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?
Solved
Is it possible to trigger a survey to be sent out based on a dynamic date? (Ex. 90 days after Hire)
Best answer by bgooldfed
Hi gpmontgomery,
Yes it is possible! But you will need access to the Qualtrics API (a paid feature).
Workflows support event-based actions, one of which is a JSON event. There are basic steps on the linked page with a basic overview of how to set it up. The kicker is that you will need to configure something on your end to trigger it each day/week/however long you want (eg: a system you have access to, write a script yourself etc.).
So your complete process would want to look something like this:
- Your system
- Check for any employees that were hired 90 or more days ago, that have not yet been sent a survey
- Create a list with any valid results
- Go through each employee in the list and POST their details to the Qualtrics JSON endpoint.
- Qualtrics workflow
- Receive the JSON payload
- Send the survey to the employee based on the details in the payload
Hopefully whatever system(s) you track Hire Date in have the ability to prepare and send JSON data, otherwise you'll probably have to write something yourself and set it up to run every day/week/whenever. Personally, I'd consider if there might be a simpler way that already exists in your ecosystem (eg: sending a generic survey after 90 days, and then matching the details after) before embarking on creating another solution.
Best of luck!
+25Hi gpmontgomery,
Yes it is possible! But you will need access to the Qualtrics API (a paid feature).
Workflows support event-based actions, one of which is a JSON event. There are basic steps on the linked page with a basic overview of how to set it up. The kicker is that you will need to configure something on your end to trigger it each day/week/however long you want (eg: a system you have access to, write a script yourself etc.).
So your complete process would want to look something like this:
- Your system
- Check for any employees that were hired 90 or more days ago, that have not yet been sent a survey
- Create a list with any valid results
- Go through each employee in the list and POST their details to the Qualtrics JSON endpoint.
- Qualtrics workflow
- Receive the JSON payload
- Send the survey to the employee based on the details in the payload
Hopefully whatever system(s) you track Hire Date in have the ability to prepare and send JSON data, otherwise you'll probably have to write something yourself and set it up to run every day/week/whenever. Personally, I'd consider if there might be a simpler way that already exists in your ecosystem (eg: sending a generic survey after 90 days, and then matching the details after) before embarking on creating another solution.
Best of luck!
This is now possible in the CX license using Directory automations. You can setup a Directory automation that uses a recipient filter based on a date range. Setup the automation to run on a certain cadence (such as daily) and then set the criteria to send to all recipients that have a Hire Date of 90 days ago. You must store the Hire Date as an embedded data field with the contact..
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