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Michael_Cooksey
Administrator
17 days ago

XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 417 Topics
  • 985 Replies
417 Topics
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!

604
Nam Nguyen
QPN Level 8 ●●●●●●●●
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 !

1344
B
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?

1434
A
Level 2 ●●
S
SanjanaSrinivasan
asked in XM Directory
Contact Frequency rules

We have a requirement, where we need to set contact frequency rules based on survey completion. For example, if a customer has been sent a survey today and he hasn’t attended, he shouldn’t receive the survey for next 30 days. On the other hand, if he has completed the survey, he shouldn’t receive the survey for next 365 days. Any idea how we can set this up?

2061
Shashi
Level 8 ●●●●●●●●
G
QPN Level 2 ●●
GuruparanQPN Level 2 ●●
asked in XM Directory
Contact Frequency based on Survey completion

I have a requirement from the client on the contact frequency. If a customer receives an INVITATION to the AB survey, they are not eligible for another INVITATION to this survey for 59 days. If a customer COMPLETES the AB survey, they are not eligible for another INVITATION to this survey for 365 days. Is there any way to set this rule based on survey completion?

290
G
QPN Level 2 ●●
J
JamesM
asked in XM Directory
Upload mailing list to SFTP?

Does anyone know if there is a way to upload a mailing list to SFTP? I’ve been looking through the workflow task options and it doesn’t appear you can extract a mailing list? Unfortunately my organisation requires all emails to be sent via Marketing Cloud, so we can’t use Qualtrics for survey invite emails. As a workaround, if we’re able to get email addresses and survey links uploaded to our SFTP server, we can then get marketing cloud to do the rest. I’ve managed to connect the SFTP server but of course the workflow requires an extract task first. Can anyone help to point me in the right direction or am I trying to do the impossible?? Thanks in advance!

1167
Nam Nguyen
QPN Level 8 ●●●●●●●●
gailewells
gailewells
asked in XM Directory
Workflow to send email that included a BCC has stopped working

Hello everyone, I've had three assessments set up for a while now. After a test-taker passes the assessment, our workflow is supposed to send them a congratulatory email. Simultaneously, a blind carbon copy (BCC) email is sent to our team's mailbox to notify us of the successful test completion. This system has been working flawlessly for over a year. However, approximately two weeks ago, the notifications stopped arriving in our team mailbox. I conducted some tests and confirmed that the test-taker does receive the congratulatory email, but the BCC to our team mailbox is no longer functioning. Does anyone have any insights into why the BCC part of our email workflow has suddenly ceased to work? I'm quite puzzled by this situation. Thanks in advance for your assistance.

1183
MatthewM
Level 6 ●●●●●●
S
Simon_Bechtle
asked in XM Directory
GDPR in Germany | Delete embedded data

We know how to decouple the contact data from the survey responses. But we need to find a solution to delete or anonymise embedded data at 2 points: at the CX database at the survey answers itself Because we store in the embedded data personal data like transaction numbers which can be used to figure out which person is behind that number. But the german law tells us, that we have to care about this after the purpose is gone (in our case 24 month). We know, that we can do this via API and some roundtrips. But therefore we need to develop a managed service. We are wondering if Qualtrics can provide us such a solution based on an UI in Qualtrics itself. We would beg that we are not the only german Company which has this requirement.

330
S
A
Level 5 ●●●●●
ash123Level 5 ●●●●●
asked in XM Directory
How to view email open rates?

I’m trying to find out if you can see click-thru rates and open rates when sending emails directly from Qualtrics. I saw a post that says “Surveys started” is somewhat equivalent to click thru rates, but is there a way to see open rates (how many people opened your email)?

7822
Nam Nguyen
QPN Level 8 ●●●●●●●●
SantiagoGomez97
QPN Level 2 ●●
SantiagoGomez97QPN Level 2 ●●
asked in XM Directory
Contact List Owners on XM Directory

Hello, As each contact list has an owner, even if it is a shared list in the XM Directory, is it possible to transfer the ownership of a contact list to another user? If it isn’t… what happen with a shared contact list if I delete the owner user? Thanks

811
A
Level 5 ●●●●●
J
Level 2 ●●
Juan TorresLevel 2 ●●
asked in XM Directory
Questions about the qualtrics directory

1.Can I automate the sending of samples? 2.Can I have a sample update automatically? 3.How do I survey a % of customers from different branches?

432
S
A
Level 2 ●●
AchyuthMorabLevel 2 ●●
asked in XM Directory
Qualtrics Embeded Data

I made a copy of my old survey; and I had like 50+ embeded data; Now in the new survey I forgot to change the source of contacts while creating embeded data. But my distrbution and autenticator were all of new data set; Will Qualtrics still be taking Embeded data from the old data set.

541
MatthewM
Level 6 ●●●●●●
ElieD
QPN Level 4 ●●●●
ElieDQPN Level 4 ●●●●
asked in XM Directory
Adding new XM directory contact from survey

Did you ever imagine a way to input new contact data from a survey ? My use case : Imagine an employee Exit survey (EX Lifecycle)HR system are not always updated in real time and you should want a living employee to complete his exit survey within his/her last week on his/her position instead of 3-4 weeks later. I’d like to set up a survey for the manager to input living employee information and triggering the exit survey just in time. I’m pretty sure there are a lot of similar situations in CX platform too. If you find a way to do that, I’d like to know it. And if you have similar applications, please share your use cases.

1332
ElieD
QPN Level 4 ●●●●
R
Rachelm
asked in XM Directory
Opt out versus remove from mailing list

What is the best practice for this situation? We are a B2B provider so we have high value contacts and deep relationships. We do an annual relationship survey every year and often times we have people who complete the survey every year. From our boucebacks, we have determined many people who have left the company. Should I mark these as an opt-out even though it is not a customer requested opt out? I want to keep our directory as clean as possible and avoid getting them included in future surveys.

3263
A
Level 5 ●●●●●
J
JamesM
asked in XM Directory
Best way to automate sending Qualtrics survey invites via Marketing Cloud emails?

My organisation uses marketing cloud for all email communication. Does anyone know of a good way to automate the sending of Qualtrics survey invites via marketing cloud?

970
J
A
Level 2 ●●
AchyuthMorabLevel 2 ●●
asked in XM Directory
Directory error

Not able to import contacts becaus of this error

1794
A
Level 5 ●●●●●
D
data_science_study
asked in XM Directory
Reminder emails for survey distributed by email and one-way SMS text

Hello community, I am currently running a survey that is being distributed to the same distribution list by email and by one-way SMS text. I have multiple reminder emails scheduled for unfinished respondents. However, when a respondent completes the survey via SMS text, they are still receiving reminder emails. I realized that the SMS text distribution list does not seem to be “speaking to” the email distribution list. Does anyone have a solution to this to avoid sending reminder emails to those who have already completed the survey via SMS text? Thanks!

931
Nam Nguyen
QPN Level 8 ●●●●●●●●
R
Level 2 ●●
Reema_KaranwalLevel 2 ●●
asked in XM Directory
adding existing topics for text comments

Regarding adding topics to the text comments in text IQ feature, i know we can search and build query and create topics to which we want to tag them. but if we have already built the topics from before - how we add the new comments to those topics? - when we dont wish toc reate new, rather add multiple comemtns from our search to previous topics. if this is not possible - how can we build this to automate tagging in future?

1267
Nam Nguyen
QPN Level 8 ●●●●●●●●
D
Level 2 ●●
deveerLevel 2 ●●
asked in XM Directory
Contact list with data not in English

Hi, I’m trying to create a distribution list that some of the information in it is not in English. For example I have the first name in English, but also separately the first name in local language, this goes to some more data that I need to use in the invite email. When uploading it, all the places that are not in English are looked like ????? and not using the characters of the local language (Ukrainian in specific). Any one knows how I resolve this issue?

221
D
Level 2 ●●
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

3994
Nam Nguyen
QPN Level 8 ●●●●●●●●
Mannila
Level 4 ●●●●
MannilaLevel 4 ●●●●
asked in XM Directory
Every time a new entry is added to the contact list, a blank entry is also generated.

The "update existing list members" checkbox is not selected, and the survey is accessible to the public through an anonymous link. Is there a method for Qualtrics to prevent generating a blank record every time a new entry is included in the contact list? I have attached a screenshot for reference.

1296
Mannila
Level 4 ●●●●
A
Level 2 ●●
AdeepLevel 2 ●●
asked in XM Directory
"Code" in workflow for variable manipulation without creation in survey flow

1. We have a multiple-choice question with 5 options. If someone selects the 2nd or3rd option, it will be coded as -Yes-. If the selected option is not 2 or 3, it will berecorded as -No-. And it all should be done by “Code” which is available in work flow. 2. We are implementing this to ensure that we can retrieve this in dashboard data view.

1399
JohannesCE
Level 6 ●●●●●●
S
Level 2 ●●
Super_RecognisersLevel 2 ●●
asked in XM Directory
Survey Redirection

When redirecting a survey to another this is the message that is automatically set up: “Please wait while you are redirected.” However, how can I edit this text or add translations to this piece of text?

901
DavidBrocker
Level 2 ●●
JoycaV
QPN Level 4 ●●●●
JoycaVQPN Level 4 ●●●●
asked in XM Directory
Automation - Distribution - Email From Name

Hi, I have setup the following Automation: first a contact import from a file on the Qualtrics File Service Then a linked email Distribution automation. The automation as such is running fine, but I would like to use a variable in the From name. As the From name, I would like to use our Brand name, plus as a variale the Country, so e.g. From “Qualtrics Belgium” or From “Qualtrics France”, depending on the metadata value of the country of the respondent that this distribution is sent to. I have tried using ${e://Field/Country} and ${m://Country} as variables for the country field, but this did not seem to work. Is it possible to use variables within an Automatin in the From name, and how should it then be done exactly? Thank you,

431
JoycaV
QPN Level 4 ●●●●
P
Level 5 ●●●●●
parkie_0007Level 5 ●●●●●
asked in XM Directory
Workflow - Directory Status (Opt-Out) Please Help 🙏

Hi Everyone Via survey workflow, I can successfully add a respondent to an XM directory. ✅ I can also unsubscribe them; ✅ But doing this, only unsubscribes them from the contact list in question. How do I unsubscribe them from the directory? I assume if they’ve opted-out from a contact list like the above, they could still receive correspondence as they remain opted-in to the directory? If someone presses unsubscribe from an email invite, do they unsubscribe from the contact or the directory? As always, thanks for your help!

3153
MatthewM
Level 6 ●●●●●●

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Administrator
17 days ago

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