SMS Reminders for Email Invites? Need advice on better lab processes | Experience Community
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SMS Reminders for Email Invites? Need advice on better lab processes

  • March 13, 2026
  • 1 reply
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Our research lab sends out a weekly survey to our participants every Monday morning. We have an email reminder set up every Wednesday, and we manually text our participants (who have opted in) every Friday if they still haven’t completed the survey.

The manually texting part is getting very inefficient, but we’ve discovered that it helps immensely with survey compliance.

Is there a way we can automate this reminder through Qualtrics? I see that there is SMS option, but if you start a survey via email, can you set up a reminder link via SMS? Any other options out there that could help us make this process more efficient for our study coordinators?

Thank you!

1 reply

nikamshubham73
Level 2 ●●
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Hi ​@Zonks
A recurring workflow can be configured in the Workflow tab. Begin by creating Task 1 to trigger the event on a specific day (such as Monday). Next, add Task 2 to schedule the email invitation and two reminder emails (Wednesday and Friday). This setup will help automate the process. Keep in mind that it will run for the same directory instance.
Setting a Workflow Schedule     Send Survey via Email Task