Setting Up Automatic Follow-Up Emails in Qualtrics | XM Community
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Is there a way to set up my Qualtrics survey to automatically send follow-up emails to participants for Survey 2 after they complete Survey 1? I understand this may require collecting participant emails, but I am prepared to ensure data collection remains IRB-compliant.

We can create a workflow based on new response event in survey 1 and use XM directory task to distribute survey 2.

Hi Shashi,

I’ve been working on setting up the XM Directory task in my workflow for about six hours, but I keep encountering a "Failed" response. I've reviewed the documentation and applied the recommended steps, but the issue persists. I’ve attached a screenshot for reference. Could you help me troubleshoot this? It's quite urgent.

Thank you for your assistance.

Hi,

Examining the JSON response of your workflow might help to pinpoint the cause of your error :

 

 

Tagging a couple of folks who may have input here: ​@Tom_1842 or ​@Nam Nguyen do either of you have insights here that might help?

Hmm I agree with Shashi that the XM Directory task will work well here, and agreed with Vincent that looking at the JSON for the failed workflow step is what I would check next for why it is failing. If the JSON doesn't provide much insight, I would start over - build the workflow from scratch and create a new contact list to add to. If it helps, below is a configuration that has worked for me in the past to distribute a second survey immediately after the first one is submitted:

 

​@danfaraci I don’t see the workflow status to know which step is failing. Also, along with debugging with the JSON, we need to know how you are setting up the task. That screenshot you provided doesn’t help at all.

Thank you, ​@Tom_1842 and ​@Nam Nguyen for your insights here!

​@danfaraci We can implement the XM Directory contact list update feature to accomplish this task. Please follow below steps :-

  1. Allocate a default value for “External Data Reference”.
  2. Setup up a task based work flow when a response has been recorded to increment the response count in the Contact list in the XM Directory.
  3. Post that trigger the condition to send out “Survey 2” once the response count is incremented in the XM Directory. 

This setup work for both same and different surveys. In case one wants  to send out same survey for multiple products at a specified interval of time they can include the validation in the basis of product code to restrict the respondent to take multiple surveys for same product. The initial setup of updating the response count remains same in both the cases

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