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Sep 20 at 12:40 PM

CDP-Qualtrics connector - trigger survey send

153 Views Last edit Sep 20 at 12:44 PM 3 rev


A connector exists between CDP and Qualtrics:

As CDP is meant to be the "orchestrator" of CX, I would have expected that it would be able to send a trigger to Qualtrics to make it send out a survey. (Example use case: after a customer has received a visit from our Sales Reps, they should receive a survey to rate their experience with that visit, except if they didn't give consent to be contacted).

However, in the CDP-Qualtrics connector, I only see outbound actions "create contact in specified mailing list".

Just adding a contact to a List in Qualtrics, does not make it send a survey.

Even with a survey distribution automation in Qualtrics, you cannot set it up so that it will only distribute a survey to any new people on that list, and not ALL the people on a list.

Is it possible to make CDP orchestrate this scenario? Or should the Sales system directly integrate with Qualtrics to trigger the survey after a Visit happened (which makes it harder to take into account any info from other datasources such as the consent)?