Kansas State University

Qualtrics is a powerful survey platform with many features. One of those features is Workflows. Workflows allow you to automate tasks such as sending a survey completion email to participants.

Create workflow

You must have a survey question that captures the participant’s email for this process to work. The easiest way to do this is through a text entry question.

1. Open the survey where you want to create the workflow.
2. On the top navigation, click Workflows.
3. Click the Create a Workflow button.
4. Click Started when an event is received.
5. Click Survey Response.
6. Click Finish.
7. Click the Plus sign and then click Add a Task.
8. Click Email.
9. In the To box, click the down arrow.
10. Select Survey Question, and then click the name of the question where you captured the email address.
11. Click Question Text.
12. In the Subject box, type a subject for your email.
13. In the Message box, type your message.

    Note: You can also load a message from your message library if you have one created.

14. Click Save.
15. Close the Workflow window.

Test workflow

1. On the top navigation, click Survey.
2. Make sure the survey is published.
3. Click Distributions.
4. Click the Anonymous link and copy the survey link.
5. Take the survey and enter your email address to ensure the email is being delivered.

To learn more, see the Workflows Basic Overview in Qualtrics Help.