Importing Data from Survey to Existing Contact List | XM Community
Question

Importing Data from Survey to Existing Contact List

  • 27 February 2024
  • 2 replies
  • 43 views

Badge +1

Hey y’all,

I’m attempting to set up a survey for a research study that does the following: 

  • Collects general contact info (name, email phone)
  • Utilizes an existing contact list containing ~500 unique ID numbers (under External Data Reference) to authenticate survey responses
  • Imports the general contact info into the same contact list after survey completion

My current workflow keeps creating new records in the contact list instead of mapping the responses on to the corresponding ID numbers. 

{Trigger: Survey response completed

Task 1: Extract responses from survey (name, email, phone number, ID number)

Task 2: Add contacts and transactions to XMD using existing mailing list}

Could it have something to do with my source and data project fields? Not sure where things are going wrong.

Thanks!

Lyric


2 replies

Userlevel 7
Badge +30

Is your license part of an organization? If so, you might need to ask someone who has brand admin privileges to check the Identity Resolution options in the Directory Settings.

 

 

Badge +1

It is indeed - thanks for this, will get in touch with someone at my university. 

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