Re: Automating email triggers for incomplete response | XM Community
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Hello,

I have two surveys. Survey #1, a consent form, is shared via an anonymous link on our website and includes personally identifiable data (name, email address, phone number). Upon completing Survey #1, participants are directed to Survey #2 through a redirect link, which includes the Survey #1 response ID as embedded data in Survey #2. Additionally, contact list triggers operate post-survey in Survey #1, capturing name, email address, phone number, and Survey #1 response ID. This response ID serves as the data linkage variable. Both surveys enforce a 4-hour response recording time, regardless of completion status.

Currently, I manually send retake links for incomplete Survey #2 responses. However, due to the study's scale, I'm seeking an automated solution. I've explored Qualtrics resources and found a potential solution involving email triggers for "Progress < 100," utilizing a specific query string at the end of the anonymous link: "?Q_R=${rm://Field/ResponseID}&Q_R_DEL=1" to generate retake links. This solution appears tailored for situations where both email and survey responses are captured in a single survey. Given our survey's unique nature, I'm uncertain about how to adapt this solution.

Can this solution work for my scenario, where email and survey responses are split across two surveys due to the nature of the study?

@Mannila Yes you can, as long as the emails are capture in 2nd survey

@dxconnamnguyen Emails are collected in Survey #1 and are not embedded into Survey #2. Nevertheless, we do embed the Response ID from Survey #1 into Survey #2. Also, both the Response ID and email address from Survey #1 are stored using contact list triggers. Is it possible to discover a workaround using this?

@dxconnamnguyen Emails are collected in Survey #1 and are not embedded into Survey #2. Nevertheless, we do embed the Response ID from Survey #1 into Survey #2. Also, both the Response ID and email address from Survey #1 are stored using contact list triggers. Is it possible to discover a workaround using this?

@Mannila You can still pass the info from #1 to #2 using query string Pulling Data Into a Second Survey (Longitudinal Surveys) (qualtrics.com)

@Nam Nguyen - The concern is that we aim to avoid incorporating their personally identifiable information (PID) into the second survey. This is clearly stated in the information letters for our study, assuring participants that their PID is exclusively gathered in a distinct survey. There is no means of identifying the survey  #2 takers, except for the researchers who can link the data based on the unique identifiers, namely the embedded "Response ID" from survey #1, when they download the data for analysis. 

Is there any other way that we can automate this procedure without passing PID from survey #1 to survey #2?

@Nam Nguyen 

I just had a follow-up question: Can we pass identifiable data from survey #1 to survey #2 without risking a data breach? We have the data isolation feature enabled in Qualtrics, and our main concern is avoiding any data breaches. If there is a possibility of this happening, we won't consider this approach. If you are not the best person to answer this, please let me know who to reach out to. Thank you!

Hiya Mannila!

I was wondering if you got an answer to this?

Silvia

@smills2 


Hi Silvia,

No, I haven't received an answer to this yet. If you're able to help, please let me know.

Hi everyone,

I’ve followed up on this post by using the workflow to send reminder links to participants with incomplete responses. Additionally, I embedded the PID from Survey #1 into Survey #2 to facilitate follow-ups with participants who have incomplete responses recorded in Qualtrics. I also used the Q_EED as a URL parameter to pass encoded embedded data parameters, ensuring that the information passed remains unreadable.

With the data isolation feature enabled in our license, participant identification data will remain secure even in the event of a data breach. This is my understanding of the functionality, and with that, I am closing this post.

For reference, I used this page to implement the changes: Passing Information Through Query Strings - https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/standard-elements/passing-information-through-query-strings/.

Thanks for your attention.

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