Send several reminders to given email with opt-out | XM Community
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How can the following be achieved?

  • a (before that unknown) user inputs some email address as an answer to survey A and finishes the survey

  • after X days a reminder mail for another survey B is sent out to that address

  • after Y days another reminder mail for the other survey B is sent out

  • after Z days another reminder mail for the other survey B is sent out

Where the Y-days-mail should contain an opt-out link for Z-days-mail, or the Y-/Z-days mails do not get sent at all, if the user already answered survey B.
I could not find how to achieve this opt-out, neither through Workflows, nor through the Email Distribution.
Anyone smarter knows how to do this?
(Maybe somehow through adding to a contact list at end, but then how to send mails to the correct user?)
Also adding some embedded data would additionally be great.
Thank you very much for your upcoming hints 🙂.

In your survey A, create a workflow that upon survey response executes a XM Directory task. Select "Distribute Survey" task option.
That task will allow you to add a contact to a directory contact list and distribute survey B. You will be able to set up a reminder schedule within this task as well. You will define email templates you are using from your library that you are actually required to include opt-out links in.

Is there a workaround to create multiple reminders? Currently, you can only create one within the distribute survey task.

Not that I'm aware of. You may want to submit a new idea for that feature.

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