XM Directory

There seems to be a huge flaw in the functionality of the respondent funnel as there is no way to correct inaccurate data if there was mistake on the initial distribution data. This is means we have no way to create accurate dashboards that involve distribution data. I’m hoping someone can help as we use the response funnel data to create response rates which are very important to many our of survey clients. We accidentally left out an embedded data field in one of our contact upload and so it was missing from the distribution data when we did the send. Now we have no way of correcting is because Qualtrics says all distribution data is point in time and can’t be changed. But if the data exist in the back end of the platform in the respondent funnel data table then there has to be way to edit it. Has anyone had this issue and found any way to correct this? 

Hi everybody,I have a question about the best way to proceed - perhaps your experience can help me.BackgroundWe would like to set up an NPS survey that we use at a touchpoint in the customer journey.The e-mail addresses come from our CRM system - which one is not relevant in this context, I think.Unique links are to be generated which are then sent back to the CRM and to the mail programme.The addresses and other socio-demographic data are to be recorded in the questionnaire (but this is not part of the question).The sample is drawn in the CRM system once a week. Questions:Now I ask myself what makes the most sense - should it be a list in which all participants are included over time and I extract a sample every week (this would then be the newly added contacts) and in addition how can I automate this?Or do I arrange for a new list to be created once a week and take the sample from this - in th

Grouping my multiple choice questions helped to do the logic in the right way. I hide the group title but can't figure out how to unhide it.

Hi,I have a list created in Segments in List section of Directory.I have no rules for merging contacts.I already have a record in list as below (for example):I now would like to add another record as below (Only ExternalDataReference is new): But it updates the 1st record and shows only 1 record as below updating the ExternalDataReference:I have other lists exactly same as this with also no rules set and it add them as 2 records.Please suggest what am I doing wrong.Thanks.

Hi, I am curious if most companies are sending all their customer profiles to XM Directory on a daily basis? Our business users want to be able to self serve and select different customers with different products for their surveys. We have a VERY large customer base sending it daily may not be feasible. Wanted to understand what other large companies are doing with their XM Directory.

I have a workflow that already setup.After copy this workflow and move the T-ID 5 down, modify the top Decision. I got an interface error.  The origin workflow The error: The condition automatic duplicate into 2 and the workflow branch into 2 Is is a error from Qualtrics or did i configutation step is wrong?

Hi, I have an intercept from our desktop webapp that is working perfectly in the sense that it is pop-over correctly or show the survey with the right language correctly. Meaning, it is working well for identifying the audience and pop the required creative. However, it doesn’t create the contacts in the directory it is attached to. This is despite the fact I marked it in the general project settings  In general the code has inside the following:   window.QSI = window.QSI || {};  QSI.config = QSI.config || {};var configUpdate = {        externalReference: userData.user_id,        firstName: userData.firstName,        lastName: userData.lastName,        language: languageName,        email: userData.email,        contactEmbeddedData: {            user_id: userData.

Hello, We are approaching our seat limit with our contract, and want to remove some employees who are no longer with the company to free up some of our seats. I am hesitant to move forward with this because it says ALL data connected with user will be lost. Does that include previous survey responses? I am under the impression that it is any surveys that they may have owned but am looking more specifically about data loss. Any clarity would be appreciated! 

Good morning, community... Can you help me with this problem? We are experiencing a high number of email bounces when sending messages to our contact list. Based on my analysis, most of them are due to Email Hard Bounce. However, I tested sending an email to some of these contacts, and the email did not bounce—it was successfully delivered to the recipient. Do you know any other reasons why these bounces might be happening?

HelloI need a little help with regards to Directory setting > Identity Resolution.Let say I want to merge existing contacts based on contact info. Once the merging is completed, let say I need to look for a specific contact on directory contacts, ex: Mr X, will I still have all information about ‘Lists’ and ‘Statistics’.. I mean all the lists from which Mr X was included, the total invites received, the total responses etc..? 

I’m trying to merge my existing contacts. Some do merge but many do not because I get an error saying some clients have more than 500 duplicates. I’m wondering is there a way to find the ones that have 500+ without downloading the entire list, which could take a very long time? Is there something else I could do. Thank you,Alan Traverse

I have a Matrix/constant sum type question without the “Total” row. How do I hide the auto-populated zeros? See attached image.I have the following JS but this does not work --Qualtrics.SurveyEngine.addOnload(function(){    /*TO HIDE THE ZEROS IN THE TEXT BOXES (DEFAULT)*/        var inputs = jQuery("#"+this.questionId+" .SumInput");    if(inputs.filter(function() {return this.value != "0";}).length == 0) {        inputs.val("");         }}); 

Hello,I need to merge existing contacts with same external data reference, email addresses, FirstName, LastName, Title but I need to be sure whether Qualtrics will keep the Project name (Survey Name) after I have merged duplicate existing contacts in directories. The project name enables me to retrace from which survey a contact has responded. Will this information be kept after merging using identity resolution?

Ability to add or sum up the embedded data in numbers (e.g. 20+40=60) when you upload the file to Qualtrics directory.

Hi everyone,I’m experiencing an issue within the Directory. Some time ago I set the rule for merging duplicate contacts based on external data reference values. This rules should apply to all newly added contacts.I just discovers that something is not working since I have duplicates despite the rule.Find below some screenshots about the problem.Can someone explain why this is happening?Best,Carlo 

Hi there,I have a dashboard with multiple data sources, each containing several open-ended fields that I combine into one summary field for automated tagging in Text iQ. Since some submissions are in languages other than English, I translate these fields in the Qualtrics Data & Analysis tab before concatenating them into the summary open-ended field used in Text iQ.To improve text tagging accuracy, for each data source I'd like to prepend the question text to the respective answers, resulting in such a sequence: Q1 text | Q1 answer | Q2 text | Q2 answer | Q3 text | Q3 answer, and so on.I've tried several methods, essentially concatenating answer fields with question text set as hidden dummy fields (default answer = question text), but none have worked. Does anyone have a different workaround to achieve this?

Hi all - looking for some guidance around adding new transactional fields to the directory via workflows. For context, our team has transitioned from import automations to workflows. The workflow is triggered daily at a specific time, extracts data from SFTP, adds the transaction to the directory, and then distributes a survey to the transaction. The challenge that we are facing is that it is no longer simple to add new fields to the transaction. Historically, we were able to map a new template to the import automation and add the corresponding fields into the survey flow. It seems that now we need to map this 3 times… once in the SFTP import template, once by adding a new field in the directory, and once on the step to add the transaction to the directory.To add the field to the directory, I have to select a contact and assign a value. 

Hi everyone, I read through some previous posts, some are a bit dated >5 years and others a bit too narrow. My goal is to build a new panel using Qualtrics Audience Management. We’ve decided to use a create a new directory to keep the panel isolated from current directory (which are mostly transactional surveys). As I understand the high level steps involved in establishing a panel, it would involve: Create new directory  Configure panel using Audience Management widget Upload a list to new directory Add a research project (survey) - include opt-in question at end of survey (Alternate to 4) - use pre-configured sign up survey in Audience Management Configure workflow to use embedded data field (“Yes, I agree to join panel...”)

Hello Team,Is there a way to exclude a customer (an email address) completely from receiving future surveys?I know that we have an opt out option, but same applies only to a specific list which has been uploaded.Thanks

Hi,I've set up an XM Directory Automation for importing contacts (= calls to our hotline) and distributing a transactional feedback survey.The date / time of the customer interaction (call to the hotline) gets imported into the XM Directory as "Transaction Date".I now would like to use the date of the transaction in the survey flow / survey text. For example: "Thanks for calling our service hotline on 23-07-2022!"Is there a way to access the 'Transaction Date' in the survey? I guess I have to set it up as Embedded Data?And if so, is there a way to only use the day (and not the entire time stamp including the time)?Thanks!Manfred

Hi there - I’m doing a research survey that participants should answer only on days that they are working, presumably M-F. I also want them to only answer this for 10 workdays.Whether or not the previous survey was completed, I want them to receive a daily nudge (on workdays) to do that current day’s survey.Each daily survey is the same (same link to the same survey). I am collecting their email address, so sending out the email and embedding the survey link is the easy part. Yet I can’t figure out how to set this up so that they get an email reminder regardless if they have completed the previous day’s survey or not, how I make sure it only goes out 10 times, and how to ensure it goes out on weekdays only.People will be starting the survey on different dates, so I can’t just schedule using the calendar. Ideally, this will all be entirely automated, as I expect a few hundred people to do the survey and I’d rather not have a manual process to get ea

Hi everyone,I'm trying to ensure that participants listen to an entire audio clip before they can proceed to the next question in my Qualtrics survey. Ideally, the "Next" button should remain hidden until the audio finishes playing. I am not very familiar with coding. I added this JavaScript in the "Add JavaScript" section of my question:Qualtrics.SurveyEngine.addOnReady(function() {    jQuery("#NextButton").hide(); // Hide the Next button initially    jQuery("#"+this.questionId+" audio").on("ended", function() {         jQuery("#NextButton").show(); // Show the Next button after audio ends    });});Has anyone successfully implemented this feature in Qualtrics? Any suggestions or fixes would be greatly appreciated!

Hello XM community,Wondering if there is a feature to automatically collaborate when publishing a survey?We have a division setup and I’d like all surveys to be available to the division to save time on sharing each survey designed. Is this possible at all? Thanks,Tim

Hi. Wondering if anyone has had this issue before. I want to send a survey based on a Salesforce Report. I'm embedding a field from the report called "created_date" and it comes across as, for example "1/1/2025". I've tried using data transformation to have it read as "01/01/2025". The workflow says it's successful and I've also downloaded the transformation report and see no errors on it. As part of the workflow it adds the contacts and embedded to my mailing list.When I look at my mailing list, the new contacts are there, but the embedded date still has the 1/1/2025 format. Qualtrics doesn't seem to be able to read that format when I try to use it to sample my list from the XM Directory. If I remove the created_date restriction, it sends to the whole list. Otherwise, I get nothing.Any ideas? Support is looking at it but I've been working on this for about a week now and no luck yet.

Hello all, I have been looking for a while to see if it is possible to extract a contact list and load it to somewhere else. We have a need to load the contacts from a list to a separate data warehouse and the closest I have been able to find is to write use a web service to do so. Has anyone been able to accomplish this via workflows or extension?