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Michael_Cooksey
Administrator
1 month ago

XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 423 Topics
  • 992 Replies
423 Topics
Mara_Simonson
Qualtrics Employee
Mara_SimonsonQualtrics Employee
published in XM Directory
Jumpstart the path to Clean Contact Data with Identity Resolution

Introducing Identity Resolution When 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

5242
Mara_Simonson
Qualtrics Employee
N
Level 3 ●●●
Neha TankLevel 3 ●●●
asked in XM Directory
Unable to add Contacts in List (Segments & Lists)

Hi, I have a list created in Segments in List section of Directory. I have no rules for merging contacts. I already have a record in list as below (for example): I now would like to add another record as below (Only ExternalDataReference is new): But it updates the 1st record and shows only 1 record as below updating the ExternalDataReference: I have other lists exactly same as this with also no rules set and it add them as 2 records. Please suggest what am I doing wrong. Thanks.

192
N
Level 3 ●●●
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davylis
asked in XM Directory
Do you send all your customer profiles to XM Directory ?

Hi, I am curious if most companies are sending all their customer profiles to XM Directory on a daily basis? Our business users want to be able to self serve and select different customers with different products for their surveys. We have a VERY large customer base sending it daily may not be feasible. Wanted to understand what other large companies are doing with their XM Directory.

50
D
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truongdq
asked in XM Directory
New workflow interface error

I have a workflow that already setup. After copy this workflow and move the T-ID 5 down, modify the top Decision. I got an interface error. The origin workflow The error: The condition automatic duplicate into 2 and the workflow branch into 2 Is is a error from Qualtrics or did i configutation step is wrong?

292
T
D
Level 2 ●●
deveer2024Level 2 ●●
asked in XM Directory
Digital intercept not writing to XM directory

Hi, I have an intercept from our desktop webapp that is working perfectly in the sense that it is pop-over correctly or show the survey with the right language correctly. Meaning, it is working well for identifying the audience and pop the required creative. However, it doesn’t create the contacts in the directory it is attached to. This is despite the fact I marked it in the general project settings In general the code has inside the following: window.QSI = window.QSI || {}; QSI.config = QSI.config || {}; var configUpdate = { externalReference: userData.user_id, firstName: userData.firstName, lastName: userData.lastName, language: languageName, email: userData.email, contactEmbeddedData: { user_id: userData.id, operator_id: userData.actor_id, distributor_id: userData.distributor_id, Q_Language: languageName, user_email: userData.email, platform: 'CM' }, What am I missing. Can someone proivde the correct structure I need to apply and if there’s anything that needs to happen as steps (f

50
D
Level 2 ●●
H
haileygarcia
asked in XM Directory
Deleting Users - What data gets lost?

Hello, We are approaching our seat limit with our contract, and want to remove some employees who are no longer with the company to free up some of our seats. I am hesitant to move forward with this because it says ALL data connected with user will be lost. Does that include previous survey responses? I am under the impression that it is any surveys that they may have owned but am looking more specifically about data loss. Any clarity would be appreciated!

101
Sachin Nandikol
QPN Level 6 ●●●●●●
A
Level 3 ●●●
AineLevel 3 ●●●
asked in XM Directory
Bounce in distribution

Good morning, community... Can you help me with this problem? We are experiencing a high number of email bounces when sending messages to our contact list. Based on my analysis, most of them are due to Email Hard Bounce. However, I tested sending an email to some of these contacts, and the email did not bounce—it was successfully delivered to the recipient. Do you know any other reasons why these bounces might be happening?

352
A
Level 3 ●●●
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DaniD
asked in XM Directory
Automatically delete IDP records

Hello, I have an IDP that has around 3,000 records and I need to delete all the records daily for as per our organization’s privacy policy. I tried to delete it using an API, but I get failed tasks because of API limit. Is there a workaround anyone can suggest please? :) Thank you! Dani

50
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S
Level 1 ●
SonamLevel 1 ●
asked in XM Directory
Merging contacts - statistics info

HelloI need a little help with regards to Directory setting > Identity Resolution.Let say I want to merge existing contacts based on contact info. Once the merging is completed, let say I need to look for a specific contact on directory contacts, ex: Mr X, will I still have all information about ‘Lists’ and ‘Statistics’.. I mean all the lists from which Mr X was included, the total invites received, the total responses etc..?

161
Sachin Nandikol
QPN Level 6 ●●●●●●
AlanT
Level 1 ●
AlanTLevel 1 ●
asked in XM Directory
Error Merging Existing Contacts

I’m trying to merge my existing contacts. Some do merge but many do not because I get an error saying some clients have more than 500 duplicates. I’m wondering is there a way to find the ones that have 500+ without downloading the entire list, which could take a very long time? Is there something else I could do. Thank you, Alan Traverse

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AlanT
Level 1 ●
A
Level 1 ●
ABA1Level 1 ●
asked in XM Directory
How to hide the auto-populated zeros

I have a Matrix/constant sum type question without the “Total” row. How do I hide the auto-populated zeros? See attached image. I have the following JS but this does not work -- Qualtrics.SurveyEngine.addOnload(function(){ /*TO HIDE THE ZEROS IN THE TEXT BOXES (DEFAULT)*/ var inputs = jQuery("#"+this.questionId+" .SumInput"); if(inputs.filter(function() {return this.value != "0";}).length == 0) { inputs.val(""); }});

172
A
Level 1 ●
S
Level 1 ●
SonamLevel 1 ●
asked in XM Directory
identity resolution

Hello,I need to merge existing contacts with same external data reference, email addresses, FirstName, LastName, Title but I need to be sure whether Qualtrics will keep the Project name (Survey Name) after I have merged duplicate existing contacts in directories. The project name enables me to retrace from which survey a contact has responded. Will this information be kept after merging using identity resolution?

202
S
Level 1 ●
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joyceamil
asked in XM Directory
Embedded Data Summing Feature

Ability to add or sum up the embedded data in numbers (e.g. 20+40=60) when you upload the file to Qualtrics directory.

241
vgayraud
QPN Level 6 ●●●●●●
C
QPN Level 2 ●●
cmaggQPN Level 2 ●●
asked in XM Directory
Identity resolution not working

Hi everyone, I’m experiencing an issue within the Directory. Some time ago I set the rule for merging duplicate contacts based on external data reference values. This rules should apply to all newly added contacts.I just discovers that something is not working since I have duplicates despite the rule.Find below some screenshots about the problem. Can someone explain why this is happening?Best,Carlo

275
C
QPN Level 2 ●●
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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!

462
vgayraud
QPN Level 6 ●●●●●●
J
Level 5 ●●●●●
jmcintoshLevel 5 ●●●●●
asked in XM Directory
Adding New Transactional Fields to Directory

Hi all - looking for some guidance around adding new transactional fields to the directory via workflows. For context, our team has transitioned from import automations to workflows. The workflow is triggered daily at a specific time, extracts data from SFTP, adds the transaction to the directory, and then distributes a survey to the transaction. The challenge that we are facing is that it is no longer simple to add new fields to the transaction. Historically, we were able to map a new template to the import automation and add the corresponding fields into the survey flow. It seems that now we need to map this 3 times… once in the SFTP import template, once by adding a new field in the directory, and once on the step to add the transaction to the directory. To add the field to the directory, I have to select a contact and assign a value. I cannot leave the value field blank, otherwise I see this error in the transaction step of the workflow. ({Translation not found: INCONSISTENT_DESTIN

260
J
Level 5 ●●●●●
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gregcabrera
posted in XM Directory
Build a new customer panel

Hi everyone, I read through some previous posts, some are a bit dated >5 years and others a bit too narrow. My goal is to build a new panel using Qualtrics Audience Management. We’ve decided to use a create a new directory to keep the panel isolated from current directory (which are mostly transactional surveys). As I understand the high level steps involved in establishing a panel, it would involve: Create new directory Configure panel using Audience Management widget Upload a list to new directory Add a research project (survey) - include opt-in question at end of survey (Alternate to 4) - use pre-configured sign up survey in Audience Management Configure workflow to use embedded data field (“Yes, I agree to join panel...”) Send a welcome questionnaire for joining the panel via workflow Start engaging opted in panel members in research activities Is that generally the steps? Any tips or tricks to build engagement? Any challenges that folks have run into starting up the panel? Thank y

392
G
S
Level 1 ●
SonamLevel 1 ●
asked in XM Directory
Blacklist a customer who doesn't want to receive surveys

Hello Team, Is there a way to exclude a customer (an email address) completely from receiving future surveys?I know that we have an opt out option, but same applies only to a specific list which has been uploaded. Thanks

1472
JoycaV
QPN Level 4 ●●●●
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

31310
M
lsansom
lsansom
asked in XM Directory
sending out fixed number of survey nudges, only on weekdays

Hi there - I’m doing a research survey that participants should answer only on days that they are working, presumably M-F. I also want them to only answer this for 10 workdays. Whether or not the previous survey was completed, I want them to receive a daily nudge (on workdays) to do that current day’s survey. Each daily survey is the same (same link to the same survey). I am collecting their email address, so sending out the email and embedding the survey link is the easy part. Yet I can’t figure out how to set this up so that they get an email reminder regardless if they have completed the previous day’s survey or not, how I make sure it only goes out 10 times, and how to ensure it goes out on weekdays only. People will be starting the survey on different dates, so I can’t just schedule using the calendar. Ideally, this will all be entirely automated, as I expect a few hundred people to do the survey and I’d rather not have a manual process to get each person up and running. Any ideas

171
TusharDalwani
QPN Level 6 ●●●●●●
S
Simrat1
asked in XM Directory
How to Require Audio Completion Before Proceeding in Qualtrics

Hi everyone, I'm trying to ensure that participants listen to an entire audio clip before they can proceed to the next question in my Qualtrics survey. Ideally, the "Next" button should remain hidden until the audio finishes playing. I am not very familiar with coding. I added this JavaScript in the "Add JavaScript" section of my question: Qualtrics.SurveyEngine.addOnReady(function() { jQuery("#NextButton").hide(); // Hide the Next button initially jQuery("#"+this.questionId+" audio").on("ended", function() { jQuery("#NextButton").show(); // Show the Next button after audio ends });});Has anyone successfully implemented this feature in Qualtrics? Any suggestions or fixes would be greatly appreciated!

401
RickB
Level 4 ●●●●
T
Level 2 ●●
TimOHLevel 2 ●●
asked in XM Directory
Share survey with whole division automatically

Hello XM community, Wondering if there is a feature to automatically collaborate when publishing a survey? We have a division setup and I’d like all surveys to be available to the division to save time on sharing each survey designed. Is this possible at all? Thanks, Tim

231
PeeyushBansal
Level 6 ●●●●●●
T
TLS
asked in XM Directory
Basic Data Transform for Date Reformat

Hi. Wondering if anyone has had this issue before. I want to send a survey based on a Salesforce Report. I'm embedding a field from the report called "created_date" and it comes across as, for example "1/1/2025". I've tried using data transformation to have it read as "01/01/2025". The workflow says it's successful and I've also downloaded the transformation report and see no errors on it. As part of the workflow it adds the contacts and embedded to my mailing list. When I look at my mailing list, the new contacts are there, but the embedded date still has the 1/1/2025 format. Qualtrics doesn't seem to be able to read that format when I try to use it to sample my list from the XM Directory. If I remove the created_date restriction, it sends to the whole list. Otherwise, I get nothing. Any ideas? Support is looking at it but I've been working on this for about a week now and no luck yet.

262
T
C
CrowdStrike_Aaron
asked in XM Directory
Extracting a contact list via workflow

Hello all, I have been looking for a while to see if it is possible to extract a contact list and load it to somewhere else. We have a need to load the contacts from a list to a separate data warehouse and the closest I have been able to find is to write use a web service to do so. Has anyone been able to accomplish this via workflows or extension?

382
C
PeeyushBansal
Level 6 ●●●●●●
PeeyushBansalLevel 6 ●●●●●●
asked in XM Directory
Email opened numbers

Our emails opened rate is quiet low, what could be the reason, Is Qualtrics tracking it correctly? How is it tracked? How to increase this rate to have more response rate as well?

483
vgayraud
QPN Level 6 ●●●●●●

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Administrator
1 month ago

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