Dashboard of XM Directory Contacts

Question

Is there a way that I can create a dashboard of all of my contacts in XM Directory? The response funnel doesn't accomplish what I need because that is based on surveys. What I want is a dashboard showing me my current directory contacts. For example, if I have 5000 contacts in the directory then I would want to see 5000 as the total count in my dashboard. I'd then want to have the ability to graphically break that down by embedded data or even have a records grid listing all of the contacts with their information. Absent a direct connection between the directory and the dashboard, is there a workaround? For example, is there a way to automate a nightly extract of all contacts and then have that pull into a survey or external data project?

TusharDalwani · Accepted Answer

Hi jmborzick,The use case which you have mentioned is possible and can be done through the Mailing list survey synchronizer. Using a Mailing List to Survey Synchronizer in COVID-19 Response SolutionsIt is quite easy to set up and once done, it stores your contact lists in the form of survey responses which later, can be mapped to a dashboard.

jlsisthebest · Answer

Topics like what you are suggesting and items like a pre-built apporval form that does not require a timing question and retake links etc... I'm sure Qualtrics has a reason for not making them easier, but it is odd.  I am guessing there has not been a direct reply from admins to your question?

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