identifying conditional questions that are not asked in the body of a 'Send Email' action

When a customer responds to our survey, it triggers an action to send an email to the appropriate store. In the body of the email I have piped in the question text and question response, for ALL questions. Some of those questions have display logic behind them and therefore may not be displayed. Our stores can't determine whether the question wasn't asked or if the customer ignored the question. Is it possible to either exclude those questions in the body of the email, or show something like 'Not displayed'?

0
PeeyushBansal
QPN Level 6 ●●●●●●
5 years ago

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