Hi,
I want to design a survey for the project manager to understand the account.
So one PM can have multiple accounts, I want to send personalized survey links to the PM and they can see the account name and fill the survey for that account only.
Can we do that?
Yes, you can have these data points feed into the survey as embedded data fields and then set the fields to autopopulate through default values.
Also, is there a way to have the account name, the PM is filling the survey for gets pre populated in the beginning of the survey.
Eg: I am the project manager 2 accounts Google and Meta
So when I am filling the survey of google, google should pop up in the beginning if the rest of the survey questions
Similarly for meta,
I hope it makes sense.
To add on lnessaG’s response, create the embedded data fields in the survey and then pass the PM’s name using a URL parameter: https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/standard-elements/passing-information-through-query-strings/
ex: https://survey.qualtrics.com/jfe/form/SV_123456789?PM=Bob
Like I have 150 accounts and 32 Project mangers,
so Bob manages 3 accounts: ABC,XYZ and KLM so how will I know that Bob has responded the survey for which account.
Is there a way to figure that out??
Or like do I have to create 150 survey links because I need the PM needs to know which account they are filling the survey for.
If you use Qualtrics’s email distribution you can include the account name in the distribution list and it’ll be included as embedded data, the only issue here is Qualtrics won’t send identical emails to users in the same distribution so you would need to piple the account name in the email; I would put it in the subject and body.
If you don’t want to use Qualtrics email you can still generate personal links in the Distribution section and send each PM thier personal link, it’ll save you the step of creating the links yourself.
Thank you
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