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Post-Survey Options

Suite

Customer Experience Strategy & Research

Product

Qualtrics

What's on this page

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.

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.

Click Load a saved message.

Select the library you would like the messages to be saved in.

Click New Message.

Qtip: Alternatively, select an existing message for use.

Enter a Description for your message.

New window opens for entering message details

Type your message as you would like it to appear to your respondents.

Click Save.

Revisiting a completed survey message

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.

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

Manage Email Triggers

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

Warning: We strongly recommend not using email triggers, as they may not behave as intended, and we no longer plan to develop any improvements for this feature. For the same functionality with added improvements, please use the email task feature 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,

Go to survey options.

Post survey section of survey options, where you can find triggers

Go to Post-Survey.

Under Manage email triggers, click Edit triggers.

Fill out the fields. See the Email Triggers support page for more detail.

Manage Contact List Workflows

Contact list workflows allow you to automatically update your contact lists using survey results. These can be used to create an email list for future survey distributions or keep your contact lists up to date.

Go to survey options.

Contact workflows in post survey options

Go to Post-Survey.

Under Manage contact list workflows, click Add a contact list workflow.

Click Add a condition to set conditions under which the workflow is triggered.

Select the XM Directory you’d like to import the contact into.

Select if you’d like to add new contacts to a mailing list. Once selected, choose a mailing list from the dropdown.

By default, the Email field will be used to prevent duplicate contacts. You can select additional fields to merge duplicate contacts, if you want. For more information, see Merging Duplicate Contacts in XM Directory.

Click Next.

Select if you’d like to map Transaction data and Subscription status by clicking the checkmark next to the item. For information on how to set up these fields, see Setting Up an XM Directory Contacts Task.

Click Save.

Click the switch to turn the workflow on.

EDITING CONTACT LIST WORKFLOWS

Click the switch next to the workflow to turn it on or off.

Switch next to contact list workflow to enable or disable it

To delete a workflow, click the three-dot menu then select delete.

three-dot menu with delete option highlighted

Survey Options in Different Project Types

Survey options are available in many different types of projects. The options described on this page are available in:

There are a few other projects that have access to survey options, but with unique functionality to keep in mind.

For Engagement, Lifecycle, or Ad Hoc Employee Research projects, please see Survey Options (EX).
For Pulse, see the section on survey options in Features Available in Pulse Surveys.
For 360 projects, see Survey Options (360).
For Conjoint and MaxDiff, see Survey Options.

FAQs

How do I display different messages for different participants at the end of the survey?

In the Survey Flow, you can create multiple End of Survey elements, each with a different End of Survey message, and create branches to house those elements. Once made, you can place logic on those branches to specify which respondents go to which End of Survey element. To create these custom survey ending messages,

Open the Survey Flow.

Examine your existing blocks and branches and determine where you want a survey ending.

Click either Add Below or Add a New Element Here, whichever is closest to the spot you want to place the new element.

If you are not already under a branch, add a Branch that sets the conditions for the special end of survey message.

Indented under this branch, add an End of Survey element.

Click Customize and select the Override Survey Options checkbox.

Change the end of survey message from Default to Custom and choose a pre-written message from your library or write a new one.

Click OK and move the End of Survey element to where you need you it (be sure it is within the correct branch for your logic!).

Note that you can add End of Survey elements to each branch if you choose so. If you need a random ending, even on the same branch, you can use the Randomizer element to randomly present a different ending.

How can I redirect respondents to another website or survey after they have submitted their response?

In your Survey Options, you can set a default URL that all respondents will be redirected to when they complete the survey.

If you would like to send different subsets of respondents to different pages, you can create branches for the different subsets and customize end of survey elements with different redirect URLs.

I want to offer the opportunity to enter a raffle following the end of my survey for my participants. I want participants to submit their email address, but keep it separate from their response so it remain anonymous. Is this possible?

Yes, this is possible! Just follow the instructions on this page.

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