Thanks in advance!

Our Customer Contact team want to have a view of a customers Qualtrics survey history in their Salesforce instance. We can either map individual survey responses through to Salesforce, but that doesn't tell us about those surveys which were skipped or bounced. Ideally, we would provide a 'view' of the contact record's 'experiences' within a SFDC contact record (we 'window' in to other applications via Salesforce at present). Or we could map a link to the Qualtrics contact record as an alternative.

Has anyone else had a requirement to show a Qtx directory contact via a Salesforce contact record?

Thanks in advance!

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 assign the Salesforce record id as that reference (survey1a and 1b share same record id; and same for survey 2a and 2b). Yet in all my testing, the external data reference field is blank. How do I assign a Salesforce record ID as the external data reference value on a contact record so that I can deduplicate?

Thanks in advance

Right now we have no deduping, contact rules or anything for our overall Directory. We are thinking that for a couple of our surveys it may be beneficial to add some rules but we wouldn't want these to apply broadly necessarily. I see that there is a way to create custom (list/survey specific) rules as far as contact frequency, but don't see anything for deduping. Does anyone know a way to accomplish this - either with an option I'm missing or any kind of workarounds you've seen/done?

I want to create a reward model that does work with points (not directly with gift cards). A participant receives points per question or study. He can accumulate these points over time and exchange them into gift cards or similar incentives.
Is there a way to track points per panelist within Qualtrics?
A similar question has already been asked here:
https://www.qualtrics.com/community/discussion/2639/multiple-instance-reward-program-can-you-assign-and-track-points-on-several-surveys-same-panel

Tank you in advance.

Basically, I want to only have the latest files available for selection in the shared directory. I've tried creating a new folder and dragging the files (there isn't a move option in file menu despite me creating them), but the original still appears in shared directory. I don't want to lose my contact list history or surveys in any way. Any ideas? Do I need to change the workflow somehow?

We created an inline pulse survey for one of our newsletters and we don't want it to 'count' as one of the surveys. For example, there are transactional and relationship surveys that go out but have a 90 day rule. We don't want the pulse survey to reset the 90-day clock on either of those, since it went to almost the whole database and wasn't something that will create survey fatigue.

Any ideas on how to do this?

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

I'm setting up a double opt-in process for emails in my panel. The process is as below:
1. Participants take the registration survey. Their fields (e.g. first name, email address, language...) are stored in a Contact List when they submitt the survey.
2. When being added to this Contact list, they immediately receive an email (using the Message Trigger feature).
3. In this email, there is a link to another Qualtrics survey, where ideally they have nothing to do. The goal is that just by clicking on the link they confirm the email address provided in the registration survey. To make this happen, I set up in the Survey Flow an End Of Survey message - there is no question in the survey = no action required from the participant. Only clicking on the link make them being double opted-in.
4. However, I want to add a field in my Contact List "Double Opt-In = Yes" for people who open (and hence finish) this survey. Participants who complete the survey should be Double Opted In.

Do you have any ideas on how to achieve this?

Many thanks,

Anna

Additionally, how can I "unsubscribe" them from appearing in my directory.

I have a Qualtrics survey that contains a series of personal links to other surveys. I am wondering if it is possible to set up a web service to go to the iQ directory to "get" whether a student has completed a specific survey to "update" the portal to indicate that the student completed the survey.

Example Portal page

• Personal link to Survey A
• Personal link to Survey B
• Personal link to Survey C

You have completed the following surveys:

• Survey C
  (we want to see if a web call or API function that can go to the Student History of iQ Directory to update the completion on another Qualtrics survey page, in this case the Portal page)