The client doesn't want to import the customer's contact information but this hinders us when sending the survey invitation.
Is there a way that we can delete the customer's email/phone right after the following condition:
*Survey has been completed
*Reminder has been sent
*Specific time period
Delete Email / Phone after Distribution
+27You could write a web-based script that uses Qualtrics API calls to check for the desired conditions and delete or update contacts. You could schedule it (e.g., cron) to run as often as needed.
Can I do this inside Qualtrics? Like creating a workflow that automatically purges the contact email after a scheduled period?
The scenario is:
- Import Customer List
- Send Reminder Message
- Delete Email and/or Phone details
+34did u try to create a workflow which can be runs everyday, add a filtering condition and by using XMdirectory task or API (api.qualtrics.com/e7890729357b1-update-directory-contact) update the required fields as needed.
Leave a Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.