Remove contact from a mailing list based on their embedded data? | XM Community
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Hi everyone,

 

I have not seen if someone has asked this already, and I am having trouble figuring it out on my own:

 

I have a longitudinal research study where participants take 3 surveys over the course of a month. I have a main mailing list with all of my participants and their embedded data. I have the set up where as the participants complete each survey, the mailing list updates the participants’ embedded data column to show how far in the process they are (so, when a participant completes survey 1, they receive embedded data marking that they finished survey 1. then their survey 1 column will update to say “yes” using this embedded data, and the same will happen for their survey 2 column when they finish survey 2, and so on).

My issue is, I want to drop (or opt out) participants from the study if they don’t complete the surveys within a given time frame. So for example, any participants who do not have their survey 2 done by X date are dropped from all contact lists.

I tried to do this in Standalone Workflows, where on X date if someone is subscribed to a mailing list initially but on the condition that their embedded data for surveys 2 and 3 do not equal “yes”, then they would be removed from the study and no longer a participant.

 

Is there a way to do this?

@aquaglyphics for this, you’re going to want to use segments instead of lists. When you build a segment you can set multiple criteria from which the segment will add/remove people automatically. Lists are purely additive and once someone is in, they’re in. But when you build a segment, you can indicate the criteria and people will be removed. 


In this case, in the same way you’re adding an embedded data field when someone completes a survey, you can add another field with the completion date. The segment can look at the date and make the determination if it should be included in the segment or not. 

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