We have a survey that gets distributed monthly to a random sample size from a contact population triggered from Salesforce.
Our current general setup:
- Salesforce scripting to segment and select a random group of contacts based on parameters.
- Those contacts are packaged together and pushed over into a salesforce workflow rule to add/update contact info in XM Directory then distribute the survey.
- Responses are then mapped backed to salesforce via contact ID via workflow to a survey response object.
We are updating a number of things in our CRM and curious if we can re-design the randomization function, potentially to be done from Qualtrics.
Theoretical setup:
- Salesforce workflow rule monthly to add/update XM Directory to ensure contacts are current and up to date.
- Randomized distribution triggers from the directory based on parameters using embedded data.
I'm hoping to do this to maybe have more flexibility in terms of the frequency and sample size instead of having to rely on DEV work to adjust custom coding and API dependence.
Is this possible? If so, what are approaches to consider?