Emailing only individuals who started survey | XM Community
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I am working with a large email list and am hoping to send reminder emails to individuals who started the survey but did not finish. 

I have tried three ways of doing this, but none of them does what I’m hoping to accomplish. 

(1) I have tried the reminder option in the email distributions portion of Qualtrics; however, this sends the email to individuals who did not start the survey as well as those who started but did not finish. 

(2) I have tried sampling from my directory; however, it appears I am unable to use survey status to create a sample. The list is also too large to manually generate the sample.  

(3) I have tried downloading the directory, taking only the individuals who started the survey, and re-uploading; however, from my understanding, this creates a new link for each individual, so rather than allowing them to pick up the survey where they left off, they would have to start over.

Is there some way to accomplish this that allows people who started the survey to pick up where they left off? 

Hi @samf123 ,

You might be able to do this with a variation of #3. Download your email list for the survey, and create a variable that you can use to tag those records that did not begin completing the survey yet. Then upload those records back into your list to update them. Then you can select the records you just tagged, and opt them out of the list, as shown below. (You can opt them back in later if you want to include them in subsequent reminders.)

 

I was also looking for a solution for this.

My survey is being triggered continuously, so not in one large batch like a yearly relational survey.

So it’s impossible for me to do a daily download-upload to achieve this.

I did find that there is an Idea open for this, so I have voted:

EV-1221”Ability to send a separate reminder to respondents who have already started the survey (Vs all unfinished respondents)” 

 

 

I would do it this way:

  1. In the XM directory, create an ED called surveyState. This would either be blank, started or ended. Everyone starts with a blank surveyState
  2. Create a JSON workflow that takes in an email id and a surveyState,  and updates the relevant contact in the XM directory.
  3. At the start of the survey, have a web service task that calls this JSON workflow to update the surveyState to started.
  4. At the end of the survey have a web service task that calls this JSON workflow to update the surveyState to eneded.
  5. Create a daily/weekly/monthly workflow to send out a reminder email to the contact list filtering only those whose surveyState is started.  
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