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  • Qualtrics Platform
    Qualtrics Platform
  • Customer Journey Optimizer
    Customer Journey Optimizer
  • XM Discover
    XM Discover
  • Qualtrics Social Connect
    Qualtrics Social Connect

Retake Survey Link (EX)


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Qtip: This page describes functionality available to Engagement, Lifecycle, Pulse, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About the Retake Survey Link

Retake survey links allow you or your participant to go back into their response to your Employee Experience project and edit it after it has been submitted. This is useful if a respondent mistakenly answered a question or if the participant’s incomplete response was closed because of inactivity but they would like to finish the survey.

Qtip: Although you can issue retake survey links for any recorded response, responses in progress must be closed and moved to recorded responses first.

When participants enter the retake link, they’ll see the answers they chose the last time they worked on the survey. When they finish, the new response will completely replace the original response in the dataset.

Qtip: If the pseudonymization policy is enabled, participants will not be able to see their previous answers while taking a retake link. Once they finish their retake link, the new response will completely replace the original response.

Generating a Retake Link in the Participants Tab

When you generate a retake link in the Participants tab, it is up to you to send this link to the participant.

  1. Navigate to the Participants tab.
    The Participants section of the Participants tab. One of the participants on the page is indicated.
  2. Make sure you are in the Participants section.
  3. Click on the name of the participant you’re generating the link for.
  4. Click Actions.
    The Participation Information window is open with the Actions dropdown expanded
  5. Select Get retake link.
  6. Copy the link and send it to the participant.
    Retake link in a pop-up window

Generating a Retake Link in the Data & Analysis Tab

You can also generate a retake link from the Data & Analysis tab. When you generate a retake link from this tab, it is up to you to send the link to the participant. The Data & Analysis tab does not display participant name or email on the response, so unless you use knowledge of the answers or unique metadata to find the right response, it is better to generate a retake link from the Participants tab.

See Issuing Retake Links for more information on generating links from the Data & Analysis tab. Note that EX projects only have the “Retake Response” option since participants are not allowed to have multiple unique responses for the same project.

Allow Survey Retakes

Attention: This setting is not compatible with Employee Lifecycle. See Allowing Participants to Submit Multiple Responses in Lifecycle.

There is one more way you can get retake links to your participants. This method is probably the most convenient, because it allows participants to retake the survey as many times as they like using the original link they were invited to the survey with. However, with this setting, you cannot limit the number of times a participant retakes, and they will be able to keep going until the assessment is closed or the option is deselected.

This setting is not compatible with the anonymous link. If you’d like to use the anonymous link, but allow participants to retake their responses, check out the authenticator feature.

Attention: If you leave this option enabled, anyone who accesses the link can retake the response. Be clear with managers that they should not forward their survey invitation to members of their team, because each participant gets their own unique link.
Qtip: You can turn this option on and off at any time during your data collection.
  1. Navigate to the Survey tab.
    Image of survey options opened with survey retake enabled
  2. Click Survey options.
  3. Go to the Responses section.
  4. Enable Survey retakes.
  5. Make sure to publish your change when you’re done preparing your survey.

When participants revisit a link where they’ve already completed the survey, they will see the message shown below. To retake the survey, they just need to select Retake Survey.

Message that says You have already completed the survey. Then a link that says Retake Survey

Qtip: The use case described below is useful if you want someone other than the participant themselves to add more information to their survey response. If you want the participant to receive their own retake link, we recommend enabling retakes in the survey options instead.

Sometimes it’s necessary to send out a retake link to once the initial survey is submitted. For example, if a new hire fills out an onboarding survey, you may want their manager to review their survey and answer some additional questions. In the steps we cover here, we’ll show how you can send a retake link to the manager, allowing the manager’s feedback to be recorded in the same survey response as the new hire’s feedback.

Qtip: The method outlined below is for sending the retake link in an email task, but this can be applied in a message at the end of the survey, including messages at the end of different survey branches.
  1. Navigate to the Workflows tab of your Engagement project.
    Creating a new workflow inside an Engagement project

    Qtip: You can also create your workflow in the global page, but we recommend keeping it inside your project instead.
  2. Create a new workflow.
  3. Select Started when an event is received.
  4. Select the Survey response event.
    the survey response event in the event selection window
  5. Choose the types of responses that will trigger the workflow. See types of survey response events for more information about these options. Most of the time, you’ll choose Newly created responses.
    A new window where you configure survey response events
  6. Configure your other survey event settings, then click Finish.
  7. Click the plus sign ( + ) to add a condition.
    menu to add a condition to a workflow's event
  8. Create a condition for Embedded Data Q_URL doesn’t contain Q_R.
    an image of the condition described. at the bottom of this window is a save button

    Attention: Adding this condition ensures that only the original survey response prompts a retake link by checking that the URL associated with this response doesn’t contain the retake tag. Without this condition, the respondent will also receive this email workflow after they take their retake link survey.
  9. Save your condition.
  10. Exit the workflow.
    X in the upper-right corner of the workflow building screen is indicated
  11. Navigate to the Survey tab of your survey.
    adding an embedded data element in the survey flow
  12. Go to Survey flow.
  13. Add an embedded data element.
  14. Here, add a field named Q_TS_PID. Do not set it equal to any value.
    an embedded data field named, but with no value set
  15. Save your survey flow.
  16. Navigate to Survey options.
    in survey options, in security section, anonymous link is enabled, making a URL appear
  17. Select Security.
  18. Enable Use Anonymous Link and copy it.
    Qtip: If you want to reduce the chance of anonymous responses, you can turn off the anonymous link once you have it copied and saved somewhere.
  19. Return to the Workflows tab and select the workflow you created earlier.
    back in workflows, adding a task to the editor
  20. In the workflow, click the plus sign ( + ) and select Add a task.
  21. Choose the email task.
    the email task in the task selection window
  22. In the “To” field, enter the email of the recipient.

    Qtip: To continue the example from earlier, the recipient should be the participant’s manager. In order to email participants’ managers the retake link, make sure each participant has their manager’s email saved as metadata.

    a participant file. there are mandatory headers like unique ID, employee email, and manager ID, but there's also a column for manager email

    Then save that metadata as embedded data in the survey flow.

    in a survey flow, an embedded data field named ManagerEmail is set equal to the participant metadata for ManagerEmail

    Then you can use piped text to insert the manager email field into the “To” email field.

    in the To field of an email task, pulling the piped text for the embedded data named ManagerEmail

  23. Paste the anonymous link into the body of the email.
    the URL described is pasted inside an email task, with the first part to be deleted highlighted in grey

    Qtip: Be careful that you don’t paste in a hyperlink here! This can prevent you from properly editing your link. If your anonymous link is blue and clickable, then highlight the text and click the break hyperlink icon.
    The link is highlighted and the break link icon is being clicked
  24. At the end of the URL, delete the text “&Q_EE_ANON=1&_=1“.
    Example: For example, the link would now look like: https://qunivocalize.co1.qualtrics.com/jfe/form/SV_123456789?Q_TS_ID=TS_987654321&Q_TS_RS=Self
  25. Append “&Q_TS_PID=” to the end of the URL.
  26. Place your cursor after the equal sign in your URL and click the piped text icon {a}.
    screenshot shows the piped text menus, starting from the letter A in curly brackets, following the embedded data menu to find the Q TS PID field
  27. Hover over Embedded Data and select Q_TS_PID.
    Example: After adding this field (person ID), your link should look like this: https://qunivocalize.co1.qualtrics.com/jfe/form/SV_123456789?Q_TS_ID=TS_987654321&Q_TS_RS=Self&Q_TS_PID=${e://Field/Q_TS_PID}
  28. At the end of the URL, add “&Q_TS_RE_PID=“.
  29. Set this equal to the piped text for Q_TS_PID again.
    Example: Your link should have 2 separate fields set equal to the same value. For example: https://qunivocalize.co1.qualtrics.com/jfe/form/SV_123456789?Q_TS_ID=TS_987654321&Q_TS_RS=Self&Q_TS_PID=${e://Field/Q_TS_PID}&Q_TS_RE_PID=${e://Field/Q_TS_PID}
  30. Append “&Q_R_DEL=1” to the end of the link.
    finished URL in an email task. save button is in the bottom-right

    Example: If you wanted the retake to replace the original response, your link would look like this: https://qunivocalize.co1.qualtrics.com/jfe/form/SV_123456789?Q_TS_ID=TS_987654321&Q_TS_RS=Self&Q_TS_PID=${e://Field/Q_TS_PID}&Q_TS_RE_PID=${e://Field/Q_TS_PID}&Q_R_DEL=1
    Qtip: If this new link seems too long, you can make a clickable word or phrase in your email instead by inserting a hyperlink.
  31. Finish setting up your email task. See Email Task if you have questions about setting up this task.
  32. When finished, click Save.

The individual who receives the email task will have a link that allows them to see the original response and change its answers.

Displaying and Hiding Content During Retakes

You can set up your survey so that certain questions are displayed – or hidden – when a retake link is used.

Although the following links take you out of EX support pages, the steps to achieve these tasks in EX projects are exactly the same:

Displaying Certain Content During Retakes

Hiding Certain Content During Retakes

FAQs