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XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 345 Topics
  • 828 Replies

345 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

4092
Mara_Simonson
Qualtrics Employee
9 months ago
JaseClarke_CX
JaseClarke_CX
asked in XM Directory

Invitations | view as a webpage

I’m in the process of creating a new invitation, and we’ve been asked to include a “view in browser/view email as a webpage/mirror link” so that respondents who may have issues reading the invitation can view the email in their browser of choice.Any ideas on what the required code is? 

1
chackbusch
Level 2 ●●
23 hours ago
N
npate359
asked in XM Directory

Survey distribution automation workflow ( Migrating Automations to XM Directory Workflows)

Hello I noticed that Automations are now going to be migrated to the XM Directory Workflow which means I would have to recreate all of my automations into workflows. Contact Import automation is easy to convert to a workflow. Upon reading the following documentations https://www.qualtrics.com/support/iq-directory/automations/migrating-automations-to-xm-directory-workflows/ and https://www.qualtrics.com/support/survey-platform/actions-module/email-task/. I can tell that survey distribution automation ( in my case that would be sending a survey out via email) cannot be implemented for me because the “Email Task” is only equipped to send 30 emails at once and I need to send more then 1000 at any given moment.  Am I understanding this correctly? If so what are my alternative options. 

1
nryalls
Level 2 ●●
1 day ago
K
kaushal.addanki
asked in XM Directory

Grab emailed individual survey link for user to take survey immediately

Hey folks, I set up a Qualtrics survey which gathers emails to distribute individual links to a second Qualtrics survey. Here’s a quick breakdown:Survey 1: the user submits their email; I created a workflow that has a Distribute Survey task on it that generates the link to the second survey after adding the respondent to a list in a Directory.Survey 2: the actual survey that people will take with an individual linkMy PI is asking for a possible additional feature, and I wanted to see how feasible this was: Can we grab the individual survey link and give the user the ability to immediately hop to Survey 2 without having to open their email app first? (Or maybe hop to a hypothetical survey 1.5, which looks up the individual link, and then redirects to survey 2.) In this situation, the emailed survey link would be a backup option in case they have to stop halfway through and want to finish the survey later.In case it helps: I think the main motivation for us using individual links is that

5
K
9 days ago
A
Level 1 ●
AdedamolaLevel 1 ●
asked in XM Directory

CUSTOMIZE NEXT BUTTON

Hello,I need assistance in customizing the behavior of the ‘Next’ button on my survey. Specifically, I want the button to change to ‘Submit’ only when the respondent selects ‘SMS’ and ‘Phone call’ together, or if ‘SMS’ alone is selected. If ‘SMS’ is selected along with ‘Email’ or ‘Social media,’ I want the button to remain as ‘Next.’see the multiple option question type of my survey below.Email SmS Phone call Socail media 

2
A
Level 1 ●
10 days ago
C
Level 1 ●
Cassiopeia27
asked in XM Directory

Is there a simpler/better way to exclude previous samples from a new sample?

I'm creating my 9th sample from a certain mailing list, and I don't seem to be able to add any more sampling criteria at this point to exclude earlier samples. I need to be REALLY sure that I'm not accidentally sending someone the same email survey invitation twice, so when I create sample 9, I have been using sampling criteria to exclude sample 8, sample 7, sample 6, and so on. But now Qualtrics won't let me add any additional sampling criteria. Any ideas? Also--it seems like there must be a better, more efficient way to do this in the first place than manually excluding every previous sample. Maybe something with the transaction details…? I’m a little nervous about relying on those for a real survey unless I get solid confirmation first that it’ll work, and I couldn’t seem to find anything about it on the support pages. Which is all to say: I’d happily take any and all guidance on how to accomplish this goal, whether or not it involves excluding every single prior sample manually. Th

1
MatthewM
Level 6 ●●●●●●
13 days ago
JMAV
JMAV
asked in XM Directory

ContactId from a contact using API - XM directory

Hello! I’m trying to extract a list of contacts from a XM directory, using the "list-directory-contacts" API function. I don't get an error, but it returns "elements": []. In other XM directories the "list-directory-contacts" API does work, and returns all contacts. But in this specific directory, it does not return the contacts (there are only 2). In reality, I need is to get the ContactId of these contacts. Is there another way to recover them? Thank you!

0
JMAV
16 days ago
M
MdS
asked in XM Directory

The randomization of statements that need to be ranked

For a research project, I wish to conduct a survey among participants regarding mental healthcare. Specifically, I intend to ask five questions, each requiring respondents to rank four statements from 'extremely important' to 'less important'. These four statements represent four different forms of care. Thus, there are a total of 20 statements. My aim is to provide four statements in each question that represent the four forms of care, enabling me to determine which form of care participants prefer. For example, if a participant consistently selects a statement representing the first form of care across all five questions, I know that the participant prefers form of care 1.I want to randomize the statements for each form of care within each question. How can I do this?

2
M
16 days ago
M
mbeal
asked in XM Directory

ranker

I see we have a ranker, but it is only a running YTD?  Is there a way to run a ranker for just the current or past month?

3
R
Level 2 ●●
23 days ago
P
Pjunco
asked in XM Directory

How to place one image as well as text over another for a survey invite

Hello, I’m having a bit of an issue when codifying my survey invitations. At the moment, I’m trying to send an invitation that includes some images as well as some dynamic text over another image. I know this includes a codification in HTML however general responses online don’t take into account how Qualtrics saves images so I’m having issues translating what I see online into how my invitation should look like. I know it would be easier to take a screenshot but because of the dynamic text it’s not really a possibility. The big question would be how to put text and images over another image for survey invitations?

0
P
24 days ago
A
adachung
asked in XM Directory

Is Directory settings apply to whole?

Are the Directory Settings “Rules” applied site-wide and to all user accounts under the same site?

2
Deepak
QPN Level 8 ●●●●●●●●
25 days ago
gdyczyak
Level 2 ●●
gdyczyakLevel 2 ●●
asked in XM Directory

XM Directory Issues (400 Bad Request) Request Header Or Cookie Too Large

Hello Everyone,Wondering if others have encountered this error when trying to access their Directory? and if they have a solution to avoid it in the future (refreshing the page, even multiple time does not work).I mainly use Chrome to access Qualtrics It comes and goes for me (ex if i return to the directory in a few hours/next day), however can delay my efforts to pinpoint a client interaction and additional information required for followup. 400 Bad RequestRequest Header Or Cookie Too Large

3
ooolomod
Level 3 ●●●
25 days ago
R
Riaan
asked in XM Directory

Restricting access to contact list

Hi,Need some help please - I’m creating a contact list for distribution of my survey via personal links. This contact list also contain sensitive embedded data values. We have a number of different users of Qualtrics in our business, on the same licence and I noticed that contact lists are viewable by anybody able to access the directory, which is shared. Is there a way to password protect or otherwise restrict access to my contact list? 

3
Sachin Nandikol
QPN Level 5 ●●●●●
1 month ago
MsIreen
Level 5 ●●●●●
MsIreenLevel 5 ●●●●●
asked in XM Directory

Directory workflow location

Hi, We have have a “standalone” workflow based on the XM Directory, Qualtrics prompt suggested moving it to the Directory, which I did, and now i cannot find this workflow anywhere. Any ideas where exactly I can find it now?

8
MsIreen
Level 5 ●●●●●
1 month ago
ccarroll
Level 2 ●●
ccarrollLevel 2 ●●
asked in XM Directory

Experience iD Change issues

Has anyone been able to successfully get the Experience iD Change workflow to work - I”m getting a spinning wheel of death that goes no where fast. Instruction set here: Experience ID Change Event (qualtrics.com)I can’t get past steps 9 - it just spins... 

2
ccarroll
Level 2 ●●
1 month ago
Q
Level 2 ●●
QS17Level 2 ●●
asked in XM Directory

EX Directory limitations

Hello Experts,I would like to know whether we can create any user type with the limitations to view only particular region employees in the Employee directory. Like a brand Admin with EX directory limitations.

2
Q
Level 2 ●●
1 month ago
M
Maureen_Ahlmann
asked in XM Directory

Restricting metadata from being importated into a project

Hello all,still very new to Qualtrics, so please forgive my Qubie questions. lol. Can you restict a user from being able to pull specific metadata fields from the directory when importing participants for a project (survey)? We would like to allow user to create their own suveys, however, would like to restrict the ability from pulling some of the personal data we store in the directory. (e.g. Age, Date of Birth). Can a user have the ability to import participants from the directory but not import all metadata? Thank youMaureen

1
S
1 month ago
ccarroll
Level 2 ●●
ccarrollLevel 2 ●●
asked in XM Directory

SFTP Export of Unsubscribe

We are needing to have the ExternalDataReference exported for anyone who unsubscribes from a list or directory, ideally via SFTP export. Current functionality allows this for survey responses but not for unsubscribes. Any possible solutions here?

1
ccarroll
Level 2 ●●
1 month ago
D
Dem
asked in XM Directory

Merge data embedded in the directory

I have a repeat data, for example, one name "Especialidad" and another name "ESPECIALIDAD".How can i merge this data embedded in directory?Thank

3
O
QPN Level 5 ●●●●●
1 month ago
G
GiselleWang
asked in XM Directory

Is it possible to add embedded data to the opt out link?

I am tasked with monitoring opt-outs from our directory by documenting the date within a designated embedded data variable, which I've named R_Opt_Out. My question is whether it's feasible to construct the opt-out link in a way that captures this information when individuals click on it. I’m thinking something like: ${l://OptOutURL}&OptOut=dir&R_Opt_Out=${date://CurrentDate/DM}${date://OtherDate/Y/+0 day} Thank you all!

0
G
1 month ago
kgillis
Level 3 ●●●
kgillisLevel 3 ●●●
asked in XM Directory

Ticket, owner cannot see customer profile section

 I have a ticket owner who cannot see the customer profile section which needs to be viewed. I looked at the UserType setting and am not seeing anything that I can enable or disable XMD 

2
kgillis
Level 3 ●●●
1 month ago
E
Elina T Liao
asked in XM Directory

Qualtrics event subscription failure

We have created a event subscription and when Qualtrics receive the response, the subscription will call our third party’s api (https://******/******/services/apexrest/survey/response/event). This process didn’t works from last week and the log as below: {\"message\":\"Unable to send message to https://******/******/services/apexrest/survey/response/event (scope: ******dev, topic: surveyengine.completedResponse.SV_************)\",\"httpStatus\":401} Does any one know how to deal this issue?

0
E
1 month ago
L
Level 1 ●
LifLevel 1 ●
asked in XM Directory

survey URL redirect back from Inquisit task

Hi there, I am needing some help with my survey. At the end of the survey respondents are directed to an Inquisit task but no matter what I try, they are being redirected back to the initial page of the survey rather than the second to last where they left off. Below are the things I have already tried to fix this problem.I have checked that allow multiple submissions are turned off in the survey security. I have checked that the URL is exactly the same for the redirect back from Inquisit as the original survey URL.  I have cleared all browsing caches before testing.But unfortunately every time I test the survey it redirects back to the initial page after Inquisit??Please help, going slightly crazy with this 🙏Lindsey

2
L
Level 1 ●
1 month ago
ironspider
ironspider
asked in XM Directory

OptOut link for opting out of entire directory?

Greetings all, so we use a Survey to "register" our participants. So the actual "survey results" are never looked at--the answers to the survey questions are injected into our iQ Directory as embedded data fields. We then filter on these embedded data fields to create samples to survey. So, we recently updated our registration survey and I am getting ready to email the people we currently have in our directory a "please update your registration information" type email which will be an invite to the new registration survey (which again will just inject embedded data into iQ Directory). The issue is that my OptOut link in the bottom of this email invite I'm sending has this code: ${l://OptOutLink?d=here}. If a person clicks this they are taken to the Qualtrics page which allows them to click a link to unsubscribe from that panel. There is a second link that allows them to be removed from ALL panels. When I tested this and clicked the first link, it does *not* opt me out in the Directory

7
B
1 month ago
L
lqk23
asked in XM Directory

Importing Data from Survey to Existing Contact List

Hey y’all,I’m attempting to set up a survey for a research study that does the following: Collects general contact info (name, email phone) Utilizes an existing contact list containing ~500 unique ID numbers (under External Data Reference) to authenticate survey responses Imports the general contact info into the same contact list after survey completionMy current workflow keeps creating new records in the contact list instead of mapping the responses on to the corresponding ID numbers. {Trigger: Survey response completedTask 1: Extract responses from survey (name, email, phone number, ID number)Task 2: Add contacts and transactions to XMD using existing mailing list}Could it have something to do with my source and data project fields? Not sure where things are going wrong.Thanks!Lyric

2
L
1 month ago

Productivity playlist

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