I've been going around in circles, so I thought I'd check in with the community on my particular Qualtrics challenge...
Short version: after being added to a panel through survey contact triggers, is it possible to automatically provide panel members their RecipientID in some manner (e.g. email)? And can RecipientID be used as the required token in survey authenticators?
If so, could someone please point me to resources and/or examples? If not, there's no sense in reading on... either way, any input would be greatly appreciated!
Much longer version: I'm involved in research assessing a group training course, delivered via a network of (currently unknown) facilitators, with multiple surveys completed by participating group members over the training duration. Currently, as groups come on board the associated facilitator sends me a list of member emails along with additional info (group name, facilitator name, etc) and I manually upload this info into a Contacts list. I then supply the facilitator with links to the course surveys, which are generic so facilitators can release the urls to members on their own timeline. The surveys use an authenticator for log-in (member email address) as well as embedded data fields to capture various panel fields for tracking and binning (e.g. RecipientID, group name, facilitator name).
It works, but is clunky and not really secure since the authenticator is based on entering an email address (which can be widely known). As a result, I'd like to automate the process as much as possible and make it more secure... is something like the following possible in Qualtrics?
1) facilitators first register themselves via a _separate, generic, facilitator-intake survey_ and are added to a "Facilitator" panel upon completion (via contact trigger),
2) then facilitators are automatically emailed their panel RecipientID, which constitutes an anonymous and unique Facilitator ID, and this is to be saved for,
3) registering each group under their facilitation via a _separate, generic, group-registration survey_ (which contains Facilitator ID and Group Name fields), upon completion of which,
4) the facilitator then receives an email containing a link to (yet!) another survey, with Facilitator ID and specific Group Name appended to the url via piped text, to be distributed to relevant group members as a _member intake survey_,
5) and as group members complete the intake survey they are added to another panel with the proper group membership and facilitator ID (via embedded data and contact trigger), and finally...
6) the participants themselves (group members) are automatically emailed their own panel RecipientID to be saved and used in subsequent survey authenticators?
Entirely different ideas are welcome as well :)
Ian
Best answer by PeeyushBansal
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