Survey distribution automation workflow ( Migrating Automations to XM Directory Workflows) | XM Community
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Survey distribution automation workflow ( Migrating Automations to XM Directory Workflows)

  • 16 April 2024
  • 1 reply
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Hello I noticed that Automations are now going to be migrated to the XM Directory Workflow which means I would have to recreate all of my automations into workflows. 

Contact Import automation is easy to convert to a workflow. Upon reading the following documentations https://www.qualtrics.com/support/iq-directory/automations/migrating-automations-to-xm-directory-workflows/ and https://www.qualtrics.com/support/survey-platform/actions-module/email-task/. I can tell that survey distribution automation ( in my case that would be sending a survey out via email) cannot be implemented for me because the “Email Task” is only equipped to send 30 emails at once and I need to send more then 1000 at any given moment. 

 

Am I understanding this correctly? If so what are my alternative options. 


1 reply

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I would look at the XM Directory task, which includes the ability to send an email distribution. This is what I use to send out emails daily. We use API to pull in our customer data, but then I have a workflow that creates a Sample based on certain criteria and then an XM Directory sends email invites to that generated sample. 

It has worked seamlessly so far. With the task you can send to an individual contact, a list, or a dynamic list depending on your business use case. Hope this helps! 

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