Now that you’ve thought a bit about what you want to accomplish with XM Directory, we’ll talk through some of the specific features that can benefit your goals.
Dividing Your Data Amongst Separate Directories
Think back to the goals you established. Will there be different teams working out of XM Directory, each with different goals? And will there need to be a clear delineation of which users can access which contact data?
In that case, you should consider setting up multiple directories. Each directory in your Qualtrics license serves as an isolated container for profile and associated transactional data. Additionally, with roles, users can set up more granular permissions to isolate not only who accesses each directory, but who administrates them.
Keep in mind that there is a limit to how many additional directories you can add. See the Creating & Managing Multiple Directories support page for more information.
User Setup & Permissioning
Now let’s think about who in your organization should have access to what functionality in XM Directory. Such permissions can be managed in two places: on the Admin page and with directory roles.
Using the Admin page, you can create user types with particular permissions (or choose from existing user types) to easily control which users have access to which parts of the entire XM platform, not just XM Directory. XM Directory access is controlled with the Contacts Permissions, although there are some permissions related to distributions and what channels each user can access under Survey Platform permissions.
Although we advise skimming the support pages linked above for more information, here are some quick recommendations:
- Brand Administrators have all contacts permissions enabled by default, giving them full management capabilities for XM Directory as well as the rest of the XM platform.
- If you’d like a user to be able to manage XM Directory roles, but don’t want to give them organization-wide admin privileges, enable the Manage Directory Roles permission for them.
- If you’d like to grant a user the ability to administrate just XM Directory or give them access only to select directories on your brand, we recommend using roles.
Roles are accessible from the Directories page. They allow you to control which users have access to which directories, and whether they are allowed administrative access (e.g., can see the whole directory, can edit its settings, etc.) or not.
For each directory, we recommend creating two roles: one for standard access and one for administrative access.
Before members of your Qualtrics license start adding contacts to your directory, it’s important to establish a way to keep your data clean. That means avoiding duplicates (where the same person’s information is scattered across the directory) and setting standards around how certain fields should be formatted.
One of the fundamental requirements for any data aggregation system is to ensure you can identify contacts and consolidate information for them in one place. That also means avoiding duplication of the same person in the same system.
In the case of XM Directory, you can specify how to consolidate duplicate contacts in the directory settings. Like all directory settings, these are defined differently for each directory, so you can adapt to the needs of different teams.
We recommend after setup that you periodically validate if the consolidation rules you chose continue to serve a purpose, or if they need to be updated to fit changing needs. If you’re unsure what field to deduplicate from at the start, try Email.
Standardization and schematization
Another important aspect of data hygiene is making sure your fields are standardized. To some extent, this will be achieved by the way certain required fields are formatted.
Within XM Directory, there are reserved fields for key information such as first name, last name, email, and so on. If you have any company ID you use to identify contacts (e.g., a customer ID number of username), we recommend including this in the ExternalDataReference column.
In addition, you can rely on certified questions for key demographics like age, gender identity, number of children, education level, employment status, marital status, and number of household members. Urge your survey-builders to stick to these questions when building surveys so these demographics remain consistently formatted across the directories.
Embedded Data best practices
With the exception of reserved fields, users can add any other additional data they want to their contacts. These additional fields are known as embedded data. If you ever need to clean up these fields, you can do so from the directory level. We highly recommend scheduling some time for periodic data hygiene checks.
When creating an informal system of standardization for key embedded data fields, it’s important to plan and communicate with other users you’ve designated as XM Directory administrators. If there are certain company fields you’d like users to be careful with, make sure to communicate this with them.
Populate Directories with Operational Data
What do we mean by “populate directories with operational data?” Think back to the various contact data available to your company, and how many platforms it’s spread across. This is the step where we think about how to bring that data over to XM Directory.
Sync contacts from other platforms
Qualtrics offers multiple means to import data to our platform. For well-structured and defined external data sources such as the company’s CRM, users can leverage XM Directory automations or the automated workflows platforms to sync data relevant to the CX workflows. For example,
- Automatically pull contact data on a scheduled basis from an SFTP server, Google Drive, DropBox, or the Qualtrics File Service.
- Automatically pull customer data from your organization’s instance of the SAP Customer Data Cloud.
- In the Workflows page, extract data from Salesforce or SuccessFactors for upload into XM Directory.
Qtip: For a speedier setup, there is a Salesforce to XM Directory workflow template!
Import on command
For more unstructured data sources (or if you’re just not ready to automate), XM Directory offers an easy way to import CSV or TSV files filled with contact data. This process is described in more detail at the linked support page, and can be a great starting point for new users.
Limiting How Frequently Customers are Contacted
XM Directory lets you determine how often your brand can send messages to contacts. These rules apply to a directory as a whole.
If you have certain mailing lists or surveys that will need to bypass the directory-wide rules, you can also add custom rules.