send individual surveys at specific date

Question

I am trying to set up a longitudinal survey. In order to do so, I would like to send out surveys on very specific dates. For the initial period, participants will supply the end-date of an event, and I would like to pipe that info into an email trigger (or something similar). I know how to do email triggers, but there are limited date-delay options. For follow-ups, I want emails to go out approximately every 3 months after the initial survey completion date. I suspect this may require something in Contacts or JavaScript, but would very much appreciate advice. I would also like to set reminders (i.e., email every 3 days within a +/- 7 day window until participant completes the survey).

TomG · Accepted Answer

@benainsworth,You can start with the Qualtrics API documentation and click on Get Started.Integrating with a survey is fairly easy, you either add a web service block to your survey flow and add the appropriate parameters or redirect to a script at the end of survey.  In rare cases, it may make sense to make a web service call to the api directly. In most cases, you'll call your own web based script that will call the api using c u r l (sorry, for some reason, if I type c u r l without spaces I get an Access Denied error).  So unless you are doing direct api calls from the survey flow, you'll need some expertise in writing web scripts in some appropriate language (e.g., php, python, perl, etc.).

TomG · Answer

To fully automate the process you described, you'll need to create a web based script that uses the Qualtrics REST API.

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