Workflows

I have a user who has setup a survey to email them the complete response after each respondent. They sent this up using Email Triggers not an email task in workflow. It appears that their email then somehow got onto qualtrics' "do not send" list so they missed a number of responses. Is there a way to resend or recover those missed emails? I believe there would be if they had use email tasks - but they didn't. And IT can't recover the emails as they never actually hit our servers.Thank you

I have a survey that asks if you are happy. If you say you are very happy, it sends the Promoter email. In this email I would like to include a link to a second survey asking for a referral. Ideally, the user would not have to enter their name and email address again, since they just did that on the first survey. Is this possible, and if so, how please?

Dear XMCommunity,I wish to use Qualtrics to gather data for my paper. I, however, am looking for a specific feature that I have not found. I would like to utilise/refer to the answers gathered in the survey from question 1, section 1, in question 3, section 3. Preferably I'd be able to link this to an image but if it can be placed within a textbox that would already give me a wonderful workaround. Is this feature available, if so where would I be able to find additional data about its setup and its limitations?Cheers :)

We want to survey participants during an event and would like to ask them each day different questions without asking them each time for their basic information (email, name, organization). How can i set this up so Qualtrics know it's the same person? For example.Day 1: We ask contact details + 3 questionsDay 2: We ask 5 different questions

I'm wondering if anyone else is having this issue.I'm writing (trying to add information) to a contact list in workflow. Although I provide the same fname, lname, email, and EDR, and have the option "update existing record" selected, it's creating a new record. This results in duplicates of the record (only the additional embedded data is different). I've contacted Support - and their first answer was that it's because I'm not using the recipient ID (which I've never used and there is no place to enter it!). They are still investigating. Anyone else notice this issue? Any ideas?

Hi,we had the general idea to provide our colleagues with a survey self-service. The idea is to capture some parameters of the survey in a (survey-)form. Because all requests should end up in a single project (as opposed to create separate projects by request) the idea was to use the answers of the form to create query strings attached to the generic (anonymous) survey link. These query strings will be used to trigger display logics in the questionnaire to reflect the requestors' needs.Currently the process is pretty manually: we have a Qualtrics workflow informing us about a new response along with the parameters. We copy these in an Excel sheet that translates the data into an adapted survey link including the query strings and send this to the requestor (by manual email).We didn't manage to find a way to automate the link creation and ideally also the distribution of the link back to the requestor.Does anybody have an idea about the automation part?Cheers,Uwe

I build a survey that uses scoring and is translated in 2 other languages. I now want to build a workflow using scoring and languages as conditions, but these are not available.

Does anyone know what the error code EQD26 mean? I have been trying to invite participants via email distribution and recently this error started to show up.Thanks a lot!

Hello everyone,I have an issue and was not able to find a solution online.I have a survey with a lot of embedded data for each email address. That is why we should distribute it by email and not with a random link.But unfortunatelly we hit a very low response rate because our alumni are not using the email address they gave us 5 years ago.As we speak with them through Facebook groups or Whatsapp Conv, I was asking myself if there is a way to send a generic link on a Facebook group for example and make the students "identifying" themselves at the first question. For example, first question would be what is your birth date and name, and if these 2 informations are in our database they can access the survey, we know who they are so we can link the embedded data to them.Do you have any idea ?Thanks !

Hello everyone,I would like to ask you if I can customize homepage theme of my Qualtrics' instance. In particular, considering that my users have to attend to different kind of surveys, we don't want to send separately the invitations but we would like to give one point of access. We are thinking about Qualtrics homepage as instrument to use but we cannot find any settings to customize with our brand and font. What authorization role we have to give after to users to participate to surveys (no creation)?Thanks,Adolfo

Hi, I made some changes to a workflow midway through fieldwork (I know...) which sends a subset of key survey responses to an email upon submission. I'd like to re-generate the early submission emails with the new workflow design. Does anyone know how this may be done retrospectively? I tried copying the survey and importing the response data from the original survey but this doesn't appear to trigger the workflow. Thanks for any advice or direction.

Hi all, My survey link will be posted on the website, so all staff from the organization will be able to access the survey link. In this case, is there a way to auto-send a custom email to someone after he/she completes the survey immediately? The "Send a Thank You Email" option seems to work ONLY if I distribute the survey thru email invitation or a contact list. In my case, the survey link will be posted on the website for everyone.Please help. Thank you in advance.

Hi all,I have created a survey with 244 different blocks in which there is 5 associated questions in each. During the survey, participant face 66 block chosen randomly between these 244 blocks.I would like to create a follow up study (which will be a recall 1 week later) That present for each participant the 66 questions he had to face during his first study. I assume I should use an embeded data maybe using a randomized question display but I can't find it. Moroever I need to make the second survey inside blocks questions different meaning that between the 5 questions he had to face per blocks in the first study. he would have to face only 1 for the second one. But I don't think there is a way to automatize thatThank you

So...here's the situation. My team wants to see if we can use a trigger to send a certificate to someone when they finish a survey. Okay, that's easy enough. But the tricky part is the certificate needs to contain the user's name. So if Bob Jones finishes the survey, his certificate would have his name in it. I suspect such a thing is probably possible but would require some custom coding. Anyone ever heard of anything like that?

Hi all, I was wondering if it's possible to ask participants to update their survey responses on a mass level? We have around 600 responses for a survey, but we need them to retake the survey. Is this possible to do?

Hi, per my study design, I need to trigger an email sent 30 minutes after completion of the survey. Unfortunately, in Workflow, there is no option for 30 minutes but only immediately, 1 hour later, etc. Could someone please help me figure this out? Thanks!

I am running an intervention of sorts, where participants fill out a "before" survey receiving a mark. They then take part in the intervention for three days, each day getting another mark. Finally, in the "after" survey, I am trying to have it that the marks for the before/day 1/2/3 surveys appear in it. I managed to follow the instructions on the "pulling data into a second survey" Qualtrics page and successfully got the "before" survey data to appear in the "after" survey. However, after repeating the process with the "Day 1" survey, attempting to login to the "after" survey via Email-authenticator results in the following message: "Unable to log in with the information provided. (Duplicate panel member)". Anyone have any advice on what to do next?

I have 13 questions with page breaks in Block 1: Associate rate these questions.After associate fill i have to send retake link to Manager via workflow so that manager review or update ratings. for manager i want to show all questions on same screen. so i created all questions again and punched same value based on associate ratings. But when sending retake link is there a way to hide Block 1 completely.If i am hiding all data rubs for the associate. But i added timer question before every question in block 1 and this is causing lot of dummy screens as i have 13 questions in block 1.Can someone suggest how to hide Block 1 completely and saving data.

How can the following be achieved?a (before that unknown) user inputs some email address as an answer to survey A and finishes the surveyafter X days a reminder mail for another survey B is sent out to that addressafter Y days another reminder mail for the other survey B is sent outafter Z days another reminder mail for the other survey B is sent outWhere the Y-days-mail should contain an opt-out link for Z-days-mail, or the Y-/Z-days mails do not get sent at all, if the user already answered survey B.I could not find how to achieve this opt-out, neither through Workflows, nor through the Email Distribution.Anyone smarter knows how to do this?(Maybe somehow through adding to a contact list at end, but then how to send mails to the correct user?)Also adding some embedded data would additionally be great.Thank you very much for your upcoming hints 🙂.

Not sure if this is best served here or the custom code (not a developer, so starting here).I'm building a form that will use Embedded Data, some of which is quite simple but one use may be a little more challenging and gauging if others have tried to accomplish this already.We are building a mid-year account check in form to automate some of our rep's work.One part of our form is displaying information for the customer to validate, however this can have varying number of rows depending on recipient. On our proposal/SOW we can have multiple "product" rows, so we need a way to display them to the customer for validation. Each row has a code (Product Code) and factor (to determine price). Some can have 1, can have 3, etc.My first thought is placing a limit on the embedded data fields to ID each of those, but create sequential ones likely with a limit. Say 3.Ex. EmbeddedCode1, EmbeddedFactor1, EmbeddedCode2, EmbeddedFactor2, etc. etc. that way the fields are available if needed, but not

Hi,I want to distribute a survey anonymously (using a QR code), but still want to try to identify the respondent.I would add a question in the survey "what is your email address".Through the Authenticator in the survey flow, I'd want to use that email address to look up in the Directory if this person is in there yet. If he is, then I want to fetch additional metadata to store as embedded data in my survey results, so I can later use them in the dashboards and in follow-up workflows.However, the Authenticator only seems to have an option to choose one specific List in which he'll look up the respondent.Is it somehow possible to let the Authenticator search in the whole Directory?

Hello, I would like to have an alert for those clients who are recurring detractors. Can I detect it in the directory? In some metadata of the survey? Or in the dashboard? So to speak, have a group of recurring naysayers and notify 

Hello all,after participants have taken part in my survey, I would like to send you an email with a reminder for the second part of the survey. This should happen after exactly 48 hours. With the email trigger function in the survey, setting 48 hours was not possible, but it was possible with the E-Mail Task in the workflows. So I created a task that sends an email to my participants after 2 days. However, I would like to remind the participants a second time six hours after the first email (54 hours after participation in the study). Unfortunately, I cannot find a function for this, as I can only select numbers up to 30. Is there a solution for this? Thank you very much in advance!

I have response reports sent to users. Some users ask why the question numbers are not sequential.it is because the user was not shown some questions because of the logic.How can I hide those numbers?

Hello Is there a way to extract a report from the Successful/Failed Workflows that contain the embedded data that is part of the setup? In short: We have a Workflow push that based on an event in Salesforce send out a survey to the customer. I can see all that responded to the survey just fine, but I would like to pull a report to see all that has been sent out, along with the embedded data that was part of the sending (for example: email). Is this doable? Thanks in advance-Mattias