Notifications Feed Task
Suite
Customer Experience
Employee Experience
Strategy & Research
Product
Qualtrics
What's on this page
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.
Click Create a workflow.
Choose if you want the workflow to be triggered by an event or run on a schedule. (See a comparison.)
Qtip: The survey response creation event is the most common.
Click the plus sign ( + ) and then Add a condition to set up conditions for your workflow.
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.
Click the plus sign ( + ) and then Add a task.
Select Create a notification.
Enter a title for the notification.
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 text.
If there’s a website or page where users can find additional information on this notification, add it here.
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.
For additional options, click Show advanced options.
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.
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.
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 time zone.
Qtip: To define separate time zones 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.
To send an email notification to your recipients, select Send email.
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.
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.
Click Save.
FAQs
Do I have access to all extensions available through the Workflows templates?
Do I have access to all extensions available through the Workflows templates?
Access depends on your licensing and permissions. Reach out to your Brand Administrator and ask if your license has access to that extension.
Is there a link to all Workflows events and tasks?
Is there a link to all Workflows events and tasks?
See this support page for the basics of Qualtrics workflows. All events and tasks are linked from the support site menu you'll see to the left.
What are Workflows templates?
What are Workflows templates?
Workflows templates are collections of pre-assembled automated workflows so that users don’t have to build workflows from scratch. These templates are created by Qualtrics subject matter experts.
What are workflows? / Where are actions?
What are workflows? / Where are actions?
Actions have been renamed to workflows to better represent the product experience and to reflect how users engage with the product. See the Workflows Basic Overview page for more information about using workflows.
There are no changes to workflow functionality as part of this update.
There are no changes to workflow functionality as part of this update.
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