Sending accounts to student via email | XM Community
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Hi I just started learning about this software, I am currently building a survey system where student can choose their course and the post-survey workflow will send out accounts (based on the .txt file uploaded in my directory) automatically to students via email. (no one will have the same account)

So if student A choose course Z, the workflow will give student A the first account in Z.txt
If B choose course Z, it will get the second account in Z.txt ….etc. 

 

I am wondering what’s the best workflow to use here, currently I am trying to brench out all the course options, and in each option, I did the “Extract data from Qualtrics File Service” first then try to send out the accounts via email based on the account info I gathered. Does the extracting data always extract the same column…? Or does it automatically extract the next column once one is used? 

Any suggestions is appreciated, thanks! 

Hi @Donster,

 

If I understand well your need, you should setup a webservice to retrieve the account before using a workflow to send the email to the student…

This is a pretty complex setup but if you want to try, here are the required steps :

 

First, your file will need unique identifier for each row based on course and row number and create an imported data project into Qualtrics

uniqueID account
Z1 abc
Z1 def
Y1 ghi


 

 

In your student survey, you will then need to generate the uniqueID based on the course selected and a quota.

First create your quota :
 

 

Then add embedded data creation in your survey flow :
 

 

Last step, the more complex one : use a webservice to find the corresponding account in your data project 

The url will be like :

https://gyour Qualtrics Data Center].qualtrics.com/API/v3/imported-data-projects/${e://Field/idpSourceId}/records/${e://Field/UniqueID}


You will need to setup an API token for this step. 
(doc for generating your token : https://www.qualtrics.com/support/integrations/api-integration/overview/)
(how to retrieve sourceID : https://api.qualtrics.com/97e48a222eef2-imported-data-project-api#retrieve-idpsourceid-for-an-existing-imported-data-project)

(data project API doc : https://api.qualtrics.com/97e48a222eef2-imported-data-project-api)

 

The resulting account will be available for your workflow : ${e://Field/result.account}

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