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Timed survey distribution

  • August 22, 2024
  • 2 replies
  • 36 views
M
Level 2 ●●
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I have a survey that collects responders’ contact info. A response to the survey generates an initial ticket. A status change in the initial ticket generates a second ticket. Once the second ticket is closed, I would like to automatically send a follow-up survey to the responder. However, I want this follow-up survey to be sent approximately 2 months after the second ticket is closed. Looking for suggestions on how I might go about this! TIA!

2 replies

Nam Nguyen
QPN Level 8 ●●●●●●●●
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  • Nam Nguyen
  • QPN Level 8 ●●●●●●●●
  • August 23, 2024

@megan.clawson You can use XM Directory Task (qualtrics.com) and have the option to schedule the time

Hope this help

Nam Nguyen - XM Technology Consultant | DXCON Vietnam
M
Level 2 ●●
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  • megan.clawson
  • Author
  • Level 2 ●●
  • March 4, 2025

​@Nam Nguyen Thanks for the suggestion. I tried this, but this seemed to be more for scheduling a survey to go out to multiple people at some scheduled future time. Instead, I wanted to be able to distribute the survey on a rolling basis, whereby it is sent to a specific individual two months after the individual’s ticket is closed. We’ve since gone a different direction with this, but thanks for the help!

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