We have a survey that uses an anonymous link/QR code for guests to send in comments and suggestions. Some submit directly through the survey, but others fill out handwritten cards that we transcribe into the survey at a later date. I am looking to check through an XM Directory Task or Web Service task in Workflow to see if the email they provide is already in our directory.
Ideally, I’d like this Guest Comment survey to be added to their directory timeline as a touchpoint, but I am not sure if this is even possible within the platform. Any thoughts?
