Using a mailing list for multiple survey distributions | XM Community
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Hello,

I’ve already tried researching, but couldn’t find a solution, so hopefully someone has an idea for me :)

 

I have created a QX workflow to import Salesforce Contacts from a Salesforce Contact list view to a QX Directory. These contacts will then be added to a mailing list. At the moment, the workflow is running every hour and imports new contacts, if there are any.

There are also some other workflows like saving the responses in Salesforce and a customized opt-out link to save that information in Salesforce as well.

Our goal is to distribute a feedback survey whenever a new contact has been imported to QX. And that’s where the struggle begins.

I couldn’t find out if it is possible to use one mailing list for distributing a survey multiple times,

  1. without a contact getting the mail more than once
  2. without someone sending the survey manually.

The perfect situation would be following:

  1. New contact in Salesforce has been added to the Salesforce list
  2. New contact is imported to QX directory and mailing list
  3. Survey is being send automatically to the new contact without contacts already being in the list receiving it again

Is this somehow possible?

 

Thanks for the help!

 

Hello @Melike, 

I recommend creating a new workflow using the 'Experience ID Change' event. Select 'Contact created' and check if there are any Embedded Variables associated with this event. Then, if necessary, add any conditions. If no conditions are needed, simply add a 'Distribute Survey' task.

You can find the 'Experience ID Change' event in the 'Stand Alone' workflow section. For more detailed information, please refer to the following link: Link.

This should help resolve your issue effectively. Let me know if this works for you.

Hey @Sachin Nandikol,

thank you for the suggestion. Unfortunately, that didn’t work in my case.

But I found another solution: message triggers

“Message triggers send out an email when a contact is added to a chosen mailing list. This email can go to any colleague you want, regardless of whether they have a Qualtrics account, or the contact themselves.”

That was exactly, what I needed.

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