How to Use XM Directory

Discussion List

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  How are duplicates handled in a contact import automations?

  by hlmckim in How to Use XM Directory | Most recent by LaurenK October 2020

  Answer Accepted hlmckim

  We have an automated contact import set up to run daily. It works, but it doesn't detect duplicate entries - if a contact already exists, rather than update t…

  54 views | 1 reply 0 points
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  Sending survey to multiple email addresses for a single contact

  by Derbs in How to Use XM Directory | Most recent by Derbs October 2020

  Answer Accepted Derbs

  I have a list of students who are identified by their student number. Part of their information contains embedded data that is their parent's email addresses (…

  126 views | 2 replies 0 points
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  Can I pipe text into a text entry field in a survey?

  by jroush in How to Use XM Directory | Most recent by jroush October 2020

  Answers Pending Review jroush

  Apologies for the complete newbie question; the platform has changed a lot since I last used it about five years ago, and I've been reading tutorials and this …

  256 views | 2 replies 0 points
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  Inactive Customer Question

  by allisonvidito in How to Use XM Directory | Most recent by LaurenK October 2020

  Answer Accepted allisonvidito

  We have an API set up to pull in our member (customer) contacts into the XM Directory. Depending on the API set up, the contacts are added to specific lists w…

  11 views | 1 reply 0 points
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  Pre-populate data from a registration survey to renewal survey

  by ACE in How to Use XM Directory | Most recent by ACE October 2020

  Answers Pending Review ACE

  Hi We are sending out a registration renewal survey soon and I want to pre-populate the renewal survey with the data from the original regisration survey, 34 …

  21 views | 3 replies 0 points