How to recommend a panelist a second survey project after completing the first one? | XM Community
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Hi, I would like to build a system where when a panelist completes Survey Project 1 and redeems their reward that they are provided with a message that says (something along the lines of) “take another survey and receive another reward” with the option to then begin Survey Project 2 or be redirected to a “your response has been recorded” page. 

So far, I am noticing in workflows that I could trigger an SMS or email to invite the panelist to take Survey Project 2 after the completion of Survey Project 1, but I would really like for it to take place in a flow all on the web browser at the same time. 

Bonus version 1 of the above tool would take a look at the embedded data of the panelist prior to recommending Survey Project 2 to make sure they qualify for the survey (ie: the quota is not already met for their particular demographic). 

Bonus version 2 of this would be more dynamic and look at Survey Project 2, and Survey Project 3 and decide which one to recommend to the panelist based on their embedded data and which one to not recommend if any. 

Any recommendations on how to go about this? Any third party integrations you’d recommend? Workflows? Or survey flows? 

you can create custom message containing second survey link and can add that message in first survey’s survey flow.

Create message in library:


 

 

Type in your message in Open end box (above screenshot).

 


Select created message, refer below screenshots.

 

Add end of survey at the bottom of the survey flow after all blocks, embedded fields and logics etc. there shouldn’t be anything after end of survey module.

 

the click on customize, and add the same message created in library. Please ensure to test it properly before survey launch.


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