XM Directory | XM Community
Skip to main content
Michael_Cooksey
Administrator
14 days ago

XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 415 Topics
  • 981 Replies
415 Topics
Mara_Simonson
Qualtrics Employee
Mara_SimonsonQualtrics Employee
published in XM Directory
Jumpstart the path to Clean Contact Data with Identity Resolution

Introducing Identity Resolution When you upload multiple contact lists or have multiple data sources for your contact uploads, you run the risk of creating multiple contact records for a single individual. These duplicate contact records prevent you from maintaining data accuracy, compliance, and operational efficiency. With the Identity Resolution feature in Qualtrics, you can automatically remove those duplicate records in your XM Directory. Check out the video below for a few tips on using Identity Resolution to automate clean contact data. *Please note: Only brand admins have access to create Identity Resolution rules Leave a comment below to let us know what questions you have or share how you use Identity Resolution in your Directory. For further technical guidance, review our support resource on Merging Contacts

5132
Mara_Simonson
Qualtrics Employee
A
Level 1 ●
ABA1Level 1 ●
asked in XM Directory
How to hide the auto-populated zeros

I have a Matrix/constant sum type question without the “Total” row. How do I hide the auto-populated zeros? See attached image. I have the following JS but this does not work -- Qualtrics.SurveyEngine.addOnload(function(){ /*TO HIDE THE ZEROS IN THE TEXT BOXES (DEFAULT)*/ var inputs = jQuery("#"+this.questionId+" .SumInput"); if(inputs.filter(function() {return this.value != "0";}).length == 0) { inputs.val(""); }});

30
A
Level 1 ●
S
Sonam
asked in XM Directory
identity resolution

Hello,I need to merge existing contacts with same external data reference, email addresses, FirstName, LastName, Title but I need to be sure whether Qualtrics will keep the Project name (Survey Name) after I have merged duplicate existing contacts in directories. The project name enables me to retrace from which survey a contact has responded. Will this information be kept after merging using identity resolution?

142
S
N
Level 3 ●●●
Neha TankLevel 3 ●●●
asked in XM Directory
Unable to add Contacts in List (Segments & Lists)

Hi, I have a list created in Segments in List section of Directory. I have no rules for merging contacts. I already have a record in list as below (for example): I now would like to add another record as below (Only ExternalDataReference is new): But it updates the 1st record and shows only 1 record as below updating the ExternalDataReference: I have other lists exactly same as this with also no rules set and it add them as 2 records. Please suggest what am I doing wrong. Thanks.

30
N
Level 3 ●●●
J
joyceamil
asked in XM Directory
Embedded Data Summing Feature

Ability to add or sum up the embedded data in numbers (e.g. 20+40=60) when you upload the file to Qualtrics directory.

191
vgayraud
QPN Level 5 ●●●●●
C
QPN Level 2 ●●
cmaggQPN Level 2 ●●
asked in XM Directory
Identity resolution not working

Hi everyone, I’m experiencing an issue within the Directory. Some time ago I set the rule for merging duplicate contacts based on external data reference values. This rules should apply to all newly added contacts.I just discovers that something is not working since I have duplicates despite the rule.Find below some screenshots about the problem. Can someone explain why this is happening?Best,Carlo

255
C
QPN Level 2 ●●
V
Level 2 ●●
VioletaLevel 2 ●●
asked in XM Directory
How can I combine question text with answers for display in Text iQ?

Hi there, I have a dashboard with multiple data sources, each containing several open-ended fields that I combine into one summary field for automated tagging in Text iQ. Since some submissions are in languages other than English, I translate these fields in the Qualtrics Data & Analysis tab before concatenating them into the summary open-ended field used in Text iQ. To improve text tagging accuracy, for each data source I'd like to prepend the question text to the respective answers, resulting in such a sequence: Q1 text | Q1 answer | Q2 text | Q2 answer | Q3 text | Q3 answer, and so on. I've tried several methods, essentially concatenating answer fields with question text set as hidden dummy fields (default answer = question text), but none have worked. Does anyone have a different workaround to achieve this? Many thanks in advance!

462
vgayraud
QPN Level 5 ●●●●●
J
Level 2 ●●
jmcintoshLevel 2 ●●
asked in XM Directory
Adding New Transactional Fields to Directory

Hi all - looking for some guidance around adding new transactional fields to the directory via workflows. For context, our team has transitioned from import automations to workflows. The workflow is triggered daily at a specific time, extracts data from SFTP, adds the transaction to the directory, and then distributes a survey to the transaction. The challenge that we are facing is that it is no longer simple to add new fields to the transaction. Historically, we were able to map a new template to the import automation and add the corresponding fields into the survey flow. It seems that now we need to map this 3 times… once in the SFTP import template, once by adding a new field in the directory, and once on the step to add the transaction to the directory. To add the field to the directory, I have to select a contact and assign a value. I cannot leave the value field blank, otherwise I see this error in the transaction step of the workflow. ({Translation not found: INCONSISTENT_DESTIN

240
J
Level 2 ●●
G
gregcabrera
posted in XM Directory
Build a new customer panel

Hi everyone, I read through some previous posts, some are a bit dated >5 years and others a bit too narrow. My goal is to build a new panel using Qualtrics Audience Management. We’ve decided to use a create a new directory to keep the panel isolated from current directory (which are mostly transactional surveys). As I understand the high level steps involved in establishing a panel, it would involve: Create new directory Configure panel using Audience Management widget Upload a list to new directory Add a research project (survey) - include opt-in question at end of survey (Alternate to 4) - use pre-configured sign up survey in Audience Management Configure workflow to use embedded data field (“Yes, I agree to join panel...”) Send a welcome questionnaire for joining the panel via workflow Start engaging opted in panel members in research activities Is that generally the steps? Any tips or tricks to build engagement? Any challenges that folks have run into starting up the panel? Thank y

362
G
S
Sonam
asked in XM Directory
Blacklist a customer who doesn't want to receive surveys

Hello Team, Is there a way to exclude a customer (an email address) completely from receiving future surveys?I know that we have an opt out option, but same applies only to a specific list which has been uploaded. Thanks

1382
JoycaV
QPN Level 4 ●●●●
ManfredBM
Level 5 ●●●●●
ManfredBMLevel 5 ●●●●●
posted in XM Directory
How to use 'Transaction Date' in survey

Hi,I've set up an XM Directory Automation for importing contacts (= calls to our hotline) and distributing a transactional feedback survey.The date / time of the customer interaction (call to the hotline) gets imported into the XM Directory as "Transaction Date".I now would like to use the date of the transaction in the survey flow / survey text. For example: "Thanks for calling our service hotline on 23-07-2022!"Is there a way to access the 'Transaction Date' in the survey? I guess I have to set it up as Embedded Data?And if so, is there a way to only use the day (and not the entire time stamp including the time)? Thanks!Manfred

30610
M
lsansom
lsansom
asked in XM Directory
sending out fixed number of survey nudges, only on weekdays

Hi there - I’m doing a research survey that participants should answer only on days that they are working, presumably M-F. I also want them to only answer this for 10 workdays. Whether or not the previous survey was completed, I want them to receive a daily nudge (on workdays) to do that current day’s survey. Each daily survey is the same (same link to the same survey). I am collecting their email address, so sending out the email and embedding the survey link is the easy part. Yet I can’t figure out how to set this up so that they get an email reminder regardless if they have completed the previous day’s survey or not, how I make sure it only goes out 10 times, and how to ensure it goes out on weekdays only. People will be starting the survey on different dates, so I can’t just schedule using the calendar. Ideally, this will all be entirely automated, as I expect a few hundred people to do the survey and I’d rather not have a manual process to get each person up and running. Any ideas

151
TusharDalwani
QPN Level 6 ●●●●●●
S
Simrat1
asked in XM Directory
How to Require Audio Completion Before Proceeding in Qualtrics

Hi everyone, I'm trying to ensure that participants listen to an entire audio clip before they can proceed to the next question in my Qualtrics survey. Ideally, the "Next" button should remain hidden until the audio finishes playing. I am not very familiar with coding. I added this JavaScript in the "Add JavaScript" section of my question: Qualtrics.SurveyEngine.addOnReady(function() { jQuery("#NextButton").hide(); // Hide the Next button initially jQuery("#"+this.questionId+" audio").on("ended", function() { jQuery("#NextButton").show(); // Show the Next button after audio ends });});Has anyone successfully implemented this feature in Qualtrics? Any suggestions or fixes would be greatly appreciated!

341
RickB
Level 4 ●●●●
T
Level 2 ●●
TimOHLevel 2 ●●
asked in XM Directory
Share survey with whole division automatically

Hello XM community, Wondering if there is a feature to automatically collaborate when publishing a survey? We have a division setup and I’d like all surveys to be available to the division to save time on sharing each survey designed. Is this possible at all? Thanks, Tim

201
PeeyushBansal
Level 6 ●●●●●●
T
TLS
asked in XM Directory
Basic Data Transform for Date Reformat

Hi. Wondering if anyone has had this issue before. I want to send a survey based on a Salesforce Report. I'm embedding a field from the report called "created_date" and it comes across as, for example "1/1/2025". I've tried using data transformation to have it read as "01/01/2025". The workflow says it's successful and I've also downloaded the transformation report and see no errors on it. As part of the workflow it adds the contacts and embedded to my mailing list. When I look at my mailing list, the new contacts are there, but the embedded date still has the 1/1/2025 format. Qualtrics doesn't seem to be able to read that format when I try to use it to sample my list from the XM Directory. If I remove the created_date restriction, it sends to the whole list. Otherwise, I get nothing. Any ideas? Support is looking at it but I've been working on this for about a week now and no luck yet.

212
T
C
CrowdStrike_Aaron
asked in XM Directory
Extracting a contact list via workflow

Hello all, I have been looking for a while to see if it is possible to extract a contact list and load it to somewhere else. We have a need to load the contacts from a list to a separate data warehouse and the closest I have been able to find is to write use a web service to do so. Has anyone been able to accomplish this via workflows or extension?

362
C
PeeyushBansal
Level 6 ●●●●●●
PeeyushBansalLevel 6 ●●●●●●
asked in XM Directory
Email opened numbers

Our emails opened rate is quiet low, what could be the reason, Is Qualtrics tracking it correctly? How is it tracked? How to increase this rate to have more response rate as well?

393
vgayraud
QPN Level 5 ●●●●●
D
Level 2 ●●
deveer2024Level 2 ●●
asked in XM Directory
Workflow for survey email invite based on a contact list in API

Hi, I’m new to the specific automation and I’m lost in how to get it right. My goal is to call an API of Qulatrics Files and put there a file every X hours. In the workflow I want it to check every X hours for a new file. Then transform the data (change the column header to the ones I need in Qualtrics). After that, create the distribution list and send the survey. I’m not sure why I fail to get it right… I’d love for some guidance here please. I thought I will need something like this, but again - this is not working. Please if you can guide me through the steps it would be awsome.

281
Deepak
QPN Level 8 ●●●●●●●●
A
anocas21
asked in XM Directory
Error Uploading Translation file

Hello, I keep getting an error message, when trying to upload translation file. Even though file has been translated.

776
J
Level 4 ●●●●
chackbusch
QPN Level 5 ●●●●●
chackbuschQPN Level 5 ●●●●●
asked in XM Directory
Deleting Contacts & Anonymize Corresponding Responses

We have some requirement which we are currently challenging: A contact should be deleted completely The responses of the deleted contact should not be deleted but only anonymized If possible we would like to define which contact data should be anonymized on the response and which data should be kept (e.g. keep information about the contact's city, however, delete/anonymize everything else like contact ID or name) At the end we will need to implement this with the corresponding API calls. However, in order to check that requirement, I tried to test this up on the Qualtrics UI. Therefore, I created a new contact and sent a survey to this contact. I myself finished the survey then in order to have some response data for that contact. Next, I deleted the contact from the XM directory: The information said that "survey responses ... will not be deleted but the response will no longer be associated with the contact". However, after deleting this contact, I had a look at the responses again (

52710
chackbusch
QPN Level 5 ●●●●●
C
QPN Level 1 ●
Carolina Restrepo MiraQPN Level 1 ●
asked in XM Directory
How to create a segment for recurring customers?

Hi team, I’d like to create a segment in the directory to identify individuals whose transactional data shows that the contract number field has more than one value. I’ve had trouble using selectors to determine the count of transactional values, as it’s not about a specific value or pattern. For example, I have a user who has closed two contracts, meaning they have two transactional values in the #contract field: 398762673 and 462719012. There’s no consecutive numbering or clear sequence, which has made it difficult for me to create this segment. Does anyone have suggestions or a workaround for this?

90
C
QPN Level 1 ●
M
MeganWhiteBV
asked in XM Directory
Sample from a segment?

Is there any way to pair down a segment by sampling or some other method? Based on the criteria, we have 175k people but I don’t want to survey all of them. Any thoughts on how to pull a smaller number? I need about 30k.

684
K
M
Level 2 ●●
madeline_bLevel 2 ●●
asked in XM Directory
View Individual survey links

I have a workflow which imports contacts, with a number of embedded data fields, daily through the Qualtrics File Service. It then uses an XM Directory task to add these contacts to a mailing list, and distribute the survey via email to each contact. This task uses individual links to send the survey. The survey will have some individuals who receive the email, but never complete the survey; in fact, some won’t even start the survey. In this case, for both individuals who have started but not finished the survey, and also for individuals who never even clicked the link in the email, I need a way to view the link that they received (effectively, a way to complete the survey for them). I was wondering if this is possible? Do I somehow have to switch over to using personal links, which isn’t even an option for XM Directory Tasks? or is there some functionality i’m missing. I thought of using Q_URL as an embedded data field, but this would only work for contacts who actually start the surv

796
Nam Nguyen
QPN Level 8 ●●●●●●●●
A
andrp
asked in XM Directory
Is there way not to have the opt-out in 2 steps?

Hello, During opt-out, we would like to achieve that the user clicks one single time on the Unsubscribe button and then sees a confirmation message that he is unsubscribed. The unsubscribe should be for the whole Directory and we would like to be able to customize both messages and not see the default Qualtrics message. Qualtrics Support stated that it is currently not possible to go around the 2 clicks for unsubscribing and suggested to request a new feature. I was wondering if someone else had the same issue and found a workaround. Thanks!

291
Dukester
Level 1 ●
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in XM Directory
Add Contacts and Transactions to XMD Task

Hi everyone, I’m trying to send a survey using transactional data, but during testing, I’m only getting the embedded data, and the transactional data is coming up empty. Here’s the flow I’m following: I first bring in information using SFTP. Then, I load it using the "Add Contacts and Transactions to XMD" task. After they are loaded into the directory, if the contacts meet the criteria to enter one of the segments, I have another workflow that detects the change in segments, after this the workflow has a "Extract Contact Information from the Directory" task, and finally, an XM Directory task for distribution. Everything is working fine, except that the transactional data is not being displayed in the survey data, so I’m unable to use it. Can anyone help me troubleshoot and fix this workflow? Thank you!

1123
vgayraud
QPN Level 5 ●●●●●

Read Me: How to use the new Experience Community 💜

Michael_Cooksey
Administrator
14 days ago

Motivational Playlist

Terms & Conditions