How do you actually connect XM Directory Contact Data as a Dashboard Datasource? Via contact ID? via email? via external data reference? I’ve attempted all 3 and not much success. This seems like a powerful tool, but I’m missing something.

I’m struggling with the same.The way that the XM Directory Contact data is being handled, does not seem to be what I expected. I figured out how it technically works:Take this example: you have two touchpoint surveys, one after a purchase and one after a helpdesk support ticket. You have a survey response from John on each of these surveys. In the XM Directory, there is an additional field on John called ABC classification, and the value is A.In the dashboard, you have three data sources: Purchase survey, helpdesk survey, and the XM Directory data.All three surveys have a field for matching the respondent, i.e. an external reference id.In this setup, if you have a dashboard page that shows e.g. the average satisfaction of the purchase touchpoint, you still cannot use/filter/add the ABC classification field, it always will show N/A as a value.If you make a simple recod grid table in the dashboard, you can find out technically why.What you will see is the following three record lines:NameTouchpointScoreABC ClassificationJohnPurchase9N/AJohnHelpdesk2N/AJohnN/AN/AASo, you have a row for each of John’s survey answers, and an additional row with his XM directory data.If you have a dashboard page / widget with a filter on e.g. the Purchase touchpoint, you will always get the N/A value of the ABC classification, because of the way the data is structured.In my opinion, with this “special feature” in Qualtrics to add XM Directory data into the dashboard, Qualtrics should have a different way of handeling this data, in such a way that it can really be used as data enrichment along with your survey data.

How do you actually connect XM Directory Contact Data as a Dashboard Datasource?

How do you actually connect XM Directory Contact Data as a Dashboard Datasource? | Experience Community

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