Implementing complex frequency rules in directory

RalfZ GermanyCommunity Member, Qualtrics Brand Admin Qubie ✭
edited June 22 in XM Directory

What we try to achieve:

Implementing flexible frequency rules not only based on directory contacts or mailing lists but on attributes.


  • If attribute "UseCase" is set to "ABC", send invitation if contact was not invited for 2 weeks.
  • If "UseCase" is set to XYZ, block contact only for 2 days etc..

Regardless of using an API-approach or Automations we end up in an inefficient calculation of rules by using API-requests. If working with a higher amount of contacts (e.g. 5000) that process takes 15-20 minutes.

My idea:

  • List all existing contacts in mailinglist --> contactId
  • Get Contact history (using the contactId) and calculate possible blocks based on invitation dates

Does anyone have a more efficient idea to do that calculation? Or is there any possibility of creating over-arching frequency rules within Qualtrics?



  • dekennedy7
    dekennedy7 New York, NYCommunity Member, Qualtrics Brand Admin Guru ✭✭

    Sounds like you're looking for more flexibility in the Custom Rules for survey frequency controls. I don't think there is a way to do this right now, but it is worth submitting a new product idea suggestion for this as it makes sense to me. @ mention me in your submission and I'll up vote for you.