Send a sample email
1. go to projects tab in Qualtrics
2. find Default Survey Project For Email/SMS Sends Without
3. open it
4. distributions tab
5. emails
6. compose email
7. fill in details and select message
8. send preview email
9. type email in
8. Click send
Creating a query
1. query management in menu of Pulse
2. query builder
3. fill in details - add description of each field
4. select from starter query
5. use query formatter spreadsheet to get list of IDs
6. paste list of IDs into column A
7. take column D output and paste in between brackets
8. IMPORTANT - Delete final Comma and test to make sure it works
9. Save
Duplicating a query
1. query library in menu of Pulse
2. click query
3. Click duplicate query
4. Change details
5. Delete list of IDs
6. Add new one from the spreadsheet
7. Delete final coma and rtest
8. Save
Building Engagement
1. Engagement Builder
2. Fill in Engagement Details Screen
3. Explain the different parts of this screen
4. Select engagement types
5. Select correct channel and fill in details
6. select correct query
7. Select correct survey - usually default survey for fake sms sends
8. setup trigger - usually manual
9. save and launch, not run now
Duplicating an Engagement
1. Go to engagement library
2. Search and filter the one you want
3. click it and press edit on the description box
4. click duplicate email down the bottom
5. enter new engagement name
6. go to the information tab and change details
7. continue progressing through the engagement and change details as needed
Send Existing Engagement
1. Engagement library from menu
2. search or filter for the engagement that you want to launch
3. click it and scroll down to the trigger box and click edit
4. save and launch as above