Longitudinal Survey - Help sending reminders/follow-up surveys | Experience Community
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Longitudinal Survey - Help sending reminders/follow-up surveys

  • December 6, 2021
  • 1 reply
  • 53 views
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Hi,
I've been browsing on the forums and have contacted support but haven't found what I'm looking for.
Firstly, I was wondering what the best way to send reminders in a longitudinal study.
I'm aware there is a reminder system which can automatically send a reminder to a date that you set, to a contact list that you set, but in study will be on a rolling basis. For example: X joins on 7/12 and needs a reminder weekly (from that date) while Y joins on 15/12 and will need a reminder weekly (from that date). They'll have different reminder dates.
My second question was around how best to send follow-up surveys on that rolling basis too.
For example: Y finishes Survey 1 on the 20/12 and needs the Survey 2 on 20/1 while X finishes on 1/1 and needs Survey 2 on 1/2. And then Survey 2 would need reminders set up in the same way as Survey 1.
Thanks :)

1 reply

InessaG
Level 5 ●●●●●
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  • InessaG
  • Level 5 ●●●●●
  • December 7, 2021

Do you have a CRM system (e.g. salesforce) where you track when someone joins? You can create workflows outside of Qualtrics that will trigger the surveys.
I can't think of a way to do what you're trying to do in Qualtrics, since something need to server as a trigger.

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