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Viewing Account Data in XM Directory

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Attention: This feature is not included in all Qualtrics licenses. For more information about getting access to this feature, contact your Qualtrics Account Executive.

About Viewing Account Data in XM Directory

The Accounts tab of your directory contains the accounts from your Account Management Command Center. From here, you can view details for your accounts such as the account health, ARR, account team, and other account details you imported from Salesforce.

Additionally, you can filter your contacts by your account data and perform actions on those contacts, such as adding them to a mailing list or opting them out of your directory.the accounts tab

Attention: To use the feature described on this page, you must first complete the Mapping Salesforce Data setup of the Account Management Command Center.

Viewing Account Data

Below is an overview of each field available in the Accounts tab:
the search bar is located at the top of the accounts tab

  1. Account: The name of the account.
  2. Tier: The account’s tier in Salesforce.
  3. Status: The status of the account in Salesforce.
  4. ARR: ARR stands for Annual Recurring Revenue and is the total amount of your contract agreement with your client divided by the term of the agreement.
  5. Health: The health of the account in Salesforce. Values include Opportunity, Neutral, At Risk, and Insufficient Signal.
  6. Use the search at the top to search your accounts. You can search by account name or account tier.
Qtip: If you want to see when your account data was imported, click the View import history link to be brought to Actions Reporting & History.
the view import history button located in the top right corner of the accounts tab

Viewing a Single Account

If you click on an account, you can see more information about the account.
the side panel that opens after clicking an account

Summary Section

The Summary section contains the tier and ARR of your customer, as well as the members of the account team.
the summary tab of an account

Details Section

The Details section will contain any additional fields you mapped from Salesforce as part of your Account Management Command Center setup. If no extra fields were mapped, then you will have no data in this section.
the details tab of an account

Roles Section

The Roles section contains the client account roles that were mapped from Salesforce.
the roles tab of an account

Click on a role to see more information about the role, including which contacts in your directory make up the members of the role. When viewing a role, you can do the following:
viewing the contacts in a role

  1. Check the box next to a role member to edit their contact details. Editing contacts here works exactly like it does in your directory. See Managing a Single Directory Contact and Managing Multiple Directory Contacts for more information.
  2. View the role member contact details. By default this table contains Reference ID, Status (indicating if the contact’s opt-in status), First name, Last name, Email, and Language. You can customize the fields that are included in this table.
  3. To customize the fields in your table, click the pencil icon.
    Qtip: After clicking the pencil icon, you will see the below window.
    the edit columns window for choosing the attributes
    On the left, you can choose fields to add to the table. On the right is the list of fields currently in the table. You can remove fields by clicking the X next to the field, and you can rearrange fields by using the arrow buttons, or by dragging and dropping the fields. To return your table to the default configuration, click Reset to Default. When finished making your changes, click Save.
  4. If your account has multiple roles, use the dropdown menu to switch between the roles.

Filtering Contacts by Account Data

Qtip: This section describes functionality that will be available in the platform starting September 29, 2021.
Qtip: Data isolation limits how you can filter your contacts. You cannot perform substring searches (e.g., “Qual” for “Qualtrics”) and you cannot perform numerical searches (e.g., NPS score is greater than/smaller than 8). See the linked page for more information.

You can filter your contacts by account data and then perform actions on those contacts, such as add them or remove them from a mailing list, opt them in or out from your directory, edit contact embedded data, and remove them from your directory.

  1. In the Accounts tab, click Filter for contacts.
    clicking "filter for contacts" to the right of the search bar
  2. Click New condition. See the Basics of Building Conditions support page for more information about conditions.
    clicking new condition
  3. Choose the type of account field you want to filter by. You can filter by an account data field (i.e. tier, status) or an account role.
    choosing an account field to filter by
  4. Choose the account data field you want to filter by. If you chose to filter by account role, skip to the next step.
    creating the account condition and clicking apply filter in the bottom right
  5. Choose your operator for your condition.
  6. Choose the operand, or desired value, for your condition.
  7. If you want to filter by multiple fields, click New condition or New condition set. See New Conditions and Condition Sets for more information.
  8. If you’ve added multiple conditions, choose if all or any of the conditions need to apply. See All vs. Any for more information. Also see nesting logic for more complicated conditions.
  9. When finished, click Apply filter.
  10. Select your desired contact(s) by checking the box next to the contact(s). You can select all contacts on the page by checking the box in the top left corner.
    choosing contacts, then clicking the three dot menu in the upper right
  11. If you have many contacts, you will need to click Select all X contacts to choose all contacts.
  12. Click the three dot menu in the right corner.
  13. Choose your desired action. The options available will depend on if you’ve selected one or multiple contacts. See Contact Actions for an explanation of each option.