Qualtrics: Editing Table Columns

Overview

In the Directory, you can edit the table columns, which connect the contact list to your survey.  This allows the embedded data to be searchable in the data and analysis and survey distribution tab. This guide demonstrates how to edit the table columns for a specific Contact List in the distribution library.  

Considerations 

• Editing the columns only changes what you see in the interface, it doesn’t add or remove aby actual data from a contact’s information.  
• This customization helps you manage and analyze your directory data more effectively.  
• For embedded data to be correctly imported, the column names must match the embedded data field names.  
• Column titles must perfectly match the required field names in capitalization and spacing for reserved fields (like FirstName, LastName, Email, etc.). 
• For embedded data fields, the names are generally not case-sensitive (e.g., "Department" and "department" are treated the same for most users), but it is still best practice to match the spelling, spacing, and punctuation exactly. 
• The embedded data field names in your contact list should also match those used in your survey flow or any automation, to ensure data flows correctly between the directory and your surveys. 

Steps to Editing Table Columns  

1. Select the Edit Table Content button  and select the field to show in the table of contacts.  
   1. Note: The selected fields will appear in the column to the right. 
2. Grab the  6 dots to reorganize the information.  
3. Selected the icon to delete the chosen fields.  
4. Use the Search Data Fields to search for the fields you wish to connect.  
   1. You will want to connect to the Embedded Data found in the Contact List. 
   2. Use the contact list column names to assist you.