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XM Directory Funnel Event

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About the XM Directory Funnel Event

The XM Directory Funnel Event is used to start actions based on events that happen in your XM Directory. This includes when a contact opts in or out of your directory, or when an email or other supported distribution bounces.

Qtip: The XM Directory Funnel Event can only be created in the Actions tab of your account, not the Actions section of a specific survey.
Attention: To use this feature, you must first set up the XM Directory Respondent Funnel.

Creating an XM Directory Funnel Event

  1. Click Actions in the top right hand corner of your account.
    the actions tab. a new action is being created
  2. Make sure you’re in the My Actions section.
  3. Click Create New Action.
  4. Select Event-based.
  5. Give your action a name.
    creating a new action., click choose event to choose the xm directory event
  6. Click Choose Event.
  7. Choose XM Directory Funnel.
    the xm directory funnel event in the event selection window
  8. Use the Source dropdown menu to select which Directory you want to base the event on. You will only be able to select directories for which you’ve set up the Respondent Funnel.
    choosing the source data for this event
  9. Click Finish.
  10. Choose the Scope for the event. This can be either the Entire directory, or a specific mailing list from your directory.
    setting up an xm directory event. use the dropdowns to select your directory and event
  11. Select the Event that will begin the workflow. Your options include:
    • User Opt Out: The workflow will begin with a contact opts-out of your XM Directory.
    • User Opt In: The workflow will begin when a contact opts-in to your XM Directory
    • Bounce from Email: The workflow will begin when an email bounces for a contact in your XM Directory.
    • Bounce from SMS and other supported channels: The workflow will begin when a SMS or Email bounce for a contact in your XM Directory.
  12. Click Finish.
  13. Click Add Condition to determine when the workflow will begin. See the section on Creating Conditions for the XM Directory Funnel Event for more information.
    creating an action. click add condition to add conditions. click add task to select a task. when finished, click done

    Attention: If you don’t create at least one condition, your selected task will not trigger.
  14. Click Add Task and choose a task. This task is what you want to happen as a result of this workflow, for example, sending an email or creating a ticket. For an overview of choosing tasks, see this support page.
  15. Click Save.
Qtip: It may take up to several hours for your workflow to trigger based on an XM Directory Funnel Event.

Creating Conditions for the XM Directory Funnel Event

For the XM Directory Funnel Event to trigger, you must add at least one condition to your workflow. These conditions work like other logic conditions in the Qualtrics platform. For general guidelines for building conditions, see the below pages:

Qtip: Note, these are in the context of survey filtering responses, but the functionality is exactly the same.

When creating conditions for the XM Directory Funnel Event, you can base your conditions off the following fields:

  • Email Address: The contact’s email address as it appears in the contact’s attributes.
  • First Name: The contact’s first name as it appears in the contact’s attributes.
  • Last Name: The contact’s last name as it appears in the contact’s attributes.
  • Phone Number: The contact’s phone number as it appears in the contact’s attributes.
  • Language: The contact’s language as it appears in the contact’s attributes.
  • External Data Reference: The contact’s Embedded Data Reference as it appears in the contact’s attributes.

In addition to the above fields, you’ll be able to create conditions based on any additional fields enabled in your XM Directory Respondent Funnel.