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Michael_Cooksey
Administrator
20 days ago

XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 419 Topics
  • 985 Replies
419 Topics
C
QPN Level 2 ●●
cmaggQPN Level 2 ●●
asked in XM Directory
ID Resolution ad Contact Frequency issue

Good morning, I have a problem. In directory, I have set frequency rules so that it is not possible to send emails to the same contact less than 30 days after the previous one. Each week new lists are loaded into directory to send surveys to which may contain duplicate contacts. Each list has different embedded data, but I can't merge because otherwise the new embedded data from the same contact would be overwritten instead of added (It seems that the platform only allows overwriting). At the same time, without merging, the contact frequency rules no longer work because the duplicate contacts are contacts on different rows and therefore different. How can I send surveys with different embedded date to the same person while maintaining the frequency rules?

611
InessaG
Level 5 ●●●●●
K
klllmmm
asked in XM Directory
How to let responder to upload multiple files

Is there any method to let responder to upload multiple files in one block ?

12121
ArunDubey
QPN Level 8 ●●●●●●●●
A
QPN Level 2 ●●
asi2QPN Level 2 ●●
asked in XM Directory
Using Authenticator updates wrong contact record

I have a list of regions that are attached to specific postal codes that need to be attached to each survey response. Since Supplemental data is still in process of being launched, I am using the authenticator to achieve this. An issue using the authenticator is that the contact record will be updated with the ED fields captured from the survey response. Is there a way to use the authenticator without updating the contact record? In this case, each postal code contact record is a place holder for anyone who takes the survey as this is an anonymous survey. The postal code contact records can not be updated as it will interfere with the response in general.

221
Deepak
QPN Level 8 ●●●●●●●●
SRenoMT
Level 1 ●
SRenoMTLevel 1 ●
asked in XM Directory
Bypass creating a sample

Is there a setting somewhere that would prevent the system from creating a sample list each time a distribution runs?

216
Appzk
QPN Level 5 ●●●●●
D
Dsilverman
posted in XM Directory
Linking data from the directory to a new list

If I have a new distribution list, can I append account level information that is stored in the directory to that new list? There is a unique identifier (account number) that exists in both the list and the directory and would like to use that identifier to pull in additional account level data that doesn't exist in the list.

163
Appzk
QPN Level 5 ●●●●●
jmborzick
QPN Level 5 ●●●●●
jmborzickQPN Level 5 ●●●●●
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?

1994
Appzk
QPN Level 5 ●●●●●
D
Level 1 ●
ddmasonLevel 1 ●
posted in XM Directory
Do you know why this is happening?

"After the curl script sends a file to quaultric I "Start Manual Run" and the import process spins and never finishes. Take a look at the attachment - Do you know why this is happening?

111
Appzk
QPN Level 5 ●●●●●
K
Kennedy_Isip
posted in XM Directory
Delete Email / Phone after Distribution

The client doesn't want to import the customer's contact information but this hinders us when sending the survey invitation.Is there a way that we can delete the customer's email/phone right after the following condition:*Survey has been completed*Reminder has been sent*Specific time period

643
Appzk
QPN Level 5 ●●●●●
C
CarlaRocha_IZO
posted in XM Directory
Automated process to monthly build a sample list from the Directory

I want to create an automated process to monthly build a list from the Directory and distribute a survey to a sample of that list. The Directory is updated every week, so Automatic List enrolment wouldn't work...I tried to build a sample from a Segment, and couldn't do it. So it wouldn't be a solution either.

541
Appzk
QPN Level 5 ●●●●●
J
jayeshsupugade
posted in XM Directory
Survey Distribution

Hi All, Current Situation-We are using APIs to automatically add new contact records in the XM directories.Each of these record will have an "End Date" column which will contain a date in dd/mm/yyyy format.Now the requirement is that surveys must be only triggered to those contacts who has the "End Date" equal to today's date. For example- If the End Date is equal to today's date, then trigger the survey. Tomorrow when this criteria is false, then do not trigger the survey. It would be great if someone can help me understand how this is doable?Thank you

172
Appzk
QPN Level 5 ●●●●●
jlsisthebest
Level 4 ●●●●
jlsisthebestLevel 4 ●●●●
posted in XM Directory
Tracking a change to embedded data

Is there a method for tracking changes to a single embedded data field using the experience id change event or really any other solution to track only when that single embedded data field changes? We need to track college major changes for a group and them being added to a segment or list would be a tremendous time saver, but we do not want to track every single change to a profile. If we used the experience ID change as the recommended way then every single one of our students we are tracking would be written to the track changes segment weekly for one reason or another.

531
Appzk
QPN Level 5 ●●●●●
J
JamesM
posted in XM Directory
Participant Portal or Dashboard?

Hi everyone,I'm wondering if anyone knows of a good piece of software or tool that will play nicely with Qualtrics and allow the use of a participant dashboard/portal? Ideally something that will allow participants to log in, view available surveys, rewards, update their profile information and so on. Or is this simply not possible with Qualtrics?Thanks!

391
Appzk
QPN Level 5 ●●●●●
M
Level 3 ●●●
mdarukaLevel 3 ●●●
asked in XM Directory
contact list deleted

my contact list from the directory has disappeared and has 80 thousand contacts. How do I retrieve it? I suspect someone deleted it by mistake

2512
Appzk
QPN Level 5 ●●●●●
ArunDubey
QPN Level 8 ●●●●●●●●
ArunDubeyQPN Level 8 ●●●●●●●●
asked in XM Directory
Set Distribution limits on contacts

Hi All, is there any we can apply limits on survey distribution for a contact? Eg. Person A should not get the invite email more than 3 times if he is not taking that survey.

442
ArunDubey
QPN Level 8 ●●●●●●●●
TJMeersman999
QPN Level 2 ●●
TJMeersman999QPN Level 2 ●●
asked in XM Directory
Dropbox Contact Import Automation

Hello, I am having a hard time getting my Qualtrics Automation to recognize my Dropbox folder path. It keeps saying to find the folder. It keeps saying ensure the folder exists and has not been deleted. I have tried different iterations of the folder path and can get nothing to work!

583
krbhavya
Level 6 ●●●●●●
E
Level 2 ●●
emmanaesLevel 2 ●●
asked in XM Directory
Validate email address against XM Directory

If I were to create an XM Directory for a newsletter per se, would there be a way to make the validation check not only that it matches an email address format but also that the email address doesn’t exist in the newsletter? The idea being that I could prevent duplicate contacts from happening.

901
PraDeepKotian_XM
QPN Level 5 ●●●●●
A
Alessia Pagano
asked in XM Directory
Sending post-survey report to respondents without asking for their emails

hi there! I need to send a scoring report to respondents, but I do not want to ask for their emails (this is a risk matrix they’ll need to complete multiple times, so it would be bothersome to keep inputting emails). I have created a Contact List with teh email’s respondents. Is there any way I can send the Email Trigger to a respondent whose email is in the Contact List? I tried with piped text: Email, but it did not work. Would it work if I distribute the survey to the Contact List? Is there any other way I can do this? Simpler form builders automatically collect respondent’s emails… Thanks! Alessia

802
A
P
QPN Level 2 ●●
PAllen5QPN Level 2 ●●
asked in XM Directory
Use of Survey ID as screening condition for XM Directory Funnel Events

Hello, First time posting, so please excuse any lack of formatting or etiquette I might demonstrate. I am endeavoring to set-up screening conditions for several workflows using the XM Directory Funnel Event trigger to ensure only flags from certain survey distributions are acted on. Documentation seems to suggest that survey id is not a viable condition, unless it is added to a field in the Directory Funnel. I wanted to see if there are any experiences that support this, or if I am misinterpreting the documentation. This effort has been more complicated than the product release and documentation lead us to believe, so any insight would be greatly appreciated.

552
P
QPN Level 2 ●●
C
QPN Level 1 ●
Carolina Restrepo MiraQPN Level 1 ●
asked in XM Directory
Identity resolution for a list

Hello There! I have multiple contacts to merge into a specific list, it must be by an email flied condition. Although in my directory the deduplicity rule is by external reference, I am looking for any comment that indicates if it is possible to execute a merge inside a list with a different condition than the one configured in the directory as identity resolution. Attached pictore for reference. Thank you so much in advance 😊

1681
MatthewM
Level 6 ●●●●●●
tannerfaragher
QPN Level 5 ●●●●●
tannerfaragherQPN Level 5 ●●●●●
asked in XM Directory
"Touch" (Access) Needed for SFTP for Contact Import Automation

Hello, everyone! I am working on connecting an SFTP to a Contact Import Automation, and we have experienced issues with it. One thing we have noticed in Qualtrics documentation is that there is a touch access permission in the SFTP that may need to be toggled on. I haven’t been able to find out how to turn this permission on for Azure, and every other SFTP I have connected to Qualtrics has not had errors. I understand that there may be a different issue with the connection; however, I wanted to check and see if anyone is aware of this permission and if it had been a reason why the connection wasn’t successful between the SFTP and Qualtrics. Thank you so much!

1051
tannerfaragher
QPN Level 5 ●●●●●
A
Level 2 ●●
AnalystRACLevel 2 ●●
asked in XM Directory
How are unsubscribes handled during migration from XM lite to XM Directory full?

Does anyone have any experience migrating directory contacts from XMD Lite to XMD full? We have a long list of unsubscribed contacts saved as a contact list in XMD Lite. I’m wondering if all those unsubscribed contacts will be automatically opted out in the XMD full once the migration is complete?

321
MatthewM
Level 6 ●●●●●●
C
Level 1 ●
ctek1Level 1 ●
asked in XM Directory
Creating a research panel with Qualtrics

Hi everyone! I’m currently planning on launching an in-house research panel to which our current clients will be invited. I tried to find out more information about how to automate sign ups to the panel but all proposed solutions seem way more convoluted than I would have expected. In my previous role, I used another software for panel management where we were able to send out a “sign up” survey filling out which would have automatically added you to the panel with all the key datapoints (demographics, for example). So my question is - is there something similar in Qualtrics? Or what other easy automations could I implement to avoid manually uploading participants to the panel each time we send out invitations to the panel? Potential participants would receive either an email inviting them to the panel, or a web intercept with the same proposition. Thank you in advance for the responses!

2721
MatthewM
Level 6 ●●●●●●
TJMeersman999
QPN Level 2 ●●
TJMeersman999QPN Level 2 ●●
posted in XM Directory
WhatsApp Automations

I am trying to use WhatsApp to Automatically distribute surveys upon an upload of a list through automations. We have an SFTP and are passing contact through and when they get in, the only way to send these messages out is through Email or SMS. But, we are wanting it to go through WhatsApp instead. Has anybody found a work around for this? Or should I submit and product request?

1352
TJMeersman999
QPN Level 2 ●●
A
AnandP
asked in XM Directory
Will a second sample exclude contacts from the first sample?

Or will I need to add a clause to exclude contacts from that first sample? Asking because I have a list of about 30,000 contacts and I want to stagger distribution up to a maximum of 2,000 contacts without adding an exclusion clause to each sample. TIA

2662
bstrahin
Level 6 ●●●●●●
ruka
QPN Level 2 ●●
rukaQPN Level 2 ●●
posted in XM Directory
Can we manually trigger reminders on-demand?

Hi,the idea here is that while we sent an survey invite via email, we can setup a scheduled reminder when the distribution is setup. Afterwards, I would like to have a mechanism to trigger a second reminder to that invite at my own discretion and programmatically. I will be creating some sort of a trigger (e.g.. button) which can trigger an API request to Qualtrics, but I am not envisioning how I an do it as a continuity of the existing invite/reminder process. I have taken into account that perhaps either the invite or reminder have been activated and the survey completed, in which case we would not be triggering the manual reminder.any ideas?Thanks

161
Appzk
QPN Level 5 ●●●●●

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