Filter survey results via mailing list field | XM Community
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Hello! I am trying to filter the results within a report based on embedded data that is in the mailing list that I am distributing the survey to.
I have set up a workflow in the survey that takes contacts from a Qualtrics File Service import, and then uses an XM Directory task to email the survey to each contact while also adding them to a mailing list. Each contact has a specific embedded data field that exists in the mailing list that I want to filter by, such that, when I apply the filter, the report only shows results specific to contacts that fulfill the filter.

I’m not sure how to pull this data from the contact list into the report and use it as a filter, I tried adding a filter in the report but couldn’t find the relevant data field. I’ve also tried adding the relevant field as embedded data in the Survey Flow section, but couldn’t find the relevant data in that section either. Is there any way to do this? Any help would be much appreciated.

hi Madeline,

I understand you are trying to add filters to your report based on the fields imported from mailing list but you are not seeing the data when you add the associated embedded data as a filter.

Embedded Data (ED) are case sensitive and the names of ED has to be the same as the field names from your mailing list including the case. Can you check and confirm if this is fine? If you have already taken care of this then it would be helpful if you can provide some examples or screenshots to help understand the issue better.

hi Chethan,

I didn’t realise you could pull fields from a mailing list into the embedded data. Thanks for your help.

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