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Qualtrics

OAuth status: Active with remarks

Qualtrics

The Qualtrics modules allow you to watch, create, list, retrieve, and delete the directory contact, and survey distributions in your Qualtrics account.

Getting Started with Qualtrics

Prerequisites

A Qualtrics account

In order to use Qualtrics with Boost.space Integrator, it is necessary to have a Qualtrics account. If you do not have one, you can create a Qualtrics account at qualtrics.com.

	Note
	The module dialog fields that are displayed in bold (in the Boost.space Integrator scenario, not in this documentation article) are mandatory!

Connect Qualtrics to Boost.space Integrator

To connect your Qualtrics account to Boost.space Integrator you need to obtain the API Key from your Qualtrics account and insert it in the Create a connection dialog in the Boost.space Integrator module.

1. Log in to your Qualtrics account.

2. Click Your Profile Icon > Account Settings > Qualtrics IDs.

3. Copy the API token to your clipboard.

4. Go to Boost.space Integrator and open the Qualtrics module’s Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the Data Center ID field, enter your account’s data center ID. You can find it in the Your Profile Icon > Account Settings > Qualtrics IDs.

7. In the API Key field, enter the API token copied in step 3, and click Continue.

The connection has been established.

Contact

List Directory Contacts

Lists all directory contacts.

Connection	Establish a connection to your Qualtrics account.
Directory ID	Select the Directory ID whose contact details you want to retrieve.
Limit	Set the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle.

Create a Directory Contact

Creates a single contact in a specified directory.

Connection	Establish a connection to your Qualtrics account.
Directory ID	Select the Directory ID to which you want to add the contact.
First Name	Enter the contact’s first name.
Last Name	Enter the contact’s last name.
Email	Enter the contact’s email address.
Phone	Enter the contact’s phone number.
External Reference	Enter the external reference details of the contact.
Embedded Data	Add the items you want to embed to the contact by entering its name and value. For example, contact’s address.
Language	Enter the contact’s preferred language.
Unsubscribed	Select whether the contact is unsubscribed.

Get a Directory Contact

Returns information about the selected directory contact.

Connection	Establish a connection to your Qualtrics account.
Directory ID	Select the Directory ID whose contact details you want to retrieve.
Contact ID	Select the Contact ID whose details you want to retrieve.

Update a Directory Contact

Updates an existing directory contact.

Connection	Establish a connection to your Qualtrics account.
Directory ID	Select the Directory ID whose contact details you want to update.
Contact ID	Select the Contact ID whose details you want to update.
First Name	Enter the contact’s first name.
Last Name	Enter the contact’s last name.
Email	Enter the contact’s email address.
Phone	Enter the contact’s phone number.
External Reference	Enter the external reference details of the contact.
Embedded Data	Add the items you want to embed to the contact by entering its name and value. For example, `contact's address`.
Language	Enter the contact’s preferred language.
Unsubscribed	Select whether the contact is unsubscribed.

Delete a Directory Contact

Deletes an existing directory contact.

Connection	Establish a connection to your Qualtrics account.
Directory ID	Select the Directory ID whose contact details you want to retrieve.
Contact ID	Select the Contact ID whose details you want to retrieve.

Distributions

Create a New Survey Distribution Via SMS

Creates a new survey distribution via SMS.

Connection	Establish a connection to your Qualtrics account.
Send Date	Enter the date and time to send the SMS. See the list of supported date and time formats.
Method	Select the distribution method: Invite Interactive Reminder Thank You
Directory ID	Select the Directory ID to whose contacts you want to send the SMS.
Mailing List ID	Select the Mailing List ID to which you want to send the SMS. You can provide either `Mailing List ID`or`Transaction Batch ID`. Providing both or neither is not permitted.
Contact ID	Select the Contact ID to which you want to send the SMS. You can set only one of these fields: `Transaction ID`, `Сontact ID`, `Sample ID`.
Sample ID	Select the Contact ID to which you want to send the SMS. You can set only one of these fields: `Transaction ID`, `Сontact ID`, `Sample ID`.
Transaction Batch ID	Select the Contact ID to which you want to send the SMS. `Transaction Batch ID`cannot be combined with `Mailing List ID`, `Сontact ID`, `Sample ID`or `Transaction ID`
Survey ID	Select the Survey ID you want to distribute.
Parent Distribution ID	Select the Parent Distribution ID to which this survey distribution belongs to.
Distribution Name	Enter a name for the distribution.
Library ID	Select the Library ID to which the message belongs to.
Message ID	Select the Message-ID you want to distribute.
Message Text	Enter the message text you want to distribute.

Distribute a Survey via Email

Distributes a survey via email.

Connection	Establish a connection to your Qualtrics account.
From Email	Enter the email address from which you want to distribute the survey.
From Name	Enter the name that appears in the From field of the email.
Subject	Enter the email’s subject line.
Send Date	Enter the date and time to send the SMS. See the list of supported date and time formats.
Survey ID	Select the Survey ID you want to distribute through email.
Library ID	Select the Library ID to which the message belongs to.
Message ID	Select the Message-ID you want to send in the email. You can provide either `Message ID` or `Message Text` must be provided but not both.
Message Text	Enter the message text you want to add to the email. You can provide either `Message ID` or `Message Text` must be provided but not both.
Directory ID	Select the Directory ID to whose contacts you want to send the email.
Mailing List ID	Select the Mailing List ID to which you want to send the email. You can provide either `Mailing List ID` or `Transaction Batch ID`. Providing both or neither is not permitted.
Transaction Batch ID	Select the Contact ID to which you want to send the SMS. Provide either `Mailing List ID` or `Transaction Batch ID`. Providing both or neither is not permitted.
Contact ID	Select the Contact ID to which you want to send the email.
Reply to Email	Enter the email address to which recipients can reply to.
Expiration Date	Enter the date when the survey expires. See the list of supported date and time formats.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Qualtrics account.

URL

Enter a path relative tohttps://<DataCenter>.qualtrics.com/API. For example: /v3/directories

	Note
	For the list of available endpoints, refer to the Qualtrics API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use – List Surveys

The following API call returns all the surveys from your Qualtrics account:

URL: /v3/surveys

Method: GET

Matches of the search can be found in the module’s Output under Bundle > Body> result > elements. In our example, 2 surveys were returned:

Watch New Survey Response

Triggers when a new response is created for the selected survey.

	Note
	You do not have to add the webhooks in the Qualtrics as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Qualtrics account.
Survey ID	Select the Survey ID whose new responses you want to watch.

Need help setting up a scenario?