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Post-Survey Options

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Post-Survey

These survey options concern what happens after a survey ends. They include the ability to automatically send a thank you email after the survey ends, and the ability to customize the message for revisited links. This is also where you will find triggers.

Post-survey section of survey options

Send a Thank You Email

If you distribute your survey sending an email invitation through Qualtrics, using personal links, or using an authenticator connected to a contact list, you can send a thank you email when respondents have completed your survey. This thank you will send to the email address listed in the contact list for the respondent.

Qtip: You can send a thank you email to all of your respondents that completed the survey through the Distributions tab as well.
  1. Click Load a saved message.
    Thank you email dropdown options
  2. Select the library you would like the messages to be saved in.
  3. Click New Message.
    Qtip: Alternatively, select an existing message for use.
  4. Enter a Description for your message.
    New window opens for entering message details
  5. Type your message as you would like it to appear to your respondents.
  6. Click Save.

If you use the default individual link when emailing surveys, respondents can only complete the survey once. If they want to change their response, they will need to reach out to the survey’s creator for a retake link. Sometimes, if the user clicked into the link and then didn’t return within the partial completion settings, their session expired, and they need a new invitation.

You can write a custom message that will appear when the respondent tries to enter a link they already completed.

Load a saved message dropdown

Click Load a saved message to write a new message or choose one you previously saved in your messages library.

Manage Email Triggers

Qtip: The email task feature under Actions works the same as email triggers, but with several notable improvements. Due to these improvements, we recommend using the email task instead.

Email triggers allow you to send an email notification to someone when a survey response is completed and specified conditions are met. In the new survey editor, they are located in survey options rather than under the Tools menu.

To create an email trigger,

  1. Go to survey options.
    Post survey section of survey options, where you can find triggers
  2. Go to Post-Survey.
  3. Under Manage email triggers, click Edit triggers.
  4. Fill out the fields. See the Email Triggers support page for more detail.
    Email triggers window

Manage Contact List Triggers

Qtip:  The XM Directory Task under Actions works the same as contact list triggers, but with several notable improvements. Due to these improvements, we recommend using the XM Directory Task instead.

Contact list triggers allow you to construct your own contact list using survey results without having to manually add each contact separately.

To create a contact list trigger,

  1. Go to survey options.
    Post survey section of survey options, where you can find triggers
  2. Go to Post-Survey.
  3. Under Manage contact list triggers, click Edit triggers.
  4. Fill out the fields. See the Contact List Triggers support page for more detail.
    Contact list triggers window

Manage Salesforce Triggers

Manage salesforce triggers section of the post survey options

In the new survey editor, Salesforce triggers are located in survey options rather than under the Tools menu. However, we highly recommend setting up this behavior in the Actions tab instead, since the Actions tab has many more capabilities than what can be found in the triggers menu.  Please see the following support pages for more details:

FAQs