Authenticators and direct click links - possible?

Question

Hello - I get asked this a lot and have been re-reading the help files in Qualtrics.Is it possible to use PINs to access the survey but also distribute via a direct-click email link? Here is the example scenario:Survey of 50 respondents we have email addresses for 35 and physical addresses for all 50Going to email the full contact list using the dedicated URLGoing to send physical mail (postcards) with a short URL and PIN. Going to the URL will take people to the Qualtrics survey.Qualtrics survey will be set up with an authenticator so the respondent can type in a PINMy main question is if this is even possible? If someone completes the survey using the PIN entry (authenticator) we would want it to lock them out of the email URL and vice-versa so they aren't taking it multiple times.Hope the above makes sense! I plan on trying this out at some point this week but was looking to see if anyone has done it before.Regards!

Pete_L · Answer

For those who are interested I ran the following test last night:Created a survey set up just like the one in the help file for authenticators, in other words...Added embedded data fields RecipientEmail and ExternalDataReference to the beginning of the Survey FlowAdded Authenticator after the embedded data. Set it to Prefill based off ExternalDataReferenceAssociated authenticator with a contact list of four contacts (2 with emails, 2 without)Sent an email distribution to the entire contact listCase 1: Entered the survey via the email for one case - no issues.Case 2: Entered the survey via email for one case, broke off in the middle, resumed via direct anonymous link (not passing EDR). Resumed at correct point and I finished up the survey.Case 3: Entered survey via direct anonymous link (not passing EDR). Completed survey.Case 4: Entered survey via passing data through the anonymous link (aka ?ExternalDataReference=***).Case 1 no issues. Email distribution shows case started and completed.Case 2 no issues. Email distribution shows case started and completed.Case 3 the email distribution does NOT show the case started / completed. It appears the distribution will only track the completes that came in through this mode and not the overall completes for the whole contact list.Case 4 again email distribution does not show case started/completed.It doesn't seem like there's a great way to do case management with this method. What I mean to say is that there is no quick way to know how many people from the contact list have completed the survey. I would have to export the data as is and then cross-reference it with another file to flag anyone who hasn't finished it. Something like that would be VERY useful so we can quickly identify who to send follow-up physical mailings to.

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