Continuous reminder emails

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

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.

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

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.

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

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.

Hi ​@NamanS ,

Thanks for outlining the Segment-based approach, it looks really useful for other scenarios.

I just have one clarification:
In Step 5, when using the “Send Survey via Email” task, does Qualtrics automatically send a reminder using the original survey link, or does it generate and send a completely new invitation link?

In other words, will respondents continue their existing session, or will they receive a brand new invite?

Thanks,
Arun

Hi ​@arunxmarchitect , It would not be a new session the respondent would continue with their session as the link is unique for the individual.

Hi,

Although these solutions might be enough to address your use case, neither will create true reminders. They both create new distributions, with new links.

If you want to send reminders associated with the original invitations, you would need to:

• Specify a custom expiration delay in your original invitation.
• Create a scheduled workflow:
  • 1- Retrieving the stats of your distribution with a web service element calling the Get Distribution API.
  • 2- Parsing those stats in a custom code task to determine if a reminder must be sent.
  • 3- Creating the reminder with a web service element calling the Create Reminder Distribution API.