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Step 1: Preparing Contacts for Distribution in XM Directory

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Getting Started

Before you start sending distributions, you need to make sure you’ve got the right contacts ready. To do this, you’ll want to head over to the Segments & lists tab of your directory.

A picture of the segments and lists tabs, which contains a section for segments, lists, and samples listed off to the left

This tab has three different sections: Segments, Lists, and Samples. In the following section, we’ll talk more about these different features and when you might use one or the other.

Segments

Segments are groups of contacts that share attributes such as demographics, needs, or priorities. They are a great way to identify what key groups your organization wants to gain insights from. Segments are automatically updated on a daily basis (or manually, as needed) to include all contacts in the directory that fit its criteria. Thus, if a contact is updated with new information and now belongs to the segment, they’ll be added; contacts who no longer fit the segment’s criteria will be removed.

Example: You can have segments based on customer tiers you’ve created (Bronze Membership, Silver Membership, Gold Membership, etc.) or key demographics you seek to target (millennials with children, unmarried retirees, people who work in education, etc.).

Only directory administrators can create or edit segments, but anyone with access to the directory can distribute surveys to them. If you’re curious what criteria is being used to determine a contact’s membership within a segment, read the description, or click on its name to see the criteria.

Picture of a segment

Qtip: For detailed steps, see XM Directory Segments.

Lists

If all you want to do is distribute to a set list of contacts, you should start with a mailing list. When you create contacts using a mailing list, you can include any information you want to associate with them, from email addresses, to phone numbers, to additional attributes (called “embedded data”).

A picture of several mailing lists

Unlike the directory, mailing lists are individually owned, so creating a list in your account does not automatically mean another user in your brand will be able to use or edit that list.

If you’ve created a mailing list in the past, you can always reuse it. Reusing existing lists is a good idea when you want to keep track of response rates and distribution history for the members in that specific list. If you are sending a distribution to an entirely new set of contacts, a subset of an existing list, or want to keep distribution history separate for certain distributions, then creating a new list is the best practice.

Creating Mailing Lists

Qtip: For detailed steps, see Creating Mailing Lists.

There are two options for adding contacts: uploading a file or manually entering the contacts. Manual input is used when typing contacts from hand or copying from an Excel sheet. It is not recommended for large numbers of contacts. The file upload option will prompt you to upload a file containing your contacts. It is recommended that you download and use the Example Document provided since mailing lists require a specific format to upload successfully.

Picture of the upload a file vs. manual upload options

If a contact you are adding does not exist in the directory at the time of import, that contact will automatically be added to the directory. If the contact does exist in the directory, the contact will be updated in the directory. That means if another user has that contact in one of their individual mailing lists, that contact’s information will be updated in their mailing list.

Qtip: How duplicates are identified and consolidated is dependent on directory settings. If you’re an administrator, check out our implementation resource to learn more.

Samples

Instead of creating additional mailing lists, you can create samples of already existing lists. To do this, navigate to the Samples section. It is best to create samples when you want to pull from certain contacts in a list or create a randomized sample of an existing list.

Picture of a sample on the Samples page

A common use case for samples is for follow-up surveys. For example, your brand might have sent out a survey to those who had visited your website and indicated that they had purchased something. You might want to survey those people in the future to ask how they felt about their purchase or if they have continued to buy from your website. You could create a sample from the original mailing list by using the criteria that they had purchased something from your website in the past.

Qtip: If you want to slightly edit your mailing list but do not need to specifically divide your list, it is not recommended that you use a sample, since it will be created through randomization. Instead, it is recommended to just edit the mailing list itself.
Qtip: For detailed steps, see Creating Mailing List Samples.

Shared Lists

As earlier noted, segments are available directory-wide, while mailing lists and their samples initially only belong to the person who created them.

If you belong to a group, however, you can share mailing lists you’ve created with the group, as well as create new shared lists, and see what’s already been shared with the group. In the Lists tab, click Shared list folders and select a library (if any) to which you belong.

Picture of where the shared list folders appear to the left

Qtip: Read more about sharing mailing lists on the Sharing Lists support page.
Qtip: Brand administrators can learn more about creating group libraries on the User Groups support page.

Message Triggers

If a contact has been added to a list, you might want to send them an email notifying them of their mailing list membership and that they might possibly be sent additional surveys. With message triggers, a recipient can be automatically notified via email if a contact has been added to a mailing list.

To do this, click into a list and select List Options. Choose Manage message triggers.

Manage message triggers option inside the "list options" button

Here, you will be reminded that the message will be sent whenever someone is added to the mailing list. Select the recipient, which can either be the contact themselves or another email address. From here you will compose the message you want sent out and configure additional message options.

Building triggers

You can add additional criteria so that an email only goes out under certain conditions. For example, if you want to send an email to a contact notifying them of their mailing list membership and the possibility of future emails, you probably do not want to send them that email if they have already received emails from your brand. To set this up, click Add additional criteria when you are configuring the trigger type. Choose Statistics and set the condition to “Total emails Equal To 0.” In this case, contacts will only receive a message trigger if they have not been contacted by your organization and have been newly added to the mailing list.

Image of the criteria described

Qtip: For detailed steps, see the Message Triggers support page.

Next Steps

Now you’ve got your contacts ready for distribution, head over to Step 2: Distributing to Contacts in XM Directory.

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