Pull in sampling criteria to embedded data field? (Or otherwise populate field "class name")

NickVEIC · 2022-09-20T20:57:12+00:00

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.

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