Connecting Qualtrics and Xoxoday accounts
First, you'll need to connect Qualtrics and Xoxoday accounts to be able to create a 'Task' inside your Qualtircs Workflow. Follow the steps outlined below:
Step 1: Find Xoxoday extension
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 'Connect Account' to add a Xoxoday Account.
Connect Account
Now, login to your Xoxoday account and click 'Allow' access.
Allow Permissions
Creating a Qualtrics Workflow
Now, from your Qualtircs account, create a Qualtrics workflow by clicking 'Workflow' from the main menu (options drop-down):
Create a Workflow in Qualtrics
Select the 'Survey Response' and choose the survey project you want to send reward (upon completion).
Click Start by an 'Event' for the Workflow.
Select 'Newly created Resonse' and 'Response via APIs'(if applicable). See the below image.
Select Response triggers for your survey as applicable
Now, click '+' icon to add an action 'Task' (see below)
Select 'Task' for setting up a Xoxoday Reward action
Now, select 'Xoxoday' from the available extensions (see below) and select the Xoxoday account.
Configuring Xoxoday Reward Settings
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 'Save' button and then proceed to 'Next' by clicking the 'Next' button.
Map the Survey question corresponding to the Email address
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.