XM Directory | XM Community
Skip to main content

XM Directory

Discuss XM Directory solutions, best practices, & more.

  • 431 Topics
  • 1,013 Replies
431 Topics
cfriend
cfriend
posted in XM Directory
Looking for ideas to simplify contact list/distribution process

Dear Community,I administrate the CX program for a field service organization. We use a third party phone provider to deliver the surveys through Qualtrics. Our current practice (which I inherited from the previous owner) follows:Generate contact list transaction reports out of SalesForceUpload the reports to Qualtrics as contact listsExport the Contact Lists with specific embedded data the phone center needsDistribute the different survey types to the different reports (6 total, but two lists for each survey for US/Global) Download the survey linksCopy the links column over into the exported contact listSend the resulting file to the phone provider for deliveryAs you can imagine, this takes a good half a day every Monday when we distribute the previous week's transactions. I don't have support from IT to integrate Qualtrics into SalesForce right now. I have an Email survey set up but our contact list is incomplete and we don't have email for all customers. Any thoughts on ways I

230
cfriend
R
rmprest
asked in XM Directory
Bulk adding new XM directory contacts to an existing list

Hi Qualtrics users!I've looked around to try and find out the answer to this question but so far I've not found the answer so hoping someone can help !Is it possible when adding new contacts to the XM directory (via .csv) that at the same time they are allocated to an existing List?If so is there a guide anywhere I can use?Thanks in advance!rmpest

182
R
R
rmprest
asked in XM Directory
Help making a manual process of updating contacts easier !

Hi Qualtrics users !First time Qubie poster here looking for some advice.. I’ve searched the topics and my question doesn’t come up.I’m also quite new to all this so please go easy on me 😊I have recently taken on the responsibly for insight/survey distribution for my company which is a reasonably ‘new’ thing for me so I’m working with processes and techniques that have been passed to me… I’m very much open to doing things in a smarter way if there is a smarter way to do them !The full directory of contacts (around 7000) is in a List within the directory. The survey process my company uses is a once a year annual NPS/relationship to each of the contacts. The process is spread out across the quarters but it isn’t a fixed event as someone who was surveyed last year might not be the right contact this year (i.e if the original contact has left, or the business has been lost all together)The issues are we don’t yet have any type of CRM that links Qualtrics to the customer data, so essentia

664
R
C
Level 1 ●
CNTGLevel 1 ●
asked in XM Directory
Is there a way to cancel a reminder for one recipient in a list?

Hi XMC,When we send out our manual surveys, we upload new contacts to the same lists, and then we create samples based on the specific criteria that defines the new uploads we've had. That way we have all our contacts in one list, and the samples represent our different distributions, as opposed to creating a new list each time.This generally works very well for us, although there is one major downside (unless I'm mistaken - hence the question).If a customer responds and says there was some mistake, common practice is to opt them out, so they don't get reminders. However, this opts them out of the entire list, and therefore they won't receive surveys in the future.Is there any workaround to this?It would be great, if you could opt a recipient out of a sample, or cancel a reminder on an XMD level.I hope you guys can help me out.Thanks.

3252
C
Level 1 ●
U
UXResearch_Comcast
posted in XM Directory
How to download Conjoint Analysis output in legacy data format to clean data

I'm looking to inspect and clean my raw data output from Qualtrics conjoint analysis for signs of respondents' block responding (i.e., always choosing Option 1 to finish the survey questions quickly).To this end, I've been advised by a team member at Qualtrics to "download the legacy data format". I've exported and "downloaded utilities as CSV" (I'm not sure if this is the same thing) but I can't deduce from the output who is block responding.Can anyone point me to downloading the legacy data format or (if I've found it) how to interpret the numeric output to find block responses? Thx

521
C
S
Suha
asked in XM Directory
how can I import a qualtrics contact list from aother user

how can I import a qualtrics contact list from aother user 

101
LaurenK
Former XM Community Team Member
M
MelissaOldham
asked in XM Directory
Reminder emails for linked longitudinal surveys

Hi,I have set up a longitudinal survey, upon filling in the baseline survey participants are added to a contact list. I have then set up three action tasks so that follow up surveys are distributed at 1, 3 and 6 months. At each follow up I have also scheduled a reminder email after 5 days which should only be sent if the participant does not complete the survey in that time.However, upon testing the reminder emails are sent to everyone, regardless of whether or not they have filled in the follow up survey. Why might this be and how can I ensure that only participants who haven't filled in the surveys receive the reminders? We don't want to risk annoying participants by sending them reminders for a survey they have already completed which could negatively affect long term retention. Similarly though, it is a large trial so we do need the reminders to ensure we aren't having to chase too many participants by phone, so it is important to get this right.Would really appreciate any advice,

381
LaurenK
Former XM Community Team Member
JoycaV
QPN Level 4 ●●●●
JoycaVQPN Level 4 ●●●●
asked in XM Directory
Will sharing a list affect distributions?

Hi,I can't find the answer on the support pages,But I have some email distributions scheduled to a List.If I would now share that List with a Group, would that affect the scheduled distributions? Would the distribution know where to find the moved list?

131
Rich_Boits_Walker
QPN Level 3 ●●●
AnnaP
Level 2 ●●
AnnaPLevel 2 ●●
asked in XM Directory
I can't access Directories

HelloSince Monday afternoon my colleague and I (both Brand Administrators) are unable to access the Directories. It just takes us to blank page and nothing is happening. Did anyone come across the same issue and / or know how to fix it?ThanksAnna

2304
AnnaP
Level 2 ●●
DashboardNinja
QPN Level 2 ●●
DashboardNinjaQPN Level 2 ●●
asked in XM Directory
Change default field type in contact import automation?

Hello,We are setting up a new contact import automation that has around 200 fields that should be embedded data. Is there a way to set the default field type to embedded data, instead of transaction data, to avoid having to manually reset all 200 fields?-Pam

162
DashboardNinja
QPN Level 2 ●●
S
SD123
posted in XM Directory
Combine two surveys into one report

I am creating a report inside the survey and want to combine the results from another survey into this report. Both surveys have identical questions and response choices. both surveys have text responses, multiple choice responses and matrix responses. i am able to combine the multiple choice and text questions into visuals but when it comes to matrix responses it shows duplicate choices (one from each survey) in the visual. I am trying to consolidate those responses into one choice in the visual but unable to figure it out. has anyone else dealt with this before?

8851
B
Level 2 ●●
Barnaby
Qualtrics Employee
BarnabyQualtrics Employee
asked in XM Directory
I deleted a mailing list with thousands of contacts. How can I get them back?

I deleted a mailing list with thousands of contacts. How can I get them back?

3162
A
D
Dimitra
asked in XM Directory
Longitudinal survey, Login IDs are not displayed in the follow-up survey

Hi,I am trying to set up a longitudinal survey using the instructions found here https://www.qualtrics.com/support/survey-platform/common-use-cases-rc/pulling-data-into-a-second-survey-longitudinal-surveys/It seems to work, but the problem that I have is that the Login IDs are only visible in the baseline dataset and not in the follow-up. Thus, I can't link participants' responses of baseline to the follow-up.Any idea how I can overcome this problem?Thank you,Dimitra

272
D
R
ramibenben
asked in XM Directory
Moving responses in progress to spss

I want to have a good understanding of my data as soon as possible. I would like therefore to add 'responses in progress' to the SPSS file I create with the complete responses. Just copying data from the CVS data file into SPSS is not working (they do not synchronize well). Any ideas? Thanks!

142
R
M
Mets_Viv
asked in XM Directory
Why am I unable to save items added to XM Directory?

I am attempting to pull data from a first survey (T1) into a second survey (T2) using the Qualtrics XM Support tutorial https://www.qualtrics.com/support/survey-platform/common-use-cases-rc/pulling-data-into-a-second-survey-longitudinal-surveys/According to the above tutorial, this can be accomplished by creating a new contact list, and adding an external embedded data field containing a Login ID (created with Survey Flow). Thereafter, one can add or remove embedded data fields using the survey responses for the first survey (T1).Following step 31 in the tutorial, I should be able to save the changes made to the XM Directory. Instead, the save button is disabled. If hovered over, a gray symbol appears that indicates I am not able to save the changes. How can I solve this problem?

1232
M
Amy_boz
Level 2 ●●
Amy_bozLevel 2 ●●
asked in XM Directory
Can you add a new attribute to your whole directory?

Hi everyone. I'm very new to using Qualtrics and my question is in the title. Can you add a new attribute to your whole directory at once or can you only do it manually per user?Thanks for your help :)

3431
TomG
Level 8 ●●●●●●●●
L
lmak
asked in XM Directory
Embedded Data field in piped text after update

Hi, I have a survey with piped text from a contact's embedded data. Each day I am uploading contacts and those with the same email have their embedded data updated, I then generate individual survey links with new distributions. However, depending on when the survey is opened, the piped text displays different text. If the survey is opened before the new embedded data was uploaded, it uses the old embedded data. But if the survey is opened after the new embedded data is uploaded, it uses the new embedded data. Once the survey is opened, the piped text does not change anymore.I would like to use the embedded data at the time the survey link was generated, instead of when the survey was opened. Is that possible?

191
Rich_Boits_Walker
QPN Level 3 ●●●
SachinPachauri
SachinPachauri
asked in XM Directory
Unable to enable XM Directory automation option in Admin role

Dear Team,We are trying to set-up integration b/w SuccessFactors and Qualtrics but we are unable to enable the XM Directory Automation option in admin role. This option is gray out. We raised a support ticket to SAP and they asked us to check with sales team regarding the licences. We connected with sales team and they are saying currently no option to automate this integration so you need to use csv import option but i checked all the documents and its clearly mentioned that we can integration Qualtrics using SFTP.Request you to please help us to enable this option.Regards,Sachin

331
T
Level 2 ●●
J
JosephClark5
asked in XM Directory
How much can be automated with qualtrics?

Hello, we are looking make a survey that is sent out to participants in a study once a week. Is there a way to automate this in qualtrics? Also, to make it a little more complex, we want to give the participant the option to delay taking the survey for 2 days. The last thing is that we want to compare the results of the survey with the results of the same survey from the week before. We were wondering if we could do this automatically in qualtrics? For example, say a participant indicated that they did not have an increase in symptoms from one week to the next, but they indicated a severity rating of "1" the week before and this week they indicated a "3". Could qualtrics find a discrepancy like this and flag it for a reviewer or clinician to see?

61
LaurenK
Former XM Community Team Member
Pradyp
Pradyp
asked in XM Directory
Employee Directory - Import People

Hi Experts, I'm trying to import few people into my employee directory and it is not working as expected. Down the line I'm looking for the automation to import people via SFTP, but at the moment I want to upload them manually to test, here's the import message shown below ! I've download the sample file format and have inserted few employees within for testing ! ! I did try to change the fields/columns within the file and nothing has worked. I know this looks weird as this task looks pretty simple, but not sure what is missing from my side. I'd appreciate if anyone can help me in this. Regards Pradyp

423
ToddUyeda
Pradyp
Pradyp
posted in XM Directory
Skipped columns - FirstName, LastName, Gender etc

Hi Experts, I'm trying to import historical data where during my initial load I was successful to import only X-Data and performed data & analysis with Stats IQ and Text IQ. Now I would like to combine X+O data by adding demographic information so that i can have a holistic view in my analysis. Currently when I'm importing the data, X data responses are successfully getting loaded, however the O data is getting skipped. ! Does anyone have an idea on how to load them? Currently I've no participants data created, since it's for a historical data, however the intention is to view the responses of the historic participants with their responses. I'm thinking quite few options here as well, like loading historic participants as well and then pull the information in data and analysis (if it works in this case). Appreciate if anyone can help me here :) Regards Pradyp

123
AdamK12
Level 5 ●●●●●
P
Pulkit
asked in XM Directory
Is there a way to export the distribution funnel data?

My main goal is to get the list of contacts who received the survey. The total number can be get by looking at the distribution tab on the survey but I am looking for the LIST of the contacts to perform advance analysis on the sample size. if someone knows how to do that, it would be really healpful

1291
dobra021
Level 4 ●●●●
JoannaMakowiecka
JoannaMakowiecka
asked in XM Directory
Is there a way to send an automated email to inactive Qualtrics users in your company?

Hi, I'd like to be able to follow up on inactive Qualtrics users. Is there any way to automate this process? Can an email be sent to all of them with a reminder? Thanks

333
AdamK12
Level 5 ●●●●●
rusty_john
rusty_john
asked in XM Directory
Contact Import Automations and Data Transformation

We are using a contact import automation to ingest a file from an internal database, but need help with transforming some of the data in the file we are importing. Our internal database stores first and last names of customers in all caps (ie SUSAN JOHNSON), thus the records being imported into are in all caps. We are wanting to know whether Qualtrics can transform the data so that names are in the proper case (ie Susan Johnson). Has anyone used Qualtrics for transforming data on a Contact Import Automation?

451
rusty_john
IsabelPosada_Voce
QPN Level 5 ●●●●●
IsabelPosada_VoceQPN Level 5 ●●●●●
asked in XM Directory
How to set up an automation to upload my contacts from a file in Google Drive?

Hello everybody! I am trying to set up an automation in my XM Directory to upload my contacts from google drive, I am not sure if in the field where I have to put the "File location" can I put the url from the my google drive folder or something different. !

203
IsabelPosada_Voce
QPN Level 5 ●●●●●

Motivational Playlist

Terms & Conditions
OSZAR »