- XM Directory Administration
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Managing the XM Directory 13 min
- Configuring Your Customer Directory
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Creating Mailing Lists 13 min
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Managing Contacts in Lists 10 min
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Directory Segments 6 min
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Using the Directory Contacts Tab 8 min
- Distributing Survey Projects
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Connecting XM Directory to a Survey 12 min
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Directory Distributions 7 min
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SMS Distributions 4 min
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WhatsApp Distributions 7 min
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Additional Distribution Channels 2 min
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Challenge: Distributing a Survey 7 min
- Module Quiz
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Updated! Module Quiz: Managing a Customer Directory for Distribution
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End of Course
Managing a Customer Directory for Distribution
This course provides a comprehensive guide to distributing surveys and managing contacts in Qualtrics XM Directory. You'll learn to use various distribution channels, manage contact data, and leverage automations.
This course focuses on Qualtrics XM Directory, a centralized platform for managing contact data and distributing surveys. It covers the fundamentals of creating and managing mailing lists and segments, ensuring efficient and targeted communication. You will learn to use various distribution methods, including email, SMS, WhatsApp, and QR codes, while applying best practices for deliverability and audience engagement. The course also details how to connect survey data back to the directory 6, use transactional data for longitudinal analysis, and manage permissions and roles for effective collaboration.
Learning Objectives:
- Create and manage contact lists and dynamic segments to organize survey recipients
- Configure brand-wide contact frequency and identity resolution rules to maintain a healthy directory.
- Distribute surveys effectively using a range of channels like email, SMS, WhatsApp, and social media.
- Utilize advanced features like Piped Text and inline email questions to personalize survey invitations
- Recognize the appropriate use cases for different survey link types, including Anonymous, Individual, and Multiple Completes links.
Recommended Users:
- Intermediate Users
- We recommend completing the Qualtrics Platform Essentials course content first.
Features Covered:
- XM Directory
- Contact Frequency
- Identity Resolution
- Directory Messages
- Mailing Lists
- Samples
- Directory Segments
- Transactional Data
- Workflows
- XM Directory Task
- Email Distributions
- SMS Distributions
- WhatsApp Distributions
- Social Media Distribution
- Offline App
- QR Codes
- Anonymous Link
- Individual Link
- Multiple Completes Link
- Personal Links
- Piped Text
- Inline Email Questions