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Actions Tab (EX)

What's on This Page:


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Qtip: This page describes functionality available to Lifecycle and Ad Hoc Employee Research projects, but not Engagement projects. For more details on each, see Types of Employee Experience Projects.

About the Actions Tab

Actions convert real-time survey responses into measurable tasks. Setting up an action requires choosing an event, creating conditions, and defining the tasks that should be completed when these events meet the conditions specified.

Attention: This feature is completely separate from action planning. To learn about action plans, read the Action Planning Basic Overview page.
Example: When an employee reports low satisfaction with their training, send an email to the training team with any feedback the employee provided that could improve the training program. The event is a survey response, the condition is low satisfaction on a training satisfaction question, and the task is an email.

Creating Actions

the actions tab of a lifecycle project

Creating actions and editing them on the Actions tab is the same in EmployeeXM projects as it is in the Survey Platform. See Creating & Managing Actions for more instructions.

Events

selecting an event for the action

Events trigger an action. They are the behavior, in Qualtrics or externally, that cause a workflow to go into motion.

In EmployeeXM projects, there are two events to choose from:

Qtip: These support pages are for the Survey Platform, but work the same in Employee Experience.

Conditions

adding a condition to an action

Conditions determine when an event triggers a task. You don’t need to add conditions, but they can be a great way to add more specificity to an action.

Example: Instead of sending an email to the training team for every response to your lifecycle survey, only send them emails when an employee indicates that their training did not prepare them for their role. E.g., the employee responded with low satisfaction to a question asking them to rate their training.

Conditions are structured the same in Lifecycle projects as they are in the Survey Platform. Read Creating Conditions for more details and an example step-by-step.

Tasks

choosing a task for the action

When an event happens and meets the right conditions, a task is triggered. Thus, the task is what results from an action.

EmployeeXM Tasks

Lifecycle projects are compatible with almost all the tasks that are available in the Survey Platform, with the exception of Tickets and distributing a follow-up survey. That means the compatible tasks are as follows:

Qtip: The following tasks require the separate purchase of an Extension. If you don’t already have access to one or more of these extensions and are interested, check out our XM Marketplace.
  • Slack Task: Achievement metrics could trigger Slack channel messages.
  • Salesforce Task: Text analytics could launch Salesforce events.
  • Zendesk: The Zendesk extension allows you to create and update tickets in Zendesk based on responses collected with Qualtrics surveys.
  • Freshdesk: The Freshdesk extension allows you to create tickets in Freshdesk based on actions triggered in Qualtrics.
  • Hubspot: The Hubspot extension allows you to create and update deals and contacts in Hubspot from collected survey responses.
  • ServiceNow: The ServiceNow extension allows you to create and update incidents in ServiceNow as well as update customer contact information provided by survey responses.
  • Microsoft Dynamics: The Microsoft Dynamics extension allows you link up your account to a Qualtrics survey for both Response Mapping and Web to Lead capabilities.
Qtip: These support pages are for the Survey Platform, but work the same in Employee Experience.

The Reporting Section

By navigating to the Reporting section of the Actions tab, you can quickly ascertain the status of all your tasks or just those that have been Completed, or have Failed, or have Timed Out.

This works the same in the Survey Platform as in EmployeeXM projects. See Actions Reporting to learn more.

FAQs