XM Directory allows you to send surveys and emails directly through the Contacts page, so you do not need to switch between XM Directory and the Survey Platform every time you want to send an invite.

Qtip: Prefer to use your own mailer? XM Directory also allows you to download a list of survey links that can be sent through your own email server.

To get started on your survey invite, go to the Distributions tab and select New Distribution. In this invite, you will have power over when your distribution goes out, whether the respondents’ personal information is recorded, whether the respondent can retake the survey, and more.

Qtip: See Send Emails in XM Directory for more details.

XM Directory also allows you to send emails without a survey. This can be useful for email campaigns, announcements, or general information emails. However, these types of emails do not support reminder or thank you emails.

Attention: The more you contact your users with things that disinterest them, the more likely they are to opt out of ALL of our mailings. It’s important to only send a non-invite email if it has a purpose or a benefit for the customer. Furthermore, you may be subject to GDPR compliance. If you are worried about your Qualtrics users sending too many non-invites, try implementing Contact Frequency Rules.

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