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XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 352 Topics
  • 835 Replies

352 Topics

A
Level 2 ●●
AnalystRACLevel 2 ●●
asked in XM Directory

How to use transaction date on dashboard?

We distribute surveys following business transactions using ‘transaction date’ in ISO-8601 format as required by XMD 'Transactions' specifications. This date is accurately picked up during distribution, however, it appears blank in data & analysis tab as well as on dashboard. We need to do reporting based on transaction date. Can anyone please help?

4
A
Level 2 ●●
7 months ago
jmborzick
QPN Level 4 ●●●●
jmborzickQPN Level 4 ●●●●
asked in XM Directory

Dashboard of XM Directory Contacts

Is there a way that I can create a dashboard of all of my contacts in XM Directory? The response funnel doesn't accomplish what I need because that is based on surveys. What I want is a dashboard showing me my current directory contacts. For example, if I have 5000 contacts in the directory then I would want to see 5000 as the total count in my dashboard. I'd then want to have the ability to graphically break that down by embedded data or even have a records grid listing all of the contacts with their information. Absent a direct connection between the directory and the dashboard, is there a workaround? For example, is there a way to automate a nightly extract of all contacts and then have that pull into a survey or external data project?

4
Appzk
QPN Level 5 ●●●●●
11 months ago
A
Level 2 ●●
AchyuthMorabLevel 2 ●●
asked in XM Directory

Directory error

 Not able to import contacts becaus of this error

4
A
Level 5 ●●●●●
7 months ago
K
Level 2 ●●
kjnorthLevel 2 ●●
asked in XM Directory

How do I include embedded data in an XM Directory?

I’m fairly new to Qualtrics and am trying out embedded fields. I would like to include embedded data in an XM Directory I created from a survey, but each time I try to add that (specifically, the City), the embedded data does not populate to the directory. Does anyone have any troubleshooting tips here? I am certain that I am missing some step, but I don’t know which one. I have followed the directions outlined in the attached picture to add a field to the XM Directory. Thank you for any help!! 

4
K
Level 2 ●●
9 months ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in XM Directory

do the intercepts update the contact information?

Hi  I have an intercept with the option of link with XM directory, i am getting the variables when it creates the contact, but it is not updating the information afterwards, so if the region for the contact the first time the intercept was displayed was region 01, but the second time it was region 02 the system keep ths contact information as region 01. Is this the expected behaviour or is there something i can do to update the contact information?

4
C
QPN Level 2 ●●
5 months ago
A
AnneD
asked in XM Directory

Opting out multiple contacts from a list

I have have deployed 4 surveys for a client and they provided the contact list for each survey. They indicated they had deduped the lists against each other, but I am now realizing they did not. Subsequently some people are receiving multiple surveys when ideally they should only receive one. I did some analysis on the overlap and identified ~850 people who are receiving multiple surveys. It is not feasible to opt them out individually and was wondering if there was a way to do a large scale opt out. In the precursor to Directory XM you could export a list, make updates to it and reimport it after the updates were made. I have been searching around in the community and on the support page to see if there is a way to do this and am coming up empty.I uploaded a separate list for each survey so the are 4 lists I would need to update. Thanks in advance for any advice.Anne

4
Nam Nguyen
QPN Level 7 ●●●●●●●
8 months ago
JohannesCE
Level 6 ●●●●●●
JohannesCELevel 6 ●●●●●●
asked in XM Directory

Is it possible to delete Distributions so that they don't appear in the Directory Funnel?

Hi! Is it possible to completely delete (test) distributions?My problem is that I have a CX Dashboard with a Directory Funnel that pulls all the distributions done on my survey, not just the “real” ones. I have done 2 distributions to actual respondents, and many others for testing purposes. Now I'd like to filter out all these test, but the only way I can see is to filter out by Distribution ID. It would be easier if I could just delete the “test” distributions somewhere. 

4
JohannesCE
Level 6 ●●●●●●
6 months ago
B
beeb2022
posted in XM Directory

Issue connecting to sftp

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. Initially I thought it was the folder

4
B
1 year ago
D
Level 1 ●
ddmasonLevel 1 ●
asked in XM Directory

Can someone explain the 'Processed File' results after a Global Directory Automation? Thanks!

Thank You!

4
Mishraji
Level 4 ●●●●
1 year ago
B
Baranova
asked in XM Directory

setting rules one survey or contact list does not impact customer frequency rules

Hi Everyone,First time community user 😬. The survey has been sent, with a rule to ignore all rules. How do I stop this survey impacting future sends. It was sent to our complete directory 🤯. Help please ! 

4
B
6 months ago
C
QPN Level 2 ●●
cmaggQPN Level 2 ●●
asked in XM Directory

Opt-out link - Web Feedback

Hi everyone, I have a problem, I would like to give people possibility to unsubscribe from Directory via Web Feedback.I want to use a Web Feedback project as another way to distribute my survey, so I need it to update the Directory.I tried to insert the link ${l://OptOutURL}&OptOut=dir directly in a question text in the survey but it doesn’t work.Any other workaround suggested? Best, Carlo

4
C
QPN Level 2 ●●
5 months 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
2 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
J
Level 1 ●
Jason Ling
asked in XM Directory

Manual survey distribution

Hi there, I am setting up a once a month manual import of contacts and transaction data into my xm directory, and I would like the survey to be distributed to the contacts imported for that month only. How do I set up the survey distribution to exclude the contacts that i have imported from the previous month? For example contacts imported in August will receive the survey invite sent in August. When I import new contacts in September, I would like to only distribute the survey invite to the contacts on the list that were imported in September, not those that i have imported in August. As the contact who received an invite in August may have new transaction data in December, I would like to ensure that this contact receive the invite again in December when new transaction data has been processed in December. Setting the contact frequency rule to 365 days would not work for my case and im not sure what’s the best practice to set this up. much appreciated!  

4
Nam Nguyen
QPN Level 7 ●●●●●●●
6 months ago
N
Level 1 ●
NickVEICLevel 1 ●
posted in XM Directory

Pull in sampling criteria to embedded data field? (Or otherwise populate field "class name")

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 "Intro 101" equals Septem

4
N
Level 1 ●
1 year ago
P
Level 5 ●●●●●
parkie_0007Level 5 ●●●●●
asked in XM Directory

Email Duplicates Confirmation Help :)

Hi EveryoneI hope you can help.I have a contact list that has been sent a survey.I now have a new contact list and it’s possible this list will have duplicates from the original list.Am I right in thinking, when I send the same survey to the new list, Qualtrics will automatically skip any duplicate emails that have already been sent the same survey?Thanks :)

4
MatthewM
Level 6 ●●●●●●
9 months ago
J
Level 1 ●
JdevkotaLevel 1 ●
asked in XM Directory

Sending reminder/alert to study participants daily

Hello, I'm wondering if there is a way to send alerts or notes to participants daily for seven days at a specific time using Qualtrics.In this scenario, I won't be sending any surveys, just alerts/notes to their email. Thank you in advance!Jdevkota

4
Umang Upadhyay
QPN Level 3 ●●●
3 months ago
Nam Nguyen
QPN Level 7 ●●●●●●●
Nam NguyenQPN Level 7 ●●●●●●●
posted in XM Directory

More detail option in Auto Distribution Run Summary

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

4
Nam Nguyen
QPN Level 7 ●●●●●●●
1 year ago
chackbusch
Level 2 ●●
chackbuschLevel 2 ●●
asked in XM Directory

Best practive for test/production data separation in EX

I am quite new to EX and have my background in the CX context. With Qualtrics CX, data separation can be handled with different XM directories and/or custom embedded data fields indicating the source system. Now I was wondering if it’s possible to have multiple Employee directories as well and if not, what are the alternatives to differ test and production data (e.g. integrated from SuccessFactors). I mean you need to test properly and it’s very important that you don’t make any mistakes here. What are your experiences with it? Using some metadata field? BestChristian

4
chackbusch
Level 2 ●●
6 months ago
Djoyner2232
Djoyner2232
posted in XM Directory

How are you using XM Directory for community engagement?

Hello community! I wanted to reach out to look for any suggestions on how you all might be using/solving for a problem. We are currently looking to build an opt-in style customer research community - A group of customers that sign up to be willingly engaged often for feedback (surveys, requests for 1:1 deep dives, etc.). The XM Directory has a great capability of segmenting and profiling customers so that we reach out only to customers on topics that are relevant to them. Admittedly, what is missing is the ability to have a "platform" so to speak that creates engagement from the customer community. Something along the lines of a place where this community of customers can go to see what all is available to respond to, or a way for us to communicate back with them what we are learning/doing with their feedback, something that could be gamified, etc. (beyond just a newsletter email back to them).Are any of you doing something like this? How have you solved for this opportunity? I would l

4
Djoyner2232
2 years ago
A
AlejandroAngulo
asked in XM Directory

Is there a way to put a opt-out link to unsuscribe directly from de directory?

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? 

4
vbarc26
2 years ago
Dax
Qualtrics Employee
DaxQualtrics Employee
asked in XM Directory

What are the differences between distributing from Research Core and Target Audience?

What are the differences between distributing from Research Core and Target Audience?

3
JenF
Level 2 ●●
5 years ago
M
ModaQual
asked in XM Directory

Moving deployed lists

I have a shared directory which I place weekly lists into and create a sample (which appears as 2 files are in directory). Another user deploys the survey using a list from the shared directory. The interface for this shared user makes finding the newest file difficult. Basically, I want to only have the latest files available for selection in the shared directory. I've tried creating a new folder and dragging the files (there isn't a move option in file menu despite me creating them), but the original still appears in shared directory. I don't want to lose my contact list history or surveys in any way. Any ideas? Do I need to change the workflow somehow?

3
K
Level 5 ●●●●●
5 years ago
D
derekb
posted in XM Directory

Emailing new contacts when added to a directory

We have a project coming up where a survey will be sent out to a list of contacts that we have stored in the directory, but the list will continue to grow after we send out the first survey. What is the best way to send that survey to NEW contacts when they are added to that same listing?

3
D
5 years ago
JenCX
Level 5 ●●●●●
JenCXLevel 5 ●●●●●
asked in XM Directory

iQ Directory: Exclude survey from all rules

So I know that you can exclude rules from a survey but how about the other way around? We created an inline pulse survey for one of our newsletters and we don't want it to 'count' as one of the surveys. For example, there are transactional and relationship surveys that go out but have a 90 day rule. We don't want the pulse survey to reset the 90-day clock on either of those, since it went to almost the whole database and wasn't something that will create survey fatigue. Any ideas on how to do this?

3
SamS
Qualtrics Employee
5 years ago

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