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Notifications Feed Task

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About the Notifications Feed Task

The notifications feed is a hub of information in your Qualtrics brand. Notifications can be sent here for any of the users you want, and you can customize notifications based on survey responses or other event behavior.

Qtip: In addition to the feed in a Qualtrics account, notifications can also be sent as emails or as push notifications on devices with the XM app.

Setting Up Survey-Based Notifications

Qtip: Although we focus on notifications from surveys in this example, you can also make notifications scheduled on a regular basis or based on any event available to you.
  1. Navigate to the Workflows tab in your survey or the global Workflows page.
    choosing create a new workflow and then event based
  2. Click Create a workflow.
  3. Choose if you want the workflow to run on a schedule or be triggered by an event. (See a comparison.)
    Qtip: The survey response creation event is the most common.
  4. Click the plus sign ( + ) and then Conditions to set up conditions for your workflow.
    clicking the plus sign and then conditions

    Example: We only want to create a notification when someone gives us a very low CSAT rating, so we set the condition to only fire if Extremely Unsatisfied is selected in the CSAT question.
  5. Click the plus sign ( + ) and then Task.
    clicking the plus sign and then task
  6. Select Create a notification.
    choosing the create a notification task
  7. Enter a title for the notification.
    setting up the basic details for the notification feed task
  8. Enter the body of the notification. Use the { a } button to insert piped text.
    Qtip: This field does not support HTML. Any images, links, or font effects you try to put here, even if they belong to survey answers piped into the field, will appear as plain HTML.
  9. If there’s a website or page where users can find additional information on this notification, add it here.
  10. Enter the users, comma-separated, who are supposed to receive this notification.
    Qtip: You can enter the user IDs, email addresses, or username of the user. You can also use piped text to do this, e.g., if you are collecting usernames in an embedded data field in your survey and just want to pipe in that field.
  11. For additional options, click Show advanced options.
  12. You can add up to two custom buttons that link out to content on Qualtrics, such as a survey, a dashboard login URL, or public reports / results.
    configuring the advanced options

    Qtip: If you do not want to include a button, leave the button text and Qualtrics link fields blank.
    Qtip: You cannot link to Qualtrics support or other website material. You cannot use piped text in this field.
  13. You can specify that notifications should only be sent during work hours (8am to 4pm). If you enable this setting, you will be asked to select a timezone.
    Qtip: To define separate timezones for different groups, create multiple workflows with different conditions. Remember you can copy workflows so you do not have to remake each one from scratch.
  14. To send an email notification to your recipients, select Send email.
  15. To send a push notification to recipients who have the XM app downloaded on their devices, select Send push notification. Select the text of the push notification. When clicked, this notification will take them to the feed in their XM app.
    saving the task

    Qtip: You must identify Qualtrics users you wish to receive these push notifications by username or user ID. Users will not receive push notifications if they have turned off notifications from the XM app in their phone settings.
  16. Click Save.

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