Manual survey distribution

Question

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!

Nam Nguyen · Accepted Answer

Hi@Jason Ling, you can use Directory segment to include only contact that been updated, or transaction recently. It will automatically updated andfilter out the right contact for you to distribute.Kindly refer to this support page for more infomation:XM Directory Segments (qualtrics.com)hey thanks! I figured I stillneed to distribute it to a transaction group so that the transaction data is captured on my survey. Would you happen to know if the transaction data is captured if i distributed it using the segments as well?@Jason LingYeah, just add an emty embedded data with the transaction field name on the surveyflow or you can choose add from contact to know what exactly you can pullBut in this case you have to use transaction group distribution, so make individual list for each month group.

Nam Nguyen · Answer

Hi @Jason Ling, you can use Directory segment to include only contact that been updated, or transaction recently. It will automatically updated andfilter out the right contact for you to distribute.Kindly refer to this support page for more infomation:XM Directory Segments (qualtrics.com)

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded