Actions to update contacts not working?? | XM Community
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Actions to update contacts not working??

  • June 20, 2020
  • 2 replies
  • 66 views

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Does anyone know when the functionality to update embedded data in a contact list using an action will be fixed? I know there's a trigger function that works in a similar fashion, but I don't want to spend a lot of time creating a solution using a function that's going away in a couple weeks.

2 replies

TomG
Level 8 ●●●●●●●●
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  • Level 8 ●●●●●●●●
  • 6083 replies
  • June 21, 2020

Can you be more specific? I know it works, to a degree, with XM Directory when you check the "Update contact" box. I say "to a degree" because it currently requires first name, last name and email and if the contact doesn't have all three you can't update. I haven't tested with Research Core Contacts.


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  • Author
  • 17 replies
  • June 21, 2020

We're using Research Core (Core XM). From my understanding, it should work the same. Hailey P from Qualtrics Support was SUPER helpful in getting my solution set up. I have an action set to update the contact with information recorded after the response is submitted (using first name, last name and email). I called Q support back later and they confirmed my survey is set up correctly and they also confirmed the function to update contacts from an action is currently not working. I believe they have engineers looking at it so I'm hoping it will be fixed soon.