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Automatically opt out a respondents upon completing a survey

  • February 5, 2026
  • 1 reply
  • 12 views

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Hello,

I’m working on a survey project using a generic link (anonymous) + authentication. The reason for this is easier promotion of the survey while still being able to track respondent background information and use it in reporting.

For a generic link, a reminder would go to everyone in the contact list regardless they have completed the survey or not. To avoid this, I used to be able to set up a trigger so that anyone who has completed the survey would be automatically opt out from the list. When I send a reminder to the same contact list, those who have completed the survey wouldn’t receive it which is perfect.

Now Qualtrics has updated the software. The functionalities have changed and I couldn’t see the historic set-up or figure out how to set the trigger up again this time. I thought the survey workflow could be used to achieve this. I tried to pipe in the metadata field “Finished” (1 is finished, 0 is not finished) and use it to change the subscription status. But I don’t know whether it can be done that way or how to pipe the values of the field.

Any suggestion would be highly appreciated. By the way, we plan to launch the survey next week...

1 reply

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  • Level 1 ●
  • February 6, 2026

Hi ​@guzman_r105 , Add a workflow in survey workflows tab. The workflow should be triggered when a survey response is recorded. Now, add a decision as Response Finished equals True. Then add the XM Directory task » select add to XM directory » Map the primary fields and check the unsubscribe box. This will opt-out the participant from the mailing list.

 

The condition to be configured is Response » Finished » True as shown in below image.

 

Hope this helps! :)