I need to build a workflow that sends three reminder emails based on a respondent’s survey completion progress. The reminders should only be sent if the respondent is still incomplete at the time the reminder is due, not at the time the workflow is triggered. Here is the exact logic I want to implement:When a respondent starts the survey and a response is recorded, the workflow should wait 48 hours. After 48 hours, the system should check the respondent’s current survey progress. If progress is still <100%, send Reminder Email 1. If the response has reached 100%, do nothing and stop the workflow for that respondent. Then wait 7 days after Reminder Email 1. After 7 days, the workflow should check progress again. If progress is still <100%, send Reminder Email 2. Otherwise stop the workflow. Then wait another 14 days. After this period, check progress again. If still <100%, send Reminder Email 3. Otherwise stop the workflow. The issue I am facing is that in Workflows, when I set “Send After X days” inside an email action, the condition block after the email evaluates immediately, not at the scheduled send time. As a result, all three emails are scheduled at once based only on the initial progress value, rather than re-checking progress after each waiting period.My questions for support:How can I create a workflow that re-evaluates survey progress after each delay rather than evaluating everything at the initial trigger time? Is there a way in Qualtrics Workflows to “pause” the workflow and then re-check conditions after a delay? If workflows cannot re-evaluate conditions after a delay, what is the recommended method for implementing sequential conditional reminders based on progress (48 hours → 7 days → 14 days)?

Hi Neha,Hi Jake,Yes, you understood everything correctly,just to clarify, our consent form is also built in Qualtrics. Other than that, your explanation matches our setup exactly.Great! Thank you for confirming. If that’s the case, here is a potential solution design, assuming you have XM Directory and Segments enabled for your brand. Depending how you want to deal with people who submit the intake survey multiple times, there may be additional design considerations.Intake FormCreate a workflow inyour intake form survey to create a contact in the XM Directory when the survey is submitted.Set an embedded data field on the contact with the completion date of the intake form with the date format YYYY-MM-DD (Use the piped text syntax ${date://CurrentDate/DS}).Example: Set ED field “Intake Completion Date” = “2025-11-05”Main SurveyCreate a workflow in your main survey to add an embedded data field to their XM Directory contact when the survey is submitted to flag that they completed their survey.Example: Set ED field “Main Survey Status” = “Complete”Scheduled WorkflowCreate a scheduled workflow to run daily that creates a sample and emails a survey link to all contacts who have not completed the main survey and submitted their survey 2 days ago.Trigger: Scheduled dailyTask 1: Create a sampleUse the mailing list where the contacts were inserted from the Intake Form workflow as the sample source.Setup sampling criteria to pull 100% of contacts who match the following criteria:ED field “Main Survey Status” does not equal “Complete”ED field “Intake Completion Date” is Before the past 1 day and On or after the past 3 daysTask 2: Send a survey via emailSelect the sample from task 1 as the source for the email distribution.Setup reminders on the email task for distributions to send 5/12 days after the 1st email is sent (which will only go to those that did not complete the survey from the 1st email invite).Note that this is also assuming users are entering the same email in both the consent form and the main survey since you are using an anonymous link. You could enhance this by including the email entered in the consent form as a URL parameter in the end of survey redirect URL to the main survey so that they automatically have their same email connected tothe main survey.

I am sorry, it is working and saving new responses.Thank you.

Need Sequential Reminder Emails with Progress Check After Each Delay

Need Sequential Reminder Emails with Progress Check After Each Delay | Experience Community

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded