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Combining Respondent Funnel, Ticket, & Survey Data in a Model (CX)

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Consejo Q: El modelador de datos y la funcionalidad relacionada aún no están disponibles para todos los clientes. Si le interesa esta función, póngase en contacto con su representante de XM Success. Qualtrics puede, a su entera discreción y sin responsabilidad, cambiar el tiempo de despliegue de cualquier función de producto, cambiar la funcionalidad para cualquier función de producto en vista previa o en desarrollo, o optar por no lanzar una función o funcionalidad de producto por cualquier motivo o sin motivo.

About Combining Respondent Funnel, Ticket, and Survey Data in a Data Model

The data modeler gives you the freedom to combine many different data sources in one CX Dashboard. On this support page, we’ll cover how to get respondent funnel (directory information and distribution performance), ticket stats, and survey responses all in one dataset.

Combining Respondent Funnel, Ticket, and Survey Data in a Data Model

The most important thing to keep in mind is the order of the steps. Because this dataset will be a combination of specific unions and joins, you need to be careful what order you create each element – even sources.

In the example on this page, we’re going to start with a few assumptions:

  • You have multiple surveys, and thus multiple ticket sources you want to combine.
  • You want to report on distributions in the same dashboard, but separately from response and ticket data. This means your contact data won’t be linked, so you can’t use it to filter or break out the survey or ticket data. If you want to include contact data, see later in the page.

With this in mind, here are the steps you’ll follow:

  1. Make sure funnel data is enabled.
  2. Crear un conjunto de datos de modelo de datos.
    create a new dataset page with type set to data modeler
  3. Haga clic en Añadir fuente.
    data model with 2 surveys, then a funnel, then 2 ticketing sources
  4. Add your surveys.
  5. Add your funnel.
  6. Add your ticket data.
    Qtip: These ticket sources need to match the surveys you’ve added.
  7. Create a union of:
    A union made of surveys and funnel data

    • Survey with the most fields (first source / input)
    • All other relevant surveys
    • Embudo de encuestados
  8. Add each funnel field to the union.
    Field editor of union opened, adding a field for Email Sent

    Qtip: See steps on adding new fields to data models, and a list of all respondent funnel fields.
  9. Create a new union with just your ticket sources.
    union made of ticket sources
  10. Create a join.
    join created from your 2 unions
  11. On the left is your first union, survey and funnel data.
  12. On the right is your second union, ticket data.
  13. The Join condition for the left is _recordId.
  14. The Join condition for the right is ticket response ID.
  15. Create your output dataset.
    Output dataset and publish button
  16. Publique los cambios.

Making a Dataset Linked to Contact Data

On previous data model support pages, we talked about how to map ticket and survey data together. We showed you how to map funnel data to contact data, and how to combine this with survey data. Now, we’re going to combine these concepts to get XM Respondent Funnel, Ticketing, Contact data, and Surveys all in the same dataset.

  1. Make sure funnel data is enabled.
  2. Follow the steps on this page to prepare your surveys and map them to your respondent funnel.
    a union of multiple surveys that then gets joined to the respondent funnel join

    Attention: Do not create an output dataset or publish your changes yet!
  3. Haga clic en Añadir fuente.
    ticket sources in a data model
  4. Add your ticket sources.
  5. If you have multiple ticket sources, create a union for them.
    union made of ticket sources
  6. Create a join.
    join created from a join and a union
  7. On the left is your second join, containing contact, funnel, and survey data.
  8. On the right is your ticket data (whether that’s a single source or a union of multiple ticket sources).
  9. The Join condition for the left is _recordId.
  10. The Join condition for the right is ticket response ID.
  11. Create your output dataset.
    Output dataset and publish button
  12. Publique los cambios.

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