- Design
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Getting Started with XM Directory 4 min
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Designing the XM Directory 3 min
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Demo Video: Introduction to the XM Directory 3 min
- Implement
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Establishing Directory Settings 5 min
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Creating and Managing Multiple Directories 4 min
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Enabling Directory Automations 8 min
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Demo Video: Directory Automations 8 min
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Demo Video: Viewing Contacts and History 6 min
- Improve
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Targeting Your Distributions 4 min
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Demo Video: Creating Segments 3 min
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Setting Up the XM Directory Task 6 min
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Demo Video: Using Workflows to Create an XM Directory Task 4 min
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Using Transactional Data 4 min
Mastering the XM Directory
Learn how to use the XM Directory to your advantage by organizing all of your respondent communications under one efficient system.
Learning Objectives:
- Understand the importance of Directory Settings and how to configure your settings
- Know how to automate your Distributions and Contact Imports
- Learn how to create and utilize Segments