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

  • November 23, 2025
  • 4 replies
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S
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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?

Best answer by TomG

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/?

4 replies

TomG
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  • TomG
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  • Answer
  • November 24, 2025

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/?

AlexandreLeduc
S
S
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  • surrogate-key
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  • Level 2 ●●
  • November 24, 2025

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 for the 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]

TomG
Level 8 ●●●●●●●●
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  • TomG
  • Level 8 ●●●●●●●●
  • November 24, 2025

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 for the 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]

I’m not sure, but you can try this:

  1. Add a Code task that returns today’s date in the format that matches the embedded field in your contact list
  2. Temporarily add a Data Formula task to get the piped date string from the Code task and copy it (delete this task after you copy the pipe string)
  3. Add a Create an XM Directory Sample task and paste the pipe from above into the criteria condition
S
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  • surrogate-key
  • Author
  • Level 2 ●●
  • November 24, 2025

I couldn’t get a piped date string to work, so I ended up using the API to create a sample definition and then generate the sample… and hopefully next to send the invitations 🤔

 

Thanks again for pointing me to samples! 

 

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