Introducing the XM Directory Task | Experience Community

KatharineS · 2020-02-26T22:03:18+00:00

Last week, we introduced a new feature, the XM Directory Task. This feature is replacing an existing one called the Distribute Survey Task. ! What is this feature for? * Studies that involve multiple surveys that must be sent one after another. For example, if each respondent needs to get a post-test survey exactly 4 weeks after they completed the pre-test survey. (There are lots of timeframes you can choose, of course - just an example.) * Saving contact information to a list. If you also have XM Directory, you can also use this task to save transactional data to a contact. * Send out surveys to a transaction created for a contact without overwriting the contact-level Embedded Data. Who gets access to this feature? Everyone! Despite the name, this feature isn't just for those with XM Directory in their license. What will happen to my old Distribute Survey tasks? We will not remove any existing Distribute Survey tasks from your surveys. You'll still be able to edit these tasks as needed. However, you can't add new Distribute Survey Tasks to your actions - you'll need to use the XM Directory Task instead.

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