We have used the XM Directory > Distribute survey workflow functionality successfully for a couple years, and it’s being deprecated and replaced with this new task. Problem we’re having is it seems impossible to just send an email to a single person as in the old way. Our workflow is triggered by a Salesforce Outbound Message task, from which we establish first name, last name, email, external ID and other metadata. Step 2 is to send a survey to the email from step 1 and use other metadata for personalization, which the XM Directory task did perfectly. With the new task, the options for grabbing data from step 1 are unclear and after much trial and error, I can’t figure out what combination of piped text will accomplish the simple goal. Having to enter IDs for Directory and List (and Contact) feels like I’m doing it all wrong. Hoping someone here can assist, thanks in advance!
Send Survey via Email workflow task confusion
+2Best answer by kendrouillard
Just to close the loop, here’s what ended up working:
- Salesforce Outbound Message
- Update XM Directory Contacts - create/update contact from step 1 payload
- Send Survey via Email to individual contact from step 2
+15Hi
I have tried an approach which worked, but not sure if that’s the best and most optimum way.
Here’s what I would suggest:
Post receiving the data, you can run this task “Add Contacts and Transactions to XMD Task” to create a transaction batch.(You can add the contact data and the transaction data in this task)
https://www.qualtrics.com/support/survey-platform/actions-page/etl-workflows/data-loader-tasks/add-contacts-and-transactions-to-xmd-task/
Post this you can run the “Send Survey via Email task” where you can select “type” as “Transaction group”.
https://www.qualtrics.com/support/survey-platform/actions-page/tasks/send-survey-via-email-task/#Setup
I had some challenge to pipe in the Library ID, for which I created a code task in between to store the Library ID and then pipe it in the next task.
Hope this helps.
+2Just to close the loop, here’s what ended up working:
- Salesforce Outbound Message
- Update XM Directory Contacts - create/update contact from step 1 payload
- Send Survey via Email to individual contact from step 2
+12Just to close the loop, here’s what ended up working:
- Salesforce Outbound Message
- Update XM Directory Contacts - create/update contact from step 1 payload
- Send Survey via Email to individual contact from step 2
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