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Michael_Cooksey
Administrator
15 days ago

XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 416 Topics
  • 984 Replies
416 Topics
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Maureen_Ahlmann
asked in XM Directory
Restricting metadata from being importated into a project

Hello all,still very new to Qualtrics, so please forgive my Qubie questions. lol. Can you restict a user from being able to pull specific metadata fields from the directory when importing participants for a project (survey)? We would like to allow user to create their own suveys, however, would like to restrict the ability from pulling some of the personal data we store in the directory. (e.g. Age, Date of Birth). Can a user have the ability to import participants from the directory but not import all metadata? Thank youMaureen

632
J
A
Level 3 ●●●
AineLevel 3 ●●●
asked in XM Directory
Division of users groups and type of users

Could you help me with this: someone in your company has configured division of users (for countries), groups and type of users, to understand how to set it up in our company?

3187
Deepak
QPN Level 8 ●●●●●●●●
N
npate359
asked in XM Directory
Survey distribution automation workflow ( Migrating Automations to XM Directory Workflows)

Hello I noticed that Automations are now going to be migrated to the XM Directory Workflow which means I would have to recreate all of my automations into workflows. Contact Import automation is easy to convert to a workflow. Upon reading the following documentations https://www.qualtrics.com/support/iq-directory/automations/migrating-automations-to-xm-directory-workflows/ and https://www.qualtrics.com/support/survey-platform/actions-module/email-task/. I can tell that survey distribution automation ( in my case that would be sending a survey out via email) cannot be implemented for me because the “Email Task” is only equipped to send 30 emails at once and I need to send more then 1000 at any given moment. Am I understanding this correctly? If so what are my alternative options.

2334
N
Level 3 ●●●
N
Level 3 ●●●
Neha TankLevel 3 ●●●
asked in XM Directory
Schedule periodic frequency for a Distribution of e-mail (Survey) to segment

Hi, I have multiple segments defined on the Contact list. I need to trigger survey via e-mail to these segments on a periodic basis (Quarterly). I did the following steps so far: I created a segment. I created a distribution with the e-mail content to trigger survey to the segment. Now if I have understood right, I need to create an automation to schedule the trigger on a periodic basis. However, Qualtrics recommends to use Workflows instead of Automations. But in workflows , in e-mail task I did not see an option to select a segment in E-MAIL TASK. I also want to update another XM Directory if the trigger was sent. Kindly suggest how can it be done.

280
N
Level 3 ●●●
N
Level 3 ●●●
Neha TankLevel 3 ●●●
asked in XM Directory
Update data of e-mail distribution into a survey

We are a B2B organization. Currently we have a process where the Account Manager can trigger invite to the customers themselves and use a survey, lets name is SERVICE MANAGER SURVEY to do it. At any time, the invites are easily tracked and reported against responses (which get captured in another survey say HEALTH CHECK SURVEY). We have a dashboard that fetches data from these 2 surveys for Invite vs Response analysis. We are now doing a pilot run of central triggering of invitations for some of the customers (Distribution via SEGMENTS). I am currently exploring a way to automatically populate the successful invites trigger from distribution to populate the SERVICE MANAGER SURVEY. Kindly let me know if there is a way to do so. Thanks in advance. Regards, Neha Tank

250
N
Level 3 ●●●
H
Level 1 ●
hallaodehLevel 1 ●
asked in XM Directory
Can one workflow extract and upload multiple files from Qualtrics file server?

I wanted to move my organization away from using the ‘automations’ tool to do data uploads into the XM directory and move towards using workflows instead. I wanted to know if it is possible for to set up ONE workflow to upload MULTIPLE files that are stored on the Qualtrics File Service into the XM Directory. This might seem like a straightforward answer, but we ran into this issue we had with the automations tool in which there was a file size limit for each automation (I believe 250MB). So, in turns we had to set up multiple automations to upload all our files which is not scalable. We wanted to move towards using workflows because it seems like a more intuitive and scalable solution, but I wanted to make sure before I move forward with this solution.

780
H
Level 1 ●
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mhiser1024
asked in XM Directory
Authenticator with participant who is opted out from contact list

How does an authenticator behave with a participant who is opted out from the contact list used in the authenticator? Will it recognize them as being in the contact list?

171
RickB
Level 4 ●●●●
ccarroll
Level 3 ●●●
ccarrollLevel 3 ●●●
asked in XM Directory
SFTP Export of Unsubscribe

We are needing to have the ExternalDataReference exported for anyone who unsubscribes from a list or directory, ideally via SFTP export. Current functionality allows this for survey responses but not for unsubscribes. Any possible solutions here?

282
ccarroll
Level 3 ●●●
S
Level 1 ●
Sampreeti SLevel 1 ●
asked in XM Directory
InPage Display Logic is unvailable for hotspot question

Hi, I am fairly new to qualtrics and i am trying to display a hotspot image based on another hotspot image question. Basically, if user selects region “c” and “d” in Q1, then Q2 should be displayed in the same page. The display logic itself works great but i really want them displayed in the same page. In Page option didnt work because of “In Page Display Logic is unavailable since you are using an incompatible question type: Hot Spot” Is there any workaround for this? I just want the two hotspot questions in the same page along with display logic enabled.

331
A
Level 7 ●●●●●●●
A
Level 1 ●
AdedamolaLevel 1 ●
asked in XM Directory
API INTEGRATION (INTERCEPT)

Hello, My organization recently added an intercept to one of our applications. The intercept is working fine as customers are prompted to take a satisfaction survey in-app after completing a transaction. However, the issue we're facing is that we're unable to see the name, phone number, and email of the customers in the backend, even though we receive their feedback. It's strange because we're able to see the phone number and email of some customers, while for many others, we're not able to see anything, and all the feedback comes from the app. I would appreciate any possible solutions, and I have attached screenshots of the embedded data on the intercept and survey flow for the project.

610
A
Level 1 ●
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AlexaN
asked in XM Directory
Accessing all recent distributions from one page

Hi team, I’m trying to access all of our recent distributions, and I'd like to be at access them from the one screen - is there anywhere that I can do this currently? I see under the contacts directory > distributions tab I can access my own recent distributions, but I'd like to be able to do that for ALL surveys with recent distributions that are shared with me.

581
Sachin Nandikol
QPN Level 6 ●●●●●●
O
ottombo
asked in XM Directory
Unable to import contacts to a new list - ImportStatusCode 42

Hey all, I am currently trying to move a contact list from one directory to another but repeatedly failed because of “ImportStatusCode” = 42. What i’ve done is I exported the existing contact list as CSV from the old directory and tried to import it without changing anything in the CSV. When importing the CSV via “Add to contact list” and “Upload a file” I received the following information: When looking into the Report, all i receive is the following information: ImportStatus “failed”, ImportStatusCode “42”, ContactListContactStatus “Failed”, ContactListContactStatusCode “63 I looked into the explanation of the status codes on the official website, but unfortunately this does not help much. I tried the following to avoid the error without any success: disable identity resolution in Directory Settings exporting CSV without Contact statistics export TSV and import TSV I hope that someone might have an idea what i could try next. Thanks in advance! Kind regards Jannik

2351
Sachin Nandikol
QPN Level 6 ●●●●●●
JaseClarke_CX
JaseClarke_CX
asked in XM Directory
Invitations | view as a webpage

I’m in the process of creating a new invitation, and we’ve been asked to include a “view in browser/view email as a webpage/mirror link” so that respondents who may have issues reading the invitation can view the email in their browser of choice. Any ideas on what the required code is?

641
chackbusch
QPN Level 5 ●●●●●
K
kaushal.addanki
asked in XM Directory
Grab emailed individual survey link for user to take survey immediately

Hey folks, I set up a Qualtrics survey which gathers emails to distribute individual links to a second Qualtrics survey. Here’s a quick breakdown: Survey 1: the user submits their email; I created a workflow that has a Distribute Survey task on it that generates the link to the second survey after adding the respondent to a list in a Directory.Survey 2: the actual survey that people will take with an individual link My PI is asking for a possible additional feature, and I wanted to see how feasible this was: Can we grab the individual survey link and give the user the ability to immediately hop to Survey 2 without having to open their email app first? (Or maybe hop to a hypothetical survey 1.5, which looks up the individual link, and then redirects to survey 2.) In this situation, the emailed survey link would be a backup option in case they have to stop halfway through and want to finish the survey later. In case it helps: I think the main motivation for us using individual links is t

1835
K
A
Level 1 ●
AdedamolaLevel 1 ●
asked in XM Directory
CUSTOMIZE NEXT BUTTON

Hello, I need assistance in customizing the behavior of the ‘Next’ button on my survey. Specifically, I want the button to change to ‘Submit’ only when the respondent selects ‘SMS’ and ‘Phone call’ together, or if ‘SMS’ alone is selected. If ‘SMS’ is selected along with ‘Email’ or ‘Social media,’ I want the button to remain as ‘Next.’ see the multiple option question type of my survey below. Email SmS Phone call Socail media

2192
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Level 1 ●
C
Level 1 ●
Cassiopeia27
asked in XM Directory
Is there a simpler/better way to exclude previous samples from a new sample?

I'm creating my 9th sample from a certain mailing list, and I don't seem to be able to add any more sampling criteria at this point to exclude earlier samples. I need to be REALLY sure that I'm not accidentally sending someone the same email survey invitation twice, so when I create sample 9, I have been using sampling criteria to exclude sample 8, sample 7, sample 6, and so on. But now Qualtrics won't let me add any additional sampling criteria. Any ideas? Also--it seems like there must be a better, more efficient way to do this in the first place than manually excluding every previous sample. Maybe something with the transaction details…? I’m a little nervous about relying on those for a real survey unless I get solid confirmation first that it’ll work, and I couldn’t seem to find anything about it on the support pages. Which is all to say: I’d happily take any and all guidance on how to accomplish this goal, whether or not it involves excluding every single prior sample manually. Th

861
MatthewM
Level 6 ●●●●●●
JMAV
JMAV
asked in XM Directory
ContactId from a contact using API - XM directory

Hello! I’m trying to extract a list of contacts from a XM directory, using the "list-directory-contacts" API function. I don't get an error, but it returns "elements": []. In other XM directories the "list-directory-contacts" API does work, and returns all contacts. But in this specific directory, it does not return the contacts (there are only 2). In reality, I need is to get the ContactId of these contacts. Is there another way to recover them? Thank you!

620
JMAV
M
MdS
asked in XM Directory
The randomization of statements that need to be ranked

For a research project, I wish to conduct a survey among participants regarding mental healthcare. Specifically, I intend to ask five questions, each requiring respondents to rank four statements from 'extremely important' to 'less important'. These four statements represent four different forms of care. Thus, there are a total of 20 statements. My aim is to provide four statements in each question that represent the four forms of care, enabling me to determine which form of care participants prefer. For example, if a participant consistently selects a statement representing the first form of care across all five questions, I know that the participant prefers form of care 1. I want to randomize the statements for each form of care within each question. How can I do this?

1352
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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?

323
RickB
Level 4 ●●●●
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?

240
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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?

352
Deepak
QPN Level 8 ●●●●●●●●
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?

1313
Sachin Nandikol
QPN Level 6 ●●●●●●
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?

998
MsIreen
Level 5 ●●●●●
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...

682
ccarroll
Level 3 ●●●
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.

732
Q
Level 2 ●●

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Michael_Cooksey
Administrator
15 days ago

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