Email Notification of Quota met | XM Community
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Hello All!

For Conference/event registration surveys I have multiple choice questions with time slots/topics as response options. Each option has display logic tied to a quota. I have figured out how to set up a workflow that will send me a notification email once any of the quotas are met, however with this solution I will receive an email for every response submitted until all quotas are met and survey closes. 

Is there a way to only send the notification once as each quota is met (e.g., 4 response options would be 5 emails: 1 for each quota and another for survey close)?

TIA for any assistance or workarounds provided! Have a great day!

 

If you are flagging the response on Quota met you can use the Q_TerminateFlag variable and just not increment the quota. This should just flag the quota met response and trigger the email on quota met


@CBSewell 

You can include a logic within survey flow and redirect to not record the response (end of survey element) once Quota has been met. If it doesn't get recorded your workflow wouldn’t trigger.

Hope it helps!


@Eumetis & @Deepak I think I am not fully understanding. Your replies make sense to me if there was only a single quota, when once met, participants were sent to an End of Survey. I have 4-6 response options that are not visible once their individual quotas are met. (e.g., 4 response options, one quota is met, next participant only sees three response options.)

Does this make sense?


@CBSewell 

Oh, I got you! You can do a workaround I believe, presuming this is an anonymous survey and you’re creating the contact once registered.

You can have an additional XMD task to update a dummy contact which will have these Quotas email sent status. Additionally, you can use authenticator to get these statuses and use the same within workflows condition to send email or not.

Hope it helps!


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