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How to use Transactional Data?

JoycaV
JoycaV Belgium QPN Level 4 ●●●●
edited February 2022 in Survey Platform

In the weekly release notes, I saw it is now possible to manually upload transactions, and send distributions to transaction groups. That's really helpful :)

But I am now wondering, can I pipe transactional data into an email? If yes, how?

For example, I upload a transaction "shop visit" with a tranactional data field "shop name". In the email distribution I'd like to say "thank you for your visit to [shop name]". In the "insert pipe text" menu in the email, I can only find add contact data and add embedded data. And in the add embedded data you need to type the data instead of choosing one, and then it becomes ${e://Field/ShopName} so I doubt that this is the correct format to refer to a transaction field as it starts with e://


And then further, also in the Dashboard the transactional data should be available,

so therefore it needs to be present in the Embedded Data of the Survey.

But also in the Embedded Data in the survey flow, I can't find how to fetch and store the transactional data.

Best Answer

  • JoycaV
    JoycaV Belgium QPN Level 4 ●●●●
    Accepted Answer

    after a bit of testing, just typing in the litteral name of the transactional data field, so it is ${e://Field/TransactionFieldTest}, does apparently seem to work.

    Also on the survey flow, just typing in the litteral name of the field, seems to do the trick.

    I had hoped to be able to select these fields via a dropdown like we can often do with the Embedded Data. Or a function on the Survey Flow like the "add from contacts" but then "add from transaction batch". Just to avoid typing the fields, as that leads ever-so-often to typing errors.

Answers

  • Alea
    Alea España

    Hi @JoycaV !


    Thank you for sharing. So, does transaccional data work similar to Embedded data?

    I am trying to setup on the survey flow but it does not work.


    Could you help me please? thanks

  • JoycaV
    JoycaV Belgium QPN Level 4 ●●●●

    Hi @Alea

    Yes, they do work similar to Embedded data.

    Here's the log of my test:

    I uploaded a transaction list.

    One transaction in there is for Alice, and she has TransactionFieldTest with value C:

    Then, I made a distribution to this Transaction Batch,

    within the email I added this TransactionFieldTest.


    This mail was sent to Alice,

    and the value C comes through correctly:



    I also added the field in the survey embedded data:

    and also in the survey data, I can see the value C:


  • Alea
    Alea España

    @JoycaV


    First of all millions of thanks for your time and this valuable information. I'll check what I did wrong.

  • Alea
    Alea España

    I´ve followed all the step but in my case it doesn´t work...

  • JoycaV
    JoycaV Belgium QPN Level 4 ●●●●

    Then I suggest you contact Qualtrics support, they can look into your system to find out what's going wrong.

  • Alea
    Alea España

    @JoycaV


    Can you explain how did you do the distribution to the Transaction Batch that you made? I think I have a problem there, because normally I go to the survey and I select the contact and for that reason it doesn´t work. Thanks in advance!

  • Alea
    Alea España

    @JoycaV I have found my error. When you go to distributions and you have to select your group of people to whom you want to send, you must select all the transactional groups and not the list of contacts that was created. And that's why it didn't work for me.


  • JoycaV
    JoycaV Belgium QPN Level 4 ●●●●