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  • Customer Journey Optimizer
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    Qualtrics Social Connect

Transactional Joins

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Qtip: The data modeler and related functionality is not yet available to all customers. If you’re interested in this feature, please reach out to your XM Success Representative. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.

About Transactional Joins

The same survey can be distributed to the same person multiple times with transaction data. Transaction data serves as a history of all of the times a given contact interacted with your company.

When thinking about the customer’s journey with our brand, it’s important to get a holistic view of every touchpoint they’ve had with us. With Qualtrics, you can get transactional data into the same dashboard as your customer survey data, allowing you to combine qualitative and quantitative data into a more insightful analysis.

Example: Create a comprehensive dashboard for your support representatives that shows the customer’s contact profile data, historical transactions, and all relevant ticket data. Put everything from response rates to customer satisfaction scores front-and-center.

In the solution we describe on this page, you’ll join a customer’s transactional data with the corresponding survey data.

Preparing Transactions

Before you use this solution, you need to already have transaction data saved in XM Directory.

For more details, see Transactions.

Step 1: Preparing Survey Data

When joining data, it’s important to keep in mind how records are identified so they can be combined together. In other words, how do you know how to connect a person’s directory information with their survey response? This is done by using 1 field that both the survey and directory data have in common, which acts as a unique identifier.

To join transactional data and survey data, you must match the contact’s TransactionID to the survey’s Recipient ID. For this to work, we need to make sure the Recipient ID is saved in the survey.

Attention: Make sure you’re using a survey that was distributed with a contact list, otherwise these steps won’t work. This setup works with surveys distributed through email, SMS, and authenticators, so long as you used a contact list, and your emails and SMS were not sent using anonymous links.
  1. Open your survey and go to the Survey flow.
    Adding RecipientID embedded data to the survey flow
  2. Add an embedded data field.
  3. From the list of pre-existing fields, choose RecipientID.
  4. Click Apply to save your changes.
  5. Go to Data & Analysis.
    Displaying the RecipientID column in Data & Analysis
  6. Select the Column chooser.
  7. Go to Embedded Data.
  8. Display the RecipientID column.

Step 2: Enabling Contact Data

In order to use directory data in CX Dashboards, you need to make it available as a source.

See Using Contact Data as a CX Dashboard Source for detailed steps.

Step 3: Creating the Dashboard Dataset

Qtip: For more information, see Joins (CX) and Creating a Data Model (CX).
  1. Create a data model dataset.
    Create a new dataset window, with dropdown where you can select data model
  2. Add your contact data as a source.
    Clicking the plus next to a data model source reveals a menu where you can select Joins

    Qtip: Be thoughtful about the fields you include from your contact data source. If there are sensitive fields you don’t want shown to users, consider excluding them completely from the dashboard data or adding them to a separate dataset with limited access.
  3. Add your survey.
  4. Next to the contact source, add a join.
  5. Under Right Input, select the survey.
    Once you add a join, a menu opens along the bottom of the page where you can configure it
  6. For your Join condition, select the TransacationId for the contact data.
  7. Select RecipientID for the survey.
  8. Create an output dataset.
    clicking plus next to a join reveals an output dataset option
  9. Publish your changes.

Step 4: Building Dashboards

Once you’ve created your data model and join, you can use it to make a dashboard. See Creating Your Project and Adding a Dashboard (CX).

Dashboard data page without a dataset added yet

All the data you’ve mapped can appear together on regular dashboard pages. This means you’re free to start building widgets and filters as you normally would, with a mix of both transactional and survey data available for you to work with.

Qtip: If you make an update to your transactional dataset you may not see those changes reflected in your dashboard. In that case, we recommend the following:

  1. After updating your dataset, wait for a few minutes.
  2. Open your dashboard.
  3. Open Dashboard Data.
  4. Remove the dataset from your dashboard, then add it back again.
  5. Publish your dashboard data.