Feedback on structure of tracking key partner information

aciampaglio · 2022-06-30T15:31:03+00:00

Hi All, I am designing a system where I am trying to track key information about partners our organization is working with and I am unsure if what I have mapped out is the most optimal use of XM Directory. Any feedback would be great!Within the XM Directory each partner organization would be a contact. With that, there are two inputs that we need 1) Internal and 2) External. Using a survey for both of these either the partner or our staff will input various fields of information that are dynamic about the partner across time via two surveys. Via a workflow these surveys would then be logged as interactions for each partner's contact within the directory and also update key embed fields, such as count of partners participants. Lastly, and this is where I am most uncertain due to my use of dashboards being my weak point, utilizing these logged interactions we would create a dashboard that would show how the information collected across interactions has changed.Please let me know if I can clarify or provide further detail!

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