Dynamic sender of XM email survey invites OR ability to export unique survey URLs to do this via Marketo | XM Community
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My use case: 

  • Our NPS survey initially comes from an executive, but we find that sending reminders from CSMs (who have the relationship) improves the response rate by 3-5x
  • So I want to send the first email from the CCO, then second email follow-up from the CSM if the user has not yet responded

Today, it’s not possible (to my knowledge, would love to be wrong here :-):

  1. Automate sending of a survey “dynamically” from a dynamic sender (seems wild this is not possible, too!!)
  2. Send follow-ups in an email invite workflow from dynamic sender (e.g. the CSM)
  3. In order to accommodate this, we would have to create individual dynamic sends from each CSM, which is untenable to create/maintain

Right now the way we solve this is very painful:

  1. Each quarter we manually go into our sends and export the links to surveys that have been sent to a CSV
  2. Scrub those to ensure we’re not tapping people who already responded based on their status
  3. Send the campaign mentioned above where the “CSM” is following up via Marketo

It seems like a basic/foundational request, especially given how flexible Workflows in Qualtrics generally are. To be specific, what I’d like to do be able to do is:

  • Have a workflow that runs either on trigger (e.g. when a survey is sent automatically) or periodically (e.g. weekly to pickup surveys manually sent)
  • Export each unique survey link generated alongside basic metadata (which survey, expiry date, email address of that person)
  • Use that to send additional follow-up requests for feedback

 

It seems like others could benefit from this workflow being easier as well. Anyone have creative workarounds? Anyone from Qualtrics working on solving this in product?

Hi @lanehart ,

Qualtrics did not natively offer a built-in solution for dynamic sender automation and follow-ups based on specific criteria, such as sending the first email from the CCO and the follow-up from the CSM.

Here are some potential workarounds you could consider:

  1. You can Utilize Customized Survey Links. Instead of creating individual dynamic sends from each CSM, you can set up a link in the initial email survey that includes a parameter identifying the CSM and other relevant metadata. When the respondent clicks the link, this information can be captured in the response data. Based on this data, you can then create a follow-up campaign with dynamic content that includes the appropriate CSM's information.

  2. You can configure the API and Custom Scripting(Code task), you could use it to automate parts of your desired workflow. You might need to build a custom script that fetches the required data (survey links, metadata) and triggers follow-up emails based on specific criteria.

 

@Nanditha MM Thanks for your response! I’m really curious about this piece -- how do you recommend creating a dynamic follow-up campaign? We actually already have the CSM information syncing in via Embedded data coming from XM Directory (which is synced in weekly from SFDC). So if this is straightforward to create a dynamic follow-up, that would be ideal!

When the respondent clicks the link, this information can be captured in the response data. Based on this data, you can then create a follow-up campaign with dynamic content that includes the appropriate CSM's information.

Thanks for your responses! I’m looking into it via this Qualtrics doc. What I’d like to do is configure Marketo to add a unique user ID to the query string and then use that query string to call the rest of the user’s data into the Embedded data from the XM Directory (all our users are already there via a sync between SFDC → XM Directory).

Steps that I think I’d take to accomplish this are (pls validate or suggest better way):

  1. Configure Marketo to add a query string like this 
    1. https://survey.qualtrics.com/jfe/form/SID=SV_1234?UserID=1234

       

  2. Add that data to the Embedded data in the survey like this:

I’m unclear how to get Qualtrics to extract the user ID from the URL and call in the rest of the embedded data that I want from the XM Directory (that user ID is the unique ID so it should be able to be used to bring in the rest of that user’s data. Any ideas?

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