Reminder emails for two-step surveys | XM Community
Question

Reminder emails for two-step surveys

  • 2 February 2024
  • 1 reply
  • 16 views

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Hi everyone,

We are using a 2-step process to allow two individuals to contribute to a single survey:

We’d like to find a way to set-up a reminder email to go out to the second respondent, potentially using embedded data to show that the second individual has not yet done their part, and then having a workflow relaunch...or something. Has anyone figured out a way to make this work?


1 reply

Userlevel 6
Badge +27

One of the way can be:

Since the response ID changes everytime, we need to maintain an id which should also be maintained and carry forward to second respondent via URL. Once we trigger the email to second respondent, make an entry in a new survey or daatset which will have a flag (column) - surveyCompleted set to 0. On entry of this new record, add an new record added event driven delayed workflow of lets’s say 2 days which will trigger the email to second respondent if surveyCompleted is set to 0.

 On completion of first (main) survey by second respondent update the record in the new survey/ dataset for the respective record’s surveyCompleted flag as 1. This will prevent from sending reminder if survey is completed within 2 days.

 

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