Introduction to Directories

As organizations expand their engagement strategies to stay closely connected with their most important stakeholders, the need to connect with the right people at the right time is more important than ever. While one-off surveys or annual check-ins haven’t gone away, comprehensive customer experience or employee experience programs require a deeper approach to managing contacts.

While we still love Contact Lists, it’s time to do more!

Directories provide a powerful way to centralize and streamline contact management, bringing together your stakeholders’ contact details as well as tracking some of their most important activities.

Directories empower you to:

• Easily import, export, and categorize contacts, enabling targeted communication and personalized outreach.
• Store and organize essential information about your customers, employees, and other key stakeholders — from basic contact details to detailed transaction histories.
• Design surveys that can pull in Directory data rather than having to set up numerous fields for pre-population, depending on your needs.
• Utilize Directory fields in Dashboard reporting, enabling more nuanced and detailed analysis.
• Gain a comprehensive view of your audience and their actions, facilitating data-driven decisions that enhance customer and employee relationships.

Whether you are looking to improve engagement or streamline operations, Directories provide an intuitive, centralized hub for all your contact management needs, boosting productivity and ensuring consistency across your projects.