10/31/2023 0 Comments External directory excel templateNow that you’ve created your contact list, let’s talk about all the ways you can use them to distribute your surveys. While these pages provide instructions for creating a mailing list in XM Directory, the functionality is the same in XM Directory Lite. Once inside your contact list, you can choose to upload contacts through a file upload or manually. Qtip: List names are not compatible with some special characters (e.g., =,, or ). EN, for example, refers to English, while FR refers to French. This field has a pre-defined set of Available Language Codes. Language: The language the user should see the survey in.It can be used to log into authenticators. This is most often used to store data such as an employee or student ID. ExternalDataReference: Extra information about the contact.You can add any information you want to your list, but we also have a few default fields you should be careful to name exactly as listed: Whether you add contacts manually or by uploading a list, it’s important to consider the type of information you want to include about your contacts beforehand. Once you’re finished, check out the Distributions Basic Overview. Qtip: Setting up contacts is an important step in project configuration.
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