Survey Response Task

Suite
Customer Experience Strategy & Research
Product
Qualtrics
What's on this page

About Survey Response Task

The Survey response task allows you to use and update survey response data in a Qualtrics workflow. You can use this task to automate survey response data management without needing to use the Qualtrics API.

There are 2 different actions available in this task:

  • Get survey response: Retrieve data from a single survey response.
  • Update survey response: Add or update data in a single survey response.

Supported Projects

You can use this task to retrieve or update responses in any project type that has a survey component. This includes:

  • Surveys
  • EX Projects (360, Engagement, Lifecycle, Ad Hoc Employee Research, and Pulse)
  • Conjoint and MaxDiff
  • Guided solutions

Setting Up a Get Survey Response Task

The get survey response task retrieves an individual response from a survey as a single JSON export. This makes the full response available for use in other tasks in the workflow, which can be useful for importing data into systems like Salesforce. You can also use responses in the AI response task, which allows you to analyze text, generate replies to customers, and more.

Navigate to the Workflows tab in your project or the stand-alone Workflows page.
Creating a workflow with an event
Creating a workflow with an event
Click Create a workflow.
Choose if you want the workflow to be triggered by an event or run on a schedule. (See a comparison).
Click the plus sign ( + ) and then Add a condition to set up conditions for your workflow.
Add a condition in a workflow
Add a condition in a workflow
Click the plus sign ( + ) and then Add a task.
Add a task in a workflow
Add a task in a workflow
Choose the Survey Response task.
The Survey Response Task in the workflow tasks options
The Survey Response Task in the workflow tasks options
Select Get survey response.
Get survey response option in the survey response task set of options
Get survey response option in the survey response task set of options
Click Next.
Click Add a custom description to add a description to the task.
Configuring the get survey response task
Configuring the get survey response task
Using the dropdown menu, select the survey project containing the response you would like to retrieve.
Using the dropdown menu, select the field in your survey project that contains the Response ID that you would like to retrieve.
Click Save.

Setting Up an Update Survey Response Task

Have you ever wanted to add or update data in a survey response after it’s been submitted? For example, you may have extra demographic information about the respondent or campaign data related to the survey that could add context to the response. The Update survey response task enables you to update existing embedded data fields from a survey response using a Qualtrics workflow.

Qtip: This task can only be used to update existing embedded data fields in the survey response. To add a new field to your survey, create a new embedded data field in your survey flow.

Follow the linked instructions to create a new event-based workflow.

Configure the event that triggers your workflow. Common events to pair with this task include:
 

configuring your workflow
configuring your workflow

If desired, you can add other tasks to your workflow to add their output to the desired survey response. Some examples include:

  • OpenAI task: Use third-party AI to gather insights from your response data.
  • Code task: Use JavaScript to analyze and manipulate response data.
  • AI Response task: Use Qualtrics AI to gather insights from your response data.

Click the plus sign ( + ) and select Add a task.

Choose the Survey Response task.

Select Update survey response.
 

"update survey response" option in the task setup
"update survey response" option in the task setup

Click Next.

Choose the Survey project that contains the response you’d like to update.
 

selecting a survey response and configuring embedded data fields
selecting a survey response and configuring embedded data fields

Qtip: Depending on your selected event, the survey project and response ID may already be prefilled for you.

Choose the Response ID field used to identify the response.

Click Add a field.

Select the survey embedded data field you’d like to update.
 

editing a survey embedded data field
editing a survey embedded data field

Use the piped text menu, {a}, to select the dynamic value you’d like to save for the embedded data field (usually the output from the intermediate task defined in step 3). Alternatively, you can hard code a value by typing it directly in the box.

Qtip: Values for this field can be a maximum of 5000 characters. If characters are over the maximum, the task will fail.

Add additional fields by clicking Add a field. You can remove a field by clicking the minus sign ( – ) to the right of it.

When finished, click Save.

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