Hi,
Is it possible to do the following (and if so, how?!):
If a person fills in “Survey 1”, can completion of this trigger an email link to “Survey 2” to the same person, using the email address they have entered in “Survey 1”?
Also - if they do not complete “Survey 1” for some reason, can I also set the workflow so that an email is sent as a reminder to complete the survey after a set amount of time?
Many thanks!
Hello
You can easily customize the "End of Survey" section in your first survey to redirect participants to the second survey, which would be the simpler approach. If you plan to send the second survey via email, you can add an embedded variable (e.g., "Response") in the first survey when the survey is completed. Then, in the workflow, add a "Survey Response" event and set the logic as "If Embedded Variable - Response is equal to the specified value], then add a 'Distribute Survey' task." In this task, you can include your second survey link.
For sending reminders, you can refer to the following link:
Let me know if this helps.
Thank you Sachin, that is very helpful. Perhaps we will try the redirection approach as it does seem simpler. However, if the participant did not click the redirect link, could we still prompt them to complete the second survey via email?
Hello
By employing a redirect in the end-of-survey message, participants won't need to click any links; upon clicking "submit," they'll automatically be redirected to the second survey.
You can use a workflow to send the second survey to those who haven't completed the first one. Ensure that the partial response is saved as "survey completed" before triggering the workflow because you won't have their email IDs until the response is saved. You can set up this timeline in the "survey options" to determine when a partial response should be considered a completed response.
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