Qualtrics

Use GrowthLoop audiences for Qualtrics mailing lists.

Connect this destination to export audience membership into a Qualtrics mailing list, for use when you send targeted surveys.

This destination writes to your Qualtrics account and is a good fit when you want to:

  • Send targeted surveys from Qualtrics XM Directory
  • Match contacts on email

This maps to GrowthLoop Audiences and Journeys:

Use it forAudiencesJourneys
Adding contacts to a Qualtrics mailing list✓✓

Prerequisites

Make sure you have:

  • A Qualtrics account. See Qualtrics's contact form if you need one.
  • Your Data Center ID, Directory ID, and API Token. In Qualtrics, open your profile, click Account Settings, then open the Qualtrics IDs tab.
  • XM Directory mailing list API access. If you cannot list mailing lists, ask your Qualtrics representative about Early Access Program access.

Set up Qualtrics as a destination

  1. In GrowthLoop, click the Destinations tab on the left sidebar.
  2. Click New Destination in the top right corner.
  3. Search for Qualtrics and click Add Qualtrics.
  4. Enter the required information, then click Create.
FieldDescription
Destination NameName this destination in GrowthLoop. Use a name so your team recognizes its purpose, like "Qualtrics Surveys".
Sync FrequencySet the default export frequency (for example, daily or weekly). You can override this setting for individual exports.
Data Center IDQualtrics data center ID from Account Settings → Qualtrics IDs, such as b1-prv.
Directory IDXM Directory that should own the mailing lists, such as POOL_012345678901234.
API TokenQualtrics API token from Account Settings → Qualtrics IDs.

GrowthLoop validates the connection. Qualtrics then appears in your list of connected destinations.

Export to Qualtrics

From within GrowthLoop, export from an audience or from a journey Destination Node. See Export an audience or Build a journey if you need more information on these steps.

After building or selecting an audience, click Export, then search for Qualtrics. In a journey, add a Destination Node under Ads and select Qualtrics.

Journey Destination Node with export name, match fields, and personalization signals

Map contact identifiers

On an audience or in a journey Destination Node, map Email. This field is required.

Match fieldRequiredNotes
EmailYes
First NameNo
Last NameNo
External Reference IDNo
UnsubscribedNo
PhoneNoInclude the country code. US numbers can include spaces, dashes, and parentheses. Other countries cannot
LanguageNoISO 639-1, such as en or fr

You can also map additional fields, including custom attributes from the audience or from the journey. GrowthLoop writes those as Qualtrics embedded data.

Configure the export

This is where you set the campaign type and schedule for audience exports. On a journey Destination Node, you set timing on the journey canvas.

SettingAudience exportJourney Destination Node
Export NameDefaults to {audience name}_GL_Audience_{audience ID}. That is the mailing list name unless you change it.Required. Enter a name so you can find the export in GrowthLoop. The mailing list name is {export name}.
Add Contacts toMailing List.GrowthLoop adds contacts to a mailing list.
Mailing List StatusNew (default) creates a list. Existing adds contacts to a list you choose.Journeys create or reuse the list for this export.
Mailing List IDRequired when Mailing List Status is Existing. Copy it from the end of the list URL in XM Directory, such as CG_012345678901234.Journeys do not pick an existing list.
Campaign typeChoose a one-time or ongoing export.The journey schedule controls when the journey runs and contacts are sent to Qualtrics.
Export Inclusion CriteriaAll audience members for a full refresh, or Newly added audience members for additions and removals since the last export.The journey sends contacts who reach this node.
ScheduleSet frequency, start date, end date, and days of the week for ongoing exports.Users reach this node when the journey runs. Add a Delay Node or set Criteria Evaluation to control timing.
Personalization fieldsOptional. GrowthLoop writes these as embedded data on the contact.Optional. GrowthLoop writes these as embedded data on the contact.

Export behavior

This is what GrowthLoop writes when you export an audience.

BehaviorWhat happens
What GrowthLoop writesContacts on a Qualtrics mailing list in the Directory ID from setup. Direction is GrowthLoop → Qualtrics.
When it runsGrowthLoop sends the export as a batch on the next successful run. An export that starts Now runs within about 15 minutes. Journeys send exports on demand when users reach the Destination Node.
ListNew creates a mailing list named after the export. Existing writes to the Mailing List ID you entered. Later runs reuse the stored list.
Match fieldEmail.
AddsGrowthLoop imports contacts onto the mailing list.
PersonalizationMapped additional fields write as Qualtrics embedded data on the contact.
One-time exportsGrowthLoop sends current membership once, or the additions and removals since the last export if you chose that inclusion setting.
Ongoing adds and removalsOngoing exports add contacts who enter the audience. GrowthLoop removes contacts who leave by matching email on the mailing list.
DeletesGrowthLoop does not delete the Qualtrics mailing list.

Confirm the export was successful

When the run finishes, confirm you can use the data in Qualtrics.

  • Audience export: Click Directories in the left sidebar, then open the Segments & Lists tab. Look up the _GL_Audience_ name unless you changed Export Name or exported to an existing Mailing List ID.
  • Journey Destination Node: Open Segments & Lists and look up the mailing list named after the export.
Qualtrics Segments and Lists table showing exported mailing lists

In GrowthLoop, review counts on the audience Exports tab, or open the Activity tab on the journey Destination Node. See Export an audience or Monitor a journey for more information.

Congrats on successfully exporting to Qualtrics!

Troubleshooting

These are the issues we see most often. You can always email us at [email protected] for help.

ProblemCauseResolution
Connection fails to validateData Center ID, Directory ID, or API Token is wrong, or the account cannot list mailing listsConfirm the values on the Qualtrics IDs tab. If the IDs are correct, ask your Qualtrics representative about mailing list API access
Rows fail to exportEmail is not mappedMap Email
You cannot find the listYou are searching for the unsuffixed audience nameSearch Segments & Lists for the _GL_Audience_ name, or the Export Name you entered
An existing list did not updateMailing List Status is New, or Mailing List ID is wrongChoose Existing and paste the ID from the list URL, such as CG_012345678901234
Phone numbers failThe value is missing a country code, or a non-US number includes spaces, dashes, or parenthesesInclude the country code. Use digits only for non-US numbers

What’s Next

Export an audience after you connect a destination

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