How do you send 2 or more reminder emails for an automated (SFDC) survey? | XM Community
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Michael_Cooksey
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6 days ago
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How do you send 2 or more reminder emails for an automated (SFDC) survey?

AnneG
Level 3 ●●●
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  • AnneG
  • Level 3 ●●●
  • 49 replies
Currently the Salesforce trigger and email survey options only let you automatically send 1 reminder email, so I'm having to go into my distributions each week and manually schedule the second reminder email. Is there a better way to handle? Seems to me a pretty essential feature, though some might say I'm sending too many reminder emails. (But I've proven they get me many more responses; without them for certain surveys I would never get to what my stakeholders consider an acceptable RR percentage.)

Best answer by Anonymous

@AnneF and anyone else who wants to see this feature, if this is something that would be valuable to you, we recommend you submit this as a Product Idea!

Our PMs regularly review the top ideas and work to incorporate them into the product roadmap! This post is the start of an excellent idea for our team to explore.
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12 replies

Dsattler
  • Dsattler
  • 1 reply
  • March 14, 2018
I had an issue where Qualtrics wouldn't let me send a 2nd reminder because the message was exactly the same and it was viewed as spam. I added the current date to the top of the message and problem was solved.
AnneG
Level 3 ●●●
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  • AnneG
  • Author
  • Level 3 ●●●
  • 49 replies
  • March 14, 2018
I'm talking about a separate issue. If you have a survey automated via Salesforce trigger, Qualtrics lets you automatically tell it to send the recipients one reminder email but not more than one (and I send several reminders for some of my surveys).
MohammedAli_Rajapkar
QPN Level 5 ●●●●●
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Hi @AnneF,

You can utilized the Email Distribution section to send multiple reminders, this is the same way where you send the reminder for Non-SFDC project.

Try and let me know...
Regards, Mohammed Ali
AnneG
Level 3 ●●●
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  • AnneG
  • Author
  • Level 3 ●●●
  • 49 replies
  • April 4, 2018
Thanks, @Mohammedali_Rajapakar_Ugam, but the key point was "automatically" send 2 reminders. I already included in my question that I am manually sending an additional reminder for that survey via my distributions. It is a big pain, with no current solution, so I'm hoping this gets prioritized on the roadmap 🙂
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    Asha
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  • Anonymous
  • 0 replies
  • Answer
  • April 10, 2018
@AnneF and anyone else who wants to see this feature, if this is something that would be valuable to you, we recommend you submit this as a Product Idea!

Our PMs regularly review the top ideas and work to incorporate them into the product roadmap! This post is the start of an excellent idea for our team to explore.
AnneG
1 person likes this
  • AnneG
    AnneG
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  • ruhil
  • 1 reply
  • June 18, 2019
I second this request made by @AnneG and am hoping that since it was posted in April 2018 this feature is available? or imminently available? @tylerK ?
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    Asha
Regina Hancher
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I third this request. Any update?

Francesca LC
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  • Francesca LC
    Francesca LC
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  • JeselynR
  • 1 reply
  • May 25, 2022

I forth this request.

Francesca LC
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  • Francesca LC
    Francesca LC
AmaraW
Former XM Community Team Member
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  • AmaraW
  • Former XM Community Team Member
  • 712 replies
  • June 1, 2022

Hi Regina Hancher, JeselynR, AnneG, & ruhil I wanted to let you know that we re-opened the product idea for continued commenting and upvoting! Please upvote the Product Idea 😁

Francesca LC
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  • Francesca LC
    Francesca LC
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  • FreddieB
  • 1 reply
  • November 9, 2022

Hi
A more flexible reminder system for e-mails would be very helpful. I am planning a survey requiring participants to send in results each week for 12 weeks, and no doubt there will be a number who forget not just once but several times. With the number of participants I hope to include it's just about possible to do this manually, but with larger surveys it would not be possible.

Francesca LC
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Hi, 

I think it would be important to know if there is this possibility of being able to set not only a reminder in the automation, but also more. Our team is currently experiencing the same problems. We want to set up 2 reminders, but the automation only gives us the option, 1 time.

Francesca LC
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AmaraW wrote:

Hi Regina Hancher, JeselynR, AnneG, & ruhil I wanted to let you know that we re-opened the product idea for continued commenting and upvoting! Please upvote the Product Idea 😁

 

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