XM Directory

How can I change my transaccional data imported form a SFTP?

Hi everyone,I've just started a position where I am managing an couple of online panels. The organization has a Directory and asked me to look into using it for panel management. Unfortunately no one every explored this feature before and so every time they created a distribution list for the panels all of those contacts were added to the Directory resulting in over 60K records with lots of duplicates. Some records have as many as 15 duplicates. If I merge these duplicates will their timelines merge?Not only are there many duplicates, but email address (the identifying variable) is in the directory in 3 or 4 different variables. I want to merge the duplicates across these variables, or update email in the contact attribute with the email from another variable so I can merge. Is this possible?Many of the records do not have the needed embedded data and I would like to update that without having to enter it by hand into each record. Is there a way to upload new info

Hello!I have one directory feeding 6 surveys and multiple dashboards. I have created my respondent funnel with the embedded data I need and my custom metric to calculate the response rate. Everything works except the fact that my funnel takes into consideration ALL the different surveys and not only this one. I am missing a "unique" value such as the survey ID or something like to add to my respondent funnel and use it as a filter so that as my graphs take into consideration only this survey. Also, a respondent could be responding to multiple of these 6 surveys and each of them should register their own response rate.Note that I cannot filter by data source as the source is the funnel for the whole directory. I see "campaign ID" but it is related to a specific send out and not the full survey history.Ideas are super appreciated!

I'd like to sort my contacts by an embedded field.

I'm looking for a way to automate survey distributions from a contact list over time (i.e. monthly). I have manually scheduled distributions using separate contact lists in the past; however I'm looking to upload a list and automate the distributions from that list. Based on my research I have found that there is no way to automate survey distributions from a contact list without using XM Directory. Can some one confirm this for me?

Hi there! I'm new here so I hope that that's the right place for my question ;-)I have a multiple choice question followed by a matrix where only the chosen Items should disappear. Carry forward works fine but the carried forward responses are small and should be formatted but I don't get the chance to open the Items with rich content editor because they are carried forward.I'm thankfull for every hint :-)

I know how to send a general "Thank you" to every finished respondent, but is there a way to send specific "Thank you" emails to different groups of finished respondents? For example, if a respondent has given a promoter score, you may want to word the "Thank you" email differently to the "Thank you" email you send to your detractors. I cannot find anyway of changing the recipients nor adding in conditional criteria when sending a "Thank you" to a distribution group.

Hi, I want to create a reward model that does work with points (not directly with gift cards). A participant receives points per question or study. He can accumulate these points over time and exchange them into gift cards or similar incentives. Is there a way to track points per panelist within Qualtrics? A similar question has already been asked here: https://www.qualtrics.com/community/discussion/2639/multiple-instance-reward-program-can-you-assign-and-track-points-on-several-surveys-same-panel Tank you in advance.

Hi everyone Our Customer Contact team want to have a view of a customers Qualtrics survey history in their Salesforce instance. We can either map individual survey responses through to Salesforce, but that doesn't tell us about those surveys which were skipped or bounced. Ideally, we would provide a 'view' of the contact record's 'experiences' within a SFDC contact record (we 'window' in to other applications via Salesforce at present). Or we could map a link to the Qualtrics contact record as an alternative. Has anyone else had a requirement to show a Qtx directory contact via a Salesforce contact record? Thanks in advance!

Hi, this is a rather complicated coding question and would really appreciated it if someone can help!Are we able to insert multiple piped texts in a single statement, followed up 2 drop downs? For example:In Q1, the respondents is asked to select which product(s) they purchased from each company options and for whom they have purchased for, using a matrix table like belowIn Q2, we wish to pipe in the texts as follows: [Company chosen], [Product chosen], [For whom] - dropdown 1, drop down 2; for example: Company A, Product A , For yourself - [drop down choices 1] , [drop down choices 2]Can we achieve the abovementioned? Thanks in advance if someone can help!

Hello all!In our proyect we created a personalized HTML message for participants when they want to unsuscribe the panel. The thing is, we need a link to unsubscribe directly from the directory, not from the list. I know in this process, first you unsubscribe from the list and then there is an option to unsubcribe from de Directory. What we need is at first unsubscribe from de DirectoryIs there a way to put a opt-out link to unsuscribe directly from de directory? 

Hi,I've uploaded my contact list in the XM Directory. Each respondent has a language code attached. Unfortunately I have to use a 3rd party email service for sending out the invitations, so the plan is to download the CSV file including the personal links to the survey.1) I figured out that those personal links do already direct the respondent to the correct language-version of the survey. Is that correct?2) Since I'm using a 3rd party email service, I have to send out the invitations in the correct language, too. But unfortunately my exported CSV file doesn't include the language code. Is there a way to include the language code in the export?Thanks!Manfred

I have a survey sent to list of ~ 1000 people. Now I need to send a reminder email because the response rate's very low. How do I create contact list of people who have not responded to that list of 1000?

In the tutorial on Creating Mailing Lists, the first thing it it says is Navigate to your Directories. But no Directories icon shows up. Other folders / icons show up, but not Directories

I am wanting to use the Qualtrics standard field, External Data Reference, to store a unique ID outside of the email address. In the contact directory, the field name appears as External data reference (lower case d an r). In the survey data exports, the field name appears as External Data Reference (upper case D and R). What is the correct field name?Also, the data source used to provide the distribution file does not permit spaces in column names. So that we can avoid from having to manually adjust the file name before we load it up, is there an API field name anyone is aware of for External data reference (such as ExternalDataReference or External_Data_Reference)?Thanks!

Hi all, It is now time for us to fulfil our Privacy policies and remove contacts from XM Directory based on retention policy rules. And here is a showstopper... I cannot search for the contacts in the XM Directory based on created and/or modified date for the time period starting earlier than 12 months ago 😯 I can search max Created/Last modified before October 26, 2020. Like whaaaat?How do I search for those created before e.g. January 1, 2019? Example, I need to search for contacts created before January 1, 2019 and delete those of them last modified before June 1, 2019. How do I do that?

Hello. You used to be able to search contacts in the directory by whether or not they were invited to and/or completed a specific survey. It doesn't appear that option is available in the advanced filter in the new directory's UI. Am I missing something?Thanks,Leslie

For example, we have multiple emails for some of our customers/contacts. But as far as reminders, Qualtrics seems to only accept one email per contact. Here is a link to the product idea/request: https://community.qualtrics.com/XMcommunity/discussion/18044/cross-channel-scheduled-survey-remindersCurious if anyone else has run into this before. Thanks!

I have a survey that a parent receives when his/her student registers for our internship program. I capture the parent phone # in the survey, and would like to add that to their contact information. I tried using an Action at the end of the survey with the "Add to XM Directory" task. I added the embedded data field to the "Phone Number (optional)" cell and chose "Save or update embedded data". While this works with other pieces of embedded data, it does not seem to work with the Phone Number field?

How do I alphabetize a list that's been uploaded? There has to be an easy way to alphabetize by a column, but I can't find it.

Should I map my data different for the funnel distribution if the distribution comes from Sales forces? This is the process and I would like to see de data in the funnel distribution. Here is the description of the Salesforce process:1. A service case is created in SF and the trigger for Qualtrics is generatedNew messages2. A distribution list is generated in Q3. The contact with contact data, embedded data and transactional data is added to the distribution list in Q4. Distribution is created in Q5. The survey links are obtained from Q and taken to SF6. The survey is sent from SF7. Client answers the survey8. Q brings the Client's NPS to SFAnd when I go to the Directory is collecting all the data... What should I do?Thanks!

Hello, I've been trying to create a pair of linked surveys using the guide here. Everything goes as expected, until I get to step 26, where I need to click save. Save is grayed out for me, and the red circle with a line through it when I mouseover. I've tried with a new contact list, and an existing contact list. I'm probably missing something obvious, but I can't seem to get past it. Thanks, Mark

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

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!

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?