Hi everyone,I’m trying to send a survey using transactional data, but during testing, I’m only getting the embedded data, and the transactional data is coming up empty.Here’s the flow I’m following: I first bring in information using SFTP. Then, I load it using the "Add Contacts and Transactions to XMD" task. After they are loaded into the directory, if the contacts meet the criteria to enter one of the segments, I have another workflow that detects the change in segments, after this the workflow has a "Extract Contact Information from the Directory" task, and finally, an XM Directory task for distribution.Everything is working fine, except that the transactional data is not being displayed in the survey data, so I’m unable to use it. Can anyone help me troubleshoot and fix this workflow?Thank you!

If you have created standalone workflow the transactional data will not be captured in survey. If you want to capture transactional data in survey. so create workflow within Qualtrics survey only.You can reach out to Qualtrics support team for more clarity.

Add Contacts and Transactions to XMD Task

Add Contacts and Transactions to XMD Task | Experience Community

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded