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 respondedToday, it’s not possible (to my knowledge, would love to be wrong here :-):Automate sending of a survey “dynamically” from a dynamic sender (seems wild this is not possible, too!!) Send follow-ups in an email invite workflow from dynamic sender (e.g. the CSM) In order to accommodate this, we would have to create individual dynamic sends from each CSM, which is untenable to create/maintainRight now the way we solve this is very painful:Each quarter we manually go into our sends and export the links to surveys that have been sent to a CSV Scrub those to ensure we’re not tapping people who already responded based on their status Send the campaign mentioned above where the “CSM” is following up via MarketoIt 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: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.You can configure the API and Custom Scripting(Code task), you could use it to automate parts of your desired workflow. You might need tobuild a custom script that fetches the required data (survey links, metadata) and triggers follow-up emails based on specific criteria.

Dynamic sender of XM email survey invites OR ability to export unique survey URLs to do this via Marketo

Dynamic sender of XM email survey invites OR ability to export unique survey URLs to do this via Marketo | Experience Community

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