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Overview
Step-by-step instructions on how to send reminders and thank you messages in Qualtrics.
Instructions
Steps that are needed to send reminders and thank you messages in Qualtrics:
Sending Reminders:
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Log into Qualtrics:
- Access your Qualtrics account.
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Navigate to the Distribute Survey Tab:
- Click on the “Distribute Survey” tab.
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Select Your Survey:
- Choose the specific survey you want to work with.
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Access Email History:
- Click on “Email History.”
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Choose Recipient and Action:
- In the “Actions” column, click the drop-down menu for the desired recipient.
- Select either “Send Reminder” or “Thank You.”
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Configure Reminder Email:
- Under “Type of email to send,” choose the “Send Reminder” radio button.
- Set the date and time for when you want the reminder to be sent.
- Make any necessary changes to the email content.
- Save your changes.
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Click Send:
- Send the reminder email to the selected recipients.
Sending Thank You Messages:
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Follow Reminder Instructions:
- Start from step 1 of the reminder process.
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Configure Thank You Email:
- Under “Type of email to send,” select the “Send Thank You” radio button.
- Set the timing for the thank you message.
- Customize the content as needed.
- Save your changes.
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Click Send:
- Send the thank you email to respondents who have completed the survey.
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