We are currently sending email invitations to our customers via automations, for our customers to complete our surveys online.We are looking to boost our conversion rate by conducting some phone call surveys with our customers. I was just wondering if anyone else has done similar and how this has been set up? I'd like to understand how to conduct a survey over the phone with a customer without using an anonymous link, so that we can still link the survey response back the customer in the directory.Would appreciate any ideas/ help on this :)

Then just generate the personalized links, but don't send the email. Call them up, if they're ready to answer open the relevant personalized link instead of the anonymous one and fill out the answers. Else send that as an email.

asanders under the distribution tab you have the ability to generate personal links.Qualtrics can generate a list of unique, or “personal”, survey links. These links are tied to specific survey recipients, and the names and any other uploadedembedded datawill be included with the responses in the results.When you generate personal links, Qualtrics provides a spreadsheet that contains a row for each recipient including their name and their personal survey link.Just be mindful these links are unique to a customer hence cannot be used more than once.You can reach out to your customer, open the spreadsheet with the personal links, search for the customer, grab the survey link from the "Link" column in the spreadsheet and complete the survey as you speak to them.https://www.qualtrics.com/support/survey-platform/distributions-module/email-distribution/personal-links/#GeneratingPersonalLinks

Is anyone running phone surveys with customers in Qualtrics?

Is anyone running phone surveys with customers in Qualtrics? | Experience Community

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded