Mastering the XM Directory

Learn how to use the XM Directory to your advantage by organizing all of your respondent communications under one efficient system.

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About this course

Learning Objectives: 

  • Understand the importance of Directory Settings and how to configure your settings
  • Know how to automate your Distributions and Contact Imports
  • Learn how to create and utilize Segments 

Curriculum62 min

  • Design
  • Getting Started with XM Directory 4 min
  • Designing the XM Directory 3 min
  • Demo Video: Introduction to the XM Directory 3 min
  • Implement
  • Establishing Directory Settings 5 min
  • Creating and Managing Multiple Directories 4 min
  • Enabling Directory Automations 8 min
  • Demo Video: Directory Automations 8 min
  • Demo Video: Viewing Contacts and History 6 min
  • Improve
  • Targeting Your Distributions 4 min
  • Demo Video: Creating Segments 3 min
  • Setting Up the XM Directory Task 6 min
  • Demo Video: Using Workflows to Create an XM Directory Task 4 min
  • Using Transactional Data 4 min

About this course

Learning Objectives: 

  • Understand the importance of Directory Settings and how to configure your settings
  • Know how to automate your Distributions and Contact Imports
  • Learn how to create and utilize Segments 

Curriculum62 min

  • Design
  • Getting Started with XM Directory 4 min
  • Designing the XM Directory 3 min
  • Demo Video: Introduction to the XM Directory 3 min
  • Implement
  • Establishing Directory Settings 5 min
  • Creating and Managing Multiple Directories 4 min
  • Enabling Directory Automations 8 min
  • Demo Video: Directory Automations 8 min
  • Demo Video: Viewing Contacts and History 6 min
  • Improve
  • Targeting Your Distributions 4 min
  • Demo Video: Creating Segments 3 min
  • Setting Up the XM Directory Task 6 min
  • Demo Video: Using Workflows to Create an XM Directory Task 4 min
  • Using Transactional Data 4 min