I have a survey that needs to be administered to a growing set of contacts on a monthly basis. I’ve created a contact list for this survey, and I am wondering if there’s an easy way to maintain the contact list so that I am not re-sending the survey to those who have already either opened or completed it. It would be great to avoid a manual process of updating who has already received an invitation to complete the survey, but I am not sure if there’s an option for that. I won’t be able to filter for “last response” since they will also be receiving another survey at the same time that they’ll likely be responding to simultaneously.
Question
Simple way to remove contacts from a mailing list if they have already received a survey?
+22Hi
I can not remember any automation to achieve this. However, you could do it by adding the following setup to your survey flow:
Make sure to set up the web service element correctly.
- Method: DELETE
- URL:
https://fra1.qualtrics.com/API/v3/directories/POOL_XXX/mailinglists/CG_XXX/contacts/${e://Field/ContactID}- Replace POOL_XXX with your directory ID
- Replace CG_XXX with your mailing list ID
- Set the X-API-TOKEN from a user that has access to the mailing list and that is a XM directory user
Here is the documentation of the used API:
Here are details about the X-API-TOKEN:
https://api.qualtrics.com/2b4ffbd8af74e-api-key-authentication
If you place the elements at the start of your flow, the contact should be deleted from the mailing list once he starts the survey.
Best
Christian
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