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Discuss XM Directory solutions, best practices, & more.

  • 379 Topics
  • 896 Replies

379 Topics

Mara_Simonson
Qualtrics Employee
Mara_SimonsonQualtrics Employee
published in XM Directory

Jumpstart the path to Clean Contact Data with Identity Resolution

Introducing Identity ResolutionWhen you upload multiple contact lists or have multiple data sources for your contact uploads, you run the risk of creating multiple contact records for a single individual. These duplicate contact records prevent you from maintaining data accuracy, compliance, and operational efficiency. With the Identity Resolution feature in Qualtrics, you can automatically remove those duplicate records in your XM Directory. Check out the video below for a few tips on using Identity Resolution to automate clean contact data.  *Please note: Only brand admins have access to create Identity Resolution rules Leave a comment below to let us know what questions you have or share how you use Identity Resolution in your Directory.For further technical guidance, review our support resource on Merging Contacts

4352
Mara_Simonson
Qualtrics Employee
1 year ago
jmborzick
QPN Level 5 ●●●●●
jmborzickQPN Level 5 ●●●●●
asked in XM Directory

Use Directory Data in Supplemental Data Source

Is there a way that I can set up a workflow to automatically extract data from a directory for use in a supplemental data source? 

2
jmborzick
QPN Level 5 ●●●●●
12 hours ago
ManfredBM
Level 5 ●●●●●
ManfredBMLevel 5 ●●●●●
posted in XM Directory

How to use 'Transaction Date' in survey

Hi,I've set up an XM Directory Automation for importing contacts (= calls to our hotline) and distributing a transactional feedback survey.The date / time of the customer interaction (call to the hotline) gets imported into the XM Directory as "Transaction Date".I now would like to use the date of the transaction in the survey flow / survey text. For example: "Thanks for calling our service hotline on 23-07-2022!"Is there a way to access the 'Transaction Date' in the survey? I guess I have to set it up as Embedded Data?And if so, is there a way to only use the day (and not the entire time stamp including the time)?Thanks!Manfred

6
JoycaV
QPN Level 4 ●●●●
21 hours ago
M
MeganWhiteBV
asked in XM Directory

Sample from a segment?

Is there any way to pair down a segment by sampling or some other method? Based on the criteria, we have 175k people but I don’t want to survey all of them. Any thoughts on how to pull a smaller number? I need about 30k. 

3
chackbusch
Level 4 ●●●●
3 days ago
S
Level 1 ●
SuraLevel 1 ●
asked in XM Directory

Deactivate intercept based on Total responses ?

Deactivate intercept based on Total responses ? But Quotas have conditions . Without condition can I set a target ? If then , How’d I do it? Or is there any API process to do this ?

0
S
Level 1 ●
4 days ago
chackbusch
Level 4 ●●●●
chackbuschLevel 4 ●●●●
posted in XM Directory

Merging directory contacts and their transactions the best way

I have some very specific requirement in regards to contact merge. First our setup: Our XM directory contains vehicle relations (combination of customer + vehicle). One customer may have multiple vehicles which means he also has multiple entries in the XM directory. We are using an external reference consisting of the customer ID and the vehicle ID as key. The customer ID and the vehicle ID is also stored separately as embedded data for each contact. Our requirement: We have some duplicate check in our CRM system. When a duplicate customer is identified, we also need to correct this in Qualtrics. In this case we have an old customer ID (to be archived/deleted) and a main customer ID (keep). We would need to identify all vehicle relations with the old customer ID in the Qualtrics directory. Then we would need to merge/copy the transactions of those contacts to the contact in the directory which has the main customer ID but same vehicle ID. It may also be that there is not yet a contact

2
chackbusch
Level 4 ●●●●
4 days ago
chackbusch
Level 4 ●●●●
chackbuschLevel 4 ●●●●
asked in XM Directory

Best practive for test/production data separation in EX

I am quite new to EX and have my background in the CX context. With Qualtrics CX, data separation can be handled with different XM directories and/or custom embedded data fields indicating the source system. Now I was wondering if it’s possible to have multiple Employee directories as well and if not, what are the alternatives to differ test and production data (e.g. integrated from SuccessFactors). I mean you need to test properly and it’s very important that you don’t make any mistakes here. What are your experiences with it? Using some metadata field? BestChristian

5
chackbusch
Level 4 ●●●●
4 days ago
R
rnelsonUsc
asked in XM Directory

Sort Directory contacts by First name to set up Unique URLs for a survey

Why is there no Sort option for Directory Contacts?  I need this for data integrity for creating url links 

1
chackbusch
Level 4 ●●●●
7 days ago
A
Annette MSV
asked in XM Directory

Emails sent through Qualtrics getting blocked

Hello. I hope some of you can help me. Survey emails to outside organizations are getting blocked when sending them through Qualtrics. I even set up a custom from email domain. Are any of you having issues with this as well? Any advice?Would really appreciate your help!!Annette

2
chackbusch
Level 4 ●●●●
8 days ago
E
EStewart
asked in XM Directory

Anonymized data - remove from analysis

Hello!I am a student researcher trying to solve this without making my supervisor do it for me!Basically, we have participants enter their email and then they receive a randomly generated ID code in an email. They are redirected to our actual survey and enter their ID there. The ID is needed to tie the responses in a longitudinal survey together - but we don’t want to attach their email to their responses.Is there any way I can remove the ID codes from the data so the research team cannot see what ID each email/participant received?I hope this all makes sense and I am more than happy to further clarify if needed. Hoping to avoid using CSS or Java as I have NO experience in coding. Thank you!

0
E
10 days ago
bart_blondeel1
Level 2 ●●
bart_blondeel1Level 2 ●●
asked in XM Directory

Can i update the transaction data of the distribution list?

Hi,I have sent out a survey via mail from a distribution list. Now it is the case that additional metadata needs to be added but the survey has already been sent out. Is there any way to get that metadata into the funnel? I have already tried to update the distribution list but when I look at the funnel dashboard I do not see the updated meatadata.Is this possible at all?

0
bart_blondeel1
Level 2 ●●
17 days ago
A
Level 2 ●●
AnalystRACLevel 2 ●●
asked in XM Directory

How to get Opt out link to work on SMS invite?

Hi, I’m setting up a SMS invitation trial for a survey as we have not used this feature in our organization before.When I created a ‘SMS Invite’ message through Library, it allowed me to insert the opt-out link. However, the opt-out link was not accessible (not clickable, it appeared as plain text) when I actually received the SMS. Attached is the screenshot of SMS received.Any ideas?Thanks 

1
A
Level 2 ●●
23 days ago
G
gooooood
asked in XM Directory

I cannot see the results

I’m already getting responses from people and I can see people’s responses from data&analysis but when I click the results tab, I cannot see anything..How can I fix it

7
jmborzick
QPN Level 5 ●●●●●
28 days ago
K
Level 1 ●
KianhaoChiu
asked in XM Directory

Automating User Account Status Update

Hi there, Is there a way to automate updating of user account status based on metadata field from global directory? we’re mapping “Employee Status” from SuccessFactors and would like to inactivate the users’ account once their status is terminated. thank you 

0
K
Level 1 ●
29 days ago
A
AlexaN
asked in XM Directory

Piping text from a matrix text entry type field

I have a survey where we have a matrix type question which uses the ‘carry forward’ type question behaviour, then each ‘answer’ has 3 text entry scale points.We want to then pipe those answers out to another output summary - but I’m unable to pipe out those specific answers, and I am unable to identify if there’s a correct option available.For reference, using ${q://QID##/ChoiceGroup/DisplayedChoices}, ${q://QID##/ChoiceGroup/DisplayedAnswers}, or ${q://QID##/ChoiceGroup/SelectedChoices} give me either nothing, the text from the left hand carried forward column, or literally “column header 1”, “column header 2”, “column header 3” which is not particularly helpful (and perhaps a very literal interpretation of “Selected Choices” by the devs). An example of what I’ve created is below. 

4
A
29 days ago
G
gooooood
asked in XM Directory

I cannot see the results..

I’m already getting responses from people and I can see people’s responses from data&analysis but when I click the results tab, I cannot see anything..How can I fix it

6
Nanditha MM
Level 4 ●●●●
1 month ago
nryalls
Level 2 ●●
nryallsLevel 2 ●●
asked in XM Directory

Add Existing Contact to Mailing List API

I would like to set up a workflow to move a contact from one mailing list to another in XM Directory. I’ve used the API Documentation for Delete Contact in Mailing List, but I have not been able to find a suitable API call to add an existing contact to a mailing list. Does this not exist? 

0
nryalls
Level 2 ●●
1 month ago
K
kschaefer
asked in XM Directory

Using Segments to send daily survey emails within a workflow

We are in the process of moving all of our automations over to workflows. these automations include survey invite distributions via email. Qualtrics support has told me that workflows do not support segments so wondering how those who currently send survey invite emails via segments are going to do so moving forward as Qualtrics transitions us out of automations into workflows?  

9
jmborzick
QPN Level 5 ●●●●●
1 month ago
C
Cdorantes
asked in XM Directory

Onboardees information can´t be blocked in SFSF - QX integration?

Hi everyone,We are facing a small issue in our EC SFSF-QX integration due to the fact that we discovered that the integration is bringing Onboardees information from SFSF to XM Directory, making “duplicate” users in the system which in reality they are not duplicate because Onboardees are coming with a “personal email”.Have anyone faced this situation? We don´t know why the system is bringing that information and not only EC information of real users in the system.Thanks 

1
Sachin Nandikol
QPN Level 6 ●●●●●●
1 month ago
G
Gary_Parsons
asked in XM Directory

Virtual Meetings

How do you log into the virtual events? There is no Zoom link in the meeting invites

2
MeganZich
Level 5 ●●●●●
1 month ago
T
thijsheus
asked in XM Directory

external data ref through API

I am trying to upload my contacts through the API, and I struggle to get the External Data Reference correct. If I upload data manually, the default name for that field is “External Data Reference”, but if I use that name programatically, it does not fill the column.According to the reference, I should use the name “extRef”: api.qualtrics.com/bab13356ac724-create-transaction-contacts-import, but if I do that, I get an error message.If I upload data and then download that same data again, the column of choice is actually called “extRef”What is the correct naming (including capitalization, spaces, etc) to get this right?

3
Nanditha MM
Level 4 ●●●●
1 month ago
DPool
DPool
asked in XM Directory

Contact Frequency based on Embedded Data

I have an Outpatient Medical Survey that goes out to patients who have visited a wide variety of our facilities, including those who have visited our Physical Therapy department. Unfortunately, these patients visit our facilities up to multiple times in a week and are currently receiving a survey for each visit.I’ve looked in to setting up a Contact Frequency rule, but it looks like that would apply to the entire survey rather than just our physical therapy patients.What I’m wondering is if there is a way I can set up a Contact Frequency rule within this survey, maybe based on Embedded Data, that will prevent these specific visits from receiving a survey each visit.

0
DPool
1 month ago
V
Level 2 ●●
VioletaLevel 2 ●●
asked in XM Directory

How can I combine question text with answers for display in Text iQ?

Hi there,I have a dashboard with multiple data sources, each containing several open-ended fields that I combine into one summary field for automated tagging in Text iQ. Since some submissions are in languages other than English, I translate these fields in the Qualtrics Data & Analysis tab before concatenating them into the summary open-ended field used in Text iQ.To improve text tagging accuracy, for each data source I'd like to prepend the question text to the respective answers, resulting in such a sequence: Q1 text | Q1 answer | Q2 text | Q2 answer | Q3 text | Q3 answer, and so on.I've tried several methods, essentially concatenating answer fields with question text set as hidden dummy fields (default answer = question text), but none have worked. Does anyone have a different workaround to achieve this?Many thanks in advance! 

0
V
Level 2 ●●
1 month ago
C
c_nine
asked in XM Directory

Embedded ID being passed to redirect link for 3rd party agency`

Hi everyone, I have been trying to share a custom respID embedded data to our 3rd party recruitment agencies website to let them know if they have completed or been screened out.  Here is what my embedded data looks likeRespID = ${e://Field/RespID} Here is the redirect link to the agencies completed survey pagehttps://rtp.agency.com/lb/?s=12716&p=${e://Field/RespID}&o=C1 For some reason the RespID the agency is setting before the start of the survey is not being passed to my redirect link. For example when the agency types at the end of my survey link -- ?RespID=123. The 123 does not get passed to the redirect link.  Any suggestions?

1
lizb311
Level 3 ●●●
1 month ago
K
Level 2 ●●
kjnorthLevel 2 ●●
asked in XM Directory

How do I include embedded data in an XM Directory?

I’m fairly new to Qualtrics and am trying out embedded fields. I would like to include embedded data in an XM Directory I created from a survey, but each time I try to add that (specifically, the City), the embedded data does not populate to the directory. Does anyone have any troubleshooting tips here? I am certain that I am missing some step, but I don’t know which one. I have followed the directions outlined in the attached picture to add a field to the XM Directory. Thank you for any help!! 

5
E
Level 1 ●
1 month ago

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