Using Qualtrics Workflow Extension to Send Rewards
This article describes everything you need to get started with Xoxoday's new action SDK to send rewards using the Qualtrics Workflow.
Last updated
This article describes everything you need to get started with Xoxoday's new action SDK to send rewards using the Qualtrics Workflow.
Last updated
Use Qualtrics workflow to send rewards for all our Public surveys.
First, you'll need to connect Qualtrics and Xoxoday accounts to be able to create a 'Task' inside your Qualtircs Workflow. Follow these steps outlined below:
Find Xoxoday Extension from your Qualtrics account. To do this, go to 'Admin' and over to the 'Extensions' tab. Click on the Xoxoday extension (listed) and follow the steps to connect:
Click on 'Connect Account' to add a Xoxoday Account
Now, login to your Xoxoday account and click on 'Allow' access.
Now, from your Qualtircs account, create a Qualtrics workflow by clicking on 'Workflow' from the main menu (options drop-down):
Select the 'Survey Response' and choose the survey project you want to send reward (upon completion)
Click on Start by an 'Event' for the Workflow
Select 'Newly created Resonse' and 'Response via APIs (if applicable). See below image
Now, click on the '+' icon to add an action 'Task' (see below)
Now, select 'Xoxoday' from the available extensions (see below) and select the Xoxoday account.
Here you can configure Xoxoday reward settings for your action task in the workflow. This is a one-time setup and takes just a couple of mins, steps below:
Select the reward campaign (pulled from your Xoxoday account)
Approval Required? Select 'Yes' if you want to manually approve rewards, else, select 'No' to automatically send rewards out
Set the Reward Expiry period from the drop-down
You can setup Additional Settings as follows for your Reward Automation:
Set date range — the period during which this reward automation should be active
Maximum Reward count — Define the maximum number of times a reward can be sent for this survey completion
Repeat Rewarding — Turn the toggle ON if you want to enable the same email address to be rewarded multiple times.
That's it. Click on 'Save' button and then proceed to 'Next' by clicking on the 'Next' button.
Here, map the survey question where you're collecting the email address from the recipient — this email address will be used to deliver their Xoxoday reward.
Select 'Survey Question' from the main drop-down
Then, select the specific question which collects the email address
See below
That's it. You've successfully configured Xoxoday Rewards with Qualtircs Extensions.