How to Create a Qualtrics Workflow for Email Notifications
Modified on: Fri, Mar 14 2025 10:50 AMQualtrics offers two options for automatically sending an email notification when someone submits a survey response:
- email triggers,
- or email tasks within Workflows.
Qualtrics strongly recommends using email tasks within Workflows rather than email triggers. Email tasks within Workflows are essentially the new and improved version and offer greater functionality and reliability. This article explains how to set up an email task within Workflows.
- Log in to your Qualtrics account and navigate to the desired project/survey.
- Select the "Workflows" tab.
- Click the blue "Create a workflow" button and select "Started when an event is received".
- The first step of the workflow is to define the trigger. In this case, select "Survey response: When a response is received or updated".
- Leave all the default settings and click "Finish".
- Then we need to define the task. Click the blue "+" button below "Survey response" and select "Add a Task".
- Scroll down and select the "Email: Send an email" option.
- Customize all the email fields as desired.
Helpful hints:- If you want to email yourself a notification whenever someone submits a response, enter your email address for "To".
- Alternatively, if you want to email the person who completed the survey, use piped text to add their email address to "To". Select the {a} option to the right of the "To" field and select the field containing the respondent's email address (typically either a Survey Question you created or Panel Field > Recipient Email if you distributed to a Qualtrics contact list).
- Be sure to check the box for "Include Response Report" if you want to include a full report of all the respondent's survey answers.
- A message is required, even if you select "Include Response Report".
- Then click "Save" when you're ready.
- Your workflow is automatically turned on by default. If you ever want to turn it off, click the toggle next to "Turn the workflow off" near the top-right of the page.
For additional details about all the options available, see this Qualtrics Support article on Email Tasks.