Data collected - Funnel Distribution

Question

Should I map my data different for the funnel distribution if the distribution comes from Sales forces? This is the process and I would like to see de data in the funnel distribution. Here is the description of the Salesforce process:1. A service case is created in SF and the trigger for Qualtrics is generatedNew messages2. A distribution list is generated in Q3. The contact with contact data, embedded data and transactional data is added to the distribution list in Q4. Distribution is created in Q5. The survey links are obtained from Q and taken to SF6. The survey is sent from SF7. Client answers the survey8. Q brings the Client's NPS to SFAnd when I go to the Directory is collecting all the data... What should I do?Thanks!

Abhi_Nair · Answer

Hi Alea The best solution for your case would be to enable Respondent Funnel for Distribution reporting.The Respondent Funnel allows XM Directory distribution and contact metrics, transactional data, Embedded Data, and even automation run status to be uploaded into CX Dashboards for transparency with all your key stakeholders.XM Directory Respondent Funnelelse you will still able to use the below,If you have also purchased access to the Salesforce Extension, you can report on your Salesforce distributions with distribution reporting. This includes Salesforce emails triggered in theToolsand in theActions tab.Distribution Reporting (CX)RegardsAbhi

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded