HI, I'm new to the community and Qualtrics. We are using Qualtrics for Employee surveys once they leave the company. These Employees are coming from our HR software. I just finished building the Automation process using Qualtrics File Service. Now that I'm importing the Employee file how do I use it for a Email Distribution? I've look all through the application but no luck .Thank You!!

You need a second automation, that is for Survey Distribution, as shown above, and then you can set up that distribution automation to be based on the Import Automation:You would then tell it to base the distribution on the Automation you created to import your contacts. You'll be prompted for the Schedule (immediately after import, some time frame afterward, etc), to select the list (you'll probably want the one you created in the import automation), select the survey they should receive, the invitation message, any reminders, etc.

Hi @ddmason, what you need is a second automation, for distributions, that is triggered by the import automation. Basically, it's a two step process: Import, Distribute. So, for our Exit surveys, a daily file is imported into a single list in Qualtrics, using an Import automation, and then that triggers the distribution automation, which will send the survey to the newly added contacts from that list.Someone recently asked a similar question here: https://community.qualtrics.com/XMcommunity/discussion/comment/47105#Comment_47105Hoping that helps point you in the right direction!

Use import file for Email Distribution

Use import file for Email Distribution | Experience Community

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded