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Discuss xFlow (workflow / action) solutions, best practices, & more.

  • 228 Topics
  • 813 Replies

228 Topics

SantiagoGomez97
QPN Level 2 ●●
SantiagoGomez97QPN Level 2 ●●
asked in Xflow

Text iQ Topics visible in Ticket Information

Hello Community, We have the typical Ticketing system based on text analytics, and I’m trying to use the Text iQ Topics identified in the responses as visible information in the Tickets but i couldnt find a way. Is it possible?Another solution could be make Workflows exclusive (idk if this is possible too), because we have 7 workflows, one for each topic but when the response has more than one topic associated we dont want to trigger more than one Ticket. Thanks for any help!

0
SantiagoGomez97
QPN Level 2 ●●
15 days ago
IRENDONJLL0
Level 2 ●●
IRENDONJLL0Level 2 ●●
posted in Xflow

personalization of the customer experience

¿How do you use Qualtrics to personalize the customer experience? Any specific case in the banking sector? I would like to apply it to the closed the loop.

0
IRENDONJLL0
Level 2 ●●
23 days ago
K
Level 2 ●●
kevinmcLevel 2 ●●
posted in Xflow

Ticketing Logic Not Working, Creating Duplicates - Need Help!

I am trying to route tickets based on their contact reason. Specifically, when customers indicate Claims to our claims team, and all other tickets when customers indicate reasons other than claims. I created two workflows, but for some reason they both seem to be running and creating tickets, basically ignoring my logic. Does anyone have any insights? I copied and modified the workflow, adjusting that specific logic. Is my nesting off or something? See pics.

2
UXDana
Level 1 ●
1 month ago
jmborzick
QPN Level 5 ●●●●●
jmborzickQPN Level 5 ●●●●●
asked in Xflow

Send summary of responses on a specific date

I'm trying to develop an anoymous survey that my respondents may complete anytime between Friday-Thursday. I then want everyone who responded to receive a summary of the responses the next Friday. For instance, the survey would be released on Friday, April 29. Respondents would have until Thursday, April 6 to complete it. Then, on April 7, everyone who completed the survey would receive a summary of their responses. I tried email workflows triggered by their submission, but that only allows me to send the email after a specific time frame has elapsed; that would mean everyone would get their summary at a different time. I tried emails based on a time-based workflow, but that doesn't allow me to pipe in text from the survey responses. Is this possible?

5
P
1 month ago
S
sonamtiwari342
posted in Xflow

Employee experience in healthcare 2024

The employee experience in healthcare in 2024 is shaped by several emerging trends and key factors that impact the workforce. Here are some of the notable aspects:1. Focus on Mental Health and Well-beingIncreased Support: Healthcare organizations are placing a greater emphasis on the mental health and well-being of their employees. This includes providing access to mental health resources, stress management programs, and promoting a healthy work-life balance. Burnout Prevention: Initiatives to prevent burnout, such as offering more flexible scheduling, mandatory rest periods, and wellness programs, are becoming standard.2. Technological AdvancementsTelehealth and Remote Work: The adoption of telehealth has expanded opportunities for remote work, especially for administrative and support roles. This flexibility can improve job satisfaction and reduce burnout. AI and Automation: Artificial intelligence and automation are being used to reduce the administrative burden on healthcare worker

0
S
1 month ago
R
Level 3 ●●●
Rod_PestellLevel 3 ●●●
asked in Xflow

difficulty selecting specific questions using the 'extract response from survey' task

Hi All, I’m trying to use this task to setup a scheduled export (which will be sent to a SFTP server).  I need to use this task ('extract response from survey) as I believe it’s the only one that will allow to use a preset response filter.  My problem is that when I go to select the questions, they show up as the question text and not the Question number or label.  This makes it near impossible to ensure you select the correct questions as some of the question text we use is generic (eg. we have a number of questions following a CSAT multiple choice question which states ‘please explain why?’). What is the solution to this?  Is there a way to show the questions (or even QID numbers in this list) so that I can be sure I select the correct questions to export?  Relying on the order is probably not advisable given the window is so small. In my example below the two questions cannot be identified without making sure the question text is unique which realistically we can’t do in the survey

2
R
Level 3 ●●●
1 month ago
N
Level 1 ●
nitish08Level 1 ●
asked in Xflow

Anyway to add row level data inside qualtrics dataset using workflows?

Hey there,I'm trying to work on a feature to save data received from an API request and then store it in a Qualtrics dataset. I want to set up a process where each time I get a response, a new row is added to my Qualtrics dataset project. Any ideas on how I can make this happen?

1
Aggarwal
Level 2 ●●
1 month ago
Jutta_Hopp_Kantar
Jutta_Hopp_Kantar
asked in Xflow

Dynamically assign priority of tickets

Hi all, we have a lot of workflows that differ only in the priority. The priority is based on the NPS score. (The priority of dectractors is high, etc..).Is it possible to assign this via an embedded data variable? This would significantly reduce the number of workflows and thus the effort required when changes are necessary.I didn't find anything about this in the support pages or in the community.

5
SantiagoASI
QPN Level 2 ●●
1 month ago
C
Claire20
asked in Xflow

Why is my Survey skipping one of my branches

Hi all! Here is my survey flow:The question the arrowed branch is referring to is directly before it and the participant can reply yes, no, and unsure. In preview, if I click yes it shows the branched block and then continues like normal. However, if I click either no or unsure it completely skips the block I wanted it to show and moves on to the next part (the very bottom block in this image. Why is it skipping it? I haven’t used randomisers so it can’t be that. If I move the yes branch before it, it still works and the no/unsure still skips.  How do I fix this?

2
C
2 months ago
C
claire_q
asked in Xflow

Deleting responses abyssmaly slow

For the past few weeks, whenever I go to clean my data set and delete bad responses, Qualtrics has taken a reallllly long time to process the request. Is there something going on behind the scenes that has caused this sudden slow down?

11
N
3 months ago
T
tlan
asked in Xflow

Send email to participant during the survey with embedded data in the email content?

Hi everyone,I wanted to send an email to the participant during the survey with the following requirements.1) It should be sent when a certain button on a certain page is pressed - I know this can be done by setting a condition in the email trigger.2) In the email content, I would need to include a variable, whose value depends on the progress of the survey. Therefore, I assume it should be an embedded data. I was wondering if this is possible.Thank you in advance for the help!

6
K
Level 1 ●
3 months ago
B
benjaminschenck
asked in Xflow

Saving dates and times as fields for Google Calendar event

Trying to think of the most elegant solution for the following:We would like survey respondents to pick from a pre-specified list of dates/times for an information session. This list of dates and times will change as time goes on (when we reach the month of August, the list will show August and September dates; when we reach the month of September, the list will show September and October dates, etc.). After the person submits, the survey will trigger a google calendar invite using the date and time that they pick in the survey using this: https://www.qualtrics.com/support/survey-platform/actions-page/tasks/google-calendar-task/For example, there would be a question that asks them to pick a date/time: August 6th @ 4:00PMAugust 10th @ 3:00PMAugust 13th @ 2:00PMSeptember 7th @ 10:00AMSeptember 10th @ 2:00PMBased on their response, the workflow will create a google calendar event for that choice. I'm thinking that the the google calendar event will use the piped text from the date/time th

5
B
Level 2 ●●
3 months ago
nryalls
Level 2 ●●
nryallsLevel 2 ●●
asked in Xflow

Email Received Event Replacement

I know that Qualtrics is depreciated the Email Received Event this quarter, but are their plans to replace it with an improves solution? We are just building our closed-loop system and I had planed to use this event workflow to allow queries that come in directly through email to be forwarded for ticket creation. 

0
nryalls
Level 2 ●●
3 months ago
C
Carrmadi
asked in Xflow

Choice options based on group

I have a survey for social network analysis that I’m running into issues with how to most efficiently show choice options that need to carry forward to other questions. I have 22 groups of respondents(partners)that will need to identify the other partners in the group they collaborate with. Currently, I have an initial sorting question (which group), which then shows a different block for each group that starts with a list of partners to choose themselves from, then the rest of the network questions carry forward the unselected choices. The issues I’m running into are 1)this is really huge and messy. I have 22 blocks with the same questions, just a different set of partners that are available to choose from 2) it turns out some partners are in multiple groups- so in order to get their full participation they would need to complete the survey twice OR answer the same set of questions twice with different partner options shown which doubles the length of the survey. I’m looking for a way

2
C
3 months ago
F
FALali
asked in Xflow

Skip Logic in Loop and Merge

I am building skip logic in the loop and merge. Consider my question like this: I have 12 treatment options for a specific road, and for each treatment type, the respondents must select a few options from a matrix. I build all treatment options in a loop and merge with the matrix of options outside. If a specific respondent does not use a specific treatment on the road, he should skip that and move to the subsequent treatment in the loop and merge. How should I arrange this?

0
F
4 months ago
J
josiwax2020
asked in Xflow

How to randomize equally for multiple segments?

Hello!  I am writing a survey where I’ll have 4 segments by device type and will create a variable to categorize them.  There will be 25 per segment.   I also need to show two different question sets to half of all respondents.  I’d like each device type segment to be equally divided (can be off one since it’s an odd number) so that I don’t end up with the entire sample being equally divided while the different device types are not.  I know how to create the variables for the device types and I know how to randomize blocks, but not sure how I can assure each segment is equally divided 50/50 between the question sets.  Appreciate any thoughts! Thanks! 

0
J
4 months ago
H
helnour
posted in Xflow

Can we dynamically assign tickets from a workflow?

Hello,We've created a follow-up workflow in our survey.Current workflow layout:We are struggling to dynamically assign the individual advisor as the ticket owner. Currently, it is being assigned to the whole team. Note: we don't want to put a whole team and we don't want to put one user, we want the owner to be dynamically assigned to the advisor attached to the student.Current ticket layout:Also, the email task we set up is not working to send out emails.Current email layout:Appreciate your help!

4
UXDana
Level 1 ●
4 months ago
F
Filippi
asked in Xflow

How to send a persona link for a survey

Please I need to send personal links to participant to a survey.Let me know how to do.

1
Sachin Nandikol
QPN Level 6 ●●●●●●
4 months ago
nryalls
Level 2 ●●
nryallsLevel 2 ●●
asked in Xflow

Auto Responses with Ticketing

We are setting up our closed-loop feedback system. One of the feedback channels will be a contact us form on our website where we get a lot of question that we can easily answer with a templated response. This includes queries about our hours of operation, employment opportunities, etc. I was wondering if there was a way to create a ticket, send an email from a template to the customer, and then close the ticket through the workflow. I know I can do each step separately, but I would like to have the email as part of the ticket’s email history. Is this even an option? 

2
nryalls
Level 2 ●●
4 months ago
mpossob
Level 2 ●●
mpossobLevel 2 ●●
asked in Xflow

New NPS after a ticket update

Hi, I want to know if you can update a field in a survey for example NPS, after a ticket creation and update.For example, my customer answer the survey and register a 4 for NPS, after that I created a workflow that create a ticket, and when the ticket is updated the person rate NPS again, now with a 7, do you know i can update that 7 in the sruvey Thank you in advance

1
A
Level 7 ●●●●●●●
5 months ago
T
Level 1 ●
TeddyGLevel 1 ●
asked in Xflow

Looking to publish a survey from a Salesforce Workflow. Is there a way to do this?

We would like to have an Outbound message from Salesforce trigger a Qualtrics workflow that will publish a survey. I can’t seem to find a task in Qualtrics that will let me do that. Is it possible, or would I have to use API?

2
T
Level 1 ●
5 months ago
K
Kamal
posted in Xflow

Need to know about Qualtrics workflow

Hi Team, I am new to Qualtrics and wanted to know Qualtrics workflow functionality.Actually I want to share all the data which is present in my data & analysis tab to one email address after specific time lets say after 4 months I need to share that data.  After 4 months workflow will run and share the raw data over the email address.Is it possible in Qualtrics ? Thanks 

3
Sachin Nandikol
QPN Level 6 ●●●●●●
5 months ago
L
lschneck
asked in Xflow

How to export new responses to data hub automatically?

I’m trying to use workflows to have each new response of a survey be created as a JSON object and use the WebService request to send it to an open source data hub. I want to create an object of the entire survey response rather than create key-value pairs for each question, and the ETL method doesn’t seem to have the data destination that I’m looking for. Also trying to avoid using the SFTP server. I’m essentially trying to export each new survey response to a data hub automatically.

2
R
Level 1 ●
5 months ago
Sachin Nandikol
QPN Level 6 ●●●●●●
Sachin NandikolQPN Level 6 ●●●●●●
asked in Xflow

Reminder in Whatsapp distribution

Hi All,We are currently distributing surveys through email and WhatsApp. While sending reminders via email is feasible through the Qualtrics platform, we encounter a challenge with WhatsApp distributions handled by external vendors. Since we have limited information stored in Qualtrics to trigger reminders for WhatsApp distributions, we're seeking suggestions from the community.Any insights or recommendations you can provide would be greatly appreciated.Thanks in advance.

0
Sachin Nandikol
QPN Level 6 ●●●●●●
5 months ago
E
ederosia
asked in Xflow

A workaround for the disappearing "edit multiple"?

When editing a multiple choice question, the "edit multiple" is much faster to use than editing each option individually. In addition to being faster, the "edit multiple" allows me to edit things in a text editor, and it allows me to copy and paste easily from other sources. "Edit multiple" is pro-level. Unfortunately, Qualtrics takes "edit multiple" away if you've collected any responses for the questionnaire. Inexplicably, Qualtrics doesn't turn it back on even if you *copy* that survey into a new survey with 0 responses. They know about this behavior ("Attention: The Edit Multiple feature is disabled as soon as you collect data on your survey. This is to prevent invalidation of your data. If you copy a survey where this feature has been disabled, the copy will also not contain the Edit Multiple feature." Source: https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/formatting-questions/) I'm looking for a workaround for the disappearing "edit mu

11
D
6 months ago

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