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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 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,

  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 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.

Qtip: Contact list workflows are replacing contact list triggers in the new survey editor. Contact list workflows work the same as contact list triggers, but with several notable improvements.
  1. Go to survey options.
    Contact workflows in post survey options
  2. Go to Post-Survey.
  3. Under Manage contact list workflows, click Add a contact list workflow.
  4. Click Add a condition to set conditions under which the workflow is triggered.
    Add a condition and select which directory you'd like to add it to.
  5. Select the XM Directory you’d like to import the contact into.
  6. Select if you’d like to add new contacts to a mailing list. Once selected, choose a mailing list from the dropdown.
  7. 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.
    Add a field and then click next
  8. Click Next.
  9. 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.Select if you'd like to map transaction data or subscription data and then click save
  10. Click Save.
  11. 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

Manage Contact List Triggers

Qtip:  The XM Directory task and Contact List Workflows work the same as contact list triggers, but with several notable improvements. Due to these improvements, we recommend using either the XM Directory task or Contact List Workflows instead.
Warning: We strongly recommend not using contact list 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 XM Directory task or Contact List Workflows instead.

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

Follow these steps 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

Attention: Salesforce triggers in post-survey options are no longer supported and will no not be available after July 31, 2023. You can accomplish the same capabilities and more using the Salesforce integration in Workflows. See the pages linked below for more information.

In the new survey editor, Salesforce triggers are located in survey options rather than under the Tools menu. However, these Salesforce triggers are being deprecated in favor of their Workflows counterparts since the Workflows tab has many more capabilities than what can be found in the triggers menu. You can no longer create new Salesforce triggers here. Please see the following support pages for more information on using the Salesforce integration available in Workflows:

  1. Salesforce Extension Basic Overview
  2. Linking Qualtrics & Salesforce
  3. For Web-to-Lead and Response Mapping, you will need to create:
  4. For Trigger and Email Survey, follow the instructions on Triggering & Emailing Surveys in Salesforce or Updating Contacts in Qualtrics.

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.

 

 

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