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XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 348 Topics
  • 830 Replies

348 Topics

M
MelissaOldham
posted in XM Directory

Added to Spamhaus blocklist

Hello,I run an RCT with three automated follow up emails through the XM directory. We have come in this morning to a large proportion of bounced emails and it appears we have been added to a spamhaus block list related to the IP address sending the emails. I need quite urgent advice on how to get off the list. Unsure whether this is an isolated problem related to our study - or Qualtrics more generally?Two of the errors were as below:Remote Server returned '554 5.0.0

22
AmaraW
Administrator
1 year ago
A
annaj
asked in XM Directory

How to store in English in iQ Directory the answers from a survey in different languages?

Dear Qualtrics Community, I am currently setting up a panel in Germany and France. I use the same registration survey with 2 languages (German and French). I created Contact List Triggers on the fields that I want to store in iQ Directory: e.g. Gender. My issue is that the answers are stored in German and French (as the answers displayed in the survey and seen by respondents). e.g. Participant 1 = Gender = Frau | Country = DE Participant 2 = Gender = Femme | Country = FR How can I proceed so that the answers are stored in English iQ Directory (and not in German and French)? I tried to change the variable names in English, this works for the survey answers stored in Reports, but not for the iQ Directory. Many thanks for your support, Anna

22
TomG
Level 8 ●●●●●●●●
5 years ago
mklubeck
Level 3 ●●●
mklubeckLevel 3 ●●●
posted in XM Directory

Change to "Contacts" in the XM Directory is whack - Anyone Else Having Issues?

Is it an update to Directories or is it because we were migrated to XM Directory Lite? Everything has changed - and I totally must have missed the memo/announcement. It's no longer called Contacts on my menu - no big deal.What is a big deal is I can't easily manually load embedded data to a contact. Tricks you say? Yes - you can select all contacts and then click on embedded data and then click on the field you want to update. Then find the contact (hopefully he was on that page of contacts), input your data and then start over again for the next field. IF you select all contacts (not just what's on the visible page) you can't edit the fields. I've also had problems with distributions and loading contact lists (the latest problem which the eng team fixed was on import only a portion of the contacts would be uploaded). Is anyone else experiencing issues?

20
mklubeck
Level 3 ●●●
1 year ago
A
Level 2 ●●
AdeepLevel 2 ●●
asked in XM Directory

"Code" in workflow for variable manipulation without creation in survey flow

1. We have a multiple-choice question with 5 options. If someone selects the 2nd or3rd option, it will be coded as -Yes-. If the selected option is not 2 or 3, it will berecorded as -No-. And it all should be done by “Code” which is available in work flow.2. We are implementing this to ensure that we can retrieve this in dashboard data view.

9
JohannesCE
Level 6 ●●●●●●
8 months ago
I
Irina
asked in XM Directory

Is there a way to remove all bounced back email addresses at once ?

Is there a way to remove all bounced back email addresses at once ? I have more than 500 and doing it one by one is not an option.

9
christopeter
Level 2 ●●
5 years ago
T
TCA
asked in XM Directory

How do I assign a Salesforce record ID as the external data reference value on a contact record

Hi, I hope someone can help. I haven't been able to find an answer from a previously asked community question yet. I am triggering survey distributions using a workflow in Salesforce. The distribution is set up on the survey actions menu in Qualtrics and works perfectly. I use answers from this survey in a 2nd survey that goes to the same recipient after completing the first survey. Lets call these survey1a and survey1b. In survey1a, i use Tools > contact list triggers to add their survey answers to the contact record in the form of attributes. I then pipe these attributes into survey1b as embedded data. That also works perfectly. However, I also trigger distributions from Salesforce to the same contacts for unrelated surveys. Essentially the same as previous paragraph. Lets call these survey2a and survey2b. I need separate contact records for the survey recipients for survey1* and survey2*. Normally I would auto-deduplicate contacts using an external data reference, and assi

8
D
4 years ago
MsIreen
Level 5 ●●●●●
MsIreenLevel 5 ●●●●●
asked in XM Directory

Directory workflow location

Hi, We have have a “standalone” workflow based on the XM Directory, Qualtrics prompt suggested moving it to the Directory, which I did, and now i cannot find this workflow anywhere. Any ideas where exactly I can find it now?

8
MsIreen
Level 5 ●●●●●
1 month ago
J
JamesM
asked in XM Directory

Upload mailing list to SFTP?

Does anyone know if there is a way to upload a mailing list to SFTP? I’ve been looking through the workflow task options and it doesn’t appear you can extract a mailing list? Unfortunately my organisation requires all emails to be sent via Marketing Cloud, so we can’t use Qualtrics for survey invite emails. As a workaround, if we’re able to get email addresses and survey links uploaded to our SFTP server, we can then get marketing cloud to do the rest. I’ve managed to connect the SFTP server but of course the workflow requires an extract task first.Can anyone help to point me in the right direction or am I trying to do the impossible?? Thanks in advance!

7
Nam Nguyen
QPN Level 7 ●●●●●●●
6 months ago
jmalone
jmalone
asked in XM Directory

Mass delete embedded data field

When I uploaded an update to our XM Directory, a field name was changed. I now have two embedded data fields for the same thing (one is no longer current). Is there a way to delete all instances of an embedded data field or do I have to go into each one of my contacts and delete it?

7
H
1 year ago
C
Level 1 ●
chasmasbLevel 1 ●
asked in XM Directory

Email list upload - contacts missing

Hey all. I'm trying to figure out why some of my contacts do not get uploaded into the directory. For example, I uploaded a list which had 1500 contacts but, only 1400 were uploaded. I'm looking at the 100 which were not uploaded and see that they have a valid email address and name. What are the reasons why Qualtrics would leave these 100 out?

7
CarolK
Level 4 ●●●●
1 year ago
R
Level 2 ●●
Reema_KaranwalLevel 2 ●●
asked in XM Directory

adding existing topics for text comments

Regarding adding topics to the text comments in text IQ feature, i know we can search and build query and create topics to which we want to tag them. but if we have already built the topics from before - how we add the new comments to those topics? - when we dont wish toc reate new, rather add multiple comemtns from our search to previous topics. if this is not possible - how can we build this to automate tagging in future?

7
Nam Nguyen
QPN Level 7 ●●●●●●●
7 months ago
ironspider
ironspider
asked in XM Directory

OptOut link for opting out of entire directory?

Greetings all, so we use a Survey to "register" our participants. So the actual "survey results" are never looked at--the answers to the survey questions are injected into our iQ Directory as embedded data fields. We then filter on these embedded data fields to create samples to survey. So, we recently updated our registration survey and I am getting ready to email the people we currently have in our directory a "please update your registration information" type email which will be an invite to the new registration survey (which again will just inject embedded data into iQ Directory). The issue is that my OptOut link in the bottom of this email invite I'm sending has this code: ${l://OptOutLink?d=here}. If a person clicks this they are taken to the Qualtrics page which allows them to click a link to unsubscribe from that panel. There is a second link that allows them to be removed from ALL panels. When I tested this and clicked the first link, it does *not* opt me out in the Directory

7
B
2 months ago
Alea
QPN Level 1 ●
AleaQPN Level 1 ●
asked in XM Directory

Directory error: We can´t find the answer... What does it mean?

Directory error: We can´t find the answer... What does it mean?

7
Deepak
QPN Level 8 ●●●●●●●●
1 year ago
S
Level 2 ●●
Super_RecognisersLevel 2 ●●
asked in XM Directory

Library - Variable names

I am looking to change a batch of variable names at once for a Library block. How can I do that? 

7
S
Level 2 ●●
8 months ago
KatC
Level 2 ●●
KatCLevel 2 ●●
asked in XM Directory

How can I make sure that bounce-backs don't continue to get new emails? Unsubscribing bounce backs?

Whenever I send out a mailing, the same group of people continue to get bounce backs. How can I prevent them from appearing in my mailing when I'm sending an email to my directory. Additionally, how can I "unsubscribe" them from appearing in my directory.

7
I
5 years ago
chackbusch
Level 2 ●●
chackbuschLevel 2 ●●
asked in XM Directory

Deleting Contacts & Anonymize Corresponding Responses

We have some requirement which we are currently challenging: A contact should be deleted completelyThe responses of the deleted contact should not be deleted but only anonymizedIf possible we would like to define which contact data should be anonymized on the response and which data should be kept (e.g. keep information about the contact's city, however, delete/anonymize everything else like contact ID or name)At the end we will need to implement this with the corresponding API calls. However, in order to check that requirement, I tried to test this up on the Qualtrics UI. Therefore, I created a new contact and sent a survey to this contact. I myself finished the survey then in order to have some response data for that contact. Next, I deleted the contact from the XM directory:The information said that "survey responses ... will not be deleted but the response will no longer be associated with the contact". However, after deleting this contact, I had a look at the responses again (via

7
chackbusch
Level 2 ●●
3 years ago
Mannila
Level 3 ●●●
MannilaLevel 3 ●●●
asked in XM Directory

Every time a new entry is added to the contact list, a blank entry is also generated.

The "update existing list members" checkbox is not selected, and the survey is accessible to the public through an anonymous link. Is there a method for Qualtrics to prevent generating a blank record every time a new entry is included in the contact list? I have attached a screenshot for reference. 

6
Mannila
Level 3 ●●●
8 months ago
SRenoMT
Level 1 ●
SRenoMTLevel 1 ●
asked in XM Directory

Bypass creating a sample

Is there a setting somewhere that would prevent the system from creating a sample list each time a distribution runs?

6
Appzk
QPN Level 5 ●●●●●
10 months ago
JohannesCE
Level 6 ●●●●●●
JohannesCELevel 6 ●●●●●●
asked in XM Directory

Best Practices for Testing Surveys and Workflows in Qualtrics

What are some best practices for testing surveys and workflows in Qualtrics? We build many surveys and dashboards, and need to test the connected workflows with real email adresses. We also use the Respondents Funnel in dashboards, and of course Qualtrics cannot discern between respondent and test.Is it necessary/best to have a dedicated Testing Directory?Does anyone has alternatives, e.g. an extra embedded data field to filter out test=1/0?

6
C
QPN Level 2 ●●
5 months ago
Dax
Qualtrics Employee
DaxQualtrics Employee
asked in XM Directory

Respondent opted out but is still receiving responses

One of our panelists called in really angry claiming that he had opted out using the opt out link, but a week later got another one of our emails. I can see that he indeed opted out of the mailing list I sent from. How is he still getting emails?

6
Dax
Qualtrics Employee
6 years ago
MajorMajor
MajorMajor
asked in XM Directory

Can you create an email task that sends to a recipient defined within a survey?

I've created an anonymous feedback form and want any comments to be emailed to the individual identified via embedded data appended to the survey URL. Other than creating a condition for every single person (which is a LOT), is there a way to automate via rule set or similar?

6
MajorMajor
4 years ago
mklubeck
Level 3 ●●●
mklubeckLevel 3 ●●●
asked in XM Directory

Contact list triggers not "firing" - anyone else having this issue?

I've used them. I've loved them. I've also used URLs with passing data on them. But now neither seem to be working properly. My URL is failing (may be a separate issue) - still investigating why. But the contact list trigger not sending data into the contact list has me baffled! I ensured that a valid email address is being passed in. So, I'm lost as to why it's not populating the contact list on completion (yes, I made sure the form was completed). Any ideas? Anyone else experiencing problems?

6
mklubeck
Level 3 ●●●
5 years ago
D
Level 1 ●
ddmasonLevel 1 ●
asked in XM Directory

Use import file for Email Distribution

HI, I'm new to the community and Qualtrics. We are using Qualtrics for Employee surveys once they leave the company. These Employees are coming from our HR software. I just finished building the Automation process using Qualtrics File Service. Now that I'm importing the Employee file how do I use it for a Email Distribution? I've look all through the application but no luck .Thank You!!

6
D
Level 1 ●
1 year ago
Traceyommk_
Traceyommk_
asked in XM Directory

Contact deletion automation?

Hi allIn order to comply with our organisational GDPR policy, we need to delete data after a certain time period. Is there a trigger within the Qualtrics Directory that we can set to delete contacts after a certain time frame?For example 'delete all contacts that were added in 2018'?ThanksTracey

6
TomG
Level 8 ●●●●●●●●
3 years ago
Barnaby
Qualtrics Employee
BarnabyQualtrics Employee
asked in XM Directory

Why didn't my full distribution send?

I distributed my survey in Research Core and only half of the emails sent out to the people that are in my mailing list. It doesn't say any of them are bounced. Why did it not send to the full list?

5
Barnaby
Qualtrics Employee
6 years ago

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