XM Directory

Hi all! Total newbie here. I inherited the account from my predecessor which has hundreds of email lists, which easily causes errant distributions. Is there any reason NOT to delete all the previous email lists?

Has anyone tracked incentives in Qualtrics? I need to track how much in incentives panelist have received in a calendar year as to not exceed our internal limit. Incentives are paid through an API with Virtual Incentives using a workflow, and the incentive amount is collected within each survey's embedded data. Ideally, an automation could be created that would make it so once the limit is reached (summing embedded incentives field within the calendar year), panelists are not included in future distributions. Any ideas or vetted solutions would be wonderful! Thank you!

Is it an update to Directories or is it because we were migrated to XM Directory Lite? Everything has changed - and I totally must have missed the memo/announcement. It's no longer called Contacts on my menu - no big deal.What is a big deal is I can't easily manually load embedded data to a contact. Tricks you say? Yes - you can select all contacts and then click on embedded data and then click on the field you want to update. Then find the contact (hopefully he was on that page of contacts), input your data and then start over again for the next field. IF you select all contacts (not just what's on the visible page) you can't edit the fields. I've also had problems with distributions and loading contact lists (the latest problem which the eng team fixed was on import only a portion of the contacts would be uploaded). Is anyone else experiencing issues?

I have a stand-alone workflow that send welcoming emails to new employees based in a segment logic.I would like to know if it possible to create a report or a type of dashboard of how many emails are being send, how many bounced and how many were open.Is this possible?

We have a survey that gets distributed monthly to a random sample size from a contact population triggered from Salesforce.Our current general setup:Salesforce scripting to segment and select a random group of contacts based on parameters.Those contacts are packaged together and pushed over into a salesforce workflow rule to add/update contact info in XM Directory then distribute the survey.Responses are then mapped backed to salesforce via contact ID via workflow to a survey response object.We are updating a number of things in our CRM and curious if we can re-design the randomization function, potentially to be done from Qualtrics.Theoretical setup:Salesforce workflow rule monthly to add/update XM Directory to ensure contacts are current and up to date.Randomized distribution triggers from the directory based on parameters using embedded data.I'm hoping to do this to maybe have

Hi all, I'm setting up an Auto Email Distribution that got linked with an Auto Contact Importer, but the Run Summary Email is too simple.I have to go to Automation History and Distribution Tab in the Survey to find out that some of the Email is Bounce and Fail due to typing errors. One way to work around is to schedule a daily filtered Distribution Funnel Dashboard through Email but it's only weekly and I don't think that is what it was made for.So I think the Summary Email should include more detailed information on the process and maybe even the csv/tsv detail file as an attachment so that we can acknowledge immediately if any problem occurs

Hi,Is there a way to do a bulk update of existing contacts in XM Directory (lite) in the same way you could with research contacts?We used to be able to update existing contacts by including the recipientID/ContactID, however the XM directory GUI seems not to recognize ContactID at all. (Or display it anywhere.)I can still update contacts individually using the API, but if I had 100 or 1000 to update, it doesn't appear the CSV method works at all anymore.TIA!

Current Problem: Our rolling enrollment study is designed to collect responses for individual participants at 1 week intervals, with the first wave occurring at time of enrollment and the second wave occurring one-month later. There are associated post-completion surveys that should be taken after each wave. Since the single diary survey is designed to be taken at least daily, it cannot be used reliably as a trigger for the post-wave completion surveys. In order to automate the second wave completion survey, I need to be able to schedule an email trigger 5 weeks from the first completion trigger (the first completion trigger is sent 1 week after our recruitment and screening survey). Current Solution (if applicable): No current workaround exists or has been identified with multiple QSupport agents to be able to have per-participant intervals. Current support limits us to set dates. Within the XM directory

Hi all, We will be sending surveys to our customers that have been onboarded to our support department. The volume is relatively low and we would like to be able to report in the dashboards on the type of customer, e.g. Retail, Banking, Insurance. This will not be a survey question but entered manually as a Contact attribute when creating the contact (again, low volume).So when creating a new customer contact after onboarding, we will include these attributes: First name, Last name, E-mail, Country, Customer Type. Some customers cover multiple types so my question is if it is possible to have multiple types in the same contact attribute column. Example: a new contact is created and their customer type is: Retail AND Banking. In the dashboard we would like to be able to filter on both Retail and/or Banking. Is it possible to maintain multiple values in one Contact attribute column and report on it in dashboards? If so, how? I haven't been able to set this up yet. I

We're moving from having just 2-3 people working in Qualtrics toward allowing numerous people inside, and with that we are arranging multiple directories, permissions, divisions, etc. So now we have many contacts in the default directory that we want held in various other directories we're setting up instead.Any idea how to transfer contacts into other Qualtrics directories? I'd like not to lose the historical survey statistics from the contacts. I do see how to export contacts, with the ability to include their statistics, but when I uploaded the file into the other directory all of the statistics got treated as embedded data attributes in the new contact.I'm worried about contact frequency counters resetting by doing an export and re-upload.

Hi, it appears we may be unable to avoid having a survey ongoing when the Contacts to XM Directory migration occurs.This particular instrument uses an authenticator based on a contact list and also calls an API to get data from a second contact list.Both processes would seem to be susceptible to breaking from the migration, especially the latter since Contacts and XM Directory have different APIs.Does anyone who has already been migrated have relevant experiences to share?TIA!

What are your favorite Q-Hacks? What workarounds have you found to get something done that Qualtrics said couldn't be done? You know, when you tell them that something is not working right and they say, "It's functioning as intended." So you have to come up with a Q-Hack to "fix" it or to get it to do something you want.

Hello,I am looking for other Qualtrics users that have been using Segments & Lists for uploading contacts for annual or quarterly customer surveys (ie NPS Relationship surveys) and may now be using the Transaction Group.I am asking because I did not understand Segments & Lists overwrites all your data fields in the Directory because it treats all these fields as embedded data. I want to be able to upload these contacts and identify fields as either embedded or transaction, however, the transaction group approach does not seem like the right fit either. It is not really a transaction like a support case or a services engagment etc. It is more a periodic survey.This has come to my attention with the recent Respondent Funnel rollout that went live in August where we need to identify fields as either embedded or transaction for the entire directory.Thank youMaureen

Hello,I set up a segment to capture contacts who enrolled yesterday. Contacts have an Embedded Data field called EnrollmentDate. Dates are formatted in ISO 8601 format (YYYY-MM-DD). However, the segment is empty even after rebuilding it several timesSegment CriteriaContacts (last two should be part of the segment)Empty Segment

Hi, I am having problems troubleshooting connection to sftp. Wondering if anyone has had similar issues and how they fixed them.I'm trying to connect to sftp for exporting responses. It seems that Qualtrics cannot connect with the parameters given. The Qualtrics IP address for my region is whitelisted. I've checked all the parameters: username, host, port, password. I am able connect via filezilla to this sftp just fine. I am not encrypting files.The username has underscores. Don't know if that causes issues. When I check filezilla for the path the folder it's similar to:sftp://user_name@host.io/foldernameError message: FTS_3 - Incorrect connection parameters. Please verify your username, password, port and host. Since it's difficult to test through the export responses feature (need to wait for the hour), I'm testing connection through importing contacts into the directory (sftp username and password) and I am getting connection errors as well. Initi

Hi I have a distribution list that is used for a single distribution, it is a survey after the customer unsubscribes. I have a segment since there are some rules the contact should meet to get the email, is there a way to automatically delete the contacts from the segment after the distribution.

Hello everyone, I've been trying to upload some contacts into a directory using the "extract data from SFTP file" task and then the "Load B2B account data into XM Directory task". In the run history I can see that every task is successful but no contacts have been imported in the directory. Does anyone know what the problem could be? It could have something to do with the mapping of the fields?Thank you in advance ☺️

Hi, I am trying to reverse code individual items within a multiple choice(likert) question. The reverse coding seems to apply to the entire question including all item.Is there a way I can code one option

I am receiving an error message on my segments that says "This segment is invalid" but no other information. Has this happened to anyone else?

I'm new to DirectoryXM but not to Qualtrics. Can you help me figure this out?Situation: People take some quantity of classes over a year, sometimes simultaneously. I want to send them a survey after each one. The survey is the same for each class except for text to the effect of "How was [class name]?"Before upgrading to DirectoryXM I did this by uploading a contact list per class with an embedded data field for class name. With DirectoryXM, uploading a contact list with the same person as had been uploaded previously overwrites the value in "class name." That might be OK in some situations, but causes trouble if people take multiple classes at the same time (I'd upload data for class one then immediately overwrite it with data for class two). The solution seemed to be creating a field for each class then populating that field with some value (like the date they took the class) if a person took that class, then generating a sample using criteria like: If field "Int

Hello all,My company sells some of its products through distributors. These distributors also have help desks that serve as front line support for our products to their customers. Each month, the distributors send me a list of their support cases, and I have to send out a CSAT survey to the customers on that list.I want to set up one survey that I can use for each of the distributors. And I want to use embedded data (distributor name, case number, case close date, etc.) in the survey for analysis. If I get the embedded data from the contact list that I use as a send list, then I'll have to update the survey for each send (per these instructions).Right now, the only thing I can think of to get around this (and still use embedded data from the contact list) is to create a master list, which is the union of all the se

I'm curious if, after having created a sample from a contact list, I can add individual contacts to the sample. It's easy to do this if I'd like to add contacts to another list, but there doesn't seem to be a way to add them to a sample. Example use case: If I have a list of contacts for all US-based companies and create samples for each sales region, what if I want to add a contact that may appear in multiple regions, or maybe I simply forgot one that I wanted to add that may not have met the original sampling criteria? I don't want to try to resample with additional, increasingly confusing logic, just to add one or two more contacts. Is this possible?

Is there a way to calculate the % of survey responses and have it displayed in a widget along with the number of responses?

Is there any advantage to setting a field as Embedded Data instead of as Transactional in the "Data Field Mapping" part? As far as I saw, from the Survey Flow you can add Transactional Data as if it were Embedded Data fields, so it doesn't make a difference in that aspect.

Hi All,I'm trying to work out the best way to collate all opt outs from multiple mail lists into one list. I don't want to provide an opt out directory link on our surveys at present - we are happy with people opting out at survey level but internally we will opt them out of all surveys. To do this I need to regularly collate an up to date list of opt outs.I thought I might be able to do this using an enrolment rule but it only includes contact info and embedded data fields, not subscription status.Any ideas?ThanksRod Pestell