Engage with customers
how and when they want
Target your outreach and make sure it reaches the right people at the right time. With advanced controls you can be confident that you’re reaching the right segment and not over surveying, ensuring high engagement rates and satisfaction. You can even set up multiple directories so different groups within the organization can maintain independent controls or partition their contacts for data sovereignty requirements.
Know your respondents in and out with rich profiles
XM Directory helps you build rich profiles and segments by combining customer preferences and interactions with their operational and experience data --bringing together the why, behind the what. Target customers and research participants with precision, leading to higher quality insights you can trust.
- Filter contacts by response or touchpoint
- Automatically create contact lists based on custom criteria
- Create new contact lists based on customer segments or random samples from existing customer lists
Understand customer journey over time
from design to distribution
Qualtrics XM Directory is your air traffic control for research projects - helping you easily build, manage and engage your research panels. Gone are the days of data silos, multiple spreadsheets, and exporting contacts from your CRM. Qualtrics iQ is your single source of truth for your research, accelerating your speed to high quality insights.
- Automatically add contacts to your panel with in-survey triggers
- Manage opt-outs and panel notifications with personalized messages
- Stay on top of your research with XM Directory’s distribution workflow. Walk through each stage—including reviews—before you hit send
- View distribution metrics including responses, response rate, email metrics and more
- Offer personalized rewards at scale