Workflows

Hello! I am new to Qualtrics and find some things very confusing. I have created two different Qualtrics surveys and I have used embedded data to create a randomly-generated ID for each participant in the first survey. Participants then need to use that code for second survey, however, I don’t understand how to go about this in a way that works. I tried using workflow to import the ID information to the second survey but it doesn’t seem to work. Thanks very much in advance! 

Hello Community, We want to send the SingleResponseReportLink but its default expiration time is 7 days. Is there a way to have this link with no expiration? Thanks,

I have 4 treatments. In the survey flow I have assigned, randomly present one of the following - evenly present.But when I checked the 10 responses, the ratio is 5:2:2:1. Why did this happen?Is it like that after a certain number of responses only it will get balanced?will previews also effect this count?

I am working on a survey where I have 2 blocks that receive scores. I then want respondents to be branched based on which score is higher. Do I have to input a number or can I use a branch to compare 2 embedded data? Ex. Challenge demand score > Hindrance demand score, so respondents would get specific questions based on challenges. Ex 2. Hindrance demand score  > Challenge demand score, so respondents get specific hindrance demand questions.  Any help would be so appreciated! 

Hello fantastic Qualtrics community! I have another question due to my limited code understanding I am trying to build a survey that is completed by one person, and then follows a workflow and routes to other individuals, each who sign a signature field before the form moves to the next location. https://www.qualtrics.com/community/discussion/1812/2-part-survey-that-needs-to-be-completed-by-different-people This question was asked and the answer I am trying to build "create 2 blocks in survey one for employee and one for HR, and for employee append your link with say employee=1 like link?employee=1 For hr use link like retake link?hr=1. Put these 2 blocks in branch logic's with employee=1 and hr=1" I have made many surveys that just route to one person using the ?Q_R= method. Taking the retake link and adding wvu.qualtrics.com/jfe/form/SV_7apytcoqfpYw6i1?Q_R=${e://Field/ResponseID}&Q_R_DEL=1link?SBA=1 does not seem to be working. I also tried to do it with actions and triggers a

Hi Community,I'm trying to find is a contact exists in my XM directory based on an email provided by a respondant in an anonymous survey.The "Load XM Directory Contact Detail" task seems to be the one to implement but it requires a contactID witch is like "CID_09ceIzM6caOZPTw"No chance to get this ID in a survey without piping it in from Directory (and in this case, the task is useless !Does anyone have any experience with this task or any idea to resolve my issue ?Here is an example of the task configuration window :Thanks,Élie D

i would really love to see a feature to setup Thank You SMS workflow based on embedded data.Eg: Where if the respondent is a promoter and doesnt want to be contacted. send them a Thank you SMS. We currently have a option to send them another SMS invite but no thank you sms. 

Hi I just started learning about this software, I am currently building a survey system where student can choose their course and the post-survey workflow will send out accounts (based on the .txt file uploaded in my directory) automatically to students via email. (no one will have the same account)So if student A choose course Z, the workflow will give student A the first account in Z.txtIf B choose course Z, it will get the second account in Z.txt ….etc.  I am wondering what’s the best workflow to use here, currently I am trying to brench out all the course options, and in each option, I did the “Extract data from Qualtrics File Service” first then try to send out the accounts via email based on the account info I gathered. Does the extracting data always extract the same column…? Or does it automatically extract the next column once one is used? Any suggestions is appreciated, thanks! 

Hi everyone! I was wondering if there is a Google Calendar task. Does anyone know?

I was wondering if someone else had a difficult time of setting up a workflow using text iQ topic. I'm trying to create a workflow is that if a respondent is Extremely Dissatisfied and mentions home loans then it will send off an email to a manager for them to review the survey. I do have Home Loan setup as a topic in my text IQ. Please see examples below. In my survey, I have my main satisfaction KPI score, then I have two open ended question to ask about the experience and has display logic if they are satisfied they will be directed to one open ended question and if they aren't they will be directed to another open ended question. I have a branch logic called "Branch Overview" that ties the two questions together to give me a full overview of the experience. The Branch Overview is setup as an embedded data field, which is linked to my text iQ. How do I properly setup "Text Sentiment- Topic" in my survey flow that has the embedded data field and text iQ topic "Home Loans"? How do I

Hi there,I would like to make a calculation like :$e{ e://Field/ED1 + e://Field/ED2 }in a workflow with embedded data in a XM Directory Task. It’s totally work with numbers or embedded data… But it doesn’t work when I use the result of a previous task with this kind of field : ~{ch://OCAC_12LRav8yM7Rahg0/kpi2}Is there anyone who success on a calculation like that ? I tried everything :{ch://OCAC_12LRav8yM7Rahg0/kpi2} ch://OCAC_12LRav8yM7Rahg0/kpi2 ~{ch://OCAC_12LRav8yM7Rahg0/kpi2}nothing work 😥Tks

We have a survey in which respondents provide three email addresses for different contacts. Right now we have programmed a workflow to add the email addresses to a contact list, and to send an email with a second survey to the first address listed. I’d like to program it to send a second email to the second email listed IF there is no response to the first email after a period of time. This seems plausible, but the trigger would refer to two different surveys, and I can’t figure out how to get a workflow to incorporate information from two places. Any advice?

Is it possible to set a workflow to send an SMS notification to someone who has just completed a survey? 

Hi, We have been using in my previous companies the below link to pass link to full response to Salesforcehttps://s.qualtrics.com/WRQualtricsControlPanel/Report.php?R=${e://Field/ResponseID}&NoStatsTables=1&SID=${e://Field/SurveyID}Somehow it doesn't work when I try to use it in the new company. Has this functionality been deprecated? I couldn't find any information about it.

I am trying to send my survey participants a follow up email even though they have already completed the survey. Now with the new workflow integration, it seems that only email triggers after a specific event ( a new survey response) will send the email. I tried to work around this by scheduling a email to be sent out, however, if I use that “trigger” I am not able to pipe in all the information I pulled from the survey into the email.  How can I create an email to be sent out to past responses, even though the only options for the email workflow are for newly created responses or updated responses, which I have neither.    

Hello Community!I dont use SSFF in my everyday, but I need to integrate the platform with Qualtrics Lifecycle. How can I get the path for some custom metadata fields? I am mapping this date in the Employee Data Extractor Task from the xFlow.Best,Isa

Hi, I’d like help with figuring out how to add reminder emails to a message trigger created from the “manage message triggers” in the list options. We are currently adding new members to our contact list twice a week, and to avoid creating new samples or contact lists to distribute an email, we created a message trigger for the list that will only send out the initial email to new members. I created reminder emails based off the first triggered email message trigger for this list that would only go out to those who had not finished the survey. But I saw today that the reminders were only attached to that first distribution, and even though the newly added members are getting the original email, they are not receiving the reminder emails.Is there any way to set up reminder emails to automatically go out at set intervals (1 day, 2 days, 3 days, 4 days) after the initial message is triggered for a newly added member if that member has not completed the survey?Thanks in advance for any and

Hello,I am wondering if there is a way to leverage data stored in an Employee Directory (Hire Date), to create a workflow that will send out a survey whenever an employee reaches 90 days after their Hire Date?Is it possible to incorporate this logic into a Workflow, and if so, how?

Hello everybody, Qualtrics newcomer here :)I am building a survey where respondents are randomly assigned to 4 out of 8 different blocks. I would like then to send respondents a second survey, identical to the first one, where the block assignment is no more random but identical to the result of the first random assignment. That is, if individual A was randomly assigned to blocks 2,3,5,8 in the first survey, I would like her to be assigned to the same blocks 2,3,5,8 in the follow up survey.How can I do this?Thanks a lot!

Hi all,  I’m doing a longitudinal study (one time per week for 3 weeks). People will be assigned into a random condition (1 of 5) the first time they participate. How can I have it so that people who access the study again for the next time points will be in the same condition?For example, say Person A has been assigned to Condition 1 the first time they participate. How can I ensure that Person A will see the stimuli for Condition 1 (and not any of the other conditions) the second and third time they participate? Thank you in advance!

Hi, can someone please help me? After a survey taker completes 1 survey, their response summary is displayed and the survey is submitted it, now how can I redirect them to restart another survey, if they have more entries to make? Please help! Thanks in advance!

Hello, I am creating workflows based on the open text of a multi-language survey. For this, I include the topics, which are in English, and if they are detected the workflow will trigger an action. However, it seems that it doesn't work with all the languages nor with the English translation of comments made in Qualtrics. For reporting comments I use text iQ, which considers the translation of comments, which are automatically translated by Qualtrics and this is great. But on the contrary, it's not possible to build the workflow based on those translated comments. I am wondering how can I create workflows for different languages?

I would like to have a Qualtrics final assessment at the end of some online courses we have created within my company. I’d like to get fancy and if the person passes the assessment use code to automatically generate a certificate of passing grade/completion that fills in their name, the course name and the date and displays our company Logo.  Has anyone successfully done this and can help with the specifics of what I'd need to do? I'm a newbie to Qualtrics and other than add some workflow to capture the person's name and email address, I am afraid I am at a loss. Any and all help would be greatly appreciated. Thank you

Hi,I want to perform maths operations with loop and merge field data. For simple arithmetic, I can write say: $e{ ${lm://Field/2}+3}. But I want, say, the maximum of loop and merge field and an embedded data field:max(${lm://Field/2}, $e{ e://Field/word + 3 }). How do I implement something like this? I am not good at Javascript, so if it requires custom code could you please provide the code as well? Thanks in advance!

I have a list of 15 choices (say 1-15). I want to select 5 choices from this list at random to be displayed for Q1. and a separate 5 for Q2 (with no overlap).Further, the display order must be preserved for both questions (if choices 1,3,4,7,8 were selected for q1, they should be displayed in that order and not as say 1,7,4,8,3). (So I cannot use advanced randomization).I was thinking of using a randomizer to randomly set 5 out of 15 'flags' to 'on' and for Q1 display only those choices which have the corresponding flag=on. What I am unable to do is for Q2 - how do I randomly select 5 of the 10 remaining choices to display for q2?Any help would be appreciated - thanks!