Survey Response phone number to be extracted to directory as External Data Reference in workflow | XM Community
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I’m creating a survey where I am disseminating it via various platforms - face to face and via online social media platforms. The eligible participants can only answer the survey once. 

I found some solutions which required me to put in an authenticator and then a workflow. 

  1. The workflow is set up such that each time a survey response is sent, data will be extracted to upload to the contact directory automatically. This is so that there is an external data reference to determine if the contact number has been input before.
  2. Authenticator in the survey first asks participant to enter their contact number. If the contact number is in the contact list, then participants will be told that they are not eligible for the survey. 

Now, I am sure that I have set up the authenticator correctly. 

I am just not sure how I can correctly extract the data from the survey to the contacts directory. 

Currently, what i did was 

  1. trigger based on even when survey response is received or updated
  2. extract responses from survey
  3. perform basic transform where a new variable is created (ExternalReference) so that i can put that as contact data
  4. Add the contacts and transactions to XMD

However, the data does not get set as the External Data Reference. It might save as External Data Reference, but it is not a contact data. How can I set it such that it is a contact data?

Any help on this is much appreciated!! 

​@liz.lim2609 If I understand correctly, I think you’re making this harder than it needs to be. I would set it up like this:

If the phone number is meant to be the external data reference, you don’t need to do any transformations, instead, you would pipe the value into the external reference ID field. 

Thanks ​@jmborzick !! 

 

I have totally missed that option! Only saw the option for Add contacts and transactions to XMD previously and it was not working for me until i extracted the data from the survey as the second step. 

Very very appreciative of your guidance on this!! 

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