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

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Qtip: The data modeler and related functionality is not yet available to all customers. If you’re interested in this feature, please reach out to your XM Success Representative. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.

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.

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

  1. Make sure funnel data is enabled.
  2. Create a data model dataset.
    create a new dataset page with type set to data modeler
  3. Click Add Source.
    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
    • Respondent funnel
  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. Publish your changes.
Qtip: Unfortunately, due to limits with joins, you cannot make a version of this survey, funnel, and ticket dataset where you also join in contact data.