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Question

Continuous reminder emails

  • November 19, 2025
  • 6 replies
  • 48 views

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I need to send reminder emails until every individual on the contact list has finished the survey. Is that possible?

6 replies

Gunjan_Malhotra
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Yes it is possible to automate this . It can be achieved through workflows under XM directory

 


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  • Level 4 ●●●●
  • November 24, 2025

It can be done both through Workflows under XM directory or you can directly go to "Distributions” tab of your survey and schedule Reminders according to your required frequency.


bench
Level 3 ●●●
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  • Level 3 ●●●
  • November 24, 2025

As others have said, use the schedule reminders function within the distributions tab in the relevant directory.


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  • Author
  • November 24, 2025

Thanks all. The main limitation I’m facing is automating this process. We don’t have to have to check for responses - just have Qualtrics check to see if it is completed and then remind if not. I checked worfklows and could not find a way to check for survey completion in the sampling filters.


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  • Author
  • November 24, 2025

I actually just came across the Survey Status filter for sampling. I’m not sure if it’s new but this will work!


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  • November 24, 2025

Hi ​@carronee91 , This can be managed by creating Segment.
Step 1 : In the contact list add an embedded data with Complete=False for all
Step 2 : Create a workflow for an event received with Survey response and then add XM directory task to update the contact data. Once a person completes the survey then the XMD task will update Complete = True.
Step 3: In segments create a segment with rule Complete= False (This updates as an when any changes is done to the Field Complete. If a respondents status changes to true it would be dropped out of segment.
Step 4: Create another Workflow with start at specific time and date .
Step 5: Add send survey via email task and specify the segment. This would be distributed as per the time and date specified for the workflow to run.