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identity resolution


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Hello,
I need to merge existing contacts with same external data reference, email addresses, FirstName, LastName, Title but I need to be sure whether Qualtrics will keep the Project name (Survey Name) after I have merged duplicate existing contacts in directories. The project name enables me to retrace from which survey a contact has responded. Will this information be kept after merging using identity resolution?

2 replies

vgayraud
QPN Level 5 ●●●●●
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  • QPN Level 5 ●●●●●
  • 361 replies
  • March 19, 2025

Hi,

It depends on your “project name” field’s type.

All contact and embedded data fields are set to the most recent value when you merge contacts. If your “project name” is an embedded data field, when you merge your contacts, you’ll have the last value.

Transactional fields keep all previous values when you merge contacts, If your “project name” field is transactional, then you’ll keep all the “project name” values in that field.


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  • Author
  • 1 reply
  • March 21, 2025

Hi, thanks for the help.
Just a little clarification, once the merging is complete, let say I need to look for a specific contact on directory contacts, ex: Mr X, will I still have all information about ‘Lists’ and ‘Statistics’.. I mean all the lists from which Mr X was included, the total invites received, the total responses etc..


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