Piping Answers to a Shorter Survey to be Automatically Submitted | XM Community
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I have a long questionnaire (survey-1) and want to receive a response summary as pdf after each participant. However, I don’t want the whole questionnaire and embedded data on this file. To solve that, I created a second survey (survey-2) which consists of the questions that I am interested in seeing. The idea is that the participant will fill out survey-1, when they submit it, survey-2 (a shorter version of survey-1) pipes the answers from survey-1 and gets submitted automatically, sending me the response summary. How can I achieve this? 

Thank you.

 

@Merve  You don’t need to create a 2nd survey to achieve this.

You could create a report/dashboard with email distribution to yourself or an workflow email task (my preference) with just the questions you want to see, as you already have this data. This is a much easier way to execute what your looking for.

If you do an email task via workflows, you can tailor the email content to what you need.  When it comes to the answers you pipe these in selected piped text>embedded data field. Refer to Email Task (qualtrics.com) for more.

 


@Merve  You don’t need to create a 2nd survey to achieve this.

You could create a report/dashboard with email distribution to yourself or an workflow email task (my preference) with just the questions you want to see, as you already have this data. This is a much easier way to execute what your looking for.

If you do an email task via workflows, you can tailor the email content to what you need.  When it comes to the answers you pipe these in selected piped text>embedded data field. Refer to Email Task (qualtrics.com) for more.

 

Thank you Scott, I was hoping to receive it as a pdf document. My questionnaire is quite long and as an email content, it may be hard to follow for me and the participant.


@Merve  you can format the email as much as you like, I’ve done it for surveys with 100+ questions, and include information about respondent like their name, phone number etc which is embedded data we have.  In my experience formatting an email keeps it a lot more user friendly than any automated execution/pdf as you can format an email in many ways; including HTML.

You may also save this format in a library which you can easily reuse again.

There is an option on this to include a link to a ‘full response’ within an email task which is automatically generated by Qualtrics so you don’t need to type out the email content.  This includes a link which opens a PDF (if I recall correctly).  However the automated format of this isn’t great (IMO) and you can’t edit it or what it contains.

If you did want to still have a 2nd survey; you could still look to use a workflow with option ‘load responses into survey’ rather than email task (Qualtrics offers other options as well, although not specifically PDF).  This would need a bit of set up to map the variables to the right survey question, you would then need to set up rules to automatically close the 2nd survey once the data was input.  Theoretically this seems feasible (not tested) however suspect it be a clunky execution.   You would still need to look at creating a report for this 2nd survey; and then schedule a PDF of that to be emailed to you.

I understand this might not be exactly the right one for you.  Just in my experience the email option gives the most friendly and customisable execution - which is why I recommend this approach.


@Merve One possible way to achieve your goal in Qualtrics is to use the “End of Survey” element in survey-1 to redirect the participants to survey-2, and pass the answers from survey-1 as query parameters in the URL. Then, in survey-2, you can use embedded data fields to capture the query parameters and display them in the questions. Finally, you can enable the “Email Trigger” option in survey-2 to send you the response summary as a PDF attachment. 


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