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Contact List Triggers

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About Contact List Triggers

Whether you are looking to create an email list for future survey distributions or need to update your contacts, Contact List Triggers can help you do it all automatically. Contact List Triggers allow you to construct your own contact list using survey results without having to manually add each contact separately. This kind of trigger can also be used to update an existing contact list with new information, saving you time and unnecessary steps to make sure your contact list is up to date.

Qtip:  The XM Directory Task under Actions works the same as Contact List Triggers, but with several notable improvements. Due to these improvements, we recommend using the XM Directory Task instead.

Creating a Contact List Trigger

Qtip: A Contact List Trigger will only work if the respondent completes the survey. Partial completes will not cause the Contact List Trigger to fire.
  1. In the Survey tab, include a question in your survey that asks for the respondent’s name, email address, and any other information you would like included in the contact list.
    Text Entry form where respondents can enter their name, contact information, and so on

    Qtip: This question is a Text Entry form!
  2. Click Tools.
    Expanded Triggers menu under the Tools button
  3. Hover over Triggers.
  4. Select Contact List Triggers.
  5. Click Add a Condition to set the trigger to add respondents to the contact list when the survey is completed AND a specified condition is met (otherwise, the trigger will add contacts any time a respondent completes the survey).
    Selecting a contact list

    Example: Set up a condition so that the contact list trigger is only updated if the Email field isn’t empty.
    A condition that says in Question Q1 (text entry form), if the Email field Is Not Empty, the contact list trigger will work
  6. Click Please Select next to Contact List, choose My Library or any other library that contains your desired contact list, and select which contact list to use (you can also choose to click on New Contact List to create a new list).
  7. If desired, enable or disable Update existing list members or Unsubscribe the list member (when enabled, any previous contact from the contact list selected in the trigger will have their contact information updated or will be unsubscribed from the list, respectively).
    Update existing list members is selected; under First Name, the First Name field of the text entry form is selected

    Qtip: Update existing contact list members will only update if the Individual Link or Multiple Completes Link were used in a survey invitation, or if an Authenticator is used.

    If you have CoreXM Contacts or XM Directory with deduplication disabled, the emailed/authenticated contact list must be the same one in the trigger. Otherwise, a new contact will be created in the contact list instead. If you do have deduplication enabled in XM Directory, the contact list does not need to be the same.

    However, if you have XM Directory and the contact exists in multiple lists, then the contact will be updated in every list in which it appears, regardless of deduplication settings.

  8. Click None next to the Contact List fields (such as First Name, Last Name, and Email) to select which item from the survey should be used as the value for that field. The values can be set from survey questions, Embedded Data, or previously recorded recipient information.
    Qtip: A new contact will only be added if the Email field is left blank or is in the form of a valid email address. If the email is in an invalid format, the contact won’t be added.
  9. In the next field, specify the question, Embedded Data, or other item.
  10. In the final field, you may need to specify a particular choice in the question. Here, because we’re selecting First Name, we select the First Name section of the Text Entry form question.
  11. If needed, click Add additional fields and specify the Embedded Data field you would like created and the question that will populate the value of the field.
    Add Additional Field is highlighted in the bottom-center of the window
  12. Name your Embedded Data as it should be saved in the contact list.
    Fields are filled out so an embedded data called Address will populate based on answers given to the Mailing Address field in the text entry form
  13. Specify whether this information is coming from the survey’s Questions, Embedded Data, or Recipient Info.
  14. Specify which question or item.
  15. Click Finish Editing to create more triggers.
  16. To finish, click Save Triggers.
    Qtip: Remove a Contact List Trigger by clicking Finish Editing and then Delete.

You can add as many Contact List Triggers as you want, changing the conditions, contact list, recipient information as needed.