Delete contact list Qualtrics

About Directory Options

Directory options is a dropdown menu that can be found in the upper-right corner of the Directory Contacts tab. It contains many important means of managing your directory contacts, such as the ability to export them, to set up automatic rules for list enrollment, merge duplicates, and manage embedded data.

Export Contacts

You can export all of your directorys contacts in a file format of your choosing.

1. Click Directory options.
   
2. ClickExport All Contacts.
3. Select aFile Format. You can select either CSV or TSV.
   
   
   
4. Choose whether to Export Contact Stats. This is information about contact frequency, response rate, etc.
   Qtip: Contact stats include the invite count, email count, average response time, response rate, last invite date, last response date, and response count. Response count includes incomplete but closed responses. Average response time is in minutes.
5. Choose whether toExport Embedded Data.Yes exports all embedded data, No exports none, andSpecify Embedded Data allows you to choose which fields to export.
6. ClickExport contacts.

Specify Embedded Data

To specify embedded data, simply select fields from the menu on the right. Selected fields are along the bottom of the menu.

To remove fields, click theX next to their name.

Automatic List Enrollment

Say you have an ongoing survey that you run for several different cities. You get a lot of people requesting to be added to these surveys and wish you could upload them all at once to your directory instead of in separate contact lists.

Automatic list enrollment allows you to automatically sort new contacts into certain lists based on various information about them. This feature affects both newly created and existing contacts in your directory.

Setting Rules

1. ClickDirectory options.
   
2. SelectAutomatic List Enrollment.
3. ClickCreate New Rule.
4. Select the mailing list you want to add the contact to, OR clickCreate New List to create a new list.
5. Select the type of information you want to filter by.
6. Finish the statement based on the specifics of that information.
   Example: Here, we only want people whose email domains contain qualtrics to be included in our mailing list.
7. ClickCreateto finish.

Setting Conditions

Conditions in automatic list enrollment are similar to conditions indirectory filters. The only difference is that the only fields you can base automatic list enrollment on are contact info and embedded data.

Managing Rules

After you have created rules, you will see them whenever you select Automatic list enrollment from the directory options.

Click on a rule to modify it. You can also clickDelete Rule on the bottom-right to delete it forever.