How to create a Distribution List with quotas for different conditions? | XM Community
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I need to create a list with different conditions based on embedded data and volumes associated to those conditions. Like quotas for list creation within my all directory. Take this use case as example:
From all my directory contacts I need a random selection of

  • 50 clients with embedded data Segment = A; embedded data Branch = AAA; embedded data Country = Portugal

  • 24 clients with embedded data Segment = A; embedded data Branch = BBB; embedded data Country = Portugal

  • 36 clients with embedded data Segment = B; embedded data Branch = AAA; embedded data Country = Spain

  • etc.

The goal is to send just the amount of invitations need to accomplish a response quota. The numbers above would be calculated having in mind the historical response rate.

Any ideas?

Hi CarlaRocha_IZO,
Does the Mailing List Sample feature solve your problem? It lets you randomly select X amount of contacts with a criteria you specify. Assuming your criteria set makes each set of contacts mutually exclusive, you could use this to set up several samples from the same list.
You would still need to calculate the appropriate number of contacts to select from each list however. I don't think you can automate that in Qualtrics.
Good lucK!

Hi bgooldfed
Thanks for your help.
You mean creating multiple Mailing List Samples (each one for each set of conditions), then download them, and upload all "samples" for the one list I will use for my distribution, right?
The thing is that I would need to make thousands of mailing list samples, and also this is something that needs to be automated as these distributions will occur on a daily basis...

https://community.qualtrics.com/XMcommunity/discussion/comment/47704#Comment_47704You can write a web based script or scripts that use the Qualtrics API to automate the process of managing sample definitions, managing samples, and sending distributions.

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