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Discuss XM Directory solutions, best practices, & more.

  • 447 Topics
  • 1,059 Replies
447 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

5512
Mara_Simonson
Qualtrics Employee
A
Level 1 ●
AngieYYS7661Level 1 ●
asked in XM Directory
Survey Automation Workflow

Hi All, I have a project which using 1 sample and for different survey. How I able to setup that in workflow.^.^ 

121
AlexandreLeduc
QPN Level 4 ●●●●
J
Level 1 ●
jjohnstonLevel 1 ●
asked in XM Directory
Workflow Email Not Saving

Hello Friends! I am a simple user and I hope this is a simple question. I need to make an adjustment to a workflow email. After making the changes I need, I click on the blue save button, but nothing happens.Nothing.All of the fields look good. No red banners indicating a field problem or java script problem. I have tried multiple browsers in both normal and incognito modes - with multiple “refresh” attempts. There are no cache issues, I have logged off and logged on. I have removed the task and attempted to make a new one - same result.I am stumped.Thoughts?

242
J
Level 1 ●
Djoyner2232
Djoyner2232
posted in XM Directory
How are you using XM Directory for community engagement?

Hello community! I wanted to reach out to look for any suggestions on how you all might be using/solving for a problem. We are currently looking to build an opt-in style customer research community - A group of customers that sign up to be willingly engaged often for feedback (surveys, requests for 1:1 deep dives, etc.). The XM Directory has a great capability of segmenting and profiling customers so that we reach out only to customers on topics that are relevant to them. Admittedly, what is missing is the ability to have a "platform" so to speak that creates engagement from the customer community. Something along the lines of a place where this community of customers can go to see what all is available to respond to, or a way for us to communicate back with them what we are learning/doing with their feedback, something that could be gamified, etc. (beyond just a newsletter email back to them).Are any of you doing something like this? How have you solved for this opportunity? I would l

255
Cam-WDC-NZ
S
Level 2 ●●
sophie_grLevel 2 ●●
asked in XM Directory
Survey distribution automation workflow

Hello :)I want to daily import contacts via an SFTP server and send a survey via email to all newly added or updated contacts with certain embedded data criteria from the most recent import.I’ve tried to set everything up in Workflows, but I end up with the workflow sending the survey either to everyone that is in the respective list where the contact are added to (send survey to: list) or noone (send survey to: T-ID 5).Independently of the outcome the run history of the workflow tells me that everything went as expected, e.g. in thi sexample no mail has been sent (can also be seen in contact history and survey distribution tab: What am I doing wrong?Looking forwward to your help,Sophie

303
J
QPN Level 3 ●●●
D
Level 1 ●
DaniDLevel 1 ●
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

363
gPandey_715
Level 2 ●●
K
Level 1 ●
klm999Level 1 ●
asked in XM Directory
List Being set to Private even when I turn it off

My Lists in directories seem to keep being made private even when I unclick the “Make data in this list private.” My survey data cannot be private do to needing embedded data information when I download the results. If someone knows a solution to this issue, I’d greatly appreciate it 

261
lizb311
Level 3 ●●●
M
Level 1 ●
Mattalica1972Level 1 ●
asked in XM Directory
Adding new fields to an existing contact list

We have a longitudinal study in which participants complete event recordings (text) across different surveys and then those are presented again in later surveys for them to rate. Right now, it is set up so that - for example -Survey A creates a  contact list of ID (from external source) and text entries Apos and Aneg.Survey B then uses ID from A to authenticate and then Apos and Aneg as embedded data to present again. Participants also enter new events as Bpos and Bneg (to be used in Survey C). This creates a new contact list of ID and text entries Bpos and Bneg. Survey C is then the same as B except using Bpos and Bneg.  However, if participants do not complete Survey B, they cannot be authenticated to go into Survey C because they do not exist in the B contact list.  Is there a way to create an overall contact list so that has ID, Apos & Aneg, after Survey A and then ADDS Bpos and Bneg IF they do Survey B so that the ID remains from A to be able to be authenticated for Survey C. 

181
C
Level 5 ●●●●●
M
Level 1 ●
Mattalica1972Level 1 ●
asked in XM Directory
Data from Survey A piped into Survey B

I need to take multiple text entries from one survey and be able to present them in another survey later. I had previously done this using a trigger that added the data to a contact list, but Qualtrics has changed the way this works and I’ve failed repeatedly to make it work. Here’s the gist:Survey A has text entry questions AP and ANSurvey B needs to be able to present AP(response) and AN(response) as piped text (e.g., “Here is what you wrote previously: [blahblahblah]“)Participants will be entering the Survey A and Survey B from an external app that provides an ID as an embedded field (“ID”) - and this is how Survey B will use the correct data from Survey A.  I’m reasonably sure that this is an XM Directory question, but have been entirely unable to get anywhere. 

182
M
Level 1 ●
Henri from ilem
Level 1 ●
Henri from ilemLevel 1 ●
asked in XM Directory
How to use a List in XM Directory in a CX Dashboard

Hello all, I would like to use data contained within a List in my XM Directory in a Dashboard. I managed to do it “manually” by exporting data from my List, importing it in a project, and defining this imported-data survey as a data source in my Dashboard. Works fine, but I need to repeat the process on a regular basis to synchronize my Dashboard with the List. Very tedious !!! Would anyone have a hint on how to automate the process to ensure the Dashboard is updated without any human intervention ? Thanks in advance for your ideas.

1414
jseylar
J
jdaker
asked in XM Directory
Storing Multi-Select Responses and Responses with HTML Formatting in Directories

Hello, I am in the process of finalizing a directory setup that is fed by a survey. The survey feeds the directory via a workflow (specifically via embedded fields). I’ve tested multiple times and 90% of the fields are filing/logging in the directory correctly. However, there are 2 items giving me trouble: For one of the questions in the feeder survey, the answer options are formatted with bold and coloring/italics, as shown below. Fruit (Apples, blueberries, bananas) Other fruit includes strawberries, blackberries, etc. Veggies (Peppers, carrots, onions) Other veggies include potatoes, spinach, etc.  The only value I want in the directory is the category in bold (e.g., Fruit, Veggies). Instead it logs the full option as shown below, even after I recoded the values (and variable names) in the survey.  <strong>Fruit</strong><br />(Apples, blueberries, bananas)<br /><span style="color:#c0392b;"><em>Other fruit includes strawberries

291
C
Level 5 ●●●●●
S
Level 2 ●●
sally_Level 2 ●●
asked in XM Directory
Trigger Personalised Link Survey Invitation Email 6-Months After Completing First Survey

Hi All,My study participants complete a baseline survey (via an anonymous link) then need to be invited (via email) to complete a 6-month follow-up survey (via a personalised link).The follow-up survey invitation email for each participant needs to be triggered exactly 6-months/182 days after they complete the baseline survey. And, they need to be sent reminder emails at 7-, 14-, 21-, and 28-days after receiving the invitation email (but only if they haven’t completed the follow-up survey).I originally tried to configure this using a Directories Workflow triggered by participants being added to a segment once they meet the 182-day criteria (see below). The segment criteria is working as I had hoped. However, instead of the workflow emailing only the person who is newly added to the segment, it emails everyone who is already in the segment as well as the person who is newly added.I submitted a support request to Qualtrics and spoke with 2 of their IT support staff and they were unable t

213
TomG
Level 8 ●●●●●●●●
B
Level 2 ●●
BrianGuntherLevel 2 ●●
asked in XM Directory
Can you overwrite populated contact list fields as "null" in the survey flow (or anywhere else)?

Is it possible to overwrite fields in an XM Directory as “null” through a survey/workflow? I have a contact list with data fields populated through Workflow, and even if I clear those fields from the contact list manually, or even delete the user from the contact list, the fields and contact still exist in my org’s main XM Directory and if I recreate that record in a contact list (same email/external data reference combo), those deleted fields repopulate either in the contact list record or are recognized as populated in the survey logic (because the fields still exist in the main XM Directory record which I do not have direct access to). I can’t seem to find a way to clear those fields back out without having to ask IT to do it from the admin side. I just want to confirm that there is no way to do this before I start working on a different solution to my issue. I may be able to overwrite them with different info (such as a space or the text “[cleared]” or something like that), but cle

211
vgayraud
QPN Level 6 ●●●●●●
K
Level 1 ●
klm999Level 1 ●
asked in XM Directory
Issues with Filters for Private Data List

A while back I launched a survey with data that was accidentally set to private. This seems to mean that the embedded data does not appear for the Results or Data & Analysis tabs. Does anyone know how to retroactively remove private mode for a data list or to filter with embedded data from a private list? Thank you

282
Anastasia_pan
MargaretW
Level 2 ●●
MargaretWLevel 2 ●●
asked in XM Directory
Configuring a Directory Workflow to Send a Survey to New Mailing List Contacts

Long ago, I remember using contact list triggers to send a survey to only new contacts on a mailing list when they are added.  Now that triggers have been replaced by workflows, I cannot figure out how to get the survey to distribute only to the contacts I’ve just added to the list, rather than the whole list. I’m using the Experience id change to initiate the workflow when a new contact is added to a mailing list and the send survey via email task.  Would the answer be to create segments on the list?  Also I realize that I could just create separate distributions for each of these, but I would rather have a single list. I’ve attached a screenshot.

995
Anastasia_pan
E
Eli Shearn
asked in XM Directory
One to many identifier in XM Directory?

Hello, I’m curious if anyone has experience with bringing in identifiers to the XM Directory that are not 1:1 with an individual.  I want to bring in “user id” as a field, but in our system it can be possible for an individual to have multiple user ids.  I don’t want to create multiple records for individuals - has anyone encountered or solved for this type of situation. Thanks!

186
E
E
Eli Shearn
asked in XM Directory
Using Lookup Workflow to create a new Embedded Data field

Hello, Thanks in advance for any help.  My problem statement is that the embedded data user identifier from one of my surveys is not the unique id that I use in my XM Directory.  I’m trying to use a Secondary Data Source to map those identifiers, and then have that mapping take place when survey responses are received.I was able to use the Lookup task to map those columns.  My question is: do I need to create a new task to set the proper identifier as a new Embedded Data element? If so, which task should I use? Thanks so much!

140
E
R
Level 4 ●●●●
Rod_PestellLevel 4 ●●●●
posted in XM Directory
help to interpret JSON data privacy download (.gz / JSON ) file

Hi All,Just testing out the data privacy request process where it prepares a compressed .gz file that you have to download, then extract (using 7zip) and then you get the json file.The problem is what to do with the JSON file as it's a specific structure / schema that I can't work out. Can anyone help?I've got as far as trying to use Power Query in excel to convert it but I'm stuck at the point of drilling down / expanding the records into tables. The responses are for one person but across multiple surveys and so merging them into one columns won't work.To be honest I'm not that interested in the response but I'm more interested in just seeing at top level what surveys the person was found in but I guess it's all or nothing.Hope someone can help on this. Really surprised that on this page - https://www.qualtrics.com/support/survey-platform/sp-administration/data-privacy-tab/right-to-erasure/#DownloadQualtrics tell you that it'll be a JSON file and then leave you to it! There is n

1086
vgayraud
QPN Level 6 ●●●●●●
kgillis
Level 6 ●●●●●●
kgillisLevel 6 ●●●●●●
asked in XM Directory
send SMS WITHOUT sending a survey

I’m wanting to use Qualtrics to send out a short SMS simply to instruct the recipients to download our app - but I don’t need/want to attach a survey to it… is there a way to use Qualtrics in this way?

511
AlexandreLeduc
QPN Level 4 ●●●●
M
Madhur
asked in XM Directory
Email Workflow

I need to automate my email distribution using an email workflow, based on an embedded data field. While scheduling a specific time-based event, I'm only seeing the option to add a Task - the condition/decision option isn't appearing. Could someone please guide me on how to implement this.  

211
vgayraud
QPN Level 6 ●●●●●●
A
Level 3 ●●●
AineLevel 3 ●●●
asked in XM Directory
Integrating Qualtrics with Emarsys using SAP Integration Suite

Hi community,I wanted to ask if any of you have done an integration between Emarsys and Qualtrics using SAP Integration Suite?If so, could you please share how you did it?I'd really appreciate any information or a step-by-step guide. Thank you very much!

332
A
Level 3 ●●●
M
Level 1 ●
MakgomesLevel 1 ●
asked in XM Directory
Why only some embedded variables are showing up in XM Directory workflow?

 Hi there, I have created embedded variables, all mapped correctly and I can pull from these using pipped text so I know the embedded variables are working. Embedded data in the workflowFor some reason when I am trying to import embedded data into the XM Directory workflow, only one variable (“postal 2”) is showing up and the rest are only available under “transactional data” (e.g., “emaile”; ps. I spelled email like that to differentiate it from the contact ‘email’).  Showing the only embedded data showing upShowing that embedded data is showing up as transactionalDoes anyone know why this is the case? Thanks in advance!

331
rochak_khandelwal
Level 5 ●●●●●
Matthew_Robinson
Level 1 ●
Matthew_RobinsonLevel 1 ●
posted in XM Directory
Best Practices for XM Directory

We are looking to broaden the use of Qualtrics from our small team to the rest of our organization and I am trying to putting together protocols and best practices to share with new users. Since the XM directory has limited permissions right now, I'm concerned the directory will get out of hand quickly (e.g. number of embedded data fields). Does anyone have any protocols/guidance that you have created for your organization that you'd be willing to share? Or tips and lessons learned from having multiple people utilizing the same directory for different work? We have created multiple directories already, but with the nature our work, teams will need to share directories.

502
ccarroll
Level 4 ●●●●
ccarroll
Level 4 ●●●●
ccarrollLevel 4 ●●●●
posted in XM Directory
Exporting and notifications of unsubscribes from lists

Please helpI have several different lists currently, and am needing to find a way to automatically notify and export contacts who have unsubscribed from any list. Our legal team have mandated that we must unsubscribe these people so I need a way to get them out, that doesn't involve me manually jumping in running a filter in each list and exporting.

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ccarroll
Level 4 ●●●●
M
mayurschittaragi
asked in XM Directory
Guidance Needed: Setting Up Candidate Experience Program Surveys Workflow

Hi All,We’re excited to roll out our new Candidate Experience Program from Qualtrics, which includes a series of five pre-defined surveys aligned with key stages in the candidate journey.To enable this, I’m receiving candidate data along with their current stage in the process from the HR system. However, I’m facing some challenges in configuring the workflow to trigger the appropriate survey based on each candidate’s stage.The surveys need to be sent at the following points:When a candidate applies for a role When a candidate is shortlisted When a candidate is not shortlisted After a successful interview After rejection at the interview stage When an offer is accepted When an offer is declinedPreviously, using contact import automations and email distribution automations, we could link multiple distributions to a single contact import and apply metadata filters to ensure emails were sent only to candidates in the relevant stages.In the new workflow setup, I’m unable to locate a task o

361
J
QPN Level 3 ●●●

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