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Survey Distribution

  • October 14, 2022
  • 2 replies
  • 24 views
J
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Hi All,

Current Situation-
We are using APIs to automatically add new contact records in the XM directories.
Each of these record will have an "End Date" column which will contain a date in dd/mm/yyyy format.
Now the requirement is that surveys must be only triggered to those contacts who has the "End Date" equal to today's date.
For example-
image.png
If the End Date is equal to today's date, then trigger the survey. Tomorrow when this criteria is false, then do not trigger the survey.

It would be great if someone can help me understand how this is doable?
Thank you

    2 replies

    Deepak
    QPN Level 8 ●●●●●●●●
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    • Deepak
    • October 14, 2022

    jayeshsupugade
    Unfortunately a direct date comparison isn't possible in the distribution but there is a workaround which might require a slight manual effort.
    You can create distribution automation and within filters include embedded data end date and just change the date daily before automation runs.
    Hope it helps!

    Appzk
    QPN Level 5 ●●●●●
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    • Appzk
    • QPN Level 5 ●●●●●
    • June 14, 2023

    Create a workflow to be run daily,

    use API for distribution where you can put criteria to pick up the contacts dynamically.

    enddate=<todays daye>

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