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Discuss XM Directory solutions, best practices, & more.

  • 399 Topics
  • 942 Replies
399 Topics
M
mbeal
asked in XM Directory
ranker

I see we have a ranker, but it is only a running YTD?  Is there a way to run a ranker for just the current or past month?

283
RickB
Level 4 ●●●●
7 months ago
P
Pjunco
asked in XM Directory
How to place one image as well as text over another for a survey invite

Hello, I’m having a bit of an issue when codifying my survey invitations. At the moment, I’m trying to send an invitation that includes some images as well as some dynamic text over another image. I know this includes a codification in HTML however general responses online don’t take into account how Qualtrics saves images so I’m having issues translating what I see online into how my invitation should look like. I know it would be easier to take a screenshot but because of the dynamic text it’s not really a possibility. The big question would be how to put text and images over another image for survey invitations?

200
P
7 months ago
A
adachung
asked in XM Directory
Is Directory settings apply to whole?

Are the Directory Settings “Rules” applied site-wide and to all user accounts under the same site?

302
Deepak
QPN Level 8 ●●●●●●●●
7 months ago
R
Riaan
asked in XM Directory
Restricting access to contact list

Hi,Need some help please - I’m creating a contact list for distribution of my survey via personal links. This contact list also contain sensitive embedded data values. We have a number of different users of Qualtrics in our business, on the same licence and I noticed that contact lists are viewable by anybody able to access the directory, which is shared. Is there a way to password protect or otherwise restrict access to my contact list? 

933
Sachin Nandikol
QPN Level 6 ●●●●●●
8 months ago
MsIreen
Level 5 ●●●●●
MsIreenLevel 5 ●●●●●
asked in XM Directory
Directory workflow location

Hi, We have have a “standalone” workflow based on the XM Directory, Qualtrics prompt suggested moving it to the Directory, which I did, and now i cannot find this workflow anywhere. Any ideas where exactly I can find it now?

818
MsIreen
Level 5 ●●●●●
8 months ago
ccarroll
Level 3 ●●●
ccarrollLevel 3 ●●●
asked in XM Directory
Experience iD Change issues

Has anyone been able to successfully get the Experience iD Change workflow to work - I”m getting a spinning wheel of death that goes no where fast. Instruction set here: Experience ID Change Event (qualtrics.com)I can’t get past steps 9 - it just spins... 

522
ccarroll
Level 3 ●●●
8 months ago
Q
Level 2 ●●
QS17Level 2 ●●
asked in XM Directory
EX Directory limitations

Hello Experts,I would like to know whether we can create any user type with the limitations to view only particular region employees in the Employee directory. Like a brand Admin with EX directory limitations.

532
Q
Level 2 ●●
8 months ago
G
GiselleWang
asked in XM Directory
Is it possible to add embedded data to the opt out link?

I am tasked with monitoring opt-outs from our directory by documenting the date within a designated embedded data variable, which I've named R_Opt_Out. My question is whether it's feasible to construct the opt-out link in a way that captures this information when individuals click on it. I’m thinking something like: ${l://OptOutURL}&OptOut=dir&R_Opt_Out=${date://CurrentDate/DM}${date://OtherDate/Y/+0 day} Thank you all!

340
G
8 months ago
kgillis
Level 4 ●●●●
kgillisLevel 4 ●●●●
asked in XM Directory
Ticket, owner cannot see customer profile section

 I have a ticket owner who cannot see the customer profile section which needs to be viewed. I looked at the UserType setting and am not seeing anything that I can enable or disable XMD 

412
kgillis
Level 4 ●●●●
8 months ago
E
Elina T Liao
asked in XM Directory
Qualtrics event subscription failure

We have created a event subscription and when Qualtrics receive the response, the subscription will call our third party’s api (https://******/******/services/apexrest/survey/response/event). This process didn’t works from last week and the log as below: {\"message\":\"Unable to send message to https://******/******/services/apexrest/survey/response/event (scope: ******dev, topic: surveyengine.completedResponse.SV_************)\",\"httpStatus\":401} Does any one know how to deal this issue?

330
E
8 months ago
L
Level 1 ●
LifLevel 1 ●
asked in XM Directory
survey URL redirect back from Inquisit task

Hi there, I am needing some help with my survey. At the end of the survey respondents are directed to an Inquisit task but no matter what I try, they are being redirected back to the initial page of the survey rather than the second to last where they left off. Below are the things I have already tried to fix this problem.I have checked that allow multiple submissions are turned off in the survey security. I have checked that the URL is exactly the same for the redirect back from Inquisit as the original survey URL.  I have cleared all browsing caches before testing.But unfortunately every time I test the survey it redirects back to the initial page after Inquisit??Please help, going slightly crazy with this 🙏Lindsey

472
L
Level 1 ●
8 months ago
L
lqk23
asked in XM Directory
Importing Data from Survey to Existing Contact List

Hey y’all,I’m attempting to set up a survey for a research study that does the following: Collects general contact info (name, email phone) Utilizes an existing contact list containing ~500 unique ID numbers (under External Data Reference) to authenticate survey responses Imports the general contact info into the same contact list after survey completionMy current workflow keeps creating new records in the contact list instead of mapping the responses on to the corresponding ID numbers. {Trigger: Survey response completedTask 1: Extract responses from survey (name, email, phone number, ID number)Task 2: Add contacts and transactions to XMD using existing mailing list}Could it have something to do with my source and data project fields? Not sure where things are going wrong.Thanks!Lyric

1282
L
8 months ago
MartyK
Level 2 ●●
MartyKLevel 2 ●●
asked in XM Directory
Manage Contact List using a form

I want to use a form to manage a contact list.  I can easily ADD a record (contact) to the list and Edit one.  I can do this through a form to gather info (new or changed) and then use a Workflow to update the contact list.  BUT, I’d also like to allow the deletion of a contact.  Anyone have an idea of how to delete a contact using a Workfow?  If not delete, perhaps “Opt-out” for the contact (record)?  

833
MartyK
Level 2 ●●
8 months ago
L
Level 1 ●
LifLevel 1 ●
asked in XM Directory
Workflow email not working when survey is redirected to Inquisit

Hello.I have set up multiple workflows between surveys in a counterbalanced design and most are working but I have four intake surveys that include a redirect to Inquisit for an external task that are not.Firstly, when the participant has finished the Inquisit task they are being redirected back to the initial page of the survey and not where there exited it.And secondly, my workflow email triggers are only successful when I do not follow the link to the Inquisit task and instead exit the survey at that point.Please help!

261
A
Level 7 ●●●●●●●
8 months ago
kgillis
Level 4 ●●●●
kgillisLevel 4 ●●●●
asked in XM Directory
Update an email address for a contact whose distribution has already been sent

I distributed a survey and had some emails come back as hard bounces as their email address was incorrect. I am wondering what the “best way” to go about getting this corrected and the distribution set up for them as I want to resend the survey invite asap.1-Do I update them on the contact list and then set up a new distribution for them?2-Is there a way I can keep them on the current distribution and just resend their initial invite so that their reminders will be in sync with all other invitees.

3302
MatthewM
Level 6 ●●●●●●
8 months ago
M
Level 1 ●
Maria_SophfLevel 1 ●
asked in XM Directory
Manually allocating participant into a condition based on their ID

I am running a two-part survey, and based on the analysis in Study 1, I want to assign the participant to a condition in Study 2 after a week. So as a first step, I linked the two surveys using their student ID but is there a way for me to manually allocate the participants to the two conditions in Study 2 based on their ID? (e.g., Participant XXXX should see condition A, participant YYYY should see condition B etc). Do I use Branch Logic to achieve this? All the best,Maria 

291
TomG
Level 8 ●●●●●●●●
9 months ago
H
QPN Level 2 ●●
HanakaSQPN Level 2 ●●
asked in XM Directory
回答者がオプトアウトしたタイミングの閲覧方法

回答者がオプトアウトした日時を表示する方法はありますでしょうか。できればCSVファイルでエクスポートできるようにしたいです。

261
H
QPN Level 2 ●●
9 months ago
D
darcy714
asked in XM Directory
Does removing a contact from a list also remove them from samples?

I have a survey in field and I need to remove some contacts who asked to be removed (and didn’t click the opt out link in the email). Before I send a reminder, I will manually remove them from the list. My question is- if I remove them from the list, does that also remove them from the samples that have already been created from that list? Or do I need to remove them manually from each sample? 

1882
D
9 months ago
T
Level 3 ●●●
thinwybkLevel 3 ●●●
asked in XM Directory
Custom code for preloading of question answers not working anymore randomly

We’ve created a QX surveys which loads a participants previous years answers from our own service API. The survey in question is https://fleresearch.eu.qualtrics.com/survey-builder/SV_1B5PtXcqGP32Aey “Rehabefragung EVT 2024”. Hereby we grant you access to the survey for the purpose of solving this ticket. To accomplish preloading in the header section of the QX survey we’ve added JavaScript code which get’s the unique identifier for a survey participant from EmbeddedData of the embedded data list (ExternalDataReference), requests the previous years data for this specific participant from an API. The API serves the participants data from one of our databases. Before setting the survey active we’ve tested the preloading successfully via: 1) hardcoding unique identifiers and checking the proper functioning of the preloading in preview mode → was successful, 2) with a “master/embedded data list for testing” containing our researchers contact information (email) + an exemplary unique ident

401
A
Level 7 ●●●●●●●
9 months ago
L
Level 1 ●
LifLevel 1 ●
asked in XM Directory
Embedded data - Quiz Score

Hi there, I am having a lot of trouble with quiz scores. I have set ‘QuizScore’ as an embedded data element and also checked that I have assigned the correct values to each question in ‘scoring’. For some reason every time I test the quiz the score comes back wrong. There seems to be some questions that are not being allocated a score (for example if I know I should have gotten 15/15 correct but the Quiz score only shows as 12/15) even though I can see in the scoring page that they have been allocated a 1 for the correct answer. I am wanting to present the score at the end of the quiz to participants and have set up a text question that does so using the same script from the embedded data. what am I doing wrong???!!! Any help would be greatly appreciated.

925
Sachin Nandikol
QPN 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

1034
Umang Upadhyay
QPN Level 4 ●●●●
9 months ago
V
Level 2 ●●
Vishal BediLevel 2 ●●
asked in XM Directory
Update XM Directory Contacts Task

While configuring Update XM Directory Contacts Task in survey workflow, what value should be selected in source field against XM Directory field ‘External Data reference’ . 

653
Umang Upadhyay
QPN Level 4 ●●●●
9 months ago
M
MJWest
asked in XM Directory
Reminder emails for two-step surveys

Hi everyone,We are using a 2-step process to allow two individuals to contribute to a single survey:We’d like to find a way to set-up a reminder email to go out to the second respondent, potentially using embedded data to show that the second individual has not yet done their part, and then having a workflow relaunch...or something. Has anyone figured out a way to make this work?

421
Shashi
Level 8 ●●●●●●●●
9 months ago
Henri from ilem
Level 1 ●
Henri from ilemLevel 1 ●
asked in XM Directory
How to use a List in XM Directory in a CX Dashboard

Hello all, I would like to use data contained within a List in my XM Directory in a Dashboard. I managed to do it “manually” by exporting data from my List, importing it in a project, and defining this imported-data survey as a data source in my Dashboard. Works fine, but I need to repeat the process on a regular basis to synchronize my Dashboard with the List. Very tedious !!! Would anyone have a hint on how to automate the process to ensure the Dashboard is updated without any human intervention ? Thanks in advance for your ideas.

833
Henri from ilem
Level 1 ●
9 months ago
S
smetzger
asked in XM Directory
Javascript doesn't work in a reference survey

I have a constant sum question side by side with radio buttons, enabled by Javascript.  It appears to work fine within a survey project (addressed directly), but when I put the survey in my library and use it as a reference survey, the script doesn’t appear to work:  the sum is not printed in the total box, and, whatever I put in the question (even if it totals 100%), it asks me to sum my answers to 100%.Is there a problem with using Javascript in a reference survey? 

321
TomG
Level 8 ●●●●●●●●
9 months ago

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