Add Contacts and Transactions to XMD Task | XM Community
Skip to main content
Question

Add Contacts and Transactions to XMD Task

  • October 9, 2024
  • 3 replies
  • 112 views

Forum|alt.badge.img+8

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!

3 replies

ArunDubey
QPN Level 8 ●●●●●●●●
Forum|alt.badge.img+41
  • QPN Level 8 ●●●●●●●●
  • 589 replies
  • October 9, 2024

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. 


vgayraud
QPN Level 5 ●●●●●
Forum|alt.badge.img+48
  • QPN Level 5 ●●●●●
  • 361 replies
  • October 9, 2024

I’d be happy to stand corrected on this, but I don’t think you can achieve your goal with prebuilt tasks.

One idea to explore would be to leverage Qualtrics API with web service tasks after you retrieve the contact ID in your segment event workflow. Get the contact’s last transaction and create a transaction batch/distribution for it.

https://api.qualtrics.com/4d20708240964-list-contact-transactions

https://api.qualtrics.com/ca5ad8bbec6fb-create-transaction-batch

https://api.qualtrics.com/573e3f0a94888-create-distribution


vgayraud
QPN Level 5 ●●●●●
Forum|alt.badge.img+48
  • QPN Level 5 ●●●●●
  • 361 replies
  • November 18, 2024

edit


Leave a Reply