Is there a simpler/better way to exclude previous samples from a new sample? | XM Community
Question

Is there a simpler/better way to exclude previous samples from a new sample?

  • 5 April 2024
  • 1 reply
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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. Thanks in advance!


1 reply

Userlevel 7
Badge +30

Can you create an Embedded Data field that sets a value for everyone you want to exclude who was in the previous 8 samples, then use that to create your ninth sample?

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