Topics started by RalfZ | XM Community

Topics started by RalfZ

1 Topic

RalfZ
RalfZ
posted in XM Directory

Implementing complex frequency rules in directory

What we try to achieve:Implementing flexible frequency rules not only based on directory contacts or mailing lists but on attributes.E.g.: 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 --> contactIdGet Contact history (using the contactId) and calculate possible blocks based on invitation datesDoes anyone have a more efficient idea to do that calculation? Or is there any possibility of creating over-arching frequency rules within Qualtrics?

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dekennedy7
Level 2 ●●
2 years ago

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