Qualtrics Workflows: Step-by-Step Guide | Trigger Tasks Easily

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  • เผยแพร่เมื่อ 22 ก.ย. 2024

ความคิดเห็น • 17

  • @brookewoolleywilliams9108
    @brookewoolleywilliams9108 2 หลายเดือนก่อน +1

    THANK YOU SO MUCH, this is incredibly helpful!!!

  • @roberth.9558
    @roberth.9558 ปีที่แล้ว +1

    Quite clearly presented. Thank you.

  • @stefanyperussi697
    @stefanyperussi697 ปีที่แล้ว +1

    I am Stefany, I live in brazil, this is much helpful!

    • @DevanBernardino
      @DevanBernardino  ปีที่แล้ว

      Thanks for watching Stefany. Let me know if there are any other topics you would like me to cover

  • @-motosync
    @-motosync ปีที่แล้ว +1

    This is helpful! Can you add an else/if in a workflow? For example, once a survey is submitted, send an email to person A, if condition A is met, else if Condition B is met, send email to person B.

    • @DevanBernardino
      @DevanBernardino  ปีที่แล้ว +1

      Hi Paul,
      Good question. From my knowledge, workflows cannot use else/if statements. What I generally do in this situation is duplicate the workflow and just change the control flow conditions.
      For example:
      Workflow 1:
      Trigger: When a new survey response is received
      Control flow: If Embedded Data field "Region" = West
      Task: Email person A
      Workflow 2:
      Trigger: When a new survey response is received
      Control flow: If Embedded Data field "Region" = East
      Task: Email person B

  • @MichaelReilly-f1c
    @MichaelReilly-f1c ปีที่แล้ว

    Dear Devan, I am trying to create a form that has approvals (hiring form) and I am at an impase. Have you created a video on how to create a form that has approvals (and then notifies the approvers that the form requires attention)?

  •  9 หลายเดือนก่อน

    HI Devan, I need your help :) I added a starter question in my survey, specifically two inclusion criteria that must be met to participate in the survey as a student. If the participant indicates both criteria the participant may proceed. If both criteria or one of them is not met the survey must stop. How do I do that through surey flow?

  • @iloveyou2803
    @iloveyou2803 ปีที่แล้ว

    This is awesome! Can you walk through bringing contact data from sfdc to qualtrics?

    • @DevanBernardino
      @DevanBernardino  ปีที่แล้ว

      Hi Elyse,
      That video is on my radar, I will let you know once I get to it.

  • @polosarma
    @polosarma ปีที่แล้ว +1

    Can you do a video on intercepts ?

    • @DevanBernardino
      @DevanBernardino  ปีที่แล้ว +1

      Hi Poulomi,
      Yeah digital intercepts is on my video to do list. Will let you know when the video is posted.

  • @NirmalKumarL-l3q
    @NirmalKumarL-l3q 11 หลายเดือนก่อน

    Can we create a workflow in free qualtrics account? I can't able to see the workflow tab. All I have is survey flow

    • @DevanBernardino
      @DevanBernardino  11 หลายเดือนก่อน +1

      I believe you should be able to, but Qualtrics may of recently limited that function in the free accounts.

    • @OlympianRed
      @OlympianRed 10 หลายเดือนก่อน

      you have to go to results and then you will see the workflows tab, why, i do not know