Simple way to remove contacts from a mailing list if they have already received a survey? | XM Community
Skip to main content

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.

Hi @TR_data,

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: 

https://api.qualtrics.com/4ed38798f8039-delete-contact-in-mailing-list#this-api-call-is-only-available-to-xm-directory-users

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

Leave a Reply


Terms & Conditions