qualtrics community
How to Use XM Directory
Discussion List
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I want to add an Embedded Data field to already existing contacts. How can I do this?
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When creating a sample, how do I make sure that the samples are distinct and don’t have overlaps?
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Answers Pending Review lsternWe recently determined that we would like to track which Directory contacts are members of a specific service we offer (so that we can contact them about it). …
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by sandra_saray | Most recent by sandra_sarayAnswers Pending Review sandra_saray
I have created a mailing list by importing the list from excel. It did not import the information in the same sorting order as I had on the excel sheet. How …
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Answer Accepted lldropp
We have a contact import automation that runs daily and it takes sometimes more than 4 hours (usually at least 3) for the import to finish. The file size is w…
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by RalfZ | Most recent by dekennedy7What we try to achieve: Implementing flexible frequency rules not only based on directory contacts or mailing lists but on attributes. E.g.: If attribute &quo…
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Answer Accepted JRKBMI have an automatic import of a contact file through the Qualtrics API. Is there a way to automatically filter or delete a contact that I don't want to import …
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Answers Pending Review JRKBM
In my automatic contacts imports, I use both the embedded data (fixed customer data) and the transactional data (new data at each interaction with the customer…
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by Keren Shaked | by Keren ShakedUnanswered Keren ShakedHi, We want to limit the surveys sent by a specific number of surveys per an agent in the call center, in order to make sure we cover all agents in the post-tr…
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Answer Accepted ykocaman
Hello everyone, We have a respondent pool which we will distribute surveys occasionally. We want to count the number of surveys each respondent attended to s…
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by Tonkatoy95 | Most recent by AmaraWAnswer Accepted Tonkatoy95Is there a way to export the list of Embedded Data fields assigned/created to our panel? I only see the manage ED option. I realize I could export these by sel…
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Answer Accepted jmaloneWhen 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 …
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by AlejandroAngulo | Most recent by lwalkerbostonAnswer Accepted AlejandroAngulo
Hello all! In our proyect we created a personalized HTML message for participants when they want to unsuscribe the panel. The thing is, we need a link to unsub…
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Answer Accepted PhillshI want to automatically create an XM Directory list based on a task triggered by an action (survey response). The task should create a new list, name it and p…
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by chackbusch | Most recent by chackbuschAnswers Pending Review chackbusch
We have some requirement which we are currently challenging: A contact should be deleted completely The responses of the deleted contact should not be deleted…
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Answers Pending Review valasl1
Is it possible that when a response triggers an email, a unique ID number appears on the email title to differentiate it from other responses?
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We're moving from having just 2-3 people working in Qualtrics toward allowing numerous people inside, and with that we are arranging multiple directories, perm…
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by Lelowe_COUNTRY | Most recent by Lelowe_COUNTRYAnswer Accepted Lelowe_COUNTRY
Hi. As a brand administrator, is there a way I can set someone up as a user with limited permissions (specifically I don't want them to be able to distribute …
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Answer Accepted CL_NEXITY
Hello, Do you know if it is possible to do "time framing" when defining segments filtering critereas ? In fact, we want to settle filters such as : &…
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by MohammedJaved | Most recent by Fabio_ACNAnswer Accepted MohammedJaved
Hi Experts, We have integrated our successfactors system to qualtrics through SFTP. The current setup is that SF generates employee export file and stores insi…
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Answer Accepted Kamila_G
Hello, I have a strange problem. When I am trying to make an XM Directory task, I do not see any "save" option, even if all the neccessary fields are…
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Answers Pending Review rapermI do consutling work and have a client who has the new XM directory; it's different than the old contact list setup in previous versions. Anyway, here's wha…
22 views | 1 reply 0 points