Topics started by Maureen_BRCM14 | XM Community

Topics started by Maureen_BRCM14

6 Topics

Maureen_BRCM14
Level 1 ●
Maureen_BRCM14Level 1 ●
posted in XM Directory

Looking for Users that Leverage Segments & Lists for Non-Automated Surveys

Hello,I am looking for other Qualtrics users that have been using Segments & Lists for uploading contacts for annual or quarterly customer surveys (ie NPS Relationship surveys) and may now be using the Transaction Group.I am asking because I did not understand Segments & Lists overwrites all your data fields in the Directory because it treats all these fields as embedded data. I want to be able to upload these contacts and identify fields as either embedded or transaction, however, the transaction group approach does not seem like the right fit either. It is not really a transaction like a support case or a services engagment etc. It is more a periodic survey.This has come to my attention with the recent Respondent Funnel rollout that went live in August where we need to identify fields as either embedded or transaction for the entire directory.Thank youMaureen

0
MohammedAli_Rajapkar
QPN Level 5 ●●●●●
1 year ago
Maureen_BRCM14
Level 1 ●
Maureen_BRCM14Level 1 ●
asked in Xflow

Has anyone had Workflow Emails that were not received successfully when a ticket was created?

Hello,We have had 2 existing projects where a workflow generated both a ticket and an email successfully in Qualtrics, but the employee who should have received the email did not receive it in their inbox. Both projects had the emails being successfully received and then in December 2021 one project had this issue and in January 2022 another project had this issue.We discovered that once we reassigned a ticket in the project, the new emails and overdue emails started to be received by the employees successfully.I believe this is a bug in Qualtrics and am wondering if there are any other users that have had this issue.Thank you,Maureen

0
Maureen_BRCM14
Level 1 ●
2 years ago
Maureen_BRCM14
Level 1 ●
Maureen_BRCM14Level 1 ●
asked in Qualtrics API

Creating a User Type for API with minimal permissions

Hi I am trying to create a User Type for API set up that would allow response data to be accessed, but not allow creation of surveys or distributions. Does anyone have a template of what permissions should be enabled and disabled for this type of API user?

0
Maureen_BRCM14
Level 1 ●
2 years ago
Maureen_BRCM14
Level 1 ●
Maureen_BRCM14Level 1 ●
asked in XM Directory

Emails for testers to allow multiple records in a mailing list to prevent dedup by email

Hi, We currently have our Default Directory Settings for Automatic Deduplication checked for email only. We have one project live and we will be testing two other projects. Our test cases require that we have multiple invites sent to a tester. Can we use the following email addresses in the same test mailing list and successfully receive each email: 1. john.smith@xyz.com 2. john.smith+1@xyz.com 3. john.smith+2@xyz.com 4. john.smith+3@xyz.com, etc I am trying to prevent having to have our IT department create multiple unique email addresses for each tester (ie john.smith@xyz.com) and test case each time we test projects in Qualtrics. Thank you,

0
Maureen_BRCM14
Level 1 ●
4 years ago
Maureen_BRCM14
Level 1 ●
Maureen_BRCM14Level 1 ●
posted in Survey Platform (Before March 2021)

Best Practice for making project updates on daily transaction surveys/dashboards

Hi, We are looking to make changes to our first project that is a daily support survey/dashboard. I would like to understand best practices that other companies are using for making changes ie creating a new project each time and mapping new source for distribution and dashboard versus shutting down survey while changes are being made and then starting survey up when testing is done. Please advise.

0
Maureen_BRCM14
Level 1 ●
4 years ago
Maureen_BRCM14
Level 1 ●
Maureen_BRCM14Level 1 ●
asked in XM Directory

Directory Rules for transaction import files to prevent the same email receiving multiple surveys

We have a support transaction import file that processes daily for support cases. We can have the same email address in the daily import file for multiple cases for multiple products. How do customers address only sending one survey per day to an email address through Qualtrics to prevent over surveying the customer? We have been told that transaction import files do not support dedup of email addresses. Thank you,

0
JenCX
Level 5 ●●●●●
4 years ago

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