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Discuss XM Directory solutions, best practices, & more.

  • 388 Topics
  • 920 Replies
388 Topics
Akdashboard
Level 4 ●●●●
AkdashboardLevel 4 ●●●●
posted in XM Directory
Prevent a Mailing List from being selected

In order to streamline an otherwise long process, I created a mailing list that contains ALL the members in my directory. From this mailing list I create samples that I use to solicit a survey every 2 weeks. While this process is helpful in making my samples, it is scary that someone could accidentally email a survey to ALL my customers (2 MM people). I want to see if it is possible to prevent this mailing list from ever being selected, while still being able to select the samples from that mailing list. I am also open to any creative ways to manage this sample without the mailing list, if possible.

1
MohammedAli_Rajapkar
QPN Level 5 ●●●●●
6 years ago
J
Level 1 ●
john_shearerLevel 1 ●
posted in XM Directory
Merging (renaming) Embedded Data Fields in Target Audience

Hi there, Does anyone have any experience with merging (via renaming) embedded data fields in target Audience? We have a large recruitment survey where we have a range of embedded data fields, and then an updated version of the survey where we have renamed the embedded data fields to get rid of spaces by replacing these with underscores (e.g. initially 'Children under 16', now 'Children_under_16'.) Now, looking at the online help, it seems that if we simply rename 'Children under 16' to 'Children_under_16' then this will effectively merge the two embedded data fields into one embedded data field... But speaking to Qualtrics support, they had not heard of this, and were very concerned that we might try to do this and may potentially lose data....!! Does anyone have any experience in doing this to help give us a bit more confidence going forward? Any thoughts appreciated.

2
J
Level 1 ●
6 years ago
KatC
Level 2 ●●
KatCLevel 2 ●●
asked in XM Directory
Ways to analyze composition of directory?

I'd like to be able to be able to quickly analyze embedded data variables (get % of gender, etc.). How have you folks found ways to do this? While I can use the filter, I feel like this functionality is very limiting since I can only search one variable at a time. A work around for me has been to download my contact list into Stat IQ and then analyze from there. However, this can get tedious since new people join my directory regularly. I could also use excel, but it also feels odd that I would have to use something separate from Qualtrics to review my breakdown. I'd love to hear suggestions from others on how you get demo breakdowns of your directory/mailing lists.

2
RTSullivan
Level 2 ●●
6 years ago
Poppy
Qualtrics Employee
PoppyQualtrics Employee
asked in XM Directory
Only 15 of my 1000 contacts uploaded. Why?

I uploaded a contact list of about 1000 people, but it says only about 15 uploaded. Why didn’t the other contacts upload?

5
JasonHill
Level 2 ●●
6 years ago
Dax
Qualtrics Employee
DaxQualtrics Employee
asked in XM Directory
Respondent opted out but is still receiving responses

One of our panelists called in really angry claiming that he had opted out using the opt out link, but a week later got another one of our emails. I can see that he indeed opted out of the mailing list I sent from. How is he still getting emails?

6
Dax
Qualtrics Employee
6 years ago
Barnaby
Qualtrics Employee
BarnabyQualtrics Employee
asked in XM Directory
Why didn't my full distribution send?

I distributed my survey in Research Core and only half of the emails sent out to the people that are in my mailing list. It doesn't say any of them are bounced. Why did it not send to the full list?

5
Barnaby
Qualtrics Employee
6 years ago
Barnaby
Qualtrics Employee
BarnabyQualtrics Employee
asked in XM Directory
Forgot to use a contact list trigger - what can I do now?

I forgot to set up a contact list trigger from my survey, and now I don’t want to have to manually pull in that information from the survey I have already collected. Is there a way for me to do it more easily with Target Audience?

1
JasonHill
Level 2 ●●
6 years ago
Barnaby
Qualtrics Employee
BarnabyQualtrics Employee
asked in XM Directory
I accidentally added my contacts to the directory instead of a mailing list. What do I do now?

I accidentally added my contacts to the directory instead of a mailing list. What do I do now?

1
KatC
Level 2 ●●
6 years ago
Barnaby
Qualtrics Employee
BarnabyQualtrics Employee
asked in XM Directory
How do I move a mailing list to a folder?

How do I move a mailing list to a folder?

1
KatC
Level 2 ●●
6 years ago
KatC
Level 2 ●●
KatCLevel 2 ●●
asked in XM Directory
What is the time zone default in TA? Is there a way to confirm it?

When I schedule my distributions, I see a "current time" listed as my current time zone time (EST). I then schedule my distributions based on that time. However, I've found that the surveys actually distribute in CST. So for example, if I want a survey to launch at 3pm EST I need to schedule it for 2pm. Is there a way to confirm which time zone the emails will distribute? I always wonder if it's a bug and I'm uncertain when actually setting up the distribution.

5
KatC
Level 2 ●●
6 years ago
Poppy
Qualtrics Employee
PoppyQualtrics Employee
asked in XM Directory
I want to add an Embedded Data field to already existing contacts. How can I do this?

I want to add an Embedded Data field to already existing contacts. How can I do this?

2
Poppy
Qualtrics Employee
6 years ago
Barnaby
Qualtrics Employee
BarnabyQualtrics Employee
asked in XM Directory
Generating a Sample in Target Audience

I am using a third party company to send out my survey (not using Target Audience), but I am providing them a list of contacts that I want them to send to. Since I have to pay the company for every email I send out, I want to only provide them with a list of contacts from my Target Audience account who have a response rate of more than 95% for all the surveys they received. How can I get this list?

1
KatC
Level 2 ●●
6 years ago
Dax
Qualtrics Employee
DaxQualtrics Employee
asked in XM Directory
When creating a sample, how do I make sure that the samples are distinct and don’t have overlaps?

When creating a sample, how do I make sure that the samples are distinct and don’t have overlaps?

2
Dax
Qualtrics Employee
6 years ago

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