Follow up emails with conditions | XM Community
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Hello,

 

After a user completes the first survey (consent survey) I create a new contact and then send out an email to the next survey (pre-survey). 

I would like to send a follow up email 24 hours later to that user if they haven’t completed the pre-survey AND their appointment date hasn’t passed (appointment date is collected in the consent survey as an embedded field).  

 

I can’t think of a way to do this without a bunch of custom code within the consent survey workflow.

  1. 24 hour timeout
  2. Checks whether the user has completed the pre-survey and whether the appointment date has passed
  3. Manual post request to send email to user with the pre-survey link

 

Any ideas on a simpler design?

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