Hi Eli. Do you have any type of identifier that is unique per user? For de-duplication purposes, you would want to find some field that is unique per individual (often email address).

Thanks a lot for the response.  We do have a unique identifier that is getting synced in the XM Directory.  We would also like to map this “user id” so that we can combine digital feedback with our other touchpoints.  Not sure how to transform or map within the Qualtrics ecosystem.  Appreciate the help.

You are looking to use this feature to integrate your digital visitors into XM Directory?

XM Directory Integration with Digital Intercepts

If so, then ideally you would have that same XMD unique identifier available on the web visitor’s session to integrate seamlessly with the existing XMD contacts. If that unique identifier is not available on the web visitor session, I believe you would need to do a lookup on that “user id” field to get their actual unique identifier. Based on the documentation of how the integration works, this lookup may need to be done behind the scenes during the web visitor’s session, and then the result of that lookup is what is used in the extRef code that actually allows the linkage to XMD.

Thanks again!  We do have the XM Directory Integration setup - the challenge is that the “external ref id” from the digital app is tied to the user id.  I’m wondering if there is a way to do that look up within the Qualtrics ecosystem?  Adding that into the digital app would be a costly and time consuming effort.

Unfortunately I don’t think that will be possible to do the lookup within Qualtrics if the linkage is required to be created before the intercept code. The only way I could see it potentially being possible is if you can set the extRef field within the action set JavaScript feature shown below. If the field can be set here instead, then maybe you could do the lookup via API with JavaScript to a table that has the mapping of unique identifiers to user ids. But that is a very big “if”, and you would still need to store that table of the mapping somewhere (which could be in Qualtrics if you store the mapping in an IDP or as a separate Directory).

Based on the documentation shown below, I don’t think that would be possible. The lookup to the mapping table likely needs to occur before the Qualtrics intercept project JavaScript runs.

 

I was pointed to this resource which looks promising.  Giving it a try and keeping fingers crossed! https://www.qualtrics.com/support/survey-platform/survey-module/sds/supplemental-data-in-the-survey-flow/