How to trigger a second survey to the same respondent after a Qualtrics ticket is closed when the original survey is triggered externally | Experience Community
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How to trigger a second survey to the same respondent after a Qualtrics ticket is closed when the original survey is triggered externally

  • September 24, 2026
  • 1 reply
  • 9 views

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Hi Team,

We have a requirement where the initial survey is hosted in Qualtrics, but the survey trigger/distribution is handled by an external platform through an API.

Our current process is:

  1. The external platform triggers the Qualtrics survey through an API.
  2. The respondent completes the survey.
  3. The response is captured in Qualtrics Data & Analysis.
  4. We do not currently maintain the respondent/contact details in the XM Directory, because the survey is triggered from the external platform.
  5. Based on a detractor rating, we create a Qualtrics ticket and assign it to the appropriate ticket owner.
  6. The ticket owner works on the issue and eventually changes the ticket status to Closed.
  7. Once that specific ticket is closed, we need to trigger a second/follow-up survey to the same respondent who raised that particular ticket via qualtrics through webservice task via email and sms

The challenge is that there can be multiple tickets open and closed at the same time for different respondents, and therefore we need to ensure that closing Ticket A triggers the follow-up survey only to the respondent associated with Ticket A, and not to other respondents/tickets.
Please support how do we do this 

1 reply

arunxmarchitect
Level 4 ●●●●
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  • Level 4 ●●●●
  • September 25, 2026

​@Nikeeta ,

You will need to leverage ticket data fields (such as the respondent’s email or phone number) when creating the ticket. This information should be captured from the initial survey response and stored in the ticket as ticket data. Then, set up a workflow that triggers when the ticket status changes to "Closed." In this workflow, use the stored ticket data to send the follow-up survey via email or SMS to the correct respondent. This ensures that each follow-up survey is sent only to the respondent associated with the specific closed ticket.

Key Steps:

  • Capture the respondent’s contact info in the initial survey and store it as ticket data when creating the ticket.
  • Set up a workflow triggered by the ticket being closed.
  • Use the ticket data field (email/phone) as the recipient for the follow-up survey task.