Trigger Personalised Link Survey Invitation Email 6-Months After Completing First Survey | XM Community
Skip to main content

Hi All,

My study participants complete a baseline survey (via an anonymous link) then need to be invited (via email) to complete a 6-month follow-up survey (via a personalised link).

The follow-up survey invitation email for each participant needs to be triggered exactly 6-months/182 days after they complete the baseline survey. And, they need to be sent reminder emails at 7-, 14-, 21-, and 28-days after receiving the invitation email (but only if they haven’t completed the follow-up survey).

I originally tried to configure this using a Directories Workflow triggered by participants being added to a segment once they meet the 182-day criteria (see below). The segment criteria is working as I had hoped. However, instead of the workflow emailing only the person who is newly added to the segment, it emails everyone who is already in the segment as well as the person who is newly added.

I submitted a support request to Qualtrics and spoke with 2 of their IT support staff and they were unable to help.

I imagine this must be a common study design and am sure there must be a way to configure this in Qualtrics. 

I would really appreciate any suggestions!

 

 

I recommend creating a web service that uses the Qualtrics API to:

Doing it all in one web service makes it easier to collect and carryforward the ids needed for each step.

Thanks ​@TomG! Sorry, I should have mentioned that I’ve already collected the baseline survey data. Will this approach work in this case? It looks like maybe it would have had to be set-up like this from the beginning. 

Thanks ​@TomG! Sorry, I should have mentioned that I’ve already collected the baseline survey data. Will this approach work in this case? It looks like maybe it would have had to be set-up like this from the beginning. 

Yes, that would be if you set it up like that to being with. However, you could use the same process in your workflow and replace the last task with the web service. Pass the information from your second workflow task (T-ID 1) into the web service.

 

Leave a Reply


Terms & Conditions