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Step 1: Adding & Managing Directory Contacts

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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 would like to switch to the new look, contact your Customer Success Representative. If you do not have XM Directory and would like to purchase access, contact your Account Executive.
When you’re ready to get started on XM Directory, head over to the Directories page of your account.

The first tab you should visit is Directory Contacts, which contains the directory. The directory contains every contact ever created in your brand. This means as everyone in your company that uses Qualtrics’ XM Directory uploads contacts, they all end up in this same directory. Generally only Brand Administrators should have access to the directory. While this feature can be manually enabled for standard users by selecting the Manage Directory permission, because the entire brand’s contacts are saved here, it is best to restrict access to only one or two members of your company.

Qtip: If you do not have a Directory Contacts tab, move ahead to Step 2: Creating Mailing Lists.

Directory Contacts button along top of page when contacts are opened

Adding Contacts to the Directory

The first step to setting up XM Directory is adding contacts to your directory. If your brand has been moved over from the Survey Platform Contacts, you will already have contacts in your directory and mailing lists. If your brand has been newly created, your directory will be empty.

Add contacts to the directory button in the top right

To add contacts, navigate to the Directory tab and click the green button labeled Add directory contacts. There are two options – uploading a mailing list through a file or adding contacts manually. If uploading a mailing list through a file, it is highly recommended that you download and use the Sample Template provided as this mailing list requires a specific setup and format.

Add contacts upload window is open and there is a sample document to download

When uploading contacts to XM Directory, the original file must be saved and uploaded in a CSV or TSV format. There are five built-in contact fields that can be used, which must be written in the following format (including spacing and capitalization):

  • FirstName
  • LastName
  • Email
  • ExternalDataReference
  • Language

Any other fields you add to your file will be uploaded as embedded data, which does not need to follow the above naming conventions. However, keep in mind that with embedded data, you generally have to keep the spelling and punctuation the same when adding additional users with the same embedded data.

Warning: All embedded data fields were previously case-sensitive. For a vast majority of users, embedded data is no longer case-sensitive, meaning “test” and “Test” would be treated as the same field. However, we still advise matching cases as a best practice, since there is a small portion of accounts where this change has not been made.

Adding Contacts with Actions

In addition to the standard UI import, you can also add contacts through the actions platform. Use the extract data from Salesforce or extract data from SFTP files tasks to import data into Qualtrics. Then, use the load data into XM Directory task to save the contact data to your directory.

Qtip: You can also import account data from Salesforce using the same tasks. See the account management command center for more information. Once your accounts are imported, you can view them in the accounts tab in your directory.

 

Managing Embedded Data Fields

In the above example, adding embedded data fields in that way creates two embedded data fields when one field would suffice. This often happens when contacts are brought over from contacts and users have no insight on the naming conventions other users have used in the past.

XM Directory has the option to consolidate these duplicate fields so they are uniform across your brand. To do this, select Manage Embedded Data in Directory Options. This will provide you a list of all embedded data fields in your directory. You can delete fields by clicking the trashcan icon to the right of each field. Selecting multiple fields will give you the option to merge these fields and to select the naming convention that will be used brand-wide.

Manage Embedded Data option third from last in directory options dropdown on upper-right

Qtip: For more on managing embedded data, see the Manage Embedded Data & Refresh Embedded Data support page.

Consolidating Duplicate Contacts

XM Directory has the option to automatically consolidate duplicate contacts upon import. However, this automatic deduplication is not retroactive. If that setting is not turned on when contacts were brought over from the Survey Platform contacts or when you’ve added contacts in the past, there may be duplicates in your directory that you will need to deduplicate after the fact.

To deduplicate existing contacts, select Consolidate duplicates in Directory Options. You will have the option to choose what field or fields to deduplicate on. This field(s) should be a unique field that will be different for every contact. The two most commonly used are Email and/or External Data Reference.

Directory Contacts tab with Consolidate Duplicates selected

  1. Click Directory Options.
  2. Select Consolidate duplicates.
Qtip: For more on manually consolidating duplicates, see the Consolidating Duplicates support page.

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