The run time can vary depending on the number of contacts in your directory. Qualtrics will then merge any duplicate contacts in your directory based on your specified rules. In addition to at least one of those attributes, you can also use First name and / or Last name. You must choose from the following: Email, Phone number, or External data reference. Use the dropdown to select which fields you’ll use to identify and merge duplicates.
Qtip: Each directory’s merge rules are separate. Go to the directory whose settings you’d like to edit.You can add as many data fields to your rule as you want.
If all rules are skipped or no duplicate contacts are found, the contact will be added as a new contact. If the newly added contact doesn’t have a value for the field included in your rule, that rule will be skipped. Rules are not additive only one merge rule is used per contact. When building rules, you can can think of there being an implicit “or” in between rules. Rules will be evaluated in order until a rule applies. You can create up to 3 rules, and arrange the order in which they’ll run. When you create a rule, it will look for contacts that have the same information in the fields you chose (for example, email) and merge them into a single contact that contains the most up-to-date information that’s been added to the directory. You can set up rules in your directory to make sure newly added contacts with similar information are merged. Talk to your Brand Administrator if you’re interested in getting access to this setting. Qtip: Access to the Directory Settings tab requires the Manage Directory permission.
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