Hi everyone, I need your help on email invite automation. Request we have:Need to send the email invite to those customers who will purchase the product. Their information will be imported in Qualtrics XMD from two different data sources (Salesforce and App). Then based on updated information (new purchase number) survey will be triggered.Process we are following:We are extracting data from both data sources using extractor template in workflow. Then, merging both data using purchase number in merging rule and creating one contact in XMD. Then we are sending email invites using XMD distribution automation feature for every new purchase. This process will run daily basis.Issue we are facing: Kindly help me, how can I resolve that issue.Contact should receive email only if their purchase number will be changed. But every contact is getting email invite everyday even if new purchase number is generating or not. Email should only receive after new purchase.

One of the way: We need to first merge both the data source into one (outside Qualtrics) and then create a singel csv file to get imported via SFTP import automation and then link this import automation to distribution automation.Other than above method we can also use APIs to create batch transction import and then batch distribution API to distribute.

In the process point 3, have you added any filter criteria to send only to respondents where some embedded data is equal to something?Moreover, this use case should be based on customer rather than purchase number. So, customer basic data should be created in first import and then all other purchasing data should be considered as transaction data and while distribution new transations should be distributed.

Avoid duplicate emails in email invite automation.

Avoid duplicate emails in email invite automation. | Experience Community

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