The feedback you submit here is used only to help improve this page.
That’s great! Thank you for your feedback!
Thank you for your feedback!
Qtip: XM Directory is an improvement upon the old Target Audience, with user interface (UI) changes made to integrate more seamlessly with the XM platform. If you do not have XM Directory and would like to purchase access, contact your Account Executive.
Attention: This page is about a feature that is not included with XM Directory by default. If you do not have the ability to create multiple directories and would like to purchase access, contact your Account Executive. Additionally, only Brand Administrators are able to create and manage multiple directories.
About Multiple Directories
The primary reason to create different directories is if you’d like to separate groups of contacts, and set different Contact Frequency Rules or Deduplication Rules for each set of contacts. For example, you may have a mix of customers and employees you wish to contact from Qualtrics. You may want to limit customer emails more strictly to follow GDPR regulations, while not having as strict limits on employees, since internal emails are not subject to the same laws and regulations.
Qtip: All Qualtrics users in a brand have access to all directories. While Standard Users without access to the Directory Contacts tab, Directory Settings, and Automations will still not have access to those tabs, they can upload mailing lists to and distribute from any directory in the brand.
Creating Multiple Directories
Qtip: You can create up to 5 directories by default. Certain CX licenses allow you to be granted up to 20 directories; if you are interested and would like to know more, reach out to your Customer Success Representative or your Account Executive.
Go to the Directories page.
Click the directory dropdown at the top.
Click Create Directory.
Name your new directory.
Click Create.
Editing Different Directories
You can navigate between directories using the directory dropdown menu at the top of every page of your Contacts.
Qtip: The default directory will be the first directory listed in the dropdown menu.
Once inside a directory, you can make edits in each of the tabs the way you normally would. However, when editing one directory, you have absolutely no effect on the others. This means contacts and mailing lists uploaded in one directory only exist in that directory, and Directory Settings, such as Contact Frequency Rules or Deduplication Rules, are unique to each directory.
Renaming a Directory
Go to Directory Settings.
Select Manage Directory.
Click Edit.
Type a name.
Click Save.
Deleting Directories
Qtip: You cannot delete the default directory. The delete option will be grayed out.
Attention: Deleting a directory will delete all its data, including contacts, embedded data, experience data, lists, message triggers, saved searches and automations.
Select the directory you’d like to delete from the dropdown.
Go to Directory Settings.
Select Manage Directory.
Click I would like to delete this directory.
Read the options carefully. Select both checkboxes.
Type the name of the directory.
Click Delete Directory.
Distributing from Your Directories
You can distribute to a mailing list in any directory you have access to from the Distributions tab of your directory.
Just a minute! It looks like you entered an academic email. This form is used to request a product demo if you intend to explore Qualtrics for purchase.
There's a good chance that your academic institution already has a full Qualtrics license just for you!
Checking is simple:
Enter your school-issued email address:
A university-issued account license will allow you to:
Complete assignments more easily
Export your data in multiple formats
Activate multiple surveys and emails
Access additional question types and tools
@ does not match our list of University wide license domains. Make sure you entered your school-issued email address correctly.
Still can't find your institution?
Please visit the Support Portal and click “Can’t log in or don’t have an account?” below the log in fields. Qualtrics Support can then help you determine whether or not your university has a Qualtrics license and send you to the appropriate account administrator.
Good news! It looks like you are eligible to get a free, full-powered account.
Please select your specific institution:
Follow the instructions on the login page to create your University account. If your organization does not have instructions please contact a member of our support team for assistance