is there an embedded data appraoch to triggering emails? | XM Community
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Michael_Cooksey
Administrator
21 days ago
Question

is there an embedded data appraoch to triggering emails?

  • February 20, 2025
  • 2 replies
  • 14 views
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Level 1 ●
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I want to send participants three follow-up emails. Follow-up emails are based on a data entered by participants within an on boarding survey via a form field with a validated date entry (e.g., what date is your procedure? mm/dd/yyyy). 

I have captured this in survey flow as embedded data (e.g., procedure_date = answer) as I want to use this to set-up a workflow and send an automate e-mail to participants, but I'm hitting a snag. \

I was thinking I could immediately pass that variable into a new embedded variable (e.g., follow_up_1_day) doing something like this ${date://OtherDate procedure_date +1D}, but it’s not working. When I export the data the follow_up_1_day field is blank. I’ve also tried formatting it first (e.g., ${date://OtherDate q://QID361/ChoiceTextEntryValue/4 MDY})  I’ve also tried doing something like this within js. Any help is appreciated!

2 replies

gPandey_715
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  • gPandey_715
  • Level 2 ●●
  • 28 replies
  • February 20, 2025

Hi ​@bobosein 

You need to ensure that the procedure_date is stored in YYYY-MM-DD format (ISO 8601).

GAP
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  • bobosein
  • Author
  • Level 1 ●
  • 4 replies
  • February 20, 2025
gPandey_715 wrote:

Hi ​@bobosein 

You need to ensure that the procedure_date is stored in YYYY-MM-DD format (ISO 8601).

Hi ​@gPandey_715 thanks for this. I forgot to mention that I messed around with the different date formats (e.g., mm/dd/yyyy vs dd/mm/yyyy vs yyyy-mm-dd). I had gotten the date in YYYY-MM-DD format (type form question, date validation) yet it still does not produce the much coveted +1 day. Whatever I do it seems that qualtrics turns everything into a string. Here are things I have done and what they have produced:

 

${date://OtherDate q://QID361/ChoiceTextEntryValue/4 MDY} yields f

${date://OtherDate ${e://Field/procedure_date} YMD}                yields  YMD}

${date://OtherDate ${e://Field/procedure_date_formatted_new2} +1D} yields  +1D}

${date://OtherDate ${e://Field/procedure_date_formatted_4}?addDays=1} yields ?addDays=1}

 

i also passed ${date://OtherDate 2025-02-18 +1D} into a test_followup variable which produces a blank field.

 

Any other suggestions?

 

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