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Michael_Cooksey
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24 days ago
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Email Triggers for Longitudinal Study

  • February 18, 2019
  • 5 replies
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Hi, I want to send an email trigger to remind participants to complete an follow-up survey approximately 1.5 years after the initial survey. In the email trigger box, the longest delay is 28 days - so I am unsure how to do this? Any help is appreciated!

Best answer by NiC

Hi @nina_heron94 You can do the survey distribution API either externally , via survey flow or via Actions Tab. this will allow you to send an email invite , reminder , etc anytime you wish to. My recommendation would be to do it through the survey flow via web service element . You can also calculate exactly 1.5 years later than today date via piped text as given below 1.5 years is 547 days which can be piped as : `${date://OtherDate/c/+547%20day} ` and for Getting contact Id you can get that it via following API : * for Research core contacts * for IQ directory contacts
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    5 replies

    NiC
    QPN Level 5 ●●●●●
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    • NiC
    • QPN Level 5 ●●●●●
    • 255 replies
    • Answer
    • February 18, 2019
    Hi @nina_heron94 You can do the survey distribution API either externally , via survey flow or via Actions Tab. this will allow you to send an email invite , reminder , etc anytime you wish to. My recommendation would be to do it through the survey flow via web service element . You can also calculate exactly 1.5 years later than today date via piped text as given below 1.5 years is 547 days which can be piped as : `${date://OtherDate/c/+547%20day} ` and for Getting contact Id you can get that it via following API : * for Research core contacts * for IQ directory contacts
    XM Engineer | Zill Consulting
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    Julian_House
    2 people like this
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      nina_heron94
    • Julian_House
      Julian_House
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    Hi, Thanks for your help @Nic - I'm not super programming savvy so I'm not too sure how to do the web service element option as it is through qualtrics and not an external website. Where do I enter piped text and how do I know which method to choose? My follow-up survey is also through qualtrics and I'll be obtaining my contacts through the contacts list triggers.
    Julian_House
    1 person likes this
    • Julian_House
      Julian_House
    Julian_House
    Hi @nina_heron94 and @Nic, I am struggling with the same issue. I am trying to use the Actions Tab to send an email reminder, but due to the drop-down menu for scheduling cannot figure out where to insert any syntax calculating a date as @Nic suggests. I don't have API on my account, so being able to do this through the Actions Tab would be ideal. Thanks in advance for any help with this issue! Julian
    NiC
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    • NiC
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    • May 29, 2019
    Hi @Julian_House So without API I am not sure if there is any method we can use where we can have precise dates , as action tab only supports days and months as options. Regards, Nihal
    XM Engineer | Zill Consulting
    Julian_House
    Yeah, that's my impression too. I would actually be fine with the drop down options in the Action Tab, but the options available currently won't go beyond 30 days (I need 24 weeks!). I hope Qualtrics expands the length of time for which an action can be scheduled into the future. Thanks for the response, @NiC
    NiC
    1 person likes this
    • NiC
      NiC

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