I'm new to DirectoryXM but not to Qualtrics. Can you help me figure this out?
Situation: People take some quantity of classes over a year, sometimes simultaneously. I want to send them a survey after each one. The survey is the same for each class except for text to the effect of "How was [class name]?"
Before upgrading to DirectoryXM I did this by uploading a contact list per class with an embedded data field for class name. With DirectoryXM, uploading a contact list with the same person as had been uploaded previously overwrites the value in "class name." That might be OK in some situations, but causes trouble if people take multiple classes at the same time (I'd upload data for class one then immediately overwrite it with data for class two).
The solution seemed to be creating a field for each class then populating that field with some value (like the date they took the class) if a person took that class, then generating a sample using criteria like: If field "Intro 101" equals September 2022, then add contact to sample called "Intro 101 Sept 2022." That works... but doesn't let me have the survey or the invitation email pull in the class name (I want the email to say "Give feedback about Intro 101" and the survey responses to be recorded as being about Intro 101).
Is there a way to make this work?
Thanks for the help, and for reading the long message.
If you can live with duplicate contacts in your directory, one workaround would be to add a date or class code (or some other text to tell them apart) to the person's first or last name so they would show up as separate contacts and class name would not be overwritten.
Thanks, MatthewM. But because each instance of each contact would have the same email address, wouldn't they wind up merging regardless of name? I'm new to DirectoryXM but my understanding is that, assuming I indicate email was a field by which to identify duplicate contacts, differences in names wouldn't prevent Qualtrics from identifying them as duplicates to merge.
Not necessarily. It depends on how the Directory Settings are set up. If the rules look at name and email then XMD will consider them unique records and they will not be merged or blocked as a duplicate. You could test this out with a small test list: upload a list with two records that have the same email address but different names, and see what happens.
Thanks, MatthewM. I didn't know the merge could be set to run only if multiple conditions (e.g., name and email) were satisfied, I thought it was limited to a single condition. I'll try this out!
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