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Musician Has Yet to Setup Their Mail List Form Please Try Again Later


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Most Creating Mailing Lists

Before y'all can send out invitations for your surveys, y'all need to create mailing lists. Mailing lists are lists of your directory contacts that yous can send emails to. Y'all can create mailing lists either through a file upload or manually.

Mailing lists are not visible to the entire organization, different contacts in the directory. However, many of the steps described in adding contacts to mailing lists are similar to adding contacts to the directory. Every contact added in a mailing listing will automatically be added to the directory.

Qtip: Instead of having to create the lists one at a time, you can likewise set upwards automatic listing enrollment, which allows yous to upload all contacts to your directory at once and have them automatically sort into lists, instead of creating each list one at a fourth dimension.

Warning: XM Directory tin can merely return ten,000 mailing lists at a time. If you have more than than 10,000 mailing lists, you will feel troubles finding them within your business relationship. If possible, avoid having more 10,000 mailing lists.

Bachelor Fields

Whether you lot're uploading a file of contacts or manually typing them out, in that location is certain information you must include for your contacts.

A CSV with all the columns listed below

  • FirstName:The contact's first name.
  • LastName:The contact'south last name.
  • E-mail:The contact's e-mail address.
  • ExternalDataReference: Actress information well-nigh the contact. This is virtually oft used to store information such as an employee or student ID. It tin be used to log into authenticators.
  • Embedded Data: Embedded data are additional fields containing whatever field you want. These exercise not accept to follow a particular naming convention. In the screenshot above, Department, City, and Land are all embedded data.

    Attention: The graphic symbol limit for embedded data in XM Directory is 1024 characters.

Qtip: If you are including these fields in your file,your column titles must perfectly match these names in capitalization and spacing. The only exception is embedded data.

In improver to these fields, y'all can include a column forLanguage based on the bachelor language codes, andPhone, the contact's phone number.

Creating a Mailing List

  1. Navigate to yourDirectories.
  2. Select the directory where y'all'd like to add together a segment. You may have admission to just one.
    Topmost navigation bar of the screen. Clicking the name of the directory and seeing a dropdown with a list of all other directories
  3. Get to the Segments & lists tab.
    The lists section of the segments and lists tab is open
  4. SelectLists from the left.
  5. Click Create a list.
  6. Name your list.
    Window where you name a mailing list
  7. ClickConfirm.

One time inside your contact listing, you can choose to upload contacts through a file upload or manually.

Upload a File

  1. Click Upload a File.Upload a file button in the center of the page
  2. In Excel, create a document with the required fields and salve it as a CSV or TSV. Or, click Download a sample template, fill out the appropriate columns, add whatever desired Embedded Information, and save the file.Download a sample template and select a file buttons
  3. When the file is ready, click Select a file and select the file from your folder or drag your file into the window.
  4. Review the Verify Fields section to brand certain the information looks right. If a field has non been properly recognized, click on the field name to view a dropdown of options and select the correct field.Verify fields section in the add contacts window

    Qtip: If the data is not formatted correctly in the preview (east.g., bunched upwardly instead of divided into columns), your data may not be separating (or "delimiting") correctly. To gear up this, choose a dissimilar Delimiter and/or Enclosure above the Verify Fields section.
    Delimiter and enclosure fields

  5. Click Upload the file to upload your contacts to the mailing list.
    Click Upload the file to upload your contacts

Qtip: Excel interprets non-ASCII characters (e.grand., 是 or ñ) in a unique fashion that makes them difficult for Qualtrics to upload. If you are importing names with special characters, you might need to save your contact list info to a text-editor awarding (e.g., Text-edit for Mac, Notepad for PC) earlier you upload the file into Qualtrics. See the Special Character Problems on our CSV/TSV Upload Bug folio for boosted instructions. This page is for the Survey Platform, and then be conscientious to navigate back to the XM Directory pages (not the Survey Platform contacts pages) when finished.

Common Error Messages

  • File besides large: Your file size exceeds 100 MB.
  • Some fields in your file have also many characters; make sure that the characters in each of these fields are less than or equal to the numbers shown, and attempt again: Your file has a field or multiple fields that exceed the grapheme limit. Graphic symbol limits beneath:
    • Linguistic communication: 20
    • First proper name: 100
    • Last name: 100
    • Email accost: 254
    • Phone number: 20
    • External reference: 100
    • Embedded data field: 200
    • Embedded information value: 1,024
  • A header name is missing; check the headers in your file, and attempt again: You may have a column in your CSV file that is missing a header.
  • The file contains one or more rows that don't map to headers; fix this in your file, and try over again: There is a mismatch between the number of headers and the number of fields.
  • Duplicate field: Your file has 2 fields with the same name. Make sure that each field is unique.

Manual Input

  1. SelectManual Input.
    Manual Input option in yellow on the right on the Add contacts window
  2. Make full out the bachelor fields.
    Fields where data can be entered. Green plus sign on far-right
  3. Click the plus sign (+) to add together an additional column for embedded information. Think, these can be whatever you want.
    Green plus sign results in additional columns called City and Country. Add Contacts button in green on bottom-right
  4. To end, clickAdd together Contacts.

Often, you may find yourself collecting demographic or transactional information, and you'll want to either update existing mailing list members or create new lists of new contacts based on information given in a survey response.

The XM Directory task feature, located inside the Workflows tab, can help you set up upward this procedure so that mailing lists are automatically created or updated as responses come up in.

FAQs

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Source: https://www.qualtrics.com/support/iq-directory/lists-tab/creating-mailing-lists/

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