Create the Name and Email Survey

Use the form question type for the survey (name, email as fields).  

Create a Pre- and Post-Survey 

Set this up Qualtrics - Pre and Post survey compare them in the survey flow in both surveys (pre and post).

Create a Workflow in the Named Survey

1. Go to Workflows
2. Click Create a Workflow
3. Select Started when an event is received
4. Select the Survey response tile
5. Make sure the following boxes are checked Newly created responses and Keep the language the response was received in then click finish.
6. Click on the plus sign
7. Select Add a task
8. Scroll to find the XM Directory tile
9. Select the Distribute survey radio button

In the Distribute Survey Task screen, look for the headers and select the radio button for the listed answer.

10. Distribution Type: Individual
11. Distribution Method: Email/Embedded Data
12. Link Type: Individual
13. When: Immediately
14. Select how you want to save or update info: Save or update it as embedded data to your XM directory contacts
15. Select a contact list and set XM Directory Fields
    • Contact List
      • My Library 
        • New Contact List
          • Name the list (the name should show up in the Contact list after you named it.)
16. First name: is required so if you don't have it in your survey just type FirstName but if it is part of the survey click {a}
    • Survey Question
    • Pick the Question
    • First Name
17. Last Name: is required so if you don't have it in your survey just type LastName but if it is part of the survey click {a}
    1. 1. • Survey Question
          • Pick the Question
          • Last Name
          • Email address is required {a}
            1. Survey Question
            2. Pick the Question
            3. Email address
            4. Search the name of the survey you wish to send.
    2. From Address: Should NOT be changed
    3. From Name: If you want to use a different name instead of your name, you can modify it.
    4. Reply-To Email: If you want to use a different email address instead of the noreply email, you can modify it.
    5. Subject: Is Required
    6. Message: Leave the piping for the survey links and the OptOutLink alone.  
    7. Days before link expires: default is 60, but you can change that.
    8. If you want a reminder check the Reminder
       1. Your options are number Days or Months from the date that they received the invite.
       2. You fill out the time and the time zone
       3. Reminder subject
       4. Reminder Message (Use a saved one or you can create a new message.)
    9. Save

18. If you wish to compare the post to the pre, make sure you use the same Contact List. I would go through the Contact list and opt them out if the pre was not filled out for email address so they would not receive the link for the post.  

    

    

    

    

    

    

    

    

    Close up of steps 15 (creating new contact list or finding one)

    

    

    Close up steps for 16 - 18

    

    

    

    Close up step for 19

    

    Showing Reminder options