Reports: Automatic Email Action or Trigger Based on Response ID | XM Community
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Reports: Automatic Email Action or Trigger Based on Response ID

  • May 8, 2019
  • 2 replies
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Martin_O
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I am trying to create an agreement contract in Qualtrics that would then auto send results to the person/s who completed the agreement immediately after completion. Rather than an email going out with a summary of their responses embedded in an email, I would like them to have a pdf version of the agreement attached to the email. I was just going to create a customized report or something like that and have it trigger based on something like Response ID but am not sure how to do this or if it is the best way? Is there a way to do this or do you have alternate suggestions?

Best answer by Kate

This one gets a little tricky: There is an old response that seemed to work for a period of time: https://www.qualtrics.com/community/discussion/2838/sen-d-email-trigger-with-single-response-as-pdf But there are some people trying that method today who appear to be having issues. The other solution is to simply send a link to the full pdf: https://www.qualtrics.com/community/discussion/4087/email-pdf-version-of-survey-results-automatically

2 replies

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  • Level 5 ●●●●●
  • 543 replies
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  • May 8, 2019
This one gets a little tricky: There is an old response that seemed to work for a period of time: https://www.qualtrics.com/community/discussion/2838/sen-d-email-trigger-with-single-response-as-pdf But there are some people trying that method today who appear to be having issues. The other solution is to simply send a link to the full pdf: https://www.qualtrics.com/community/discussion/4087/email-pdf-version-of-survey-results-automatically

Martin_O
Level 2 ●●
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  • Author
  • Level 2 ●●
  • 65 replies
  • May 8, 2019
Thanks!