Expand interval options for scheduled survey emails and reminders.

dgirald4 · 2022-12-08T16:40:25+00:00

Current Problem: Our rolling enrollment study is designed to collect responses for individual participants at 1 week intervals, with the first wave occurring at time of enrollment and the second wave occurring one-month later. There are associated post-completion surveys that should be taken after each wave. Since the single diary survey is designed to be taken at least daily, it cannot be used reliably as a trigger for the post-wave completion surveys. In order to automate the second wave completion survey, I need to be able to schedule an email trigger 5 weeks from the first completion trigger (the first completion trigger is sent 1 week after our recruitment and screening survey). Current Solution (if applicable): No current workaround exists or has been identified with multiple QSupport agents to be able to have per-participant intervals. Current support limits us to set dates. Within the XM directory workflow, triggered by a survey response, we are able to set up to 31 days delayed emails, and thereafter are limited by monthly intervals. Possible Solution: Expand the delay intervals API to allow a "weeks" dropdown (e.g. 5 weeks after x trigger). Or, allow a drill-down to select a specific desired interval (e.g. 1 month and 1 weeks and 0 days after x trigger).Purpose / Use Case: Healthcare customers seeking to validate patient-reported outcome scales will rely on specific intervals per-participant to determine validity of their instrument. There are increasing pressures from the FDA and other US federal agencies, and healthcare payors, to include patient-reported outcomes in drug research trials.

Forum|Forum|3 years ago
December 8, 2022
1 reply
70 views

D

dgirald4

Current Problem: Our rolling enrollment study is designed to collect responses for individual participants at 1 week intervals, with the first wave occurring at time of enrollment and the second wave occurring one-month later. There are associated post-completion surveys that should be taken after each wave. Since the single diary survey is designed to be taken at least daily, it cannot be used reliably as a trigger for the post-wave completion surveys. In order to automate the second wave completion survey, I need to be able to schedule an email trigger 5 weeks from the first completion trigger (the first completion trigger is sent 1 week after our recruitment and screening survey).

Current Solution (if applicable): No current workaround exists or has been identified with multiple QSupport agents to be able to have per-participant intervals. Current support limits us to set dates. Within the XM directory workflow, triggered by a survey response, we are able to set up to 31 days delayed emails, and thereafter are limited by monthly intervals.

Possible Solution: Expand the delay intervals API to allow a "weeks" dropdown (e.g. 5 weeks after x trigger). Or, allow a drill-down to select a specific desired interval (e.g. 1 month and 1 weeks and 0 days after x trigger).

Purpose / Use Case: Healthcare customers seeking to validate patient-reported outcome scales will rely on specific intervals per-participant to determine validity of their instrument. There are increasing pressures from the FDA and other US federal agencies, and healthcare payors, to include patient-reported outcomes in drug research trials.

+30

MatthewM
Level 6 ●●●●●●
Forum|Forum|3 years ago
December 8, 2022

This is a good suggestion. I'm not sure how it ended up in this category, but you should enter it in the Product Idea area so community members can vote on it.

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