EXPERT
ANSWER ALL QUESTIONS IN THIS SECTION
QUESTION 1
I need to show/hide a block of questions based on a certain condition. Which
feature should I use to achieve this?
Display Logic
Skip Logic
Branch Logic
Validation - ANSWERS-Branch Logic
You can use Branch Logic to move respondents to different blocks in your survey
based on variables like question responses or Embedded Data.
QUESTION 2
I want to send a follow-up email to respondents exactly 1 week after they submit
their survey response. How would I do this? - ANSWERS-Use Email Tasks
QUESTION 3
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I want to ensure that my survey cannot be taken via an anonymous link. Which
setting should I enable under the Survey Options tab?
Prevent Multiple Submissions
By Invitation Only
Password Protection
RelevantID - ANSWERS-By Invitation Only
QUESTION 4
Manage Directory - ANSWERS-When using multiple Directories, each Directory
is completely separate. That means that if the same contact is found in more than
one Directory, they will have a separate profile in each one. This also means that
each Directory has its own set of Directory Settings.
It is best practice to use as few Directories as possible in order to store the most
information about each contact in one place.
QUESTION 5
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XM Directory Overview - ANSWERS-The functionality of XM Directory differs
based on the user's account permissions. Some users can control organization-wide
settings, while others may only be able to add or update contacts and send
messages.
The Summary tab is the landing page you arrive on when you first go to your XM
Directory. From this page, you can observe things like contact statistics and
engagement percentages.
Directory contacts tab contains every single contact added to your organization's
directory across your entire brand.
The Accounts tab may not be visible in all Accounts. It contains the accounts from
your Account Management Command Center. You can view details for your
accounts such as the account health, ARR, account team, and other account details
you imported from Salesforce or your SFTP Server.
The Segments & lists tab allows you to divide your contacts into segments based
on demographics, needs, priorities and common interests. It also allows you to
group contacts together into Mailing Lists for message distribution. An individual
contact may be enrolled in multiple lists.
From the Distributions tab, you can send emails with or without surveys to a
mailing list, a sample, segments or even a single contact at a time.
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