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distribution and transaction


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Is there a way to link the distribution to the transaction every time the customer takes a survey automatically?

Best answer by Deepak

@Juan Torres 

Not sure how you’re distributing the survey, but if you use XM Directory Task to distribute the survey. 

You can update the transaction details, and distribute the survey, once you distribute in this manner. It will automatically have the distribution linked to transaction details.

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Deepak
QPN Level 8 ●●●●●●●●
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  • 1549 replies
  • Answer
  • July 6, 2023

@Juan Torres 

Not sure how you’re distributing the survey, but if you use XM Directory Task to distribute the survey. 

You can update the transaction details, and distribute the survey, once you distribute in this manner. It will automatically have the distribution linked to transaction details.


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  • Author
  • Level 2 ●●
  • 3 replies
  • July 6, 2023

@Deepak  Thanks, I'd like to do it this way


Deepak
QPN Level 8 ●●●●●●●●
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  • 1549 replies
  • July 6, 2023
Juan Torres wrote:

@Deepak  Thanks, I'd like to do it this way

Kindly don’t forget to select this option.


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