Target Audience - Organization Settings | Qualtrics

TA Organization Settings

 

On the Organization Settings page you can manage how often your contacts receive messages from your organization and set the guidelines for deduplication in your Directory.

Set Contact Frequency

  1. Check the box next to the desired contact frequency setting to enable the setting.
    confreqenabled
  2. Change the value as desired.
    confreqnums
  3. Click “Save” in the corner to save your changes.
    save
Qtip: The “per 30 days” is a rolling 30 day period.
Qtip: When a contact frequency limit is reached for a contact, it will show up in the “Skipped Emails” column of the Mailing History.

Set Deduplication

  1. Check the box under “Enabled” to ensure deduplication is turned on.
    dedupenabled
  2. Select the combination of values for the deduplication function to search.
    dedupfileds
  3. Click “Save.”
    save

When you Add Contacts with deduplication enabled, Target Audience will check whether the person you are trying to add matches the deduplication fields for any existing contacts in the Directory. If the contact already exists, Target Audience will not create a new contact with the information. Instead, the existing Directory contact will be updated with any new information you have added, such as new or updated Embedded Data values.

Qtip: Most Target Audience clients use Email to deduplicate, since this is generally the most unique field. It also helps ensure that you aren’t sending duplicate messages to the same email.

Selecting multiple fields means that all of the fields must be identical before Target Audience will combine contacts’ profiles. For example, if deduplication is set for Email and External Data Reference, you can import multiple contacts with the same email, as long as they have unique values for External Data Reference.

Qtip: Use the External Data Reference for the deduplication field if you are using a customer ID or something similar. This will likely be a value from your internal system to uniquely identify your contacts in Target Audience. It is not required, and will depend on your use case.