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Automating Monthly Survey Retakes with Individual Links

  • August 5, 2022
  • 5 replies
  • 148 views
B
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I've created a survey that's meant to be completed/updated monthly by respondents. I'd like this to be done as as Retake as New Response and using an individual link. Is it possible to automate this process by creating an email trigger that will send out an individual link every month so respondents can simply click the link and retake the survey (not take the survey from scratch)? Thanks so much!

Best answer by Deepak

Hello banderson,
You can follow the following steps and it should do the job

  1. Create a update XM Directory workflow where you push the response ID back to XM directory and update the contact.

  2. Create a survey flow branch logic to say if response id is not empty include an end of survey and redirect them to this link. Here, you can create the link in this manner https://{OrgID}.{datacenterID}.qualtrics.com/jfe/form/{SurveyID}?Q_R={Response_ID}

  3. Once done, please check this box of do not record survey response which would ensure no additional responses come in when you redirect the respondents.

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Abhishek_U

5 replies

Deepak
QPN Level 8 ●●●●●●●●
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  • Deepak
  • Answer
  • August 5, 2022

Hello banderson,
You can follow the following steps and it should do the job

  1. Create a update XM Directory workflow where you push the response ID back to XM directory and update the contact.

  2. Create a survey flow branch logic to say if response id is not empty include an end of survey and redirect them to this link. Here, you can create the link in this manner https://{OrgID}.{datacenterID}.qualtrics.com/jfe/form/{SurveyID}?Q_R={Response_ID}

  3. Once done, please check this box of do not record survey response which would ensure no additional responses come in when you redirect the respondents.

image.png

B
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  • banderson
  • Author
  • August 5, 2022

I'm not sure I quite follow step 2. Would this create an individual link that allows the respondent to re-take the survey but not override their previous survey scores? Also, would this email be sent automatically 1 month later (e.g., 1 month after they take the initial survey, they'll be emailed a new link that allows them to take the survey again, but their responses from all surveys are saved)?
Thank you!

phbern
Level 2 ●●
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  • phbern
  • Level 2 ●●
  • August 8, 2022

Hi,
As for having the respondent retake the survey, check out my tutorial on Repeat Testing: https://researchguides.library.syr.edu/dataservices/Qualtrics (scroll down to the tutorials). This isn't exactly what you are looking for, but very similar. It does show how to build the retake link so it's recorded as a new response rather than replacing the response.
As for the automation, you could use a scheduled Workflow to send an email with the retake link.

Paul

Deepak
QPN Level 8 ●●●●●●●●
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  • Deepak
  • August 8, 2022

Hello banderson
For the monthly emails you can set up an automation which would do it. The second step mentioned would do the job of redirecting them to previous response.
Hope you understood!

B
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  • banderson
  • Author
  • August 15, 2022

That's great! Thank you so much!

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