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Output survey responses together with current contact info

  • July 20, 2026
  • 5 replies
  • 48 views

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  • I have a survey that gets sent to study participants daily via text message (so there are multiple survey responses for each participant)
  • The directory of study participants has an embedded attribute, let’s say it’s called “xyz.”
  • I want to create a way for a data analyst to be able to download survey responses together with the xyz value *currently* associated with each response. (Note that the xyz value can change over time, and we do not want to have to update all of a participant’s individual responses every time the xyz value changes.)

Can anyone suggest a way to do this?

Best answer by arunxmarchitect

@surrogate-key , based on your clarification, I would lean towards option 1.

Since the xyz code is a participant identifier that can be changed through a qualitative decision, I would continue capturing the value as Embedded Data at the beginning of the survey flow. This ensures that each response keeps the xyz value that was associated with the participant at the time of submission.

If the project team later updates the participant's xyz value in XM Directory, future survey distributions will use the updated value for new responses, while previously collected responses will remain unchanged.

For point #2, you are correct that Qualtrics does not currently provide an out-of-the-box export option to combine historical survey responses with the current contact directory attributes at the time of export. The standard exports will contain the Embedded Data captured with each response.

However, this can be achieved through a custom integration using the Qualtrics API:

  • Export the survey responses

  • Retrieve the latest contact attributes from XM Directory

  • Join the datasets using the contact identifier

This is a good use case for API-based data enrichment. I will add similar scenarios to our Qualtrics API Toolkit Chrome Extension for the XM Community.

5 replies

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Is the embedded data of xyz value the same across all participants or unique to each participant? 

What would prompt the value change in xyz and how is the change like?

 

Perhaps you can consider adding an embedded data (e.g. xyzattribute) from contact list at the top in survey flow if you are sending survey invites using individualized link.

Near the survey, you can change the xyzattribute value by directly setting a value or through a formula depending on how the xyz value is changed. (e.g. $e{ e://Field/xyzattribute + 1 } )

Then, add an Update XM Directory Contacts Task in workflow to update the embedded data xyzattribute within your contact list for future survey.


arunxmarchitect
Level 4 ●●●●
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@surrogate-key ,

For this use case, I would recommend using Transaction Data rather than regular Embedded Data.

Since each participant has multiple survey touchpoints and the xyz value can change over time, regular Embedded Data may not be the best fit because the latest value can overwrite the previous value associated with the contact.

Transaction Data is designed for capturing interaction-level information at a specific point in time. Each transaction can store its own xyz value, allowing you to maintain the historical context for each survey response without updating previous responses whenever the participant attribute changes.

For example:

  • Day 1 interaction → xyz = Value A

  • Day 2 interaction → xyz = Value B

  • Day 3 interaction → xyz = Value C

Each survey response remains linked to the correct xyz value for that specific touchpoint.

You can then export the survey responses along with the associated transaction data for analysis.

More information on Qualtrics Transactions:
https://www.qualtrics.com/support/iq-directory/transactions-tab/transactions/


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  • Author
  • Level 2 ●●
  • July 21, 2026

Thanks for the replies. 

The xyz value is a code that is unique to each participant, and we do capture a snapshot of this code via embedded data at the top of the survey flow. 

The issue is that there are cases where a qualitative decision is made to change the xyz code used to represent a participant, after that participant has already submitted what could be multiple responses to two different surveys. 

Ideally, we would like it if a project manager could:

  1. update a participant’s xyz code in the contact directory when needed, without having to worry about changing any related survey responses, and also 
  2. download a file from Qualtrics containing survey responses along with the *current* xyz code (NOT a historical snapshot) associated with the contact that created the response.

So far my impression is that generating a file ala #2 is not supported using Qualtrics tools, so we will either have to give up on #1, or we will have to generate a file similar to #2 outside of Qualtrics. Just wonder if I’m missing something. 


arunxmarchitect
Level 4 ●●●●
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  • Level 4 ●●●●
  • Answer
  • July 22, 2026

@surrogate-key , based on your clarification, I would lean towards option 1.

Since the xyz code is a participant identifier that can be changed through a qualitative decision, I would continue capturing the value as Embedded Data at the beginning of the survey flow. This ensures that each response keeps the xyz value that was associated with the participant at the time of submission.

If the project team later updates the participant's xyz value in XM Directory, future survey distributions will use the updated value for new responses, while previously collected responses will remain unchanged.

For point #2, you are correct that Qualtrics does not currently provide an out-of-the-box export option to combine historical survey responses with the current contact directory attributes at the time of export. The standard exports will contain the Embedded Data captured with each response.

However, this can be achieved through a custom integration using the Qualtrics API:

  • Export the survey responses

  • Retrieve the latest contact attributes from XM Directory

  • Join the datasets using the contact identifier

This is a good use case for API-based data enrichment. I will add similar scenarios to our Qualtrics API Toolkit Chrome Extension for the XM Community.


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  • Author
  • Level 2 ●●
  • July 23, 2026

Thanks ​@arunxmarchitect