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Hi All, 

I have a project which using 1 sample and for different survey. 
How I able to setup that in workflow.

^.^

 

Hi 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 ​@AlexandreLeduc , 

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 ^.^


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)


Hi ​@AlexandreLeduc , 

Thanks for the guidance ^^