Hi All,
I have a project which using 1 sample and for different survey.
How I able to setup that in workflow.
^.^
Solved
Survey Automation Workflow
Best answer by AlexandreLeduc
Hi Angie,
I haven’t test it out with your exact situation but it would look like this in you workflow:
Trigger: Started at a specific time. Example Daily at 9AM
task 1: extract from sftp (or any other extraction task)
task 2: add contacts and transactions to xmD
task 3: create an XM Directory sample (optional, depending if you send your survey(s) to all contacts previously imported or just a sample based on conditions)
task 4: send survey 1 (via email)
task 5: send survey 2 (via email)
+21Hi Angie,
You can take a look at those worfklow tasks. It should help you to build what you want.
To add contacts to a mailing list: https://www.qualtrics.com/support/survey-platform/actions-page/etl-workflows/data-loader-tasks/add-contacts-and-transactions-to-xmd-task/
To distribute surveys https://www.qualtrics.com/support/survey-platform/actions-page/tasks/send-survey-via-email-task/
Best,
Hi
Thanks for the documents, i did check on the documents but still i couldnt understand how to have multiple different survey distribution under 1 workflow.
Best regards,
Angie ^.^
+21Hi Angie,
I haven’t test it out with your exact situation but it would look like this in you workflow:
Trigger: Started at a specific time. Example Daily at 9AM
task 1: extract from sftp (or any other extraction task)
task 2: add contacts and transactions to xmD
task 3: create an XM Directory sample (optional, depending if you send your survey(s) to all contacts previously imported or just a sample based on conditions)
task 4: send survey 1 (via email)
task 5: send survey 2 (via email)
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