XM Directory

Hi, How can we anonimize all our (new) surveys by default? We never want to measure IP addresses and don't want to set this for every new survey. It's a risk because it violates our privacy statement if we do measure it.

I have some very specific requirement in regards to contact merge. First our setup: Our XM directory contains vehicle relations (combination of customer + vehicle). One customer may have multiple vehicles which means he also has multiple entries in the XM directory. We are using an external reference consisting of the customer ID and the vehicle ID as key. The customer ID and the vehicle ID is also stored separately as embedded data for each contact. Our requirement: We have some duplicate check in our CRM system. When a duplicate customer is identified, we also need to correct this in Qualtrics. In this case we have an old customer ID (to be archived/deleted) and a main customer ID (keep). We would need to identify all vehicle relations with the old customer ID in the Qualtrics directory. Then we would need to merge/copy the transactions of those contacts to the contact in the directory which has the main customer ID but same vehicle ID. It may also be that there is n

Hi all, I’d like to check on the proper / smartest way to set up the following in Qualtrics: I have contacts that get loaded into the directory via API (no normal file import possible, so contact list import automation is a no go) I have different segments based on the embedded data field “survey_delivery”, for example everybody with “sample order” in the field survey_delivery is a segment I want to run a daily automation that sends survey invites to every participant in this segment 35 days after they have been added to this segment They should only receive the invite once - once they have received the invite after x amount of days they should transition out of the segment automatically What would in your experience be the smartest way to set this up? My worry is, that when we leave customers in the segment endlessly, they will receive a certain survey multiple times, even though they should only get it once. 

Is there a way that I can set up a workflow to automatically extract data from a directory for use in a supplemental data source? 

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

Why is there no Sort option for Directory Contacts?  I need this for data integrity for creating url links 

Hello. I hope some of you can help me. Survey emails to outside organizations are getting blocked when sending them through Qualtrics. I even set up a custom from email domain. Are any of you having issues with this as well? Any advice?Would really appreciate your help!!Annette

Hi, I’m setting up a SMS invitation trial for a survey as we have not used this feature in our organization before.When I created a ‘SMS Invite’ message through Library, it allowed me to insert the opt-out link. However, the opt-out link was not accessible (not clickable, it appeared as plain text) when I actually received the SMS. Attached is the screenshot of SMS received.Any ideas?Thanks 

I’m already getting responses from people and I can see people’s responses from data&analysis but when I click the results tab, I cannot see anything..How can I fix it

I have a survey where we have a matrix type question which uses the ‘carry forward’ type question behaviour, then each ‘answer’ has 3 text entry scale points.We want to then pipe those answers out to another output summary - but I’m unable to pipe out those specific answers, and I am unable to identify if there’s a correct option available.For reference, using ${q://QID##/ChoiceGroup/DisplayedChoices}, ${q://QID##/ChoiceGroup/DisplayedAnswers}, or ${q://QID##/ChoiceGroup/SelectedChoices} give me either nothing, the text from the left hand carried forward column, or literally “column header 1”, “column header 2”, “column header 3” which is not particularly helpful (and perhaps a very literal interpretation of “Selected Choices” by the devs). An example of what I’ve created is below. 

I’m already getting responses from people and I can see people’s responses from data&analysis but when I click the results tab, I cannot see anything..How can I fix it

Hi everyone,We are facing a small issue in our EC SFSF-QX integration due to the fact that we discovered that the integration is bringing Onboardees information from SFSF to XM Directory, making “duplicate” users in the system which in reality they are not duplicate because Onboardees are coming with a “personal email”.Have anyone faced this situation? We don´t know why the system is bringing that information and not only EC information of real users in the system.Thanks 

How do you log into the virtual events? There is no Zoom link in the meeting invites

I am trying to upload my contacts through the API, and I struggle to get the External Data Reference correct. If I upload data manually, the default name for that field is “External Data Reference”, but if I use that name programatically, it does not fill the column.According to the reference, I should use the name “extRef”: api.qualtrics.com/bab13356ac724-create-transaction-contacts-import, but if I do that, I get an error message.If I upload data and then download that same data again, the column of choice is actually called “extRef”What is the correct naming (including capitalization, spaces, etc) to get this right?

Hi everyone, I have been trying to share a custom respID embedded data to our 3rd party recruitment agencies website to let them know if they have completed or been screened out.  Here is what my embedded data looks likeRespID = ${e://Field/RespID} Here is the redirect link to the agencies completed survey pagehttps://rtp.agency.com/lb/?s=12716&p=${e://Field/RespID}&o=C1 For some reason the RespID the agency is setting before the start of the survey is not being passed to my redirect link. For example when the agency types at the end of my survey link -- ?RespID=123. The 123 does not get passed to the redirect link.  Any suggestions?

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!! 

Hi, I’m an admin and I have a usecase where I need to make a contact list of let’s say 5000 people available to a person so they can distribute survey to that list. But I need to restrict them from seeing who specifically is in that list. What is the best way to achieve this if it’s at all possible. Thanks.

I don't see the Assign ticket button inside the ticket, can anyone help me with what permission I am missing?

I have a problem I’ve just found the solution to that I feel could be handled differently in Qualtrics, and wanted to post here for comments and awareness.The Scenario:I have a Data Project containing a dated column. My goal is to export the dates as UTC timestamps using ISO 8601 format so it can be consumed by a downstream application.The dates were loaded in as ISO 8601 originally. The Data Project was correctly configured so the column is set as date, rather than text type. Export WorkflowsBasic ExportIn this case I’m just l have a workflow which:Loads data from the data project. Loads via SFTP to the destinationOutcome:Data is exported, but the date is formatted yyyy-MM-dd HH:mm:ss (2024-05-24 00:00:00).  Export with Basic TransformScenario 2 is the same as 1, with an additional step to format the date:Load data from the 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

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?

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

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?

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.

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.