Hi folks! I am creating a survey with a workflow XM Directory task. The idea is that once the respondent takes the survey for the first time, their information is added to a contact list. This survey is for feedback for an in-person service. People will be asked to scan a QR code and fill out the survey each time they visit the service. I want to be able to track their responses each time, and see how many times they have filled out the service, as there are limits to how many times they can access it. Hence, why I wanted them added to a contact list. But, I won’t be sending them personalized links, they will always be scanning this anonymous QR code. I was able to set up an authenticator, so that if they select the option “I have visited the service before” in the first question in the survey, they are asked to input their email/ID number and this then connects their response to their contact ID (rather than using a personalized link). This seems to work just fine. However, the issue I am running into is that their first response (I.e., the one that triggers them to be added to the contact list) is never connected to their contact. So if they have taken 3 surveys total, it only shows they have taken 2 because the initial one is not connected to their contact ID. Does any one have solutions for this?

@JordanDanielsYou could track the number of times they take the survey using an embedded data field. In the workflow where you create the contact, you’d create a field, “Submissions” with a value of 1.You would bring the “Submissions” in as an embedded data field each time they authenticate.In a subsequent embedded data field, you would add 1 to the “Submissions” field using a mathematical operation.You would then save this new value as the “Submission” in using a directory update workflow. You would need to use logic so that this workflow triggers when it is a repeat submission and your original workflow triggers if it is not a repeat.

XM Directory Task - record initial response in directory

XM Directory Task - record initial response in directory | Experience Community

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded