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  • 390 Topics
  • 921 Replies
390 Topics
L
Level 1 ●
Lelowe_COUNTRYLevel 1 ●
asked in XM Directory
Can I set a contact frequency rule based on an embedded variable, like a claim number?

Problem: We send a transactional to clients that recently had an insurance claim close. Some claims get reopened, then closed again several months later. In this scenario, the client will get a survey twice for the same claim. We currently have a contact frequency rule that limits clients from receiving the same claim survey more than once in a year. However, if a client has multiple claims throughout the year, we only send a survey on the first one and miss out on feedback from the others. Is there a way to set a contact frequncy rule so a client would only receive ONE survey for a specific claim number?Thanks,Leslie

2
L
Level 1 ●
3 years ago
A
ams723
posted in XM Directory
Setting rules for ongoing user sampling in Qualtrics

Hi there,I am hoping to design a survey strategy to measure overall user satisfaction of my product (a website). I am planning to design 3 surveys in Qualtrics to measure NPS of my users and I plan to distribute these surveys within the website.My goal is to sample 1-2 users for this survey per day. I have two questions relating to this:Is there a way to set a rule in Qualtrics so that after 2 users have completed a certain survey, no other individuals will be sampled that day? (e.g., after 2 people complete the NPS survey on a given day, it will stop asking others to complete it?)Is there a way to set a rule that an individual will not be sampled more than once in a month? (e.g., If a user completes the NPS survey, they will not be sampled for any of the three surveys for 6 months)Many thanks in advance for your help!

0
A
3 years ago
Keren Shaked
Keren Shaked
asked in XM Directory
survey quotas per agent in the call center

Hi,We want to limit the surveys sent by a specific number of surveys per an agent in the call center, in order to make sure we cover all agents in the post-transactional surveys. For example: we have 1000 agents in the call center handling support calls. We keep in the XM directory per each customer who was the agent handling the support call. The maximun number of surveys per agent will be 100 a month. Once this number is achieved, the customers that were handeld by this agent won't get anymore surveys.is that possible?

1
AmaraW
Former XM Community Team Member
3 years ago
MarkHB
MarkHB
posted in XM Directory
Qubie Question: Importing Many-to-Many B2B Account Client Roles

Hi,We're using the Salesforce AccountContactRelation object to create a many-to-many relationship so a given Contact (intended survey recipient) can have multiple roles on various Accounts they may be involved with. Is it possible to mimic that with the B2B Account Client Roles object in the XM Directory? The instructions make it seem like the roles can only be loaded from a Contact file or feed, which would then seem to point to having only one Qualtrics Role record per Contact. Ideally, I'd like to be able to load the Account Client Roles from an Account file or feed, like this:(Account.Id implied)contactExternalReferenceId (choose Salesforce field from Account)roleName(multiple copies of the above 2 lines, to map Qualtrics Account Client Roles to particular fields on the Account object which would contain Contact IDs).The ultimate goal would be to survey users in Role A from some subset of accounts on Monday, and then survey users in Roles B and C on some other set of accounts on

0
MarkHB
3 years ago
JR33
QPN Level 2 ●●
JR33QPN Level 2 ●●
asked in XM Directory
modify a contact data for a selection of records

Is there a solution to modify a contact data (the language) for all my recordings as can be done for an embedded data?if I'm not mistaken, not natively on the platform, but maybe with the API?

3
pogi
Level 2 ●●
3 years ago
N
NextGen_VoC
asked in XM Directory
Directory Settings - Want to limit number of messages to 30 days instead of calendar month

We are utilizing Qualtrics to run a certification exam and we want to give test takers 1 retake of the exam if they fail within 30 days. I'd like to automate this process using an action (if below XX score, send new exam 3 days later), to save on having to go in and reschedule. If I use an action only, each time the taker fails, it will resend the exam. I was looking at Directory Settings to see if I could use that. However, there does not appear to be an option to set it to a specific days, only calendar months - which I could set to no more than 2 message per month. But, if the exam taker fails the exam on June 25th, and retakes on June 30th and fails again, it would potentially resend on July 3rd.Is it possible somewhere else? Or through some other means?

2
N
3 years ago
MatthewM
Level 6 ●●●●●●
MatthewMLevel 6 ●●●●●●
posted in XM Directory
Email deliverability problems with Apple domains?

Has anyone noticed a recent uptick in bounced emails from recipients with Apple domains (icloud.com, mac.com, and me.com)? Over the last month or so, they've gone from being no more numerous than any other domain in my hard bounces to making up at least 90% of them. The diagnostic messages all say "smtp; 550 5.1.1 : user lookup success but no user record found --[code].qemailserver.com". Just curious to know what is happening, and if Qualtrics is aware.

0
MatthewM
Level 6 ●●●●●●
3 years ago
L
lstern
asked in XM Directory
Can I update/refresh directory contact data using a new survey (or another method)?

We recently determined that we would like to track which Directory contacts are members of a specific service we offer (so that we can contact them about it). We add new contacts using a survey, so I have updated that and added an embedded data field which means that anyone who joins our Directory moving forward will have this information. I would like to also add this information for existing contacts. If I send them a survey including just the new questions, is it possible to update their existing Directory embedded data? Or is there another way I can update their profiles? (note: I don't actually know the info and will need to collect it from users so I can't just go in by hand and update them right now.)

1
MatthewM
Level 6 ●●●●●●
3 years ago
A
alexanderfarr
asked in XM Directory
Custom validation: Check user text input against responses in a different survey or in a database.

Dear community,We will be conducting an experiment that will consist of several phases on one day and will have two repeated sessions. We use an experiment identifier of the form "MT0906" to uniquely identify participants. Participants create these identifiers themselves, based on their name and date of birth. However, there is a risk that participants enter their participant identification incorrectly. Is there any way in Qualtrics to check whether a new text input has already been entered in a different survey or some database (where we could upload the responses)?Thank you very much in advance! I am not sure if it is in the right category, please change it or suggest what I should change it to.

3
A
Level 7 ●●●●●●●
3 years ago
sandra_saray
Level 1 ●
sandra_sarayLevel 1 ●
asked in XM Directory
How do I sort contact information from a mailing list created in Directory?

I have created a mailing list by importing the list from excel. It did not import the information in the same sorting order as I had on the excel sheet. How can I now sort the information in Qualtrics XM Directory contact list?

2
sandra_saray
Level 1 ●
3 years ago
L
lldropp
asked in XM Directory
Contact Import Automation Run Time

We have a contact import automation that runs daily and it takes sometimes more than 4 hours (usually at least 3) for the import to finish. The file size is well under the limit (around 25MB and more than 200K contacts) and I am wondering if there is anything that can be done to decrease the time it takes to finish the import?

1
Mishraji
Level 4 ●●●●
3 years ago
Y
ykocaman
asked in XM Directory
Counting the total number of responses of a contact in XM Directory

Hello everyone, We have a respondent pool which we will distribute surveys occasionally. We want to count the number of surveys each respondent attended to so that we can send them a thank you e-mail when their total number of responses reaches certain points (10 and 20). I guess we need to be creating an an e-mail trigger or action based on an embedded data field. Which is created as "TotalResponseCount" when contacts are imported from a .csv file to XM Directory. I am trying to update this field at the end of each survey by using math operations. I add a screenshot below showing the Survey Flow I am working on to count the total survey responses.But this operation does not seem to work. The data field stays the same after I complete the survey several times with the same credentials. What am I doing wrong? Is there a better way to do what I am describing here?I am relatively new to contact management so I would appreciate any help for completing this taskThanks!

1
AmaraW
Former XM Community Team Member
3 years ago
RalfZ
RalfZ
posted in XM Directory
Implementing complex frequency rules in directory

What we try to achieve:Implementing flexible frequency rules not only based on directory contacts or mailing lists but on attributes.E.g.: If attribute "UseCase" is set to "ABC", send invitation if contact was not invited for 2 weeks. If "UseCase" is set to XYZ, block contact only for 2 days etc.. Regardless of using an API-approach or Automations we end up in an inefficient calculation of rules by using API-requests. If working with a higher amount of contacts (e.g. 5000) that process takes 15-20 minutes.My idea:List all existing contacts in mailinglist --> contactIdGet Contact history (using the contactId) and calculate possible blocks based on invitation datesDoes anyone have a more efficient idea to do that calculation? Or is there any possibility of creating over-arching frequency rules within Qualtrics?

1
dekennedy7
Level 2 ●●
3 years ago
JR33
QPN Level 2 ●●
JR33QPN Level 2 ●●
asked in XM Directory
Contacts import filter

I have an automatic import of a contact file through the Qualtrics API. Is there a way to automatically filter or delete a contact that I don't want to import (like conditional survey distribution filters)

1
Mishraji
Level 4 ●●●●
3 years ago
JR33
QPN Level 2 ●●
JR33QPN Level 2 ●●
asked in XM Directory
what use for transactional data ?

In my automatic contacts imports, I use both the embedded data (fixed customer data) and the transactional data (new data at each interaction with the customer). The problem is that I can only use the embedded data in my surveys. So I ask myself the question of the usefulness of transactional data or just to look at a single contact in the XM directory ?Or maybe someone has already managed to pull transactional information up in their survey flow ?

4
LaurenK
Qualtrics Employee
3 years ago
C
CL_NEXITY
asked in XM Directory
Custom time frame in segments

Hello,Do you know if it is possible to do "time framing" when defining segments filtering critereas ?In fact, we want to settle filters such as : "a date minus X days before" etc...We know that this option is available in CX Dashboards but we wanted to know if it's the case for segments/ lists ? Or is there an other option by passing this "time framing" ?Thanks a milion,Best regards,Céline

1
AmaraW
Former XM Community Team Member
3 years ago
Tonya_Fulton
Level 4 ●●●●
Tonya_FultonLevel 4 ●●●●
asked in XM Directory
ED within XM Directory

Is there a way to export the list of Embedded Data fields assigned/created to our panel? I only see the manage ED option. I realize I could export these by selecting a mailing list or sample panel but it seems like there should be an option just for the ED field.

4
AmaraW
Former XM Community Team Member
3 years ago
Phillsh
Level 1 ●
PhillshLevel 1 ●
asked in XM Directory
Automatically create an XM Directory mailing list

I want to automatically create an XM Directory list based on a task triggered by an action (survey response). The task should create a new list, name it and populate default fields and additional embedded fields based on responses captured in the survey.This does not appear possible based on the XM Directory Tasks. Is there another way?

2
Phillsh
Level 1 ●
3 years ago
V
valasl1
asked in XM Directory
Email trigger and unique ID number

Is it possible that when a response triggers an email, a unique ID number appears on the email title to differentiate it from other responses?

3
InessaG
Level 5 ●●●●●
3 years ago
L
Level 1 ●
Lelowe_COUNTRYLevel 1 ●
asked in XM Directory
Allow someone to look up distribution information with limited permissions

Hi. As a brand administrator, is there a way I can set someone up as a user with limited permissions (specifically I don't want them to be able to distribute surveys) and allow them access to lookup specific distribution information. Here is my specific use case: We have a transactional survey with distribuitons daily. I have someone who wants to be able to log into Qualtrics and find out if a particular contact was sent a survey, if they were skipped, if they opened/did not open the invite, etc. I DON'T want this person to be able to distribute surveys. From what I'm seeing, you have to give someone distributions permissions to access this information. I'm looking for someone to validate this or provide a work around I'm missing.Thanks,Leslie

4
L
Level 1 ●
3 years ago
K
Kamila_G
asked in XM Directory
XM Directory Task; no save option

Hello, I have a strange problem. When I am trying to make an XM Directory task, I do not see any "save" option, even if all the neccessary fields are filled in. To my knowledge, it should not be the case that I do not have a permission to XM Directory - I read that even if my institution did not subscribe for the XM Directory, I should be able to make an XM Directory task via the Action tab. Does anybody know what is going on? I would be grateful for any explanation. Kind regards, Kamila

1
JoshuaH
Qualtrics Employee
3 years ago
raperm
Level 2 ●●
rapermLevel 2 ●●
asked in XM Directory
Odd thing with my directory

I do consutling work and have a client who has the new XM directory; it's different than the old contact list setup in previous versions. Anyway, here's what's happening. In the past when I created a manual contact list for testing email distributions of a survey, I could do as many tests as I wanted. And each list would be stored as a contact list with ONLY what I put in it. What I'm seeing now is that if I make a contact list and put in a new embedded data variable (like a language code for testing), if I later put in a NEW MANUAL LIST, and do NOT put in a language code (or anything else), it will add the code used in a previous list using the same emails. So, if put in a test in spansih for doe.john@abc.com, and then do another manual list for the same email WITHOUT the language, it's putting the language in anyway. Has anyone else seen this or have an explnation for it?Thanks!

1
TomG
Level 8 ●●●●●●●●
3 years ago
W
wendyml
asked in XM Directory
Contact in mailing list not found

Hi everyone,When I try to send out my survey by mail (and the mailing list is made) I can't find the updated mailing list, it just doesn't appear in the field select mailing list. Can someone help me?

3
ClairJ
Level 4 ●●●●
3 years ago
M
Matthijs_K
asked in XM Directory
Individual Response Weighting Help

Hi all,Right now I want to make a report for the data I have, but there is one response that should weigh for 3 times the weight instead of 1x compared to all other responses that should weigh 1x. However, I am not able to adjust the individual response to weigh for 3x. Is there a way to do so? Thank you very much in advance

1
Radam
Level 4 ●●●●
3 years ago
J
Joelle_Winter
asked in XM Directory
How do you update all employees metadata

Everytime I try to do a mass update on employee metadata (our own company info, like location, or anything else we have added), i always ended up getting duplicates. How do you go about updating this information and where should I be doing that update?

4
MohammedAli_Rajapkar
QPN Level 5 ●●●●●
3 years ago

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