Solved

Yearly Survey retains last years answers

Forum|Forum|3 years ago
August 1, 2022
2 replies
67 views

+1

Ronoc

I am creating a yearly survey that asks individuals for their accomplishments of the past year within different categories. (Employee Review) This survey also asks for the previous two years of accomplishments in these same categories.
Previous format of this survey was a word document and responders would copy/paste from last years to their current year.
What would be the best way to set this up in qualtrics to remember respondents and fill in their previous years' answers for the respondent to read over/verify and possibly edit before submitting?

Best answer by InessaG

The first question I'd ask is what triggers the survey? Is this automatically triggered from within Directory? Are you uploading a contact list every year? Is this automation triggered from outside of Qualtrics?
I think your best bet is utilize the Directory in some way by saving prior year responses as embedded data fields and then piping that into your survey. But the exact mechanism would depend on how you're triggering the survey invite.

+19

InessaG
Level 5 ●●●●●
Answer
Forum|Forum|3 years ago
August 1, 2022

The first question I'd ask is what triggers the survey? Is this automatically triggered from within Directory? Are you uploading a contact list every year? Is this automation triggered from outside of Qualtrics?
I think your best bet is utilize the Directory in some way by saving prior year responses as embedded data fields and then piping that into your survey. But the exact mechanism would depend on how you're triggering the survey invite.