Using a drill-down question with a contact list (or embedded data) | XM Community
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Using a drill-down question with a contact list (or embedded data)

  • January 26, 2021
  • 2 replies
  • 146 views
R
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Hi all,
Is there a way to connect a contact list with a drill-down question? For example, I want to track a student within a cohort across their time in high school. I add a correctly formatted .csv file to build a drill-down item. I can then select the cohort, then select a student within a particular cohort. Well, what if more cohorts are added? I would need to add a new version of the drill-down source .csv file. I'm happy to do this, but I plan on using a contact list to keep track of cohort, student name, a few stable pieces of information (e.g., birth date), as well as cumulative information that I would pass information back and forth to the survey via embedded data default responses. I would just like to use the contact list as the one source of truth rather than keeping multiple records of student lists (drill-down .csv and the contact list). Is this possible?

Abhishek_U

2 replies

pogi
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  • pogi
  • Level 2 ●●
  • January 26, 2021

You can use ajax and contact api. Put operational information as embeddedData in the contact list. The contact API can pull information per respondent.

R
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  • Ryan_W
  • Author
  • January 26, 2021

Thanks for your quick response pogi. I'll need to figure out what ajax is and how to use it, but it's a start.
Just to be clear, the ajax and contact [list] api calls are used to do an "internal-to-Qualtrics" api call to the contact list for the drill-down question? I would be forming a live connection between embedded data in the contact list with the possible drill-down categories and responses in the survey using ajax. Am I understanding that correctly?
Also, for clarity, the ajax wouldn't mess up the pull and push of embedded data into the contact list via default responses and contact list triggers, respectively. Correct? For example, let's say I plan on filling out information for Student A. I select their cohort, then select student A. After that, I would want to make sure any cumulative information that I need to know about Student A is passed to the appropriate questions. I could still use default responses with embedded data based on cohort/student drill-down select, yes?

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