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Personal Links

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About Personal Links

For those cases where you need to use a third-party mail system to distribute survey invitations but also need to track which response belongs to which recipient, Qualtrics can generate a list of unique, or “personal”, survey links. These links are tied to specific survey recipients, and the names and any other uploaded embedded data will be included with the responses in the results.

Qtip: Personal links have the same functionality as the individual links the Qualtrics Mailer creates when distributing a survey. They cannot be used more than once.

When you generate personal links, Qualtrics provides a spreadsheet that contains a row for each recipient including their name and their personal survey link. Most mailing systems can accept such a spreadsheet and will have a mail merge capability to include each recipient’s survey link in their email.

Attention: Personal links may be altered when they are sent through third-party softwares, such as Salesforce.

This page discusses how to generate that list of personal links for use in a third-party mail system.

Qtip: Generating personal links requires that you upload a contact list (the list of people who will receive your survey) ahead of time. If you haven’t uploaded this list yet or aren’t familiar with this process, review our Contact List Creation page before proceeding.
  1. Navigate to the Distributions tab.
    in the distributions tab, clicking personal links and then generate links
  2. Select the Personal links section.
  3. Select Generate links.

    Qtip: If you have not yet activated your survey, you may see something different when you visit the Distributions tab. In this different view, you can click the Generate a trackable link for each contact option.the generate a trackable link option on the distributions page

  4. Click Select Contacts.
  5. Select the library your contact list is saved in.
    Series of dropdown lists to select Contact List
  6. Select the contact list or segment you want to generate links for.
    Qtip: If you are using Marketo to manage your contact lists, you can choose from these Marketo lists instead. Visit our page on Marketo Extensions for more information.
  7. Choose to send to the whole contact list, an individual contact, or a small sample of your contact list.
  8. Set a link expiration date (by default, links are valid for 60 days).
    selecting the expiration window and clicking generate links
  9. Click Generate Links.

At this point, a spreadsheet will be downloaded to your computer. This spreadsheet will include the names of your contacts, their email addresses, and their personal links. You will be able to re-download this list later by clicking the gear icon to the far right of the list and selecting Download Links.

Each time you generate new personal links, you will get a row in your personal links section marking the distribution and giving you various details and metrics.

the distribution table for personal links

Here are the columns of information you can see for each link:

  • Contacts: The name of contact list, sample, or individual you generated links for.
  • Created Date: The day and time the links were generated.
  • Link Expiration: The day and time all the links in the distribution will expire.
    Qtip: Link expiration determines how long participants have to start their survey. Once they start their survey, the incomplete survey responses setting in the survey options takes effect.
  • List size: Current size of the contact list or segment you generated links for.
  • Surveys Started: The number of surveys that have been started from the links you generated.
  • Surveys Finished: The number of surveys that have been finished from the links you generated.
  • Gear: When you click the gear icon, you are given the option to download the links again or delete the links. Deleting the links breaks them, so that they can no longer be used to collect survey responses.
    Qtip: If you re-download your personal links, you will see updated statuses for your respondents. These statuses include Survey Started and Survey Finished. If your respondent has yet to start the survey, their status will be Email Not Sent.
Qtip: You can bulk download the distribution histories for your personal links by choosing by following the instructions on the Downloading the Distribution History support page.
Attention: Distributions older than 3 years will not appear on this page. Contact your Qualtrics Account Executive if you need access to distribution histories from more than 3 years ago.

Types of Projects Supported

Attention: Not all of the features described in this section are included in every license. Please contact your XM Success Representative or your Account Executive if you are interested in getting access to any of these features.

Personal links are only available to several types of projects, including:

If your license includes XM Directory, personal links can be generated from right inside the directory. See Export Unique Links in XM Directory for more details.

Any projects not listed above are not compatible with this distribution method. While similar features may exist in other projects, this support page does not cover them.

FAQs