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Survey Automation Workflow

  • September 22, 2025
  • 4 replies
  • 53 views
A
Level 2 ●●
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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.

^.^

 

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)

    4 replies

    AlexandreLeduc
    QPN Level 4 ●●●●
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    • AlexandreLeduc
    • QPN Level 4 ●●●●
    • September 22, 2025

    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,

    A
    Level 2 ●●
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    • AngieYYS7661
    • Author
    • Level 2 ●●
    • September 25, 2025

    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 ^.^

    AlexandreLeduc
    QPN Level 4 ●●●●
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    • AlexandreLeduc
    • QPN Level 4 ●●●●
    • Answer
    • September 25, 2025

    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)

      A
      Level 2 ●●
      Forum|alt.badge.img+1
      • AngieYYS7661
      • Author
      • Level 2 ●●
      • September 29, 2025

      Hi ​@AlexandreLeduc , 

      Thanks for the guidance ^^

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