About Multiple Directories
XM Directory allows you to have multiple directories at a time. This is helpful for situations where you need to create separate groups of contacts with different directory-wide settings.
Only Brand Administrators are able to create and manage multiple directories.
Creating Multiple Directories
Determining Which Users Have Access to Each Directory
You can determine which users have access to each directory in your license. You can even determine whether or not this directory access should be admin-level, allowing certain users to manage the directory’s settings.
To learn more, see our XM Directory Roles support page.
Editing Different Directories
You can navigate between directories using the directory dropdown menu at the top of the page.
Once inside a directory, you can make edits in each of the tabs just as 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 duplicate contact consolidation, are unique to each directory.
Renaming a 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.
To learn more about your distribution options, see the Send Emails in XM Directory, Export Unique Links in XM Directory, SMS Distributions in XM Directory, WhatsApp Distributions, or Web and App Feedback Distributions in XM Directory support pages.
Qtip: You can distribute to mailing lists in any directory two ways:
- The Distributions tab in the directory (shown above)
- The Distributions tab in the survey