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Searching through a Directory before entering a survey

  • May 20, 2021
  • 2 replies
  • 60 views

Hey Everyone,
I am wondering if this is possible... But I want to be able to ask an email in the first question of my survey and then search that email address in a Directory and depending on the result either terminate or allow to continue with the original survey.

Also if the email is not in the directory I would like it added.

Is any / all of this possible?

Thanks
Mark

Best answer by PraDeepKotian_XM

Hi Mark,
You can use the survey flow element called Authenticator to check if the respondent is present or not. Qualtrics support link.
For adding a new email, you can use the feature called XM Directory task. Here is the support page link.

2 replies

PraDeepKotian_XM
QPN Level 5 ●●●●●
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  • QPN Level 5 ●●●●●
  • Answer
  • May 20, 2021

Hi Mark,
You can use the survey flow element called Authenticator to check if the respondent is present or not. Qualtrics support link.
For adding a new email, you can use the feature called XM Directory task. Here is the support page link.


  • Author
  • May 20, 2021

Amazing!! Thank you!!
I will have a play with this tomorrow and will reach out if I can any questions :)