I'm looking for a way to automate survey distributions from a contact list over time (i.e. monthly). I have manually scheduled distributions using separate contact lists in the past; however I'm looking to upload a list and automate the distributions from that list. Based on my research I have found that there is no way to automate survey distributions from a contact list without using XM Directory. Can some one confirm this for me?
Solved
Survey Distribution Automation
+2Best answer by Tom_1842
Hi,
This should be possible via a Scheduled Workflow. The options are Daily, Weekly, or Monthly. A bit more on that is here:
Workflows Basic Overview
After setting the schedule, you can then set up an "XM Directory Task" to Distribute the survey. Despite the name, this feature isn't just for those with XM Directory in their license. A bit more on setting that up is here:
XM Directory Task
Hope this helps!
+28Hi,
This should be possible via a Scheduled Workflow. The options are Daily, Weekly, or Monthly. A bit more on that is here:
Workflows Basic Overview
After setting the schedule, you can then set up an "XM Directory Task" to Distribute the survey. Despite the name, this feature isn't just for those with XM Directory in their license. A bit more on setting that up is here:
XM Directory Task
Hope this helps!
Sign up
Already have an account? Login
Welcome! To join the Qualtrics Experience Community, log in with your existing Qualtrics credentials below.
Confirm your username, share a bit about yourself, Once your account has been approved by our admins then you're ready to explore and connect .
Free trial account? No problem. Log in with your trial credentials to join.
No free trial account? No problem! Register here
Already a member? Hi and welcome back! We're glad you're here 🙂
You will see the Qualtrics login page briefly before being taken to the Experience Community
Login with Qualtrics
Welcome! To join the Qualtrics Experience Community, log in with your existing Qualtrics credentials below.
Confirm your username, share a bit about yourself, Once your account has been approved by our admins then you're ready to explore and connect .
Free trial account? No problem. Log in with your trial credentials to join. No free trial account? No problem! Register here
Already a member? Hi and welcome back! We're glad you're here 🙂
You will see the Qualtrics login page briefly before being taken to the Experience Community
Login to the Community
Welcome! To join the Qualtrics Experience Community, log in with your existing Qualtrics credentials below.
Confirm your username, share a bit about yourself, Once your account has been approved by our admins then you're ready to explore and connect .
Free trial account? No problem. Log in with your trial credentials to join.
No free trial account? No problem! Register here
Already a member? Hi and welcome back! We're glad you're here 🙂
You will see the Qualtrics login page briefly before being taken to the Experience Community
Login with Qualtrics
Welcome! To join the Qualtrics Experience Community, log in with your existing Qualtrics credentials below.
Confirm your username, share a bit about yourself, Once your account has been approved by our admins then you're ready to explore and connect .
Free trial account? No problem. Log in with your trial credentials to join. No free trial account? No problem! Register here
Already a member? Hi and welcome back! We're glad you're here 🙂
You will see the Qualtrics login page briefly before being taken to the Experience Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.