How to send survey invitations based on dates embedded in contact list

Question

I have a contact list with a series of embedded date fields (DA01_Date, DA02_Date, DA03_Date… DA14_Date). I am trying to create workflows that send SMS survey invitations to contacts on their scheduled dates. For example, I want to create a scheduled daily workflow that sends an SMS invitation to Survey1 to all contacts where DA01_Date = today’s date. (Note that this would not be triggered by a previous survey response. It’s just send survey X to a person on their assigned DA01_Date.) I am surprised by how difficult this seems to be via workflows. In many cases as I’m trying to work this out, the issue that I run into is: How can I use my own directory data as the data source for a task? What am I missing? How would you set this up?

TomG · Accepted Answer

I think you want to create a sample based on date then distribute to the sample. Have you tried this:https://www.qualtrics.com/support/survey-platform/actions-page/tasks/create-experience-id-sample-task/?

surrogate-key · Answer

Thanks, ​@TomG. Do you (or does anyone) know if it’s possible to create dynamic sampling criteria with this? Ex. if there’s a way forthe criteria to be:[embedded contact field:DA01_Date] = [today]or even[embedded contact field: DA01_Date] = [another embedded contact field that is updated daily with today’s date]

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