XM Product Roadmap
Updated on the first Wednesday of every month.
Collection & Conversations
Custom Embedded Feedback Creative Responsiveness
Last modified: November 6, 2024
Currently, the Custom Embedded Feedback (HTML) creative is created with a specific pixel size (width and height). The size and shape of both of the creatives are not responsive or adaptive to screen resolution. The size set on the creative is the size that will be shown on the desktop or mobile pages and any size in between.
This feature adds the ability for the Custom Embedded Feedback creative to appear dynamically on different-sized desktop browser windows and mobile devices. This feature will ensure that the survey appears correctly when embedded on the website so that website users can experience a more modern, engaging experience.
Digital Creatives Custom CSS
Last modified: November 6, 2024
With this update you can customize the look and feel of your creatives using CSS to more easily match website branding. CSS can be reused across all of your creative assets for easy editing. This update also introduces more flexibility in how you offer creatives to your website visitors.
Blocking Reminders Based on Google Postmaster Data
Last modified: September 4, 2024
This feature uses Google Postmaster data to automatically block reminders based on the number of complaints and the complaint rate from Postmaster. You can also view comprehensive data, including complaint rate metric details at a distribution level.
Additionally, this feature includes a notification that alerts you when Google marks your communications as high-complaint instances.
MS Teams Distributions for EX
Last modified: June 5, 2024
This feature provides a consistent, accessible, and modular experience that allows the distribution of unique links to individual participants via Microsoft Teams on an Employee Engagement project level. This allows you to use a more relevant channel for collecting feedback from employees.
Intercept Targeting based on Frustration Signals
Last modified: May 1, 2024
Improving your website is best done when combining the powerful insights from both Website Insights as well as Digital Experience Analytics. This new feature now allows for an immediate intercept to show when a frustration metric (Rage Click, Mouse Thrash, Error Click or Dead Click) occurs on your website. This allows your teams to collect feedback in the moments that matter, and improve the experience quicker.
Customer Journeys in CX Program
Last modified: December 6, 2023
This feature introduces the ability for CX customers to track their Customer Journey together with related surveys in a CX Program.
360 Participant Portal - Hide Evaluations Option
Last modified: October 4, 2023
With this feature release, 360 admins will be able to hide the Evaluations section from the Participant Portal via a toggle in the Participant Options section.
This way, users for the classic 360 project will better be able to handle fixed waves where nominations can be done, but participants will not be able to begin evaluations during the nominations phase.
Hiring Manager XM Solution
Last modified: September 6, 2023
The Hiring Manager XM solution provides feedback to recruiters during the interview phase and at the end of the process. These touch points allow the recruiter to understand whether the key expectations of the hiring manager have been met, allowing for the opportunity to pivot and change if any issues are raised.
Digital Experience Analytics
Last modified: September 6, 2023
Email Trigger in Workflows
Last modified: August 2, 2023
This new event in workflows allows you to begin a workflow by sending an email to a specific email address.
Consistent SMS Experience in Survey Projects
Last modified: August 2, 2023
SMS distribution in survey projects have been updated to provide a consistent, accessible and modular experience. Feature benefits include:
- Accessible and modular experience for invites and conversational SMS distributions
- Displaying information about available SMS credits
- Ability to distribute SMS to lists, samples, segments, and batches of transactions from all directories that you have access to
- Improved message composer that allows you to quickly add survey links, pipped texts, and opt-out links to the message, load messages from the Message Library, and send a test message in all translations
- Ability to define survey link expiration and delivery time window
- Ability to define text message reminders
SMS Task in Workflows
Last modified: August 2, 2023
The new Send Survey via Text Message (SMS) task lets you send a survey invite via text message. It includes the ability to set link expiration, use library messages, easily set reminders, and perform more advanced scheduling.
B2B Digital Channel Accelerator
Last modified: August 2, 2023
With these solutions you can have access to a fully built CX program at the click of a button. These automated solutions include Qualtrics Methodology for best practices examples for program design, including measuring the health of your customer relationships, optimizing your website experience, and beginning a CX support center program. Solutions include customizable surveys, workflows, intercepts and example dashboards, to make program creation easier for your teams.
XM Discover: Qualtrics Inbound Connector Improvements
Last modified: June 7, 2023
To simplify configuration, if you select Online Reputation Management (ORM) as the type of data to upload into XM Discover on the Qualtrics Data Type page, you will be taken to the Specify ORM Dataset Id page where you can enter the idpSourceId for the imported data project into the IDP Source Id box. For more information, please see the Qualtrics Inbound Connector page.
XM Discover: Run Date Range in the Job Status Window
Last modified: June 7, 2023
You can now view the date ranges of a job run in the Run Status window. For more information, please see the Run Summary section on the Job Statuses page.
Pulse for HR and Senior Leaders
Last modified: June 7, 2023
This new program will help companies run frequent listening programs with ease. Companies will be able to automatically send out weekly/biweekly/monthly surveys to either a subset of sampled employees or all employees, and view their results in a single dashboard. Users also have the option of changing survey questions in case they want to ask about special topics.
Agent Assist
Last modified: June 7, 2023
The new Real-Time Agent Assist solution uses AI and Natural Language Understanding (NLU) to guide the conversation during customer calls by providing Customer Service Representatives (CSRs) with helpful and relevant in-the-moment recommendations, reminders and resources surfaced by searching through support pages, Slack messages and other sources. This can reduce the need for long holds during calls and allow CSRs to focus more quickly and effectively on addressing customer needs. The new Automated Call Summaries solution automatically generates AI and NLU powered call summaries within seconds, saving CSRs time and helping them to be more present during customer interactions by removing the need to take notes during customer calls. It can also reduce the risk posed by inconsistent and incomplete call notes by creating an unbiased, consistent record of all calls that can be stored in your CRM.
Exit Feedback Solution
Last modified: June 7, 2023
The Exit Feedback Solution offers customers XM Scientist created methodology to assess and use feedback from departing employees to improve the employee experience.
Bring your own Vonage and MessageBird accounts for SMS distributions
Last modified: June 7, 2023
With this update users can integrate their own Vonage and MessageBird accounts with Qualtrics without any additional integration costs or support from the Qualtrics side.
Qualtrics Inbound Connector: Support for Qualtrics Engage Ticket Data
Last modified: May 3, 2023
Support is now provided for ingesting Qualtrics Engage ticket data into Connectors using the Qualtrics Inbound connector. This ticket data can then be analyzed within XM Discover.
If your organization wishes to ingest Qualtrics Engage ticket data into Connectors, your organization must be enrolled in the Qualtrics “Close the Loop” Program.
To view the linked resources you’ll have to authenticate into your XM Discover account.
Ad-Hoc File Upload Connector: Options Menu
Last modified: May 3, 2023
You can now click the Options menu beside a job within the Jobs tab in the Ad-Hoc File Upload connector and access data mapping, data filter, last run statistics and other job configuration settings. This allows you to see data mapping information associated with a run, export data mappings, and apply that export to another ad-hoc run.
Upload Data Option Removed from XM Discover Designer
Last modified: April 5, 2023
The 'Upload Data' option is no longer available for use in XM Discover Designer, as of Mar 14, 2023. With this change, we encourage everyone to use Connectors to upload data into the project. In addition to full feature parity, Connectors offer a wider range of functionality, a more efficient and effective way to upload data to the platform, and a better user experience for data uploads.
XM Discover: Salesforce Connector Support for Salesforce SMS Text Data
Last modified: March 1, 2023
Salesforce Connector supports ingesting Salesforce SMS text data. To ingest this data type, select the Salesforce SMS Text option on the Query Configuration screen within the Salesforce connector.
XM Discover: Historical Job Runs Available After Job is Deleted
Last modified: March 1, 2023
Deleting a connector job will not delete the associated historical run(s). Users will be able to view all historical runs of a particular project even if the associated job has been deleted.
Bring your own MessageMedia accounts for SMS distributions
Last modified: March 1, 2023
With this update users can integrate their own MessageMedia accounts with Qualtrics without any additional integration costs or support from the Qualtrics side.
Industry Solution for Corporate: Retail Banking for Banks & Credit Unions
Last modified: March 1, 2023
At the click of a button, you can have access to a fully built CX program. These automated solutions include Qualtrics Methodology for best practices examples for program design, including measuring the Health of your customer relationships, optimizing your website experience, and beginning a CX support center program. Solutions include customizable surveys, workflows, intercepts and example dashboards, to make program creation easier for your teams.
XM Discover: Set Schedule for Jobs Previously Configured as One-time Pulls
Last modified: February 1, 2023
For inbound connector jobs previously configured as one-time pulls, the new Set Schedule option in the action menu enables users to set a schedule to easily re-use an existing job used for data sample validation as a production incremental job. This option is only available after a successful job run.
To view the linked resources you’ll have to authenticate into your Discover account.
XM Discover: Display Partial Success Status in File Connectors
Last modified: February 1, 2023
Connectors users will now see a Partial Success job status if some files are processed successfully while others fail to process in the same job. This behavior applies to File Connectors.
To view the linked resources you’ll have to authenticate into your Discover account.
Diary Studies Solution
Last modified: February 1, 2023
This guided project utilizes a series of video questions to gather qualitative data over time or based on specific activities.
SMS Time Window for EX Distributions
Last modified: October 5, 2022
With this update, users can now define a delivery window during which contacts can receive SMS messages sent within an EX project. Messages outside of the time window can be rescheduled for the next time window.
Slider Question Type Support in Simple Layout
Last modified: October 5, 2022
A redesigned slider question type will be available for survey builders that have applied the Simple layout on their surveys. The slider question has been updated with accessibility in mind.
Opt-out Link for SMS Distributions (EX)
Last modified: September 7, 2022
With this update, opt-out links can be inserted in EX SMS distributions. A unique opt-out link will be included in each message, and clicking the link will automatically unsubscribe the recipient from SMS distributions. This is the only way for recipients with alphanumeric phone numbers to opt-out.
CC/BCC on an Email Task
Last modified: August 3, 2022
Users can now specify emails to CC and BCC on email tasks. The CC field, like in standard email platforms, will be visible to all recipients. The BCC field, like in standard email platforms, will not be visible to all recipients.
Email Distribution Error Messages
Last modified: July 6, 2022
Help text has been added to help when distributions contain bounced emails.
Survey Link Expiration Date for SMS in XMD Automations
Last modified: July 6, 2022
Survey link expiration now applies to SMS invitations and SMS surveys sent through XM Directory automations.
Audience Management v2
Last modified: July 6, 2022
Audience Management V1 contains a pre-built survey for inviting people to join your panel, a survey with piped XiD data to update your profile as a panelist, a dashboard to show the makeup and demographics of your panel, plus an overview page that includes opt-in rates, opt-out rates, panel size, gender and age breakouts.
Audience Management V2 gives organizations the additional ability to see engagement, churn, and contact frequency at a glance.
Time window for SMS distributions
Last modified: July 6, 2022
This update affects SMS distributions sent within an XM Directory Automation. Users can now define a delivery window during which contacts can receive SMS messages. Messages outside of the time window can be rescheduled for the next time window.
Templated Themes for Website Intercepts
Last modified: July 6, 2022
Qualtrics Website Feedback now allows for intercept users to reference Qualtrics Survey Themes as part of the intercept build process, allowing for an easier and more consistent look and feel across all customer-facing invitations.
ETX Service Desk Experience XM Solution
Last modified: July 6, 2022
This XM Solution will enable customers to launch service desk Employee Experience listening programs. This feedback program - built specifically to support clients who have the Employee Technology Experience (ETX) solution - helps IT leaders, Service Desk managers and Service Desk Agents to better support service operations.
Frontline Feedback: Workflow Field Mapping
Last modified: June 1, 2022
The Frontline Feedback task allows you to create new feedback requests in your Frontline Feedback projects based on different Qualtrics events. Currently users can only set title/description. This update allows for more fields to be populated into the frontline feedback request.
SMS Reminders in EX
Last modified: May 4, 2022
This feature allows users to send SMS reminders for SMS invites within EX projects.
SMS distributions for Employee Lifecycle
Last modified: May 4, 2022
Text Messages (SMS) can now be used as a distribution method for Employee Lifecycle projects. This gives users the ability to collect experience feedback through mobile devices.
Soliciting Corporate Reviews from Surveys
Last modified: April 6, 2022
67% of customers are influenced by online reviews, and a one-star improvement can increase revenue by as much as 39%. Qualtrics can help improve the online presence by making it easy to solicit reviews from important corporate sites, starting with Consumer Affairs, Better Business Bureau, and G2 Crowd.
This feature will allow survey takers to copy the open text feedback they provided earlier in the survey and then redirect them to the relevant website to leave a review. For survey builders, this is as easy as adding a new question to the end of a survey (specifically, the Solicit Reviews question).
Infobip Available as an SMS provider
Last modified: March 2, 2022
With SMS distributions, you can send surveys or survey links directly to your respondents’ phones through text. Many customers elect to use Qualtrics’ preconfigured setup, but if your company has a preexisting relationship with an SMS provider, you can use that provider to send SMS distributions instead. With this update, we support using InfoBip as an SMS provider.
Transactional batch distributions in XMD
Last modified: March 2, 2022
This feature introduces the ability to distribute surveys using Email, SMS, and Personal Links to a new or existing group of transactions. Relevant data from each interaction can be added to surveys by targeting the specific group that contains the transaction information.
Users will be able to personalize feedback requests for each interaction a customer has with their business. These interactions could be a purchase, a customer service call, a store visit, or any other specific event in the customer journey.
This feature will be launching on Feb 9, 2022.
This feature will be launching on Feb 9, 2022.
Built-in Localization Capabilities for Website Feedback Intercepts
Last modified: January 8, 2020
Configure translated text for your Feedback Button and Responsive Dialog creatives so that end users will automatically see text in their browser language, without the need to have additional duplicate creatives per language.
Embedded Targets for Responsive Dialog
Last modified: November 6, 2019
We will enable Website/App Feedback customers to directly embed survey questions into the Responsive Dialog instead of showing a feedback prompt first, thereby potentially improving their visitor response rates. Additionally, we will give our customers the option to launch surveys in a new responsive window, which should improve the experience for their mobile visitors.
Responsive Feedback Button
Last modified: October 2, 2019
Customers can now deploy elegant, mobile responsive and accessibility-compliant feedback tab intercepts, with a simple to use and intuitive authoring workflow.
XMD Automations SMS Distribution
Last modified: October 2, 2019
Automation users can configure an automation to distribute surveys via SMS.
Collaboration for Conjoint/MaxDiff
Last modified: September 4, 2019
Collaboration for Conjoint/MaxDiff allows a user to share his/her Conjoint/MaxDiff project to another person within the organization and collaborate on it.
Anchored MaxDiff
Last modified: September 4, 2019
Anchored MaxDiff adds an additional follow-up question after each regular MaxDiff question. This follow-up question will be or similar to this one: "Are the option shown... ...all important ...some important ...none important?". The answer to this follow-up question will be part of the input to the MaxDiff model. It allows us to provide an anchored point in the report that differentiates the important and unimportant features.
Conjoint/Maxdiff Image support
Last modified: September 4, 2019
For both Conjoint and MaxDiff, users want the ability to show images along with the conjoint levels and the maxdiff features in the survey to help their customers understand the options that are being presented.
Session Storage Option for Website Feedback Intercepts Page History Tracking
Last modified: May 1, 2019
Customers can now choose to either use cookies or browser session storage in order to track the end user's page visit behavior on their sites. This provides an additional option for storage which can be helpful in cases where there are concerns around cookie sizes.
For an overview of Cookies used with Website feedback intercepts, please refer here.
Multiple Quotas Creation
Last modified: May 1, 2019
This feature extends the current quota feature by allowing survey editors to create subgroups based on multiple questions and embedded data fields and then apply collection quotas to those subgroups. Before this feature, quotas were based on individual questions or fields, not the combination of answers to multiple questions.
Adobe Launch Integration for Website Intercepts
Last modified: April 3, 2019
It is now easier than ever to capture and measure the digital customer experience. With the Qualtrics + Adobe Launch integration, users can quickly create and deploy feedback intercepts across all of your digital properties.
Qualtrics Website Feedback is now available as a configurable extension within the Adobe Launch Catalog. Users can now enable the Launch extension and follow simple steps to configure the Website Feedback project code and deploy it to their web properties.
Multiple Responses Support for EX Lifecycle Projects
Last modified: April 3, 2019
HR teams can now configure their Employee Lifecycle projects to allow participants to submit multiple responses depending on specific criteria. This is particularly useful when there are legitimate reasons for the same participant to submit multiple responses. For example, when an employee takes an Onboarding Lifecycle survey, leaves the company and then rejoins, she should be allowed to take the Onboarding survey again.
Users can enable this functionality by going to Survey options and choosing specific metadata criteria that will govern a participant’s ability to submit another response for the Employee Lifecycle project.
Note:
Note:
- This feature is only available for Employee Lifecycle projects.
- Once you set the metadata field for the Multiple Responses in Survey Options, you cannot change it (though you can disable Multiple responses functionality)
- The Update Response with Current Metadata functionality will only update the most recent response in cases where participants have multiple responses
Public V3 Survey REST API
Last modified: April 3, 2019
Public APIs for programmatically managing surveys.
App Reviews Support for Mobile App SDK
Last modified: April 3, 2019
Digital teams can now use the Qualtrics Mobile App SDK to solicit app review feedback in addition to direct experience feedback. At configurable points in the App journey, intercepts can be triggered that can provide prompts for:
- App review only
- App review or experience feedback (survey)
Mobile Web Responsive Creatives for Website Feedback
Last modified: January 2, 2019
Qualtrics Website and App Feedback users can now take advantage of a new creative (called the Responsive Dialog) that is mobile web optimized and supports accessibility-compliance out of the box. This new creative is most similar to the existing Pop Over and Slider creatives, but adds mobile web responsive support.
There is also a new interface for designing this creative that will make it easier for users to build mobile responsive creatives.
iQ Directory Automations Multiple Surveys
Last modified: December 5, 2018
Import Automation users will be able to trigger multiple survey distributions from single file imports based on criteria in the imported records.
ReactNative support for Mobile In-App SDK
Last modified: November 7, 2018
Users can now use the Qualtrics Mobile App SDK to solicit app feedback for apps built with the React Native framework.
Users will need to integrate their app with the React Native version of the Qualtrics Mobile App SDK. Full documentation on the React Native SDK is also available.
Employee Lifecycle
Last modified: November 7, 2018
HR teams can now start measuring the employee experience at key lifecycle touch points, such as Onboarding and Exit. They can also benefit from automated triggering for survey invites and automated ingestion of employee lists from 3rd party HRIS systems. Once the end-to-end workflow is configured and automated, teams can focus their energy on the insights surfaced on EX dashboards.
The full end-to-end solution encompasses three key areas:
1. Automation to import employee list from 3rd party HRIS.
Note: Please be aware that the Unique ID feature will need to be enabled prior to using the People Import automation.
2. New Lifecycle Project type with triggers for events such as onboarding and exit.
3. Certified XM solution content for Onboarding and Exit (pre-configured dashboard, survey, messages).
Note: Please be aware that the Unique ID feature will need to be enabled prior to using the People Import automation.
2. New Lifecycle Project type with triggers for events such as onboarding and exit.
3. Certified XM solution content for Onboarding and Exit (pre-configured dashboard, survey, messages).
EX integration with Survey Publish and Expert Review
Last modified: November 7, 2018
The EX survey editor has been integrated with the XM Platform survey editor so EX programs can now use all of the new XM platform editor features including Survey Publish and Expert Review.
Look and Feel Editor
Last modified: November 7, 2018
DIY configurability and easy-to-use interface to modify the look and feel of surveys. Key features include:
- Mobile preview when styling the survey and easy navigation.
- Ability to add logo and background images.
- Motion features, including Auto-Advance and Auto-Focus.
- Automatic updates to themes on the latest web design styles and bug fixes.
SMS Reminders & Thank You Messages
Last modified: October 3, 2018
SMS reminders & thank you messages enable clients to send out reminder messages following an SMS distribution and thank you messages following a survey response.
Custom DKIM Signature
Last modified: October 3, 2018
Qualtrics will sign emails using a custom DKIM signature per organization to verify for recipients that emails coming from our servers using non-Qualtrics domains haven’t been spoofed, improving email deliverability.
AutoAdvance
Last modified: September 3, 2018
This allows users to automatically advance to next question and focus on the question while blurring the other questions on the page.
Contact Import + Distribution Automation
Last modified: September 3, 2018
Enables research programs to be streamlined through participant data import and survey distributions automation.
ExpertReview
Last modified: July 18, 2018
ExpertReview, powered by iQ, is like having a Ph.D research methodologist on-staff to personally review every research question and project. It automatically predicts if you’re at risk of poor response rates or low data quality, scores your research project, and offers professional recommendations to improve the research quality.
It harnesses the power of data to predict how likely will users drop off, straight line, or become disengaged while taking the survey. Based on these predictions, it recommends optimizations to your survey. For example, it will recommend the optimal number of text entry questions you should have in your survey or the number of choices you should stay below to ensure high completion rates.
It will also flag potential errors such as incorrect logic or incorrect usage of piped text and tell you how to fix it. This avoids costly errors that would have resulted in multiple support calls at best and invalid data at worst.
Lastly, it also checks for whether the survey meets certain industry requirements such as WCAG Accessibility compliance. It will recommend changes so you can ensure the survey meets those standards. While acting on those recommendations would help improve the quality of the data, it is designed to be a recommended and not obstruct your regular workflow. You can always choose to ignore recommendations and launch the survey at any point you like. ExpertReview is your digital research assistant that’s available when you need it! You can find additional information on the Qualtrics support site.
Survey Versioning and Publishing
Last modified: July 11, 2018
Survey Versions allow you to save multiple iterations of your survey. You can preview or even restore old versions of your survey at your convenience. Publishing enables greater control over response data quality, as it is now possible for users to control the timing of publishing new versions of a survey.
Publishing a New Survey
When you publish a survey, it’ll be a little different if your survey is active and open to responses than if it is new. If your survey is new, the first time you publish will also activate a survey.
1. When you are ready to save your changes and present them to your respondents, click Publish.
2. Read the description and note that your survey is about to be activated. This means you will have to press publish after making changes, or else the active survey will look like the last published version.
3. In addition to publishing your survey, you are saving a new version of it. Add a Description of the changes you’ve made. This can be whatever you like. Dates will automatically be stored with the version, so don’t worry about adding date labels.
4. Click Publish.
Your survey has now been activated! On this window is the Anonymous Link. Learn more about how this link functions in the linked support page.
Publishing Changes to Active Surveys
Sometimes after sending your survey out, you’ll notice you need to fix something, or that there’s some important content you left out. If you edit your survey after it has been distributed, the changes will not go live until you publish the survey. This allows you to carefully review all of your changes before your participants see them.
Click the Publish button when you decide that you want the edits you made to be pushed to the active survey.
The publication status will appear to inform you which version of the survey you are currently viewing. Here, it says Published.
Saving vs. Publishing
Your changes are always saved automatically in Qualtrics, and they work exactly as explained in the Automatic vs. Manual Saving support page. Publishing just determines when your respondents see your saved changes.Mobile App Feedback Support for "Survey Has Been Taken"
Last modified: July 11, 2018
Qualtrics has added functionality to the Mobile In-app SDK to allow users to show intercepts depending on whether the app visitor has or has not seen a specific survey. With this feature, users can add intercept targeting logic to ensure that an app visitor who has already taken a specific survey will not be shown the survey prompt intercept again.
Note: To use this feature, please ensure that you update to using the SDK version 1.2 for Android or iOS.
Distribution Reporting for Salesforce Distributions
Last modified: July 11, 2018
Distribution reporting on CX dashboards will include distributions done via Salesforce.
WCAG AA Web Accessibility
Last modified: July 11, 2018
The Qualtrics survey platform is now certified by WebAIM.org, a third-party authority in web accessibility. This is important for any commercial, academic and federal organization whose survey takers may have hearing, vision, motor or cognitive disabilities. Qualtrics is now the only leading survey platform that is WCAG AA certified.
Survey Creation APIs for Solutions and Conjoint Teams
Last modified: July 11, 2018
Enables Solutions and Conjoint Teams to create questions, surveys logic and experience blocks to build solutions.
Headless Conversational APIs for Surveys
Last modified: July 11, 2018
APIs for enabling conversational interfaces, like messenger bots, to collect feedback using Qualtrics surveys.
Mobile In-App SDK
Last modified: June 5, 2018
Qualtrics has released the mobile app SDK, available for iOS and Android platforms, which enables users to quickly and easily build branded customer feedback experiences that originate directly from their own mobile app. Along with the SDK, the intercept authoring portal has also been updated to enable creation of mobile app-specific intercepts.
My Tasks List for Survey Projects
Last modified: May 2, 2018
Newly created survey projects will feature a “My Tasks” list to guide users through the steps to complete the project from survey setup through distributions and viewing results. The task list is especially useful for users new to Qualtrics to learn the steps needed to launch a successful survey but is also valuable as a checklist for experienced users to ensure they have not forgotten to do something.
System events will automatically mark steps as complete (e.g., activating a survey for distribution will complete the “Distribute Survey” step), and users can also manually mark steps as complete or incomplete. This flexibility gives users the power to ensure the task list always presents a valid snapshot of the current state of their projects. Click here to learn more about how to use this feature.
The task list is available for survey projects only at this time. If desired, users can dismiss the task list by hiding it when it is no longer necessary, or reopen it at a later date when it becomes useful again.
Dashboard Response Count Thresholds
Last modified: April 4, 2018
Qualtrics now allows setting thresholds on widgets or at the page level on CX dashboards, to hide data if the number of responses does not meet a minimum value. This is particularly useful to maintain responder privacy when using filters or when looking at team rankings to avoid seeing folks with too few responses to consider a representative score. The threshold can be applied at the page or widget level.
Website Feedback Integration into the XM Platform
Last modified: April 4, 2018
Qualtrics has released a deeper integration of their Website Feedback offering (formerly Site Intercept) with the Experience Management (XM) platform. Digital Managers and Researchers can now create rich, targeted intercepts using the same consistent user interface as that used for authoring surveys, creating dashboards and performing experience data analysis. Additionally, new users will benefit from a first run experience to get up and running with digital intercepts.
Note: Existing customers of Site Intercept will be moved to the new UI in a phased manner. Please contact your Client Success representative if you would like to be moved to the new UI sooner.
Survey Collaboration
Last modified: February 7, 2018
Qualtrics now provides a Collaborate option in the Survey Editor through which users can easily share the survey with any other user or group in their brand. Additionally, if the user wants, she can also share the other modules, such as Distribution, Results, and Contacts with her colleagues through the “Collaborate” option in the Survey Editor.
Our studies have shown that our users are already finding this feature extremely useful! They are 77% more likely to collaborate on the survey and ask for feedback from their peers, and 50% more peers are being asked to provide feedback on a survey before it is launched.
View Edited Responses
Last modified: February 7, 2018
Responses edited through the Data tool are now available in the single response report. Data that’s edited live in the Qualtrics administrative tools can now be accessed in any single response report.
Online Review Monitoring
Last modified: January 3, 2018
A business can track its online reputation on various online social review sites across its physical or online locations in a CX Dashboard.
Next Generation Reports
Last modified: January 3, 2018
Qualtrics unveils the next generation of data visualization and insight sharing to all Experience Management users. Editors can control report layouts, tweak individual visualizations, add data from additional studies, update the report’s look and feel, and add text, images, or other branding elements to increase the report’s effectiveness. Click here to view support documentation on this feature.
New Logic Statements Pre-Populate
Last modified: January 3, 2018
The first logic statement in logic will continue to work as it has in the past (blank). Now when you add a new statement in display logic or branch logic, it will pre-populate with the values from the previous statement which you can then easily adjust.
Auto-Number Skip Custom Export Tags
Last modified: January 3, 2018
This option will allow users to auto-number questions but skip any questions that have a custom tag (i.e. tags that don’t match Qualtrics’ default formats).
Logic Support for True|False Condition
Last modified: January 3, 2018
Have you ever had to set up condition that was always false to hide an old question choice? Soon you will be able to apply a simple boolean condition to make logic always true or always false without messing around with random embedded data fields.
Link to Survey Flow from Block Options
Last modified: January 3, 2018
Selecting “View Block in Survey Flow” will open up the Survey Flow Editor and navigate the user to the specified block.
Search and Select Embedded Data
Last modified: January 3, 2018
Users now have the ability to search and select any Embedded Data set in the Survey Flow from the Display Logic and Piped Text menus.
Click here to view support documentation on this feature.
Survey Flow Editor Remembers Scroll Position
Last modified: January 3, 2018
Now when you enter the Survey Flow, you will be automatically navigated to the last Survey Flow element you were working on the last time the Survey Flow was accessed.
Survey Question Editor Remembers Scroll Position
Last modified: January 3, 2018
As you navigate out of the Survey Flow, you are now navigated to the part of the page you were on before accessing the Survey Flow.
Sticky Header in Survey Question Editor
Last modified: January 3, 2018
As you scroll down on long surveys, the header will now stay at the top of the page leaving all menus available without having to scroll to the top of the page.
Survey Flow Integrated UX
Last modified: January 3, 2018
The key area Qualtrics has innovated on is to integrate the survey flow which houses the complex logic in the surveys with the survey editor. Key benefits are:
- Avoid Context Switch: Like any programming language, survey programming involves going back and forth between the survey logic and the survey editor. This switch often results in loss of context, wasting valuable time for the survey programmer. This waste is eliminated.
- Reuse: Like global variables in survey code programming, Embedded Data variables and the logic associated with it is called multiple times in the survey. Survey programmers can now easily view these from a drop down or with a simple click.
Public Quota Dashboards
Last modified: September 6, 2017
Users can access publicly-accessible, elegant dashboards that report on the status of the quotas for a survey.
Professional Design Templates
Last modified: September 6, 2017
We are launching a survey theme template. This is vetted by Qualtrics industry experts for high data quality and user engagement.
Offline App Enhancement
Last modified: September 6, 2017
Enhancements to our offline app includes several new features including the ability to manage panel members and launch surveys to specific members in addition to several reporting improvements.
Analysis & Decisions
EX Drivers of Attrition Solution
Last modified: November 6, 2024
The EX Drivers of Attrition Solution allows customers to easily identify:
- Employee groups that are leaving at the highest rates in their organization
- Critical experience gaps between people who stay vs. leave
- Statistically significant drivers that help explain why people are leaving the organization
Benchmark Explorer
Last modified: November 6, 2024
With this update, you can easily view Qualtrics benchmarks to see which ones best meet your use case. This explorer will be within the benchmark editor in the dashboard settings.
Updated Engagement Summary Widget in EX Dashboards
Last modified: November 6, 2024
Updates to the Engagement Summary widget in EX Dashboards include improved dynamic translations, benchmarks and WCAG 2.1 AA compliance.
Engagement Summary and Participation Summary Widget Updates
Last modified: November 6, 2024
The user interface of the Engagement Summary and Participation Summary widgets on Printed Reports has been updated.
Custom Metrics for Candidate Dashboards
Last modified: August 7, 2024
With this update, you can create custom metrics for Candidate Experience dashboards. This allows the use of respondent funnel and other custom use cases directly in candidate dashboards without having to make a separate CX dashboard.
Candidate Experience Benchmark
Last modified: August 7, 2024
The Candidate Experience benchmark allows EX organizations to compare the performance of their candidate program against global norms.
TotalXM Report
Last modified: May 1, 2024
TotalXM Reports is a great tool for gathering and presenting insights across different project areas. In this project type, you can build reports using your most meaningful data and dashboard widgets to present a cohesive story. You can add widgets from all of your dashboards to compile reports to be shared via a URL (including to non Qualtrics users). These reports are designed to be shared with executive leaders and other shareholders interested in CX and EX drivers and outcomes.
Digital Program Health
Last modified: May 1, 2024
Qualtrics Website Feedback will now allow users to visualize digital operational data such as Page Views, Impressions, and Clicks, within CX Dashboards. This allows for a holistic view of the entire health of Digital programs, with operational and experience data in one place.
Follow-up Details Survey
Last modified: April 3, 2024
Follow-up details are a critical feature for closed-loop teams to collect customer feedback and assess the root causes for poor CSAT and NPS scores. Today, there are only 3 question types for follow-up details, limiting the completeness and quality of follow-up feedback. These questions cannot be re-used across multiple ticket actions.
This update introduces a survey for follow- up details that provides the ability to leverage rich question types and re-use questions across different ticket creation tasks. This improves management of survey questions & question types, and localization is also available.
Printed Reports - Display Logic for Highest/Lowest Items
Last modified: February 7, 2024
This feature adds highest/lowest items logic as an option for display logic for all printed reports widgets.
Dashboards 2.0 Default Opt-in
Last modified: November 1, 2023
With this update, the new dashboards navigation flow will be shown by default. You will still be able to go back to the old version of dashboards until 2024.
XM Discover: Permission to Rebut Rubrics
Last modified: October 4, 2023
Rebut Rubrics permission is now available for Configuration Analysts who have Administrator data access for a given project. These users will be able to perform rebuttals from Document Explorer and feedback widgets in Pane view. For more information, see Appeals and Rebuttals.
XM Discover: Dashboard Layout Editing
Last modified: October 4, 2023
In Edit mode, users can now adjust dashboard layout and widget size while being able to see the context of the entire dashboard at 50% and 75% zoom levels. For more information, see Resizing and Rearranging Widgets
Embedding a Discover Page in an Engage dashboard
Last modified: October 4, 2023
Combine the powerful reporting and analytical capabilities of the XM Discover and Qualtrics platforms by embedding a Studio dashboard in a Qualtrics dashboard. Compatible with EX and CX dashboards.
R Templates for Stats IQ
Last modified: October 4, 2023
This feature introduces R templates in Stats iQ, allowing users to use handcrafted analysis templates. Users will be able to choose from a set of Qualtrics-written templates (e.g., Factor Analysis, Scale Reliability, etc.). Eventually, users will also be able to create their own R templates and share them with other users in their brand.
Ticket Activity as a Mappable Ticket Data Field
Last modified: October 4, 2023
This update allows you to map ticket activity as a field in a ticket reporting dashboard, enabling richer reporting on tickets.
Disable Users in Bulk
Last modified: September 6, 2023
Account Admins can now use the Bulk User Update workflow to disable users in bulk. Note that this workflow is only available to disable Report Consumers at this time.
Rebuttals in Document Explorer
Last modified: September 6, 2023
For accounts that use Intelligent Scoring, users with the Rebut rubrics permission can now perform rebuttal score updates directly in Document Explorer and Feedback widgets, instead of using Inbox.
Note that this permission is automatically granted to all Account Administrators.
Refreshed 360 Billing Interface
Last modified: September 6, 2023
This update introduces a refreshed user interface for the 360 Billing section. This new interface has all of the existing functionality of the old 360 Billing section, including filtering and export capabilities, while adding the ability to filter based on a specific project.
XM Directory Enrichment Based Segments
Last modified: September 6, 2023
With this update, you can now build segments in XM Directory based on Enrichments (data from third-party softwares). For example, a first party like Clarabridge can provide conversational analytics signals for a given contact. Segments can then be created to trigger personalized actions. This gives users a deeper understanding of the customer experience from signals beyond just surveys.
Engagement Headlines
Last modified: September 6, 2023
Engagement Headlines help managers and senior leaders understand how their teams are performing on key EX metrics. Using a holistic algorithm, areas of celebration and opportunities for improvement are highlighted without managers having to do their own analysis.
XM Discover: Additional Metadata for Projects
Last modified: August 2, 2023
Project Admins can now view 2 new metadata fields on the Projects page→Attributes tab to understand more details about project attributes. New columns available for Attribute Database Name and Number of Sources.
XM Discover Dashboard Access Request
Last modified: August 2, 2023
A streamlined process for requesting and granting access to XM Discover dashboards! Users can now request access to dashboards when they encounter links to dashboards. Object owners can organize and respond to access requests in the tool instead of managing them across platforms.
CrossXM CX + BX: Experience Assessment Widgets
Last modified: August 2, 2023
With this feature, users can view a set of charts showing which experiences most powerfully impact their brand and customers, as well as which experiences are inconsistent with brand promise. This allows them to identify actions that will efficiently and effectively mitigate risk, as well as grow the brand.
XM Discover: Spot Check
Last modified: July 6, 2023
Studio Admin project reporting widgets now have a filter condition to include or exclude activity and events executed by Qualtrics employees. For more details, please see the Examples section of the Studio Administrative Reporting page.
To view the linked resources you’ll have to authenticate into your XM Discover account.
XM Discover: Dashboard Undo and Redo
Last modified: July 6, 2023
You can now edit dashboards with confidence, undoing and redoing up to 10 of your most recent edits. This includes undoing major edits such as multi-widget movement and widget configuration changes. For more information, please see Undoing and Redoing Dashboard Edits.
To view the linked resources you’ll have to authenticate into your XM Discover account.
Labels for Scoring Overview Widget in 360 Printed Reports
Last modified: July 5, 2023
This update adds the ability for report builders to automatically create their own labels on the scales for the Scoring Overview widget's graph visualization. When enabled for a widget, instead of having numeric values like 1/2/3, text options like "disagree" will be displayed directly in the widget or in a legend in a separate widget.
Discover for BX
Last modified: July 5, 2023
Discover for BX allows Enterprise Consumer Insights Professionals to:
- Delve into the factors and consumer experiences that ultimately impact brand preference, perceptions and usage.
- Provide insights into the effectiveness of key brand activations online & offline, through the analysis of unsolicited comments and emotional connections.
- Track overall brand performance across all relevant consumer touchpoints (advertising), with enough granularity to take action at every point in the journey.
- Understand the nuances that only real-world chatter can reveal (e.g. attributes, category trends)
Header/Footer Piped Text Support in Printed Reports
Last modified: July 5, 2023
This update allows users to add piped text into headers and footers within printed reports. For example, users can pipe in the 360 subject's name and export date.
[Relaunch] Custom/Shifted Time Periods
Last modified: July 5, 2023
This feature introduces custom time periods dashboard users can use to:
- Filter their dashboard data at the page, widget and measure level
- Group dashboard data in widgets that support date breakouts
The following custom periods are supported:
- Custom Fiscal Week
- Custom Fiscal Month
- Custom Fiscal Quarter
- Custom Fiscal Year
XM Discover: Filter for User Type in Studio Admin Reports
Last modified: June 7, 2023
Studio Admin project reporting widgets now have a filter condition to include or exclude activity and events executed by Qualtrics employees. For more details, please see the Examples section of the Studio Administrative Reporting page.
To view the linked resources you’ll have to authenticate into your XM Discover account.
Audio Playback Session Improvements
Last modified: June 7, 2023
Studio now remembers where you stopped listening to a call during your last review session. Playback position is reset after 30 days. For more information, please see the Conversational Playback Elements section on the Document Explorer Panes page.
To view the linked resources you’ll have to authenticate into your XM Discover account
Upcoming and Rolling Time Window based Segments
Last modified: June 7, 2023
This feature allows XM Directory users to segment contacts using relative date filters such as "InThePast" or "InTheNext" days or weeks from today. Users can also be very prescriptive about the time window to use with "Before", "After" and "Between" relative date operators.
For example, users could search for all contacts that will be coming up for renewals between 6 months from now and the next 3 months. This helps to ensure that campaigns to understand the churn risk are only executed for people for whom there is sufficient runway to mitigate the risk.
XM Directory Contact Data in CX Dashboards
Last modified: June 7, 2023
This feature introduces the ability to choose XM Directory contact data as a CX dashboard datasource. Users will be able to create a dashboard with XM Directory data for insights and analytics. Users will also be able to combine the XM Directory dataset with other data.
Deprecation of "Import CSV" Option Within CX Dashboard Settings
Last modified: June 7, 2023
The Import CSV option when adding a source to a CX dashboard is being replaced with the Imported Data Project option.
XM Discover Search and Selector Widget Numeric Searches
Last modified: May 3, 2023
Performing numeric value searches using XM Discover search or the Search Selector widget type is now supported. To enable this, Account Admins need to select the Use in XM Discover search checkbox for numeric attributes on the Projects page.
XM Directory Sampling with Survey and Email Activity
Last modified: May 3, 2023
This update will allow users to use XM Directory Sampling for contact history criteria. Users will be able to create a sample of contacts that were not sent a specific survey invitation and/or contacts who did not complete a specific survey within a date range. This new sampling behavior will be supported for XM Directory Search, XM Directory Sampling, and XM Directory Automations.
ETX Technology Assessment Benchmark
Last modified: May 3, 2023
This benchmark enable customers running ETX tech assessments to compare their results for better insights and action planning.
XM Discover Group Owner Updates
Last modified: April 5, 2023
Group owners can now establish new user groups and remove themselves from the group member list – opting them out from receiving group notifications and alerts.
XM Discover User and Group Action Details in Security Log
Last modified: April 5, 2023
In the Security Audit Log, user and group update actions now provide additional context in the Details column. Details available for user and group update actions now:
- Updated individually
- Updated via bulk
XM Discover Studio Interface Updates
Last modified: April 5, 2023
Discover Studio has an updated look and feel with new fonts, colors, components, and more. We've worked to adapt our interface to the Qualtrics style, delivering a seamless experience when navigating between all your apps and workspaces.
- Minor updates to color system for interfaces, components, and more
- New default font style and improved text resizing scaling
- New icons and graphics
- Refreshed and restyled components and inputs
Spotlight Insights - Multiple Insight Sessions
Last modified: April 5, 2023
Multiple Insight Sessions allow customers to have multiple runs of spotlight insights without the results getting overridden. Customers simply select a key metric, demographics, and comparison to generate insights. The insights are statistically significant, and display experience gaps amongst the employee subgroups.
Conjoint & MaxDiff Sample Projects
Last modified: April 5, 2023
Sample projects include a pre-built survey paired with preloaded responses, allowing users to explore the methodology and types of insights available through different XM Solutions. This sample project release includes a sample Product Optimization (Conjoint) project, and a sample Product Prioritization (MaxDiff) project, which use hypothetical brands to demonstrate the capabilities of the Conjoint and MaxDiff guided projects available in a DesignXM license, and help users learn what to expect from these solutions.
Updated Display Options for Distinctive Image Associations Widget
Last modified: April 5, 2023
This update adds the ability to select a subset of brand perceptions and brands to appear in the Distinctive Image Associations widget visualization, while still running the statistical analysis on the full set of brand perceptions and brands. This allows users to focus on specific brands or brand perceptions and use the visualization export for stakeholder reports.
Engagement Headlines Widget
Last modified: March 6, 2023
The new Engagement Headlines widget will be available in pulse projects.
XM Discover: Dashboard Creation Methods Expanded in the Security Audit Log
Last modified: March 1, 2023
When users create a dashboard, the origin of the DashboardCreateEvent action now includes additional methods. This will help Administrators keep track of the most popular methods to create dashboards. New methods logged:
- Created from Alert - metric alert name means the dashboard was created from a metric alert using the explore alert trigger in dashboard option.
- Created from Driver - driver name means the dashboard was created from driver results using the explore drivers in dashboard option.
- Created from Mobile App - app configuration name means the dashboard was generated from a mobile app configuration.
- Created from version means the dashboard was created by saving a version.
- Created from other means the dashboard was created using a method that's not listed here.
Record Grid Widget in 360 Dashboards
Last modified: March 1, 2023
This update adds the Record Grid widget to 360 Dashboards. With this widget users will have more control over the customization of their data, allowing them to customize reporting for data within 360 projects.
360 Printed Reports - Ordering Statements in Gap Chart and Agreement Chart
Last modified: March 1, 2023
This feature allows report builders to change the order of items in the Gap Chart and Agreement Chart widget. Users can sort items to be in the same order as in the survey, rather than always going in alphabetical order.
XM Discover: User Creation Details in Security Log
Last modified: February 1, 2023
When a user account is added to Studio, the origin of the UserCreateEvent action is now listed in the Details column of the security log. Options for origin:
- Created via wizard for users added via a user creation wizard or by duplicating an existing account.
- Created via bulk upload for users added as part of a bulk upload.
- Created via sharing for users added via sharing a dashboard or book.
To view the linked resources you’ll have to authenticate into your Discover account.
XM Discover: Search Security Log Details
Last modified: February 1, 2023
Account Administrators can now search security log events by additional details using the new Details search option on the Security Audit page. Users can then determine if there are patterns in the details for the actions logged (such as reasons for document deletion or methods of dashboard creation). See Using the Security Log for more information.
To view the linked resources you’ll have to authenticate into your Discover account.
BX Automated Insights
Last modified: February 1, 2023
BX Insights allow dashboard users to compare their demographic groups against other brands. This helps users quickly visualize which metrics are the most important through a series of statistical comparisons.
Updates to CX Dashboard Notification Management
Last modified: February 1, 2023
To make it easier to manage CX dashboard notifications, this update adds the ability to give notifications custom names. Notifications can also now be copied to create similar notifications without starting from scratch.
Custom Metrics for 360 Dashboards
Last modified: February 1, 2023
This release takes the Custom Metrics feature from CX Dashboards and makes it available for use in 360 Dashboards.
Brand Drivers Analysis Widget Sorting Feature
Last modified: January 4, 2023
This feature introduces the ability to sort metrics within the Brand Drivers Analysis widget to:
- Easily identify which drivers are strongest/weakest.
- Enable effortless performance comparisons across Brand Drivers Analysis widgets by being able to set a consistent ordering.
Wave Based Weighting
Last modified: December 7, 2022
This feature will allow users to apply weights over time periods in addition to survey responses. Users will be able to apply weights over custom time periods (eg. Monthly, Quarterly or Yearly).
Piped Text Updates for New Printed Reports
Last modified: November 2, 2022
Currently in new printed reports, if piped text is included in question text/matrix statement text, it will appear within the widgets as [Field-FieldName]. This update instead translates the Piped Text into the proper value, for the following types of piped text:
- Subject Name
- Subject Metadata
- Smart Text (which will show the subject name)
Create XMD Segments through CX Spotlight Insights
Last modified: November 2, 2022
CX Spotlight Insights helps CX admins discover important customer segments. XM Directory Segments help customers define customer segments to use them across Qualtrics, including distribution and dashboard filtering.
This feature allows admins to easily create an official XM Directory Segment from within CX Spotlight Insights when they find a segment they want to continue tracking across Qualtrics.
Page-level Display Logic in Printed Reports
Last modified: October 5, 2022
Currently in new 360 printed reports, display logic must be applied individually to each widget on a page. This update will allow users to bulk select the widgets they want to apply display logic to, and then apply logic to all widgets in the selected group.
BX Opportunity Analysis Chart UX Improvements
Last modified: October 5, 2022
This update makes the Brand Drivers Analysis Quadrant Chart Widget, an Advanced Analytics widget, more user friendly.
Printed Reports - Math Operations
Last modified: August 3, 2022
This feature gives users the ability to build operations into Printed Reports. This allows users to make their own calculations on aggregate data and have those defined operations appear inside of the reports, which will be implemented using one of two options:
- Custom Metrics (like in CX dashboards)
- The same Piped Text syntax that appears in Legacy Reports and our Survey Editor
ETX Technology Experience Assessment XM Solution
Last modified: August 3, 2022
This feature will provide customers an effective way to quickly launch a program to understand their employees technology experience with a solid product science methodology.
360 Printed Reports - Color Palette within Scoring Overview Widget
Last modified: July 6, 2022
This feature introduces the ability to change the colors of the bars on the Scoring Overview widget.
Segment Membership Trends
Last modified: June 1, 2022
This feature allows users to see trends across their XM Directory segments. Segment trend visualization helps users a) increase engagement, b) improve sentiment, c) reduce churn, and d) maximize affinity. After segments have been identified, the at-a-glance view of the trends in those segments allows users to make decisions to take quick actions to course correct or ride uptrends to improve both the customer experiences and the business outcomes.
Spotlight Insights (CX)
Last modified: May 4, 2022
Spotlight Insights is a tool for discovering the naturally occurring customer segments based on how they respond to key metrics and their demographic or behavioral data. It allows CX admins with limited time to easily analyze many combinations of customer attributes and demographics to see which segments have significantly lower or higher scores.
Printed Reports - Line Breaks Persist in Results Table Widget
Last modified: April 6, 2022
This feature adds a toggle to the Results Table widget in Printed Reports. When this toggle is enabled, any Line Breaks that appear in responses will appear in the Results Table widget as well, which should improve readability.
This change is available for Printed Reports across all product lines, including DesignXM/CoreXM, CX, EX, and 360.
New Data Mapper and Datasets in Employee Engagement Dashboards
Last modified: February 5, 2020
A new, more delightful and performant experience for combining multiple surveys into a single dataset for Employee Engagement dashboards, analysis, and reporting.
Significance Testing for Question List and Scorecard Widgets
Last modified: January 8, 2020
The Significance Testing feature identifies when there is a statistically significant difference between a manager’s current results and a benchmark or comparison in the Question List and Scorecard widgets in EX dashboards. This helps dashboard users more easily focus on the right areas, where there is a statistically meaningful gap.
TURF Analysis
Last modified: November 6, 2019
TURF Analysis or Total Unduplicated Reach and Frequency Analysis, is a statistical research methodology that are used in a MaxDiff XM solution to assess potential market reach for a combination of products or services.
Conjoint Preference Share Report
Last modified: November 6, 2019
Use Preference Share as the default metrics on the Conjoint Summary instead of the utility scores. This makes it easier to understand for the majority of our users.
Track Time Between Ticket Statuses
Last modified: August 7, 2019
Enhancement to Ticket Reporting which will allow brands to track the amount of time between different ticket statuses.
Conjoint: Willingness to Pay
Last modified: August 7, 2019
Conjoint analysis is a powerful tool for understanding the underlying preferences behind an individual’s choices. In its traditional form, the output of conjoint analysis is a set of unitless measures of level importance called utility scores. An individual’s utility scores tell us which levels that individual prefers and dislikes, and by how much. Willingness to pay (WTP) is a feature which allows us to convert utility score into dollar value. A price feature must be included in the conjoint setup with a range of price options. As part of the conjoint analysis, the utility scores associated with the price feature will be converted into a price per utility ratio. Using the price to utility ratio, we can determine how much an individual is willing to pay for a particular level when compared to another level. We can also determine how much an individual is willing to pay for a specific package in the simulator compared to other packages.
Conjoint Conditional Pricing
Last modified: July 3, 2019
Conjoint conditional pricing enables customers to associate a price to each level in a Conjoint to determine actual prices to show in the questionnaire, based on the levels chosen for each package.
Conjoint Specific Design
Last modified: July 3, 2019
Conjoint Specific Design makes it very intuitive for users to specify which levels can show up together and which levels shouldn’t. Among all the features in a Conjoint project, users will designate a “primary feature” and the “conditional features”, with the remaining features being “common features”. For each level in the primary feature, users will tell us which levels in those conditional features can go with this level in the primary feature, and which ones can’t.
Mean Comparisons
Last modified: June 5, 2019
Allow customers to add Comparisons and Benchmarks using the Average metric for EE widgets. Currently, they only support the scales top-bottom-box metric.
Focus Areas for EX
Last modified: June 5, 2019
Prescriptive Insights are like Key Drivers on steroids. The admin sets up a series of drivers of some outcome (like Overall Engagement), and Prescriptive Insights outputs a personalized set of next steps for a dashboard user to take.
CX Reputation Management MVP
Last modified: May 1, 2019
Connect to review sources and analyze trends alongside your CX data. Close the loop by linking directly to the specific review on the specific site. Solicit reviews by routing feedback to a review site.
CX Dashboard Distribution Reporting
Last modified: May 1, 2019
CX dashboards will provide more intuitive views of distribution statistics and filters when viewing response rates and other statistics over a selected period of time for a survey.
XM Workflows Integrations: Wave 1
Last modified: April 3, 2019
Set of outbound integrations with external SaaS Products within the Actions Platform: Zendesk, FreshDesk.
Focus Areas for CX
Last modified: April 3, 2019
Prescriptive Insights are like Key Drivers on steroids. The admin sets up a series of drivers of some outcome (like Overall Customer Satisfaction), and Prescriptive Insights outputs a personalized set of next steps for a dashboard user to take.
Scheduled Emails for Reports
Last modified: April 3, 2019
To make sharing insights and updates even easier, Reports now has a Scheduled Email feature. Dynamically updated reports can be emailed automatically by any Report creator, and the attached reports always show the very latest data collected at the time the email was sent.
Improved Text iQ Sentiment Model
Last modified: March 14, 2019
Improved sentiment model trained with correction data and questions.
Dynamic Update of Response Data from Multiple Sources in EX Dashboards
Last modified: March 14, 2019
You can now see response data from multiple EX project sources dynamically update in dashboards, without the need to manually refresh data. This change is focused on project sources that do not use organizational hierarchies.
Multiple Source Support for EX Widgets
Last modified: March 14, 2019
Enables selection of multiple EX projects as the source for dashboard widgets.
New EX Dashboard Experience
Last modified: February 6, 2019
EX dashboards have been completely redesigned to provide an improved user experience, including modern look and feel, cleaner visualizations, intuitive navigation and filtering, and new ways of exploring and understanding your results.
Reports: Multiple Sources Per Visualization
Last modified: February 6, 2019
Easily add additional metrics to a visualization to report on multiple sources or metrics within the same chart or table.
Enhanced Crosstabs
Last modified: January 2, 2019
Qualtrics Crosstabs tool will have an enhanced integration with Qualtrics reports, and access to all of the new data and analysis fields in the XM platform.
Simple Rolling Metrics Support in CX Dashboards
Last modified: January 2, 2019
CX dashboard users can track new simple rolling metrics for average and NPS scores. For example, a user can create a widget for tracking rolling NPS score for a 3-month window or create a widget for tracking rolling average for a 2-week window.
Full CX integration into the XM Platform
Last modified: December 5, 2018
Access all the unique features and workflows of CX dashboards easily from the XM Platform without having to navigate to separate Qualtrics tools.
EX Demographic Breakout Widget
Last modified: November 7, 2018
The Demographic Breakout Widget provides a new visualization in EX dashboards that helps easily identify high and low scoring groups broken out across any demographic dimension.
Rolling Averages in CX Dashboards
Last modified: November 7, 2018
Rolling Averages has been updated to pull in prior data into the first periods of the rolling window to improve the results by making each data point equivalent. For example, If you are calculating a rolling 3 month average on a year of data, previously the simple rolling average value first month, January, would only have been computed from data in January. Going Forward, it will be computed from data in November, December, and January, assuming that data exists.
In addition, we soon plan to roll out a new function called Rolling Metrics which enables the rolling algorithm to be applied to any metric and weights every data point in that rolling metric equally. Both features will be released for a time, and then we plan to deprecate Rolling Averages.
Stats iQ: Cluster Analysis
Last modified: October 7, 2018
Cluster analysis allows users to segment their respondents by hidden patterns and relationships in their data.
Reports: Conditional Visualization Display
Last modified: October 3, 2018
Selectively suppress visualizations in reports based on custom rules defined for each visualization. Hide charts and tables based on the number of records included or any metric-based filter criteria such as mean, max, min, or the sum of any numeric field.
New Dashboards Look and Feel
Last modified: October 3, 2018
This update completely redesigns dashboards for CX and EX. Qualtrics’ new dashboards strike the perfect balance of being powerful and flexible while maintaining elegance and simplicity.
New Data Mapper and Datasets in CX Dashboards
Last modified: October 3, 2018
A new, more delightful and performant experience for combining multiple surveys, blended with Operational Data, into a single dataset for Customer Experience dashboards, analysis, and reporting.
Email Private Pages from CX Dashboards
Last modified: October 3, 2018
CX Dashboard users who create private sandbox dashboard pages can now email these pages out to themselves or others for even greater data sharing and transparency.
V2 Distribution Reporting
Last modified: October 3, 2018
Enhanced reporting and statistics on all communications: additional reporting fields, with support for customer-defined embedded data fields.
Reports: Configurable Table Styles
Last modified: September 3, 2018
To give Report creators even better control over table display, a Styles tab has been added to each table visualization. Now in addition to global control over table styles, Report creators can optionally override global styles for the table header and body per table visualization.
XM Mobile
Last modified: September 3, 2018
A mobile app that can be used to view Dashboards for a user's CX or EX program.
Reports: Conditional Widget Display
Last modified: August 1, 2018
Report creators can now choose to display or suppress widgets based the number of responses included in the widget. This gives each report creator the ability to suppress widgets that have incomplete, confusing, or insignificant numbers of records so that every report viewer sees a clean and clear view of the data presented.
Reports: Rolling Metrics
Last modified: August 1, 2018
Reports adds the ability to calculate rolling averages over their data. Rolling averages are a great way to smooth short-term fluctuations in data and see more general long term trends.
Reports: Font Options
Last modified: August 1, 2018
Reports are storytelling and need to reflect the brand style of the data being presented. Reports now contains a full font library of 38 styles to give every report creator more flexibility than ever before to customize each report.
Reports: Blank Space and Divider Widgets
Last modified: August 1, 2018
Reports adds a new line and spacer widgets for more custom and flexible layouts. Now report creators can add blank space, horizontal, and vertical lines easily to their reports.
Reports: Saved Filters
Last modified: August 1, 2018
To make Reports even easier to use, Qualtrics introduces the ability to create and save filters to re-use throughout Research Core. Rather than re-creating filters to switch between frequently used data views, save a filter once and use it throughout the platform - in Data Processing, Results, and now in Reports.
Reports: Denominator Choice for Multi-Select Fields
Last modified: August 1, 2018
For multi-select questions, many users prefer to report percent-based metrics based on the number of total selections made, some prefer to report based on the number of respondents who answered the question. Now Reports users can choose whichever denominator is best for any situation as well as show percentages alongside data points. This feature is also available as a report setting.
Conjoint Analysis (Self Service)
Last modified: August 1, 2018
A self-service tool that can be used to conduct Choice Based Conjoint analysis.
Reports: Row/Column Total Controls
Last modified: August 1, 2018
Since different data wants to be reported different ways, Reports users can now enable totals and choose between row or column totals in Data Tables. This feature is also available as a report setting.
Saved Filters on CX Dashboards
Last modified: August 1, 2018
To make CX dashboards even easier to use, Qualtrics introduces the ability to save commonly used filters, so users can quickly see the data they are most interested in.
Text iQ in EX
Last modified: August 1, 2018
Qualtrics EX users can now analyze open text responses at scale by leveraging TextiQ. Topic tagging and sentiment analysis will allow users to see what their employees are saying and how they feel. TextiQ data can also be mapped into dashboards, to view TextiQ data alongside response data and share results out widely to managers.
EX Dashboard Widget Export Improvements
Last modified: August 1, 2018
Export EX dashboard widgets for further analysis and reporting. The following widgets are now supported for export via CSV or TSV files: Gauge Chart, Pie Chart, Simple Chart, Number Chart, Simple Table, and Key Driver - Plot.
Text iQ Next Gen Preview
Last modified: June 5, 2018
The next generation of the Qualtrics Text iQ tool is now available in Preview for all Text iQ users. Users can opt in and out of the preview experience at will, and new features will be added until the experience is complete. Features in the initial preview include and updated look and feel in the comment list for easier reading, the first release of topic hierarchies in Text iQ, and the ability to add additional fields to the comment list for a richer at-a-glance record view.
Denominator Choice for Multi-Select Fields
Last modified: May 2, 2018
For multi-select questions, many users prefer to report percent-based metrics based on the number of total selections made, some prefer to report based on the number of respondents who answered the question. Now Reports users can choose whichever denominator is best for any situation as well as show percentages alongside data points. This feature is also available as a report setting.
Row/Column Total Controls
Last modified: May 2, 2018
Since different data wants to be reported different ways, Reports users can now enable totals and choose between row or column totals in Data Tables. This feature is also available as a report setting.
Images from Libraries
Last modified: May 2, 2018
Images can now be added from a user’s personal or brand-level library to any report. Click here to learn more about how to use this feature.
Dynamic Piped Text for Reports
Last modified: May 2, 2018
Piped Text reduces repeatable reporting tasks such as inserting question text or total number of respondents directly from the source project. Instead of inserting elements that otherwise need to be re-inserted or updated every reporting cycle into a new report, the report creator can easily insert a variable to represent the data then use the variable in place of the element in the report. Click here to learn more about how to use this feature.
Text iQ Larger Dataset Support
Last modified: May 2, 2018
These improvements to Text Tools responsiveness are now available to Basic Text clients as well as all Text iQ clients. In the past, topic changes were made and applied each time a single topic was updated, resulting in frustrating delays between completing one change and starting another. Now Text iQ includes a new layer between the Text iQ UI and the phase where responses are updated with topic changes so that a large number of changes can be immediately made in the Text UI and then applied as one big batch to responses.
Improved PDF Exports
Last modified: April 4, 2018
Everyone exporting a Results Report to PDF to print, email, or share it now has a dramatically improved export experience. PDF exports are now cleaner and more attractive, and generating those reports in Qualtrics is more reliable than ever before.
Text iQ Sentiment Analysis Update
Last modified: April 4, 2018
Qualtrics is committed to always expanding and improving every part of Text iQ, from the visualizations to the topic model, to the accuracy and reliability of Sentiment Analysis. Today, Qualtrics is proud to announce a major update to its Sentiment Analysis engine. We have added a new neural network-based classifier to the lexicon-based classifier already in Text iQ. Text iQ automatically chooses the classifier that gives the highest confidence sentiment score, resulting in an accuracy increase of up to 23%. Qualtrics Text iQ now performs better than any benchmarked competitor in the sentiment analysis of Qualtrics-collected English-language.
Dynamic Filters
Last modified: April 4, 2018
Qualtrics now enables dynamic filters on dashboards. Users rarely use a single filter on their data and in the past users had no idea what filter options would result in no data due to other filters applied on the page. Now when using filters, there is clear demarcation in the options that do have data available, vs. those that do not.
Stats iQ Automatic Sampling of Large Datasets
Last modified: March 5, 2018
Analyses of large datasets can take a long time. Stats iQ now automatically samples large datasets on the fly to reduce analysis weight times.
For example, an analysis in a dataset of 1M rows might be sampled down to only 50K rows. It will complete much faster, and in the vast majority of cases the statistical finding will be the same as if the full dataset had been used.
Users will have the ability to change the sample size or turn off sampling entirely in a given card or across the entire dataset.
Learn more in the sampling section of our support pages.
Text iQ Numeric Sentiment Update
Last modified: March 5, 2018
To make reporting on sentiment analysis even easier and more flexible, Qualtrics adds two new numeric fields for Sentiment Analysis that can be acted and reported on in Results, Reports, and Dashboards. This allows users of Qualtrics reporting to more easily report on certain metrics, such as mean and distribution, driver/correlation analysis, top/bottom box, and other numeric calculations.
Static Response Weighting for Dashboards
Last modified: March 5, 2018
Users now have more choices for Qualtrics response weighting. Users can choose dynamic weights, which are calculated on-the-fly to make sure that the weights meet the desired proportions (legacy functionality) or specify a static weighting value for each population they want to weight. This new option, Static Weighting, will not be recalculated by Qualtrics. For more information on response weighting, see this help article.
Reports Response Weighting
Last modified: February 7, 2018
If Response Weighting has been configured for a project in the Data & Analysis tools, reports will now optionally show weighted metrics. Use Settings to turn weighting off or on for the entire report, and add or remove weighting from individual visualizations in that visualizations’ options. Click here to view support documentation on this feature.
Passcode-Protected Public Reports
Last modified: February 7, 2018
For reports that benefit from public sharing but need a little extra protection, Reports now offers optional passcode protection on public report links. Specify the unique passcode for a shared report and Qualtrics will require the viewer to enter the passcode before they can view that public report. Click here to view support documentation on this feature.
User-Specific Report Preferences
Last modified: February 7, 2018
Report creators can now save and apply their own personal report style defaults to every report they create. Rather than applying default settings per report, the report creator’s settings will be automatically applied to each report created, and can then be customized per report or per visualization. Default setting include color palettes, decimal precision, spacing preferences, default visualizations, and more. Click here to view support documentation on this feature.
Copy Dashboards within Employee Experience Projects
Last modified: February 7, 2018
Now with a single click you can create a copy of your entire dashboard within your Employee Engagement projects. Previously users had no way to copy dashboards within an existing project and were required to build unique dashboards. This new feature empowers you to simply navigate to the dashboard you would like to duplicate and choose the “Copy dashboard” option from the dashboard menu. By clicking this button, Qualtrics will create an exact copy of that dashboard with all of the same pages, layouts, and content. Click here to view support documentation on this feature.
Number Chart Allows Comparison to Previous Time Period
Last modified: February 7, 2018
Number Charts allow comparing results to a previous time period so users can quickly determine if performance is declining or improving. It respects the page page filters as well so users can explore different time periods. Click here to view support documentation on this feature.
CSV Upload for External Data or Benchmarks
Last modified: February 7, 2018
Qualtrics now allows uploading external data directly through a .csv in the fieldset. So when users need to bring in external data (e.g. benchmarks) to supplement data collected in the survey, it’s now easier than ever. No need to create a fake survey to import the data, just import it to the fieldset directly. Click here to view support documentation on this feature.
Text iQ Speed Enhancements
Last modified: January 3, 2018
These improvements to Text iQ responsiveness help all Text iQ clients but are especially designed to make the UI for Text iQ snappier for analyzing 100k-10MM responses. In the past, topic changes were made and applied each time a single topic was updated, resulting in frustrating delays of moments up to hours between edits for very large response sets. Now Text iQ includes a new layer between the Text iQ UI and the phase where responses are updated with topic changes so that a large number of changes can be immediately made in the Text UI and then applied as one big batch to responses.
Text iQ Extended Query Operators
Last modified: January 3, 2018
For even more control over the scope of every text analysis topic, all Text iQ users will be able to use "near", search phrases, and exact search phrases in topic queries. In addition to the existing “and”, “or”, and “not” operators in queries, the order and proximity of text between operators will be considered. In addition, these order and proximity restrictions can be softened using the near operator, “~#”, where # is a number between 0 and 99. Furthermore, results can be narrowed by exact match searches using double quotes. All new operators can be combined with the existing query options. Click here to view support documentation on this feature.
Upgraded Import Capability
Last modified: September 6, 2017
This new importer is a more flexible, responsive, intuitive way to import responses into Qualtrics surveys than previous versions.
Employee Engagement and Employee Pulse Integration into the XM Platform
Last modified: August 16, 2017
With Employee Engagement and Pulse project types integrated into the XM platform, EE and Pulse users gain access to a newly updated user interface and various feature upgrades including survey library access, expanded survey options, and the ability to localize admin views and dashboards into any language.
XM Reporting Enhancement
Last modified: August 16, 2017
The next generation of data visualization and insight sharing. Editors can control report layouts, tweak individual visualizations, add data from additional studies, update the report’s look and feel, and add text, images, or other branding elements to increase the report’s effectiveness.
Static Response Weighting for Reports
Last modified: March 5, 2017
Users now have more choices for Qualtrics response weighting. Users can choose dynamic weights, which are calculated on-the-fly to make sure that the weights meet the desired proportions (legacy functionality) or specify a static weighting value for each population they want to weight. This new option, Static Weighting, will not be recalculated by Qualtrics. For more information on response weighting, see this help article.
Action & Improvements
Digital Assist
Last modified: November 6, 2024
The Digital Experience Analytics purpose-built app is a centralized user experience that integrates heatmaps, funnels, session replay, and frustration heuristics to provide a comprehensive view of user behavior on your website. This increasing efficiency and fosters a better overall user experience by removing the need to navigate through broader dashboard components. Benefits include:
- Centralization of digital experience data and insights
- Elimination of the need to manage separate tools, which can save time and reduce costs
- Improved decision-making by easily comparing and analyzing data from different sources
- Identification of drop-off points and bottlenecks in the user journey
- Increased user retention and engagement, positively impacting long-term customer relationships
- Improved decision-making about website adjustments, leading to better conversions and user satisfaction
Participant Portal: Project List, Person Modal, Project Archive
Last modified: October 2, 2024
The refreshed Participant Portal introduces an improved user experience and an accessible mobile interface.
The new project list has an improved look & feel for a streamlined user experience and meets WCAG 2.1 AA accessibility compliance. Additionally, users have the ability to archive old 360 projects so they won't appear in participants' list once the project is too old.
Review Responses in Tickets
Last modified: August 7, 2024
This update allows you to respond to online reviews for ORM customers via tickets.
Generate Test Responses for EX Projects
Last modified: July 3, 2024
This tool allows you to generate test responses within EX projects, including Engagement, Pulse, Lifecycle, and Ad Hoc. This tool is accessed through the survey tools menu.
DXA Error Clicks: Detailed Error Messages
Last modified: April 3, 2024
This update allows you to unlock the power of DXA frustration insights. You can drill into error click signals to view detailed error information, empowering teams to diagnose issues with precision, expedite troubleshooting, and implement targeted solutions to quickly resolve error root causes.
Workflows Tab in XM Directory
Last modified: April 3, 2024
This update introduces a Workflows workspace specifically for XM Directory scenarios. This workspace provides a more customized and personalized experience for XM Directory users to make the most of their data and the actions they can automate with it. Within this tab you can create, edit, and manage workflows.
Azure Open AI Service for GPT Task in Workflows
Last modified: February 7, 2024
This update adds support for Azure Open AI as a provider of the GPT functionality in Workflows in addition to Open AI. You can submit a prompt to generate an Azure OpenAI ChatGPT response based on Qualtrics data, summarizing text, replying to feedback, and more. You will need to bring your own key to use the Azure Open AI service.
Your use of the ChatGPT services and any data sent to ChatGPT are subject to your agreement with Microsoft. Qualtrics is not appointing Microsoft as a subprocessor relative to your use of this task.
Digital Experience Analytics PII Masking Product Requirements
Last modified: January 3, 2024
This update introduces easier and quicker configuration controls to mask personally identifiable information (PII) within Digital Experience Analytics. You can automatically hide all content or remove specific PII text from being recorded. Benefits of this update include:
- Peace of mind in understanding user’s frustrations without exposing PII
- Reduced time to configure PII masking
- Option to mask all content with the ability to unmask individual elements
Business Day Consideration in Ticket Workflows
Last modified: October 4, 2023
Ticket admin can now choose to remove Saturday and Sunday from ticket workflows so they run more similarly to business hours.
XiD Sampling Task
Last modified: September 6, 2023
This sampling task is a powerful new feature designed to augment your Qualtrics XM program by offering advanced contact sampling capabilities with workflows. As an XM program owner, this tool enables you to efficiently target and engage your audience. Key features include:
- Seamless Integration: Effortlessly incorporate the sampling task into your existing workflows, allowing you to create personalized experiences based on precise audience targeting.
- Custom Sample Size: Define your sample size according to your specific needs, giving you full control over your target audience and enabling more accurate results.
- Consistent Data Access: Access XMD data fields in the sampling task just as you would with other XMD interfaces, ensuring a uniform experience across your XM program.
- Flexible Output: Use the generated sample within the same workflow or save it to the XM Directory for future use, allowing for optimal resource management and streamlined processes.
- Actionable Triggers: Trigger tasks for contacts within the same workflow, creating a seamless experience for your customers and enhancing the overall efficiency of your XM program.
Feedback Actionability Workflows
Last modified: September 6, 2023
This update allows customers to start workflows based on actionability of the verbatim in customer feedback - similar to how workflows are started based on the topic or sentiment of customer feedback.
Participant Portal: Task List
Last modified: September 6, 2023
This update introduces a new look & feel for a streamlined and improved user experience, including a mobile responsive design and WCAG 2.1 AA accessibility compliance.
Results Dashboards New Navigation and Product Tour
Last modified: August 2, 2023
This update introduces a new navigation flow page selector in Results Dashboards. The product tour will also highlight this new flow.
Load Survey Responses Workflows Task
Last modified: July 5, 2023
This new task allows customers to load survey responses from many data sources as part of a workflow.
Basic Transformation for Data Automations Within Workflows
Last modified: July 5, 2023
This new task allows users to clean and prepare data within ETL workflows.
Ticket Owner Experience Redesign
Last modified: July 5, 2023
The tickets redesign will provide a simplified and intuitive user experience that makes it easy to take immediate action on customer feedback shortly after it’s provided. Benefits of the redesign include:
- Ability to use the rich XM Survey Editor to create multilingual follow-up questions and customize the logic flow of how questions appear when answered.
- A new ticket details page with richer data in a side-by-side view
- A “Calls to Action” ticket summary banner
- Improved email sending experience
- Compliance with the Web Content Accessibility Guidelines (WCAG) 2.1
Customer Journey Optimizer V1
Last modified: June 7, 2023
The Qualtrics Customer Journey Optimizer combines operational context from sources like clickstream, CRM, and shopping events with experience insights, both structured and unstructured data, to orchestrate and optimize omni-channel journeys in real-time driving highly personalized experiences at scale.
Frontline Team Assist & Coaching
Last modified: June 7, 2023
This update streamlines the work for managers to make agents perform to the best of their ability, to ensure compliance and quality assurance with as little friction as possible for the teams in the call centers. It also empowers frontline workers to provide meaningful coaching based on trends of experiential behaviors.
Streamlined Setup Experience for Data Automation Workflows
Last modified: May 3, 2023
This update improves the experience of setting up data automation workflows that require extractor tasks and loader tasks by simplifying the process of O-Data transfer to Qualtrics to utilize in combination with X-Data.
Manager Assist
Last modified: April 5, 2023
Manager Assist is a new landing destination separate from the current Qualtrics website that gives managers a purpose-built experience for turning EX insights into action. It provides a more intuitive, organized, and collaborative experience for managers to understand and act upon employee experience insights. A simple, task-based navigation allows managers to focus on building better habits across multiple engagement cycles. Over time, managers can expect to find new employee listening tools and an increasingly personalized experience to help them build more engaged teams.
Workflows Tab for 360 Projects
Last modified: March 1, 2023
Currently, 360 is the only EX project type that does not have access to the Workflows tab. This update adds the Workflows tab to 360 projects. This will also re-enable 360s to be selectable in the Global Workflows section.
Experience ID Contact Change Event
Last modified: February 1, 2023
This feature will allow users to use contact change events as triggers for personalized actions. Users can enable workflows that are triggered by changes in the contact's attributes, interactions (transactions) or enrichment from Clarabridge and Usermind initiated from any contact imports or updates.
Dataset Records Triggered Workflows
Last modified: January 4, 2023
Users will be able to trigger workflows based on new or updated records for any dataset. These include new chat logs, social media data, dashboard data, etc.
Updates to Ticket Update API
Last modified: November 2, 2022
Currently, teams and groups are not supported via the Ticket Update API. This update will allow users to set and fetch ticket teams and groups using API, allowing better automation of close-loop programs.
Enhanced Reporting for Data Automations Workflows
Last modified: October 5, 2022
With this update key workflow information will be provided when accessing a workflow run history that has data automation tasks. Users will also be able to view and download row by row detailed statuses for batch import jobs.
Public API for Ticket Exports
Last modified: October 5, 2022
Currently, there is no official public API that allows for exporting tickets. The addition of public APIs will enable users to programmatically export tickets.
Accessible Survey Collaboration Window
Last modified: October 5, 2022
This update will make the survey collaboration window accessible in compliance with WCAG 2.0 AA requirements.
Events Based on Segment Membership Changes
Last modified: October 5, 2022
This feature allows users to enable workflows triggered by changes in a contact's segment membership. Segments are updated daily based on changes to contacts. If and when a new contact or an updated contact meets the criteria defined for the segment, this triggers an event that can be linked to tasks. This helps enable personalization at scale as actions can be triggered at the segment level.
Example: A segment called “At-Risk Customers” looks for customers who have had 5 support calls (transactions) in the past 30 days. When a new contact is added to this segment a workflow can be triggered to create a Zendesk Ticket for the Concierge Agent to call the customer as part of a recovery campaign.
Improvements to Load to Data Project Task
Last modified: April 6, 2022
This update introduces the ability to export surveys from a different brand with either the Extract Responses from Survey Task or Load to Data Project Task. Users will be able to use survey data that was shared from another brand as an always up-to-date source of supplemental data in an imported data project that can be used across multiple programs and dashboards.
Load to SFTP Task
Last modified: March 2, 2022
When brands are exporting data from Qualtrics using Workflows, they can use the "Load to SFTP Task" to automate bulk data transfer to SFTP using Workflows.
Web Service Task Updates
Last modified: January 6, 2021
Since the Web Service Task is a popular choice for scheduled actions, it now has the following improvements:
- The ability to capture response data for piped text.
- Credential manager integration.
- Clearer JSON authoring.
- A new and refreshed user experience.
Ticket Escalations Using Org Hierarchy
Last modified: February 3, 2020
This feature introduces Org Hierarchies to the CX product for the first time. The first feature to use org hierarchies will be ticket workflows, which will allow you to setup dynamic ticket escalations using the org hierarchy relative to the ticket owner.
Dynamic Ticket Status Options
Last modified: November 6, 2019
The functionality included in this feature allows admins to choose which statuses a ticket should be allowed to be changed to based on the current status of a ticket.
EX Action Planning User List Widget
Last modified: October 2, 2019
This new widget in engagement dashboards will help organizations track managers that are using action planning and managers who have not created or do not own action plans, and be able to drive more accountability and action. This widget will show a table of managers who have permission to create action plans, and the number of action plans they have created or own. The widget will also allow admins to add other helpful columns to the table like email and other person metadata, so that the admin can send a message to managers reminding them to create action plans if they have not created any.
EX Guided Action Planning
Last modified: September 4, 2019
Guided action planning helps managers in creating action plans to improve upon their engagement results. Managers can use suggested tasks, guidance descriptions, and resource links to help them get started in creating an action plan. The content that populates a guided action plan comes either from the admin or Qualtrics XM Scientists in our XM Solution.
Ability to Disable Ticket Exports for a Brand
Last modified: August 7, 2019
This feature will enable brands to disable CSV exports in their ticketing application for all of their non-admin users.
Ability to Disable Subtickets for a Brand
Last modified: August 7, 2019
This feature will enable brands to disable subtickets in their ticketing application for all of their users.
Actions Platform - JSON Event
Last modified: June 5, 2019
The new feature JSON Event is built towards a generic event-trigger and API interface that will allow building IFTTT integrations with external SaaS products. The JSON/Custom Event and API enable arbitrary external software to start workflows via HTTP request. Without this functionality, users are limited to a small set of purpose-built event handlers by Qualtrics eg: Survey Response Event, Salesforce Workflow Rule, Dynamics Inbound Integration.
MS Dynamics CRM Integration
Last modified: April 3, 2019
Qualtrics integration (add-on, paid) with Microsoft Dynamics CRM - Allows Qualtrics customers to sync Dynamics object data (O-data) with Experience data (X-data); Brings X+O data together through an events-driven interface that works seamlessly between Qualtrics Actions platform and Dynamics by sending events to MS Dynamics.
Action Planning for Customer Experience
Last modified: March 14, 2019
Qualtrics Customer Experience Management now supports enhanced action planning and tracking for longer-term, cross-team initiatives, all within the XM Platform.
EX Action Plan Reporting
Last modified: January 2, 2019
Leaders are now able to report on how action plans are progressing across the organizaion. Administrators can create dashboard pages and widgets using action plan data, and download this data for further analysis and reporting. This feature is only available in Employee Engagement project types.
Ticketing Email Composer Update
Last modified: January 2, 2019
Update to the user experience for the email composer in ticketing that allows users to view and interact with ticket information while composing the email.
Ticket Reminders
Last modified: January 2, 2019
Sends automated email reminders for tickets based on conditions.
Ticketing Templates
Last modified: November 7, 2018
Use templates to easily setup ticket actions.
Distribute Survey Task
Last modified: October 3, 2018
A new task type in the actions page that allows a user to configure a survey distribution to a single recipient based on the user selected event/trigger criteria.
Tickets Event
Last modified: September 3, 2018
Qualtrics user can set up an event trigger in Actions Page based on a ticketing event such as status change that meets a certain condition to perform a task (eg. send email, distribute survey).
Ticketing 2-Way Email Status Change
Last modified: August 1, 2018
For brands with 2-way email enabled: This functionality allows for ticket statuses to automatically be changed when an inbound email is received. This is useful for organizations that want to ensure tickets show up in an “active status” view when a ticket requires a response.
Ticket Highlight Summary
Last modified: August 1, 2018
With Highlight Summaries, Qualtrics automatically shows ticketing users why the ticket is important to them and gives them critical information upfront. The summary provides users with the key information they need to know about why they are closing the loop with the customer.
When creating a ticket task, there is now an optional section to pipe in a score and open text comment for a banner at the top tickets.
Ticket Notifications - Turn On/Off by Brand
Last modified: August 1, 2018
Give brands more granular control of when email notifications are sent to their users.
Closed Loop Assignment Notification Settings
Last modified: August 1, 2018
Brand admins now have the ability to turn off all standard email notifications for ticket creation and reassignment. This allows for custom email notifications to be created for ticket creation and reassignment when using the “Email Task” in the same action as the ticket creation.
Closed Loop Mobile App Email Support
Last modified: August 1, 2018
The Follow Up mobile app now supports closing the loop via email with customers. When emails are sent through the app, the email history is tracked and attached to the activity history. The app also now supports the 2-way email functionality if enabled for the brand.
Recode Values for Ticket Reporting
Last modified: August 1, 2018
Recode values are now supported in Ticket Reporting fieldsets.The functionality is the same as the recode editors for CX dashboards - more information about this can be found on this support page.
Ticket Forwarding
Last modified: August 1, 2018
Ticket Forwarding allows individual users to enable automatic ticket reassignment to another user when they are out of the office. This enables customers with time-sensitive closed-loop processes to ensure tickets do not get assigned to someone who may be out of the office, but rather get reassigned to someone available to follow up with customers.
Individual users can enable forwarding by selecting “Ticket Forwarding” in the “Tools” menu on the ticketing application. The user will then see a bar at the top of their ticketing page indicating that their tickets are being sent to another user. By default, this feature is enabled for brands. Brand Admins can turn off the ability for their users to use this feature by selecting the option “Disabled Ticket Forwarding for Users” in the “Ticket Settings” menu under “Tools”.
CX Bulk User Management - User Directory
Last modified: July 11, 2018
Bulk user management for CX dashboards. Will add user directory in CX project that will allow bulk import and export of users and user metadata and supports search/filtering of users based on metadata. Will also include automatic role assignment and dashboard permissions management.
Recode Editor for Ticket Reporting Fieldsets
Last modified: July 11, 2018
Support for the recode editor for ticket reporting fieldsets.
Ticket Forwarding
Last modified: July 11, 2018
Allows users to automatically reassign tickets that are assigned to them to another user when they are not available to take new tickets.
Ticket Queues
Last modified: April 4, 2018
Creates a queue of tickets for large teams to use to allow assignment based on when a ticket operator is ready to work on a ticket.
Closed Loop Follow-Up Mobile App SSO Support
Last modified: April 4, 2018
The Qualtrics mobile app for Closed-Loop Follow-Up now supports SSO so users that are part of an enterprise license using single sign-on can now use the app. The app is available via the app store.
Disable Email for Closing the Loop
Last modified: April 4, 2018
While some customers use email to close the loop, others customers prefer to use phone calls only. Using the new setting in Closed Loop Follow-Up, brand admins can remove the “Send Email” button from their tickets, to customize the workflows to their organization’s needs.
2-Way Email in Ticketing
Last modified: February 7, 2018
Qualtrics now allows customers to track entire email conversations through the ticketing product. Previously, users could send an initial email from the ticketing app, however, responses would come back to their regular email inbox. With this feature, email responses will go straight into the ticket so that the entire conversation is tracked in the ticket activity, including any attachments that the customer added to the email. Click here to view support documentation on this feature.
Salesforce Integration V2
Last modified: February 6, 2018
New Qualtrics clients interested in Qualtrics-Salesforce integration, can use Salesforce v2 integration which now has feature parity with v1 legacy integration
Email Task in Actions Page
Last modified: February 6, 2018
Any Qualtrics User can now use the new Email task in Actions Page to set up event-driven Emails.
Actions Reporting
Last modified: February 6, 2018
Actions Page users can now view information and metadata (eg: timestamp, duration and status) regarding each executed action. Filter this list based on an action name and a task status (only one at a time) or search for workflow executions using the event ID that triggered them to get basic reporting on my triggered Actions
Integrations
Qualtrics Ticket Extractor
Last modified: November 6, 2024
This new extractor task in workflows allows you to move Qualtrics ticket data with custom fields into Discover.
Deprecation of Marketo 'Multiple Activities' Plugin
Last modified: August 7, 2024
The ‘create multiple activities’ feature work is being deprecated, and it will be removed from the plugin selector in the Marketo workflow task.
ArcGIS Integration for Public Sector Location Mapping Use-Cases
Last modified: July 3, 2024
Governments use GIS software in a growing number of contexts including but not limited to: mapping, accident analysis, urban planning, Public Health analysis, environmental impact analysis, disaster management and many others. Surveys are commonly used to collect location based data from users. This update offers seamless integration with ArcGIS to support Public Sector Location Mapping Use-Cases using an ArcGIS question type and ArcGIS workflow task.
Add Reference Fields in ServiceNow Workflow Event
Last modified: August 2, 2023
Reference fields in ServiceNow are used to associate pieces of data that are stored across multiple tables within ServiceNow. This update allows them to be used within the Qualtrics ServiceNow workflow event, making it easier for users to pull data from ServiceNow for use in Qualtrics.
Clarabridge Connector
Last modified: August 2, 2023
This feature gives users the ability to configure their own Clarabridge + Qualtrics connection. Segmentation and workflows can be enabled based on interactions, allowing users to leverage conversational analytics to manage the customer experience.
Bi-Directional Hubspot Integration
Last modified: July 5, 2023
This update allows users to simplify survey distributions by importing a contact list from Hubspot for use in a distribution. The process of managing and updating contact lists in Hubspot with Qualtrics data is also improved by allowing matching on email address as well as id.
Amazon S3 Integration | Load Data Into an Amazon S3 Bucket
Last modified: June 7, 2023
With this update users can connect their Qualtrics account with Amazon Simple Storage Service (S3) and automatically send Qualtrics data to an Amazon S3 bucket.
Amazon S3 Integration | Extract Data from Amazon S3 Bucket
Last modified: June 7, 2023
With this update users can connect their Qualtrics account with Amazon Simple Storage Service (S3) and automatically extract data from an S3 bucket for use in Qualtrics.
Embed Experience ID Profile Cards Within ServiceNow
Last modified: May 3, 2023
This update extends the capabilities of the Qualtrics ServiceNow marketplace app to include the ability to embed XID profile cards in ServiceNow. This gives frontline staff the most up to date information about the person they are interacting with and allows them to tailor the experience based on this additional information.
Trigger Workflows from Twilio Segment Events
Last modified: March 1, 2023
This update will allow users to trigger workflows based on Twilio Segment events. This includes creating and maintaining contacts, updating a contact's XM Directory profile, and triggering survey distributions.
OAuth2 Support for External SMTP
Last modified: February 1, 2023
This update allows users with their own external SMTP relays to send email to use the OAuth2 authentication method.
JIRA Workflow Event
Last modified: January 4, 2023
The JIRA Extension for Qualtrics currently works in a single direction, such that feedback can be sent to JIRA but the extension cannot trigger events based on changes in JIRA issues. This new workflow event will simplify this connection, allowing users to decrease SLA times and improve customer satisfaction.
Extract Data from SuccessFactors Recruiting Module Task
Last modified: October 5, 2022
This feature allows users to use Workflows to extract candidates from the SuccessFactors Recruiting Module and load them into the candidate directory.
Facebook Messenger Workflow Event & Task Deprecation
Last modified: August 3, 2022
This update will deprecate the Facebook messenger Workflow event and task.
Microsoft Excel Task
Last modified: August 3, 2022
This task will provide a reliable Microsoft Excel integration with Qualtrics, allowing users to use Excel to store and analyze their survey data.
Security Improvements for Webservice Task
Last modified: July 6, 2022
Customers will be able to add more security mechanisms when using the Webservice Task. These include using the new secure mTLS authentication and the ability to permit or limit certain domains.
Facebook Messenger Integration
Last modified: January 8, 2020
More channels and changes in consumer communication preferences means more opportunities to engage with customers on their own terms. The integration with Facebook Messenger makes it easy to trigger surveys directly in Facebook Messenger to capture feedback in the moment.
XMD Automations Scheduling Enhancements
Last modified: November 6, 2019
XM Directory Automations now supports more precise scheduling, on-demand scheduling, and mapping the TransactionDate standard field. We have updated the Run History view to simplify viewing results by aggregating automation runs.
XMD Automations Run Management Phase 1
Last modified: October 2, 2019
As an XM Directory Automations user, I can clearly see pending files that will be processed the next time my automation runs. Also, if an automation fails, I can easily re-run it.
Response Exports Google Sheets Integration
Last modified: June 5, 2019
The Google Sheets integration for data exports extends transparency and accessibility of all data. In addition to CSV, TSV, SPSS, and XML exports, Qualtrics will export directly to Google Sheets.
Updated Raw Data Export APIs for Research Core
Last modified: October 3, 2018
A new Response Export API that exposes the increased scale, new fields, and faster speed of the new export services available in the UI to integrations and other API use cases.
Salesforce Integration Improvements
Last modified: July 10, 2017
Salesforce Integration now allows users to enter embedded data directly instead of using the piped text format.
Salesforce Integration triggers can now handle anonymous link distributions.
Salesforce Integration triggers can now handle anonymous link distributions.
Predictive Intelligence Engine
Stats iQ: Localization
Last modified: January 8, 2020
Stats iQ will be localized in all the languages that Qualtrics supports.
Text iQ Support for Dutch, Thai, Simplified Chinese, and Korean
Last modified: December 4, 2019
Comments recorded in Dutch, Thai, Simplified Chinese, and Korean receive native language recommended topics, sentiment analysis, and query support.
Text iQ Bubble Widget Integration in CX Dashboards
Last modified: October 2, 2019
Analyze, report, and filter on Next-Gen Text iQ visualizations, topic-level sentiment, topic hierarchies, and other Text iQ data side-by-side with any other fields in a CX Dashboard.
Text iQ-powered Survey Flows
Last modified: July 3, 2019
Text iQ powers real-time survey flows based on comment sentiment, topics mentioned, and the sentiment of topics mentioned.
Text iQ Multi-Language Sentiment
Last modified: February 6, 2019
All features of Qualtrics Sentiment analysis are now available in 9 additional languages. Within Text iQ and all across the XM Platform, use Sentiment Analysis to understand, analyze, and take action on how respondents are feeling.
Text iQ CX Dashboard Integration
Last modified: November 7, 2018
Text Analysis is a key phase in CX program analysis - and now it's easier than ever to navigate between your dashboards and Text iQ.
Next-Gen Text iQ Preview Experience for Basic Text Users
Last modified: October 3, 2018
Basic Text users now have the ability to opt into the next-gen Basic Text experience. Features available in this release include:
- Hierarchical Topics: Organize topics into parent groupings
- Adding Fields to Record Grid: View other fields from a survey right next to the text being analyzing in the record grid
- Sort Responses by Recorded Date
- Default to Selected Question: After choosing a field to analyze, that question will be the default upon returning to Text iQ.
Manual Topic Editing and Sweeper View for the New Text iQ
Last modified: September 3, 2018
Feature description: For ultimate precision control over topics, the Text iQ Preview experience now supports manual topic addition and removal. Use the full topic grid or sweeper experience in edit mode to manually add or remove any topic from any comment.
Topic Export and Import for the New Text iQ Preview Environment
Last modified: September 3, 2018
It’s now even easier to share Text iQ topic definitions between projects using Topic Export and Import. In the New Text iQ Preview, topic definitions can be exported from any field and then imported into any other field as a convenient starting point for analysis or an easy way to keep topic sets aligned across projects.
EX - Text iQ Integration
Last modified: September 3, 2018
EX users now have access to Text iQ, Qualtrics’ advanced text and sentiment analytics features. Text iQ automatically uncovers open-text insights and identifies trending topics, allowing users to easily filter, analyze and share deep insights within their data.
Text iQ Next Gen Preview
Last modified: August 1, 2018
Qualtrics continues to deliver rapid updates to the next generation of the Text iQ tool. Users can opt in and out of the Preview experience at will, and features are consistently added to the Preview experience. Recently delivered features include:
- Bubble Chart
- Constellation Chart for Exploring Recommendations
- Improved Recommendations Engine
- Topic-level Sentiment
Stats iQ: Relative Weights Analysis
Last modified: July 11, 2018
Relative Weights Analysis gives a clear sense of which drivers have the greatest impact on an output, even if the input variables are highly correlated. The results of a Relative Weights Analysis will be added to the Stats iQ regression output.
Stats iQ: Workspace-level Privacy and Sharing Controls
Last modified: July 11, 2018
Currently in Stats iQ anyone with access to the project being analyzed can see any workspaces created. For large companies, this creates a too-long list of workspaces to choose from (and potentially interfere with accidentally). Workspaces will now be default private and only shared to collaborators when explicitly changed to shared.
Next-Gen Text iQ: Model Exploration, Topic Hierarchies, and Topic-Level Sentiment
Last modified: April 3, 2018
Group topics together into hierarchies and report on each topic's sentiment in Text iQ and specialized reporting and dashboard visualizations.
Stats iQ: Sampling of Very Large Datasets
Last modified: October 16, 2017
This feature will allow Stats iQ to analyze very large datasets, even those that have tens of millions of rows. Very large datasets will be sampled down to more manageable numbers on the fly. Users will be able to decide whether they'd like to sample down to anywhere from 10,000 rows to 1,000,000.
EX - Stats iQ Integration
Last modified: September 6, 2017
EX users now have access to Stats iQ, Qualtrics’ built-in statistical analysis tool. StatsiQ automatically runs the right statistical tests and visualizations, translating results into simple language any can put into action. Additionally, Stats iQ easily produces predictive models so EX users can identify actions to prevent and shape the employee experience proactively.
Text iQ Speed Enhancements
Last modified: September 6, 2017
Improvements to Text iQ responsiveness that will help all Text clients but are especially designed to make the UI for Text iQ snappier for analyzing 100k-10MM text fields.
Platform Technology
Online Panel: Pre-Payment Invoicing
Last modified: December 4, 2024
When purchasing an Online Panel, you can now generate an invoice with a sharable payment link. The invoice can be paid off platform by yourself, a procurement team, or other authorized entity. The panel will launch immediately once the invoice is paid.
Employee-Led 360 Projects
Last modified: December 4, 2024
This new 360 Project Type allows employees to initiate 360 Feedback (via opt in) when they want. The Project Administrator will define the feedback topics and the number of days feedback givers will have to provide their feedback, but it will then be up to employees to define:
- If they would like to get 360 Development Feedback.
- When they would like to get feedback at the time which suits their development plans/goals.
- Who they would like to get feedback from.
Reporting on Evaluation Outcomes for Workflow Logic Conditions
Last modified: November 6, 2024
It is currently not possible to view how different workflow logic conditions are evaluated when workflows run, which can hinder troubleshooting and cause a lack of understanding why some tasks ran or didn't run. This new feature introduces a new view showing how each logic condition was evaluated after a workflow runs. Being able to understand how logic conditional statements were evaluated will make overall workflow runs, successes, and failures more transparent, and decrease the need to look through the workflow run history.
Workflow Failed Event & Trigger Condition Reporting
Last modified: October 2, 2024
This update to workflows adds event trigger details and shows how condition logic was evaluated at workflow runtime. These details are important for understanding and troubleshooting why a workflow did not run or was executed with unexpected behavior.
XM Directory Natural Language Search
Last modified: October 2, 2024
With this update, directory users can use natural language as search criteria to look for contacts and/or transactions. You can input any criteria without having to understand the data and fields within the directory or learn about filter operators available in the platform.
EX Pulse for Managers
Last modified: October 2, 2024
This feature is the second major release for the new EX product offering dedicated for pulsing employees. This release includes major features that will be added to the EX Pulse Program, including organizational hierarchies and question rotation.
Consistent XMD Filter Experience
Last modified: October 2, 2024
Currently, you can use the advanced directory search to create a list of contacts that meet your criteria. In some cases, you may want to continuously track this list to develop insights for the contacts you're interested in. However, this is not always possible due to different types of filter in directory search vs. segments. This update will provide a consistent filter experience and improve the usability of segment creation.
Deprecation of Old Dashboards
Last modified: September 4, 2024
The old dashboards experience will be deprecated in July 2024, and the new dashboards experience will be enabled by default. This change applies CX, EX, and BX dashboards, not results dashboards.
AI Assist for EX Engagement Programs
Last modified: September 4, 2024
This XM Generative AI solution uses GPT to enable summarization, action planning, and better understanding of dashboard data in EX Dashboards.
2 Step Email Opt-out for Contacts
Last modified: August 7, 2024
Currently, there is no way to prevent email scanning bots from using unsubscribe links, causing recipients to involuntary opt-out of XM Directory distributions. This feature updates the opt-out page to a 2-step confirmation experience. The new experience will decrease involuntary opt-out because of bot scanning and prevent losing the audience of future surveys.
cURL Import for Web Service Task Configuration
Last modified: August 7, 2024
This update reduces the level of effort required to configure the existing Web Service Task by building a mechanism for you to import a cURL command example (often provided by public API web pages) to be used as the foundation data elements to auto-populate the different task configuration fields.
Dashboard Storytelling Phase 2
Last modified: August 7, 2024
With the data storytelling features, dashboard builders can create compelling dashboard visuals that are easier to read and understand. This phase focuses on improvements for editors, as well as widget height adjustment.
Audit Logging for Brand Admins
Last modified: August 7, 2024
This update gives brand admins access to a much broader range of audit events than were previously available. It also provides better ways to search for audit log events and the ability to export events to a file.
Custom Metrics Settings Refresh
Last modified: July 3, 2024
The interface for custom metrics in dashboards has been updated for an improved user experience.
New Users Page Within Admin Tab
Last modified: July 3, 2024
The new Users page has been redesigned with a new user interface. It also allows bulk user operations via file upload, as well as the ability to export a list of users based on filters.
Editable PPTX Exports
Last modified: July 3, 2024
This update introduces the ability to export editable PowerPoints (in PPTX format) for rich text, line, horizontal/vertical bar, and table widgets within Results dashboards and BX dashboards.
Self-Serve Online Panel
Last modified: July 3, 2024
With Qualtrics Self-Serve Panels, researchers can easily access Qualtrics’ network of 200+ panel partners, define targeting criteria for their desired audience, and launch to respondents—all within minutes. This enables researchers to:
- Procure high-quality respondents with ease
- Save time with pre-configured panel templates or customize your own
- Review panel feasibility before committing time and resources
- See pricing immediately to make quick budget decisions
Respondent Funnel Dataset in Dashboards
Last modified: July 3, 2024
This feature allows you to publish the respondent funnel dataset using the dashboard setup page. Once the respondent funnel dataset is published, it can be used in dashboards, including to perform data joins or unions using the data modeler or data mapper. This enables more data filter and transformation capabilities for the respondent funnel dataset.
Environmental, Social & Governance (ESG) XM Solution
Last modified: May 1, 2024
In this solution, your employees can provide feedback on how they think organization is performing in key environmental, social, and governance areas. Questions are organized into 4 themes: Planet, Prosperity, People, and Policy. This solution includes premade, expertly designed questions, messages, and a dashboard, and makes use of action idea boards and Stats iQ.
Private Embedded Data in Lists
Last modified: May 1, 2024
This feature will allow you to define list-based metadata and control access and visibility only to the users of the mailing list.
Results Dashboards Question List
Last modified: May 1, 2024
This update adds a question list navigation to the new results dashboards experience. Previously, when switching to new results dashboards, the Table of Contents present in the legacy results dashboard was not present. This update will allow for easy navigation between different widgets, eliminating unnecessary scrolling.
Data Access Tags
Last modified: April 3, 2024
With this update you can create data access tags to flag sensitive fields, as well as data access roles to determine who gets to view those fields from the Data Privacy tab.
Qualtrics Tableau Connector
Last modified: April 3, 2024
This update introduces a new Qualtrics / Tableau connector in the Tableau Exchange and Tableau Cloud using the Web Data Connector 3.0 version, as the previous connector is being deprecated. Follow the instructions in this section for more information on migrating legacy setups.
Record Table Conditional Formatting
Last modified: April 3, 2024
This update adds conditional formatting for record table widgets.
Lookup Data in a Workflow using Native, On-platform Data Tables
Last modified: April 3, 2024
This feature will provide a new lookup data capability to perform search queries against native, on-platform data lookup tables defined and created by the user in Supplemental Data Source (SDS) tables. The new lookup data functionality will allow users to search or lookup data in a workflow.
Benefits include:
- Enrich data passed into workflows to replace the original data with data that has more context
- Reduce the number of condition logic checks required by storing mappings or groupings in lookup SDS tables
- Reduce the number of workflows to address a use case by dynamically setting a field when the workflow runs based on data parameters passed into the workflow.
XM Solution: Competitive Benchmarking
Last modified: April 3, 2024
Competitive Benchmarking (CXB) is a way to put CX performance in the context of competition by measuring how customers rate the brands they use. This context enables businesses to discover...
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How does my CX performance compare to my competition?
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How does that influence consumer choice?
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Which customers are at risk & why?
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Which journey touchpoints drive risk & opportunity?
The Competitive Benchmarking XM Solution creates a survey, stacked dataset, and dashboard following Qualtrics' best practices and methodology.
Updated Rich Text Editor
Last modified: April 3, 2024
The legacy rich text editor widget allows users to display static text in their dashboards. The new rich text editor allows users to easily display static images and text in their dashboards. This widget boasts the same features of the existing rich text widget but adds increased customization for images, an easy-to-use configuration panel, and improved link and email customization.
Updated Timeline View in XiD Profile Cards
Last modified: April 3, 2024
This update to profile cards within XM Directory provides an at a glance view of relevant user information, including contact details, survey activity, engagement, and behavioral/interaction details. This allows you to quickly gather insights and drive action.
Logical Run Sequence for Workflow Objects with Reordering
Last modified: April 3, 2024
Currently, workflow tasks are automatically reordered in the workflow to prevent broken data dependencies. The order objects are placed is not guaranteed to be the order they actually run. Additionally, once a task has been added to a workflow, its placement in the workflow cannot be changed without deleting and re-adding the task. This update gives users the ability to re-order workflow tasks and run them in the order they appear in.
Looping Control for Workflows
Last modified: March 6, 2024
This new logic control for workflows, foreach looping structure, will allow you to execute an iterative set of tasks for multiple entities of the same type. For example, you can send an NPS summary to each store manager about the average NPS for their store.
Transaction Data in CX Dashboards
Last modified: March 6, 2024
This feature allow customers to choose transaction data as a datasource for a CX dashboard, so that they can create dashboard views with transaction data for insights and analytics. The data set can be used in the data mapper and/or data modeler.
Customer-Initiated Workflow Rerun
Last modified: February 7, 2024
This new feature makes it possible for users to rerun a single workflow or a batch of workflows from the Run History tab. For each workflow, there is a new setting that can be turned on to enable the rerunning of historical execution runs. There is also the option to turn off manual re-run for certain workflows.
Shortening Domains Management
Last modified: February 7, 2024
This update allows you to boost the credibility of your surveys and see your response rates soar by introducing link shortening in SMS and WhatsApp communications.
With this new feature you can:
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Customize Your Links: Take control as a brand admin and choose whether your survey links will showcase your brand's unique vanity URL or the Qualtrics domain.
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Department-Specific Settings: Tailor your outreach strategy by department, ensuring that each team has the most impactful link format for their audience.
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Comply with Local Regulations: With the flexibility to shorten or keep full-length links, you can adapt to the varying regulations across different countries without compromising on deliverability.
This enhanced control means your survey links not only look more trustworthy but also resonate with your audience, giving them the confidence to click through and engage with your content.
Load Data to SDS Task
Last modified: February 7, 2024
This new workflow task will load customer data to SDS so that it can be used with the existing Lookup Task to map and recode values at runtime. Other features that use SDS (survey flow, autocomplete) will also benefit from being able to keep their SDS sources up to data with the new loader task.
Data Catalog + Dashboards Dataset Picker
Last modified: December 6, 2023
With this update, you can now reuse datasets across dashboards and view all of your dashboard datasets in one place. Sharing datasets makes edits easier across matching dashboards and improves dashboard performance.
Historical Comparisons for Line and Bar Charts
Last modified: December 6, 2023
The historical comparison feature is a great way to show how metrics have changed over time. With this update, historical comparisons will be available in Line and Bar charts.
Deduplicate Existing Contact with Embedded Data
Last modified: December 6, 2023
With this update you can now merge existing contacts by embedded data fields within Directory settings.
Data Modeler
Last modified: December 6, 2023
Currently, CX dashboards are created by the data mapper. While the data mapper allows a union of data and mapping 2 fields together, users are limited in their flexibility to combine data from multiple sources.
The data modeler allows users to flexibly combine data from multiple sources. Benefits include:
- Flexible data capabilities including joins and unions.
- Ability to combine external operational data.
- Continuous updates.
Tree Testing Question
Last modified: December 6, 2023
Tree testing is a usability testing method that evaluates the effectiveness of a website's navigation structure or information architecture. The purpose of tree testing is to determine how easy it is for users to find specific content or features on a website. This new question type will be available within UX research.
Centralized Ticket Reporting
Last modified: December 6, 2023
This update removes the current limitations in ticket reporting, allowing ticket data to behave the same as other data types in Qualtrics (ie: surveys or imported data projects). This allows users to create joins between surveys and ticket data sources for more robust data modeling and filtering.
Strategic UX Research SKU
Last modified: November 1, 2023
The new Strategic UX Research offers UX researchers all the tools they need in one platform to gather early customer feedback on the products/features they are building and designing.
Bring Your Own Credentials - Vanity Domains
Last modified: November 1, 2023
This feature allows Brand Administrators to provide their own TLS certificate when setting up a vanity domain. This gives users the ability to use their own signing authorities and adhere to other compliance constraints across different regulated industries.
UX Research Card Sorting XM Solution
Last modified: November 1, 2023
This XM solution improves the user experience associated with websites, apps, or other products, and allows researchers to learn how users think about their content, enabling them to design products that are intuitive to their users.
Dashboard Export to Excel
Last modified: November 1, 2023
With this update, you will be able to export dashboard data to the XLSX file format.
Unmoderated User Testing
Last modified: November 1, 2023
This update enables UX researchers to conduct unmoderated sessions with screen recording and video editing capabilities.
Relevant ID / Bot Detection for Simple Layout
Last modified: November 1, 2023
Always Delay Workflow Start (Workflow Setting)
Last modified: November 1, 2023
Workflow builders can configure a new setting that will always delay the start of a workflow for a specified time duration after it is triggered. This setting will be useful for scenarios where the workflow run timing needs to account for other activities to be effective (e.g. distribute a survey using a workflow 2 hours after a patient finishes their appointment).
ServiceNow Connection Manager App
Last modified: October 4, 2023
This update improves the ability of ServiceNow administrators to manage user access to the tables required to configure the Qualtrics integration.
Updated EX Question List Widget in Printed Reports
Last modified: October 4, 2023
This update introduces enhancements to the user interface for the EX Question List widget in Printed Reports. There is also some new functionality, including support for Statistical Significance, and dynamic translation support for Dynamic Benchmarks and comparisons.
Updated EX Scorecard Widget in Printed Reports
Last modified: October 4, 2023
This update introduces enhancements to the user interface for the EX Scorecard widget in Printed Reports. There is also some new functionality, including support for Statistical Significance, and dynamic translation support for Dynamic Benchmarks and comparisons.
View Text iQ Enrichments in XM Directory Profile Card
Last modified: October 4, 2023
To design a more human-centric experience, it’s critical to understand emotions and emotional intensity (i.e., strength of said emotions). These enrichments are crucial for highlighting polarizing experiences and designing empathetic responses. With this update you can see these enrichments in XM Directory Profile views and create segmentation to take action on them.
Auto-Retry Options for Workflow Task Failures
Last modified: September 6, 2023
When building a workflow, there is currently no way to control how failed task executions are retried. This new new workflow setting will allow users to opt-in to different automated retry strategies/policies so they can handle failures in the most efficient and effective way possible.
Task Output Keyword Search for Run History
Last modified: September 6, 2023
This update introduces a new search experience within Workflows run history. Users can type in a keyword/value they are looking for in the task output results for each task that has executed. After the workflow user enters the specific keyword/value they are looking for in the new keyword search input field, the lists of workflow runs will only display task executions that contain the keyword/value.
Restrict Dashboard Email Sharing by Domain
Last modified: September 6, 2023
With this update, brand admins can restrict dashboard sharing via email to a list of specified email domains.
Program Success Rubric
Last modified: August 2, 2023
The Program Success Rubric will be embedded in CX programs and teach users what a best in class CX program could look like.
Table Widgets with 3 Rows and 3 Columns
Last modified: August 2, 2023
Currently, the Table widget supports configurations of up to 2 rows and 2 columns. This update allows dashboard editors to add a third dimension to both the row and the column to create up to a 3x3 table.
Stop-on-task-failure Workflow Setting
Last modified: July 5, 2023
This new workflow setting allows workflow builders to control the behavior of the overall workflow when a task fails. The workflow builder can chose to continue running subsequent tasks after the first task fails, or to stop the workflow after the first task fails.
Updated Response Ticker Widget
Last modified: July 5, 2023
Delayed Start Workflow Setting
Last modified: July 5, 2023
A new “Workflow Settings” area within the workflow editor will allow users to predefine quiet hours when the workflow should not run. When a workflow is in quiet hours, any non-timer-based event triggers will not begin the workflow. The workflows triggered during this time will be saved to run later when the quiet hour period has ended.
EX25 for Healthcare XM Solution
Last modified: June 7, 2023
This scientifically-based solution measures 6 KPIs of the modern employee experience in healthcare, as well as the 25 topics which drive it.
Standard Deviation for Widgets
Last modified: June 7, 2023
This update adds standard deviation as a new metric to widgets that support aggregation such as the number, gauge, line, bar, pie chart, and table widgets. This metric will be available on all XM dashboards.
Self-Service SSO: OAuth2
Last modified: May 3, 2023
This feature allows admin users to configure their own Single-Sign On connection through the Identity provider OAuth2 within the Qualtrics Platform.
EX for K-12 Education XM Solution
Last modified: May 3, 2023
This XM solution contains the pre-built content of the EX25 for K-12 methodology in an engagement project type, including:
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Survey
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Message
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Dashboard
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Guided action plans
Allow Division Admins to Manage Approval Rules
Last modified: May 3, 2023
This update allows Brand Administrators to delegate the creation and management of project approval rules to Division Administrators, who can create rules that operate at the division level.
Multi-Workspace Run History Extractor Task
Last modified: May 3, 2023
This update allows users to extract workflow run history log records across multiple workspaces they have access to. Currently, run history records will only be extracted from the workspace a task is run in.
CX Program Guidance
Last modified: April 5, 2023
This update will display cards to users of CX Programs that recommend the best next steps in their CX Program. These cards have calls to action that route users to specific places in the platform to complete those tasks.
App Switcher in Top Navigation
Last modified: April 5, 2023
This feature adds an icon to the top right corner of top navigation so that users can switch between apps. For example, users can switch between their 360 portal and viewing dashboards. This will only appear if you have been given a privilege by your Admin for more than one app.
Dashboard Navigation Improvements
Last modified: April 5, 2023
This update redesigns the navigation flow in dashboards to provide the following improvements:
- Reduced screen space on the top and left side of dashboards.
- "Tools" and "Settings" buttons moved to top-right corner of dashboard.
- Page list panel is now fully collapsable.
- Expansion of page list will not cause adjustment of dashboard layout.
- Addition of "Done" button for users to navigate out of the settings page.
Improved Login Experience with Email Address
Last modified: April 5, 2023
This feature will make it easy for users to log into Qualtrics not only with their username, but now either with username or email address.
View-Only Survey Editor
Last modified: March 1, 2023
This feature introduces a view-only survey editor mode for simplified collaboration.
Dashboard Export to Microsoft Word
Last modified: March 1, 2023
This feature adds the ability to export dashboard pages to DOCX. Within the Microsoft Word file, each widget is saved as an image.
Dashboard Export to Microsoft Powerpoint
Last modified: March 1, 2023
This feature adds the ability to export dashboard pages to PPT. Within the Powerpoint file, each widget is saved as an image in a slide.
Create a Workflow From the Workflows Dashboard
Last modified: February 1, 2023
With this update users can create a new workflow from the workflows dashboard.
Export Full Content of Table Widgets to Image
Last modified: February 1, 2023
Run History Report Extractor Task
Last modified: February 1, 2023
This feature introduces a new workflow task that allows users to schedule an automated run history report export.
Updated Record Grid Widget
Last modified: February 1, 2023
The current record grid widget is a table visualization that enables users to view and browse raw responses. This is being replaced by the new record table widget, which has an easy to use configuration panel.
Lifecycle Import Automation for Dashboard Users
Last modified: January 4, 2023
This automation allows users to bring in participants to a Lifecycle project and automatically mark them as Non-respondents. These participants can then be added into dashboard roles using the Automatic Role Assignment feature. Together, these two features create fully automated management of Dashboard Users and their Roles.
Localized Onboarding
Last modified: December 7, 2022
New users being onboarded to Qualtrics will be given the option to set the language and time zone for their account as a first step in the new user navigation tour, enabling them to experience onboarding in their preferred language.
Line and Bar Chart Vertical Plane Interaction
Last modified: November 2, 2022
With this update users will be able to hover over line and bar chart with improved vertical interaction.
Updated Word Cloud Widget
Last modified: November 2, 2022
The new Word Cloud widget has an easy to use configuration panel, and will replace the existing Word Cloud widget.
Quarterly and Annual Options for Scheduled Workflows
Last modified: November 2, 2022
This feature adds options for quarterly and annually occurring scheduled workflows. Currently only daily, weekly or monthly frequency is available for scheduled workflow triggers.
Exporting Results Dashboards to Microsoft Word
Last modified: November 2, 2022
Currently users can export Results Dashboards to a PDF file. This feature allows users to export Results Dashboards to Microsoft Word (DOCX format). All widgets will be saved as images within the document.
Updated Pie Chart Widget
Last modified: November 2, 2022
The current pie chart widget will be replaced with a a new pie chart widget.
Select Multiple Days & Times for Scheduled Workflows
Last modified: October 5, 2022
With this update, users can select multiple days and times to execute a scheduled workflow.
Export Dashboard Widgets to Excel
Last modified: October 5, 2022
With this update users will be able to export widget data to Excel, in addition to exporting to CSV and TSV.
Advanced Identity Resolution - Contact Deduplication with Embedded Data
Last modified: October 5, 2022
Currently duplicate contacts within XM Directory can only be merged with the fields external ID, email, phone and name. This update will allow users to also use embedded data fields when merging duplicate contacts.
Field Selection Tab in Results Dashboards
Last modified: October 5, 2022
With this feature, users will be able to select which fields they would like generated in their default report when generating a report in Results Dashboards. Users will be able to search through all fields, as well as view the amount of fields currently selected.
Updates to Run History in Workflows
Last modified: October 5, 2022
With this update users will be able to:
- Select how many run executions are visible on each page of run history.
- Add a new time filter to allow more granular control of the run executions seen within run history.
Change Maximum Number of Tasks per Workflow from 5 to 15
Last modified: September 7, 2022
Users building workflows are currently limited to using a maximum of 5 tasks. This update will increase that number to 20, giving users the ability to create richer workflows with more functionality.
Expanded Free Features
Last modified: July 6, 2022
Qualtrics free accounts will begin to offer survey logic, look & feel options, and expanded usage thresholds.
Segment Templates
Last modified: June 1, 2022
Segment templates allow users to create core segments that are valuable to track across the company. Specifically, the following segment templates will be available:
- High Value: Value focused segment (transaction amount)
- New: Time/Journey Focused segments (eg early/late/after-sales customers)
- High Volume: Engagement focused segments (transaction count)
- At-Risk: Experience-focused segments (promoters/detractors)
Onboarding Tour
Last modified: May 4, 2022
This feature will add a brief tour for how to navigate the platform (e.g., menu, account settings, help) to new users after they accept the Terms of Service. The tour will end with some general suggestions on how to get started, depending on what the user is in the product to do, and will link to a new user landing page in XM Basecamp.
Brand Admins will have the ability to disable this.
In-Product Dynamic Help Window
Last modified: May 4, 2022
In its current state, the in-product help modal is merely a landing page that provides links to support resources that take the user outside of the product and requires additional work for the user to find a helpful resource from there. Updates to the in-product help modal will provide users with curated content based on where they are on the product and allow users to search and view support pages directly in the help modal.
Well-being at Work XM Solution
Last modified: April 6, 2022
This XM solution helps individual employees, managers, and teams be at their absolute best at work. Enable every employee to better understand their well-being at work, combined with suggested actions for improvement. The fully validated Well-being at Work solution puts the employee at the center of change to drive positive productivity, engagement, and retention.
Termination of Inactive Free Accounts
Last modified: April 6, 2022
Qualtrics will delete free accounts that have been inactive for 12+ months. If a free account owner has not logged in for 12 months, they will be notified that their account will be terminated, and their surveys and response data will be deleted in 30 days. To retain access to their accounts, users will simply need to login before the 30 days is up. Users will receive follow-up alerts at 15 days and 5 days in advance of deletion to provide ample opportunities to retain access.
EX25 XM Solution
Last modified: April 6, 2022
This XM Solution is a guided XM solution offered to EX clients using the engagement project type. The solution offers guided setup, pre-built survey content, email content and dashboard content.
Self-service SMTP configuration
Last modified: March 2, 2022
This update introduces a credential-only extension for SMTP configuration that allows users to set up or modify a SMTP connection without the need to share credentials.
EX - Deprecate Legacy Response Import and Legacy Response Export
Last modified: February 4, 2020
Deprecate Legacy Response Import and Legacy Response Export.
ExpertReview: Response Quality V2
Last modified: January 8, 2020
After the launch of ExpertReview Response Quality V1, we added all-new metrics and refreshed the look and feel based on customer feedback.
XM Mobile app: Sign in without a password
Last modified: January 8, 2020
Enable password-less login experience in mobile apps in which users can login with just their email address. Users get the email with login link which after clicked from a mobile device logs them automatically in to associated Qualtrics account in the Qualtrics XM Mobile app.
XM Mobile App Localization
Last modified: December 4, 2019
Support for other languages than just English in the Qualtrics XM Mobile app (iOS & Android). The initial language list: English US, English UK, Spanish, French, German, Dutch, Italian, Portuguese, Brazilian Portuguese, Finnish, Korean, Japanese, Chinese (Simplified), and Chinese (Traditional).
XMD Data Isolation Phase 1
Last modified: November 6, 2019
XM Directory encrypts the contact PII (FirstName, LastName, Phone, Email, etc.) of brands that have Data Isolation enabled. This feature is available only on the new XMD Contacts Platform (COP). Only user-observable behavior change is that searching on encrypted fields (mentioned above) now only supports “exact match” comparison (“starts with” no longer supported).
Admin Dashboard - Content Engagement Report for CX Dashboards
Last modified: October 2, 2019
Content engagement report allows Enterprise admins to measure engagement with their CX dashboards. Engagement over a particular time period is measured by the total number of sessions and unique users and can be viewed at the individual page level or aggregate dashboard level. You can also export the report as a CSV for offline analysis.
BX - Brand Tracker
Last modified: October 2, 2019
Qualtrics now supports Brand Tracker projects as part of Brand Experience. This new project makes it easier than ever to create a Brand Tracker project, including dashboards, historical trends, common brand analysis tools, competitive benchmarks, and social data integration.
XM Directory Respondent Funnel
Last modified: September 4, 2019
As an XM Directory user, I can use the respondent funnel in Vocalize to calculate and visualize CX program metrics such as contact sample rate, email open rate, and survey response rate. I can also configure which embedded data fields are used to slice-and-dice the data. Note: Feature available only with assistance from Implementations and/or Partners.
Percentiles Metrics
Last modified: July 3, 2019
The Percentiles Metric is an aggregation that calculates a percentile over numeric values extracted from specific numeric fields in the fieldset. For example, querying for the median (50) or outliers in normal distributions (0.13th and 99.87th).
ExpertReview - Response Quality
Last modified: June 5, 2019
ExpertReview Response Quality V1 helps identify poor quality including bots, cheaters, duplicates, PII and speeders.
Custom Opt Out Messages
Last modified: June 5, 2019
Custom Opt Out Messages allows users to define their own messages and translations to be displayed to contacts opting out of the organization's future mailings.
Analytics Engine
Last modified: May 1, 2019
Migration of 85% of Qualtrics fieldsets to use AE for all reporting. This means that all cache data will be stored in AE, and deprecated from RE. Analytics Engine becomes the default real-time reporting engine for the data platform.
Deprecate TLS 1.0 on Qualtrics.com
Last modified: April 3, 2019
Deprecate TLS 1.0 on Qualtrics.com
XM Workflows Integrations
Last modified: April 3, 2019
Set of outbound integrations with external SaaS Products within the Actions Platform: Hubspot, ServiceNow
iQ Platform ARS
Last modified: April 3, 2019
Storage of all Customer Data Caches in an S3-based Data Lake.
Self Service EX Dashboard Localization
Last modified: April 3, 2019
EX project admins now have a self service interface to export and import translation content to localize their dashboards.
Ticket Workflows
Last modified: March 14, 2019
Closed loop workflows are the latest addition to Qualtrics’ closed loop platform which helps activate your organization to take action on the things that matter most to your customers. The functionality included in closed loop workflows helps even the largest of enterprise organizations ensure that the right people are taking action and closing the loop with their customers in a timely and efficient manner with a fully automated system.
Data Mapper in EX
Last modified: March 14, 2019
The data mapper, which is used to map data into the EX dashboards, is getting a fresh look-and-feel. Along with a revamped interface, we will now be supporting the mapping of “Allow Text Entry” boxes, comment fields being marked sensitive, and a new multi-map UI that allows you to view a field’s mapping across all sources.
ExpertReview - Compliance Assist
Last modified: December 5, 2018
ExpertReview Compliance Assist enhances the AI-powered digital research assistant with a safety feature for Brand Admins to prevent sensitive and personally identifiable information (PII) from being collected. It provides 3 key functionalities:
Survey Creators are automatically warned if they ask questions considered sensitive by their organization.
The Respondent is warned in real time if they enter information that is considered sensitive.
The Data Analyst gets notified in real time if a response contains sensitive information and the type of sensitive information. It will also automatically redact the information if the Brand Admin has configured those topics for auto-redaction.
- For the Survey Creator, Compliance Assist provides automatic detection and warnings on questions that may potentially collect sensitive information.
- For the respondents, Compliance Assist provides automatic detection of PII in their responses and real-time warnings to prevent them from accidentally submitting PII.
- For the data analyst who is analyzing the responses, Compliance Assist is able to automatically detect and flag responses that have PII or other sensitive information and redact the sensitive words and phrases.
Survey Creators are automatically warned if they ask questions considered sensitive by their organization.
The Respondent is warned in real time if they enter information that is considered sensitive.
The Data Analyst gets notified in real time if a response contains sensitive information and the type of sensitive information. It will also automatically redact the information if the Brand Admin has configured those topics for auto-redaction.
iQ Directory - Profile & Timeline View
Last modified: November 7, 2018
The updated Profile & Timeline View enables users to see a consolidated view of a contact's profile, as well as all historical events for the contact visualized on a timeline.
Certified XM Solution for Employee Engagement
Last modified: November 7, 2018
EX project creators can now choose to start from an Employee Engagement template that will give them a preconfigured survey, dashboards and messaging for easier program setup.
EX Import People Automation
Last modified: November 7, 2018
EX users can now use SFTP import automation to automatically bring in new people data into the Employee Directory.
Product Research Solutions Pack
Last modified: November 7, 2018
XM Certified Solutions for Product Research.
iQ Directory - Multiple Directories
Last modified: October 3, 2018
With Multiple Directories, organizations can maintain multiple fully independent contact directories. This gives large enterprises the ability to control access from business unit to business unit.
EX Question Widget
Last modified: October 3, 2018
EX Dashboards will have a new "Questions List" widget.
EX Heatmap Widget
Last modified: October 3, 2018
EX Dashboards can now include Heatmap visualizations, which provide an efficient way to quickly identify high points and low points across the org or demographic groups.
On-demand Data Deletion
Last modified: September 3, 2018
A convenient way to delete personal data of an individual via UI or public API.
Group Flow Elements
Last modified: July 11, 2018
This feature enables better organization of Survey Logic.
Audit Service Public API
Last modified: July 11, 2018
A set of public API endpoints that allow administrators to retrieve details about activities recorded in the Audit Log.
Experience Management Platform-wide Login Service
Last modified: July 11, 2018
A single login service used for all elements of the Experience Management platform, so that login experience is the same and no user has to log in multiple times for multiple XM Products.
Third-Party FedRAMP Security Certification
Last modified: July 11, 2018
The Federal Risk and Authorization Management Program (FedRAMP) is a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. FedRAMP is commonly recognized as one of the most stringent security accreditations globally.
Data Filtering Service
Last modified: July 11, 2018
EX Projects now have an improved security model covering dashboards visible to users / roles.
Full 360 Product Integration into the XM Platform
Last modified: February 7, 2018
The Qualtrics 360 product is now completely integrated into the XM Platform. With the integration users can run their 360 programs along with all of the other Qualtrics solutions out of a single account. The entire interface has also been redesigned to provide a beautiful and delightful user experience throughout. For more details on the following improvements with the XM Platform integration please see the What’s New in 360 in XM page. Click here to view support documentation on this feature.
- Brand new Participant Portal with improved user navigation and workflows
- Fully localized admin interfaces
- Survey and message libraries
- Expanded survey options
- End of survey options
- Response viewer and editor
- Project sharing and collaboration
Search for User Roles
Last modified: February 7, 2018
When adding users to CX dashboards or managing roles, Qualtrics now allows searching through a list of roles to make it easy to find the role you are looking for. The list is also sorted alphabetically. Click here to view support documentation on this feature.
API OAuth for Non-Interactive Apps
Last modified: February 6, 2018
A Qualtrics Brand Admin can build a script to access the Public API with a secure token which expires and can be refreshed programmatically - as opposed to the current X-API-Token which doesn't get refreshed.
Website Feedback Accessibility Enhancements
Last modified: January 3, 2018
Qualtrics has added improved accessibility support for website feedback creatives. Visitors to websites with website feedback deployed, now have the ability to use keyboard-only navigation to interact with elements of a creative that is displayed when an intercept is triggered.
For example, on a PopOver creative, users can now use the Tab key to move between elements and use the Enter key to “click” elements of a creative (e.g., Submit Button, Cancel Button).
Beyond these updates, additional accessibility functionality can be achieved by following the HTML code samples provided here.
XM Navigation and Project Creation
Last modified: December 6, 2017
The Qualtrics Experience Management platform is now reflected in the projects list and create project workflows. Users can now see all their projects from every XM category clearly marked in one location. Most of the functionality on the projects list remains familiar, but with a refreshed look and feel.
Creating a project now shows all of the projects users have access to by XM category. These include options to start from scratch (i.e., “blank” projects) or utilize a project template that provides a valuable starting point with a project ready for data collection. These templates can save users dozens of hours of setup time while providing expert solutions for common research use cases.
Creating a project now shows all of the projects users have access to by XM category. These include options to start from scratch (i.e., “blank” projects) or utilize a project template that provides a valuable starting point with a project ready for data collection. These templates can save users dozens of hours of setup time while providing expert solutions for common research use cases.
Public API v3.14.5
Last modified: December 6, 2017
Public API v3.14.5 was released on November 17, 2017. This release included the following changes:
- V3 Get Contacts Import should return contact information that failed to import after status = complete.
- API create contact character limit (XM Platform Contacts) is no longer 6000 characters.
- Users can now create distribution links for a transaction batch. Example Usage: https://api.qualtrics.com/docs/generate-transaction-batch-distribution-links
- Users can now list the links for a set of distribution links created for a transaction batch. Example Usage: https://api.qualtrics.com/docs/list-transactional-distribution-links
Public API v3.13.0
Last modified: November 1, 2017
Public API v3.13.0 was released on October 20, 2017. With this release, users can now get transaction data from the get transactions in a transaction batch api by using a query parameter of “withDetails”. Example Usage: https://api.qualtrics.com/docs/get-transactions-in-a-batch
Public API v3.12.0 was released on October 13, 2017. With this release, users can now insert embedded data into a survey flow from the API. Example Usage: https://api.qualtrics.com/docs/insert-embedded-data-fields
Additionally, the Email Task in Actions page got a few useful upgrades:
- Ability to add multiple email addresses in the TO: field in Email task
- Ability to send immediately or ‘send after’ x hours
- Ability to view Source in the message box
Public API v3.11.0
Last modified: October 4, 2017
Public API v3.11.0 was released on October 03, 2017. With this release, users can now get contact email and response history at a directory and mailing list level.
- Example Usage: https://api.qualtrics.com/docs/get-contact-history
- Example Usage: https://api.qualtrics.com/docs/get-contact-history-in-mailing-list
- A timezone parameter has been added to the create and update user API.
- Brand permission data will now be obtained from Authorization Service.
Multifactor XM Platform Authentication
Last modified: September 6, 2017
For increased security, users and administrators can choose to use multi-factor authentication for Qualtrics logins.
Public API v3.8.0
Last modified: August 2, 2017
Public API v3.8.0 was released on July 17, 2017. This release included the following changes:
- The Share Survey endpoint has been added to the V3 API, which allows a user to update a surveys collaboration permissions between users in a brand. Example Usage: Share Survey
- The Copy Survey endpoint has been added to the V3 API, which allows a user to copy a survey to the same user or another user. Example Usage: Copy Survey
Interested in the Qualtrics Preview Program? You can sign up here!
Analysis & Decisions
EX Employee Comment Summaries for Large Teams
Last modified: July 3, 2024
For managers & leaders, it can be time consuming to read all open ended comments. Comment Summaries (powered by AI) create anonymized summaries of text comments for teams of any size. This allows managers to get a simple overview of top themes mentioned by their teams and a summary of comments from those themes.
Action & Improvements
On the Spot Rewards
Last modified: July 5, 2023
This update will allow CX teams to operationalize and streamline celebration activities through Qualtrics. Instead of manually finding information to share and celebrate their teams, admins will be able to do this automatically through Qualtrics to drive engagement with frontline staff.
Integrations
Shopify POS Integration
Last modified: June 7, 2023
Qualtrics’ Shopify integration will enable post-transaction surveys for an array of merchants. It is specifically designed to collect feedback from customers following online or in-store purchases via Shopify, and populate XM Directory with contacts and Shopify transactional data.
Platform Technology
AI Recommended Segments
Last modified: July 3, 2024
Segments within XM Directory allow organizations to easily define customer cohorts based on demographics, needs, priorities, common interests, and other psychographic or behavioral criteria. AI recommended segments leverage artificial intelligent to evaluate XM Directory data and create 5 industry-specific segments for personalizing at scale.
Collection & Conversations
Frontline Reminder Widget [Deprecation]
Last modified: August 7, 2024
The Frontline Reminder Widget is being deprecated. It will eventually be replaced by a new feature that encompasses its use case.
Secure Credentials Question Type
Last modified: June 5, 2024
This new question type will allow access to a third party via secure credentials during survey taking. This will allow survey builders to build questions that rely on presenting information from, or giving data to, a third party connected via oAuth or API key. The connection will be secure for use during a survey session.
Restrict From/Name/Reply-To in Emails
Last modified: March 6, 2024
Currently, you can not set up restrictions of Email From Address, From Name, and Reply-To when composing emails.
This update introduces a self-service method of restricting From Email, From Name, and Reply-To by brand admins that would be possible to use when composing emails across all product lines.
360 Evaluation Count Limit
Last modified: September 6, 2023
This update adds a new button to the 360 Participant Options tab that allows admins to specify a maximum for the number of evaluations a single evaluator can be nominated for. For any number specified in this limit, further nominations will automatically be rejected by the system.
SSO Authenticators for 360 Projects
Last modified: June 7, 2023
This update introduces the ability to add SSO Authenticators to 360 projects. This will work for individual links that are sent out to evaluators for survey taking purposes outside of the Participant Portal, and adds increased authentication protection for individual links.
Receipt Scan Question Type
Last modified: July 6, 2022
This new question type leverages device camera/scanning capabilities to input transaction metadata (Ex: TransactionIDs) into the survey flow.
The transaction IDs can be used to decode (1) what the end customer purchased and (2) drive the survey logic + questions presented to them in the post transactional survey.
CX Relationship Health Collection
Last modified: June 1, 2022
This update introduces a CX Relationship Health Collection within the catalog that:
- Summarizes the methodology and expected outcomes of a Relationship Health program.
- Recommends the appropriate catalog solutions that support this use case.
- Provides additional information to improve the program including thought leadership content, applicable integrations, and guides for setup of specific capabilities (i.e. XMD and TextIQ.
Analysis & Decisions
ML Sentiment in Discover Studio [Reporting]
Last modified: December 4, 2024
Machine Learning sentiment is a new method for evaluating sentiment in Discover reporting with zero manual effort.
Percentile Rank Benchmark
Last modified: December 4, 2024
This update allows users to determine what percentile rank they are within a benchmark, based on a dashboard score.
Click to Filter a Set of Widgets
Last modified: November 6, 2024
Dashboard editors often build interactive data experiences for viewers. With this update, editors have access to a new tool for customizing and controlling the exploration paths they can create.
The data point click-to-filter capability will be expanded to support both page-level (dashboard) filter application and targeted widget application. Editors can create groups of linked widgets where data point selections from a widget are applied as filter conditions to all of the targets. This update enables more editor freedom and customization while crafting dashboard experiences.
Edge App Framework
Last modified: November 6, 2024
This update creates the framework on which Edge apps (1st or 3rd party) will be built. Edge apps will be supported through the developer portal, and will leverage dashboards, purpose built applications, custom blocks, and embed insights.
Organization Hierarchy Conditions Within Saved Filters (EX Dashboards)
Last modified: October 2, 2024
In EX dashboards, analysts and users higher up in organizational hierarchies often look at results for a combination of Org-Hierarchy units by selecting multiple org hierarchy-units at once.
Currently, saved filters only allow you to include page filter selections and not Org-Hierarchy filter selections. This update adds the ability to include Org Hierarchy unit(s) within saved filters.
EX Segment Comparison Widget
Last modified: October 2, 2024
The Segment Comparison widget allows analysts to compare the scores of multiple custom segments or their data. Custom segments are unique slices of data, defined by applying one or more filters. For example, one segment could be “Males in Europe who have been at the company for over 5 years”, which could be compared to “Executives in the US”.
Compliance Management (Human-Led QM)
Last modified: September 4, 2024
The Customer Care Compliance Management Tool will allow you to view a compliance form side by side with a customer service transcript. Using AI and comprehensive analytics, the solution automates compliance tracking, ensuring your service levels are always meeting agreed standards. Real-time feedback, call monitoring, and robust reporting help you make informed decisions, provide effective training to agents, and enhance overall efficiency of your contact center.
CrossXM Guided Flow V2
Last modified: July 3, 2024
This update adds a guided flow to CrossXM Analytics to enable you to more easily conduct EX drivers of CX analyses.
McKinsey OHI Solution
Last modified: June 5, 2024
McKinsey’s Organizational Health Index (OHI) solution is used to assess organizational health and identify gaps for leaders to act on. It combines McKinsey’s proprietary methodology & global benchmark data to measure organizational health index score based on 9 Outcomes, as well as the 43 practices which drive it.
Automated Summaries in Studio
Last modified: June 5, 2024
This update allows Quality Management Analysts, Managers and Agents to view concise summaries of interactions within their existing Discover Dashboards.
Coaching Assistant
Last modified: May 1, 2024
This feature will automatically generate coaching recommendations for agents pertaining to individual calls or thematically at the agent level. This provides inputs for manager as they prepare and administer 1:1s with their direct reports.
Quick Benchmarks - CX Dashboards
Last modified: May 1, 2024
Configuring benchmarks can be a time consuming and confusing process, particularly for users who create many benchmarks, like common healthcare patient experience use cases. This feature streamlines adding benchmarks to CX dashboards for both simple and complex use cases.
Updated Benchmark Widgets
Last modified: April 3, 2024
Healthcare customers make heavy use of benchmark data to run their business. Widgets within EX Dashboards have optimized design for visualizing benchmark data. With this update, the following EX widgets will be created in CX dashboards, allowing for improved visualization of healthcare benchmark data.
Contact Center Frontline Portal
Last modified: March 6, 2024
This streamlined application for Contact Center Managers and Agents creates a single point of information for everything in the XM brand. Frontline teams can access Conversation Analytics (Discover), Surveys (Engage), Tickets and even Praise and Recognition all in one view.
Course Evaluations
Last modified: March 6, 2024
This update makes Course Evaluations available to all customers.
Composable Dashboards
Last modified: June 7, 2023
With this update, users will be able to display and analyze multiple datasets within the same dashboard. This will allow users to create more comprehensive and efficient dashboards.
Self Reflections Included in 360 Response Rates Widget
Last modified: May 3, 2023
This update will allow the Response Rates widget on 360 Dashboards to include self reflections in the displayed data. This change will first only apply to new 360 projects, and this option will be added to previously created projects later.
Digital Experience Analytics: Linking Sessions with XM Directory
Last modified: May 3, 2023
Linking sessions captured through digital experience to XM Directory will allow customers to drill down into segments on Digital Experience Analytics dashboards, understand which known user is associated with a given session, and enrich contacts with digital-related transactions. This will give customers the ability to understand and act on Digital Experience Analytics signals at a per person level.
Dashboard Periodic Data Update Indicator
Last modified: April 5, 2023
This update introduces a new freshness indicator to some Qualtrics dashboards to show users how recently the data being displayed has been updated. The purpose of the freshness indicator is to provide transparency and context to help users understand the relevance and accuracy of the information they are viewing.
Date Breakout in Response Rate Widget (EX)
Last modified: October 5, 2022
This feature is an update to the Response Rates widget that allows users to break out response rate data by date. This enhancement allows users to see trends in response rates over time.
Action & Improvements
Revamped Admin Extension Management Experience
Last modified: November 6, 2024
The Extensions Management experience for Brand Admins has been revamped to make it easier to use. These improvements make extensions more discoverable, improve the navigation experience, and make it easier to manage extension credentials and domains.
EX Personalized Recommendations
Last modified: May 1, 2024
With this update, recommendations will suggest to a manager what needs to be done to improve in areas with low scores or negative comments. There will also be information about why a recommendation was suggested, and how to apply that recommendation in real life.
Load XM Data to Discover
Last modified: February 7, 2024
CX Guided Action Planning
Last modified: July 6, 2023
This update allows you to dynamically recommend action plans for your frontline team based on their individualized performance and the company's industry. Inspired by our EX Guided Action Planning product, we are unlocking this capability for CX frontline teams to leverage in Contact Centers, Healthcare, Retail and more!
Customize Ticket Workflows to Remove Weekends
Last modified: February 1, 2023
This update allows users to customize ticket workflows to better fit their ticket service level agreements (SLAs). For example, users can remove Saturday and Sunday from ticket workflows so weekends are not included in ticket SLAs.
Frontline Manager Assist for Locations
Last modified: November 2, 2022
This update provides mobile first, simplified access to XM data and insights targeting desk-less frontline managers. Brands can leverage this experience to drive CX program engagement for desk-less frontline staff.
Google ID Extractor Workflow
Last modified: November 2, 2022
With this new workflow task, users can select a Google account to import locations from. Location data can also be extracted from Google Business Profile API and saved to a new CSV file.
This allows customers to use the LocationIDs from their Google Business profiles as location identifiers within Qualtrics.
Integrations
Epic Integration - Caboodle
Last modified: December 4, 2024
With this update, users with the Epic Integration will be able to export Qualtrics collected survey responses into Caboodle, Epic's enterprise data warehouse.
Epic Integration - Service Recovery
Last modified: December 4, 2024
With this update, users will be able to use Qualtrics to trigger service recovery tickets in Epic.
Extract Data from Discover
Last modified: July 3, 2024
Extract Data from Discover is being moved to Workflows. Discover users will access this task from the Workflows tab and can use it with other available workflows tasks, like merge data, transform data, etc.
Contact Update via Digital
Last modified: July 3, 2024
Qualtrics XM Directory allows you to personalize and tailor information for your customer base. Using Contact Update, you'll be able to layer in additional information about your customer base throughout their usage of digital channels. This will allow you to capture information from customers in additional channels, allowing for more personalization.
Universal HRIS Extractor Task
Last modified: June 5, 2024
This update adds a new HRIS Connector that can connect with any of the major HRIS players (e.g. SFSF, Workday, UKG, Oracle) and provide a consistent UX experience across all systems. This Connector will enhance and consolidate the existing Extract Employee Data from SuccessFactors and Extract Employees from Workday tasks.
Teams Distribution for Lifecycle Projects
Last modified: October 4, 2023
With this update, Teams distribution is now available in Lifecycle projects. Admins will be able to set up recurring distributions directly to participants through Microsoft Teams for always on programs, such as Onboarding, in order to improve response rates.
Healthconnect V2 Integration
Last modified: June 7, 2023
This update introduces a native EMR integration with Epic. The key tenets to this integration are:
- Easy and flexible event based integration that brings in HL7 events in near real time.
- Synchronized patient data between Epic EMR & XM Directory.
- Qualtrics generated insights are readily available in Epic EMR instances, so Healthcare Providers can consider patients’ experience score as a part of providing treatment.
Adobe Experience Platform Integration - Qualtrics Destination
Last modified: February 1, 2023
Adobe Experience Platform enables organizations to centralize and standardize customer data and content from any system to apply data science and machine learning. This integration allows customers to send AEP data to Qualtrics to enhance their XM directory and XiD profiles.
Valid Domains for Web Service Task in Workflows
Last modified: April 6, 2022
This feature will allow Brand Administrators to define what external domains are allowable to connect and communicate with from the Web Service Task in Workflows. Brand Administrators can choose to allow all domains, or they can restrict usage to specific domains or a sub-set of domains.
Platform Technology
Data Isolation for Digital Assist & DXA
Last modified: December 4, 2024
Brands that have data isolation enabled will be able to use Digital Assist and Digital Experience Analytics.
Organization Hierarchy Dynamic Text in the Rich Text Editor
Last modified: November 6, 2024
With this update you'll be able to add organization hierarchy data, such as name, manager's name, or organization, as a piped text type in the rich text editor.
Dashboarding User Engagement
Last modified: November 6, 2024
This update introduces a new user and usage dataset that can be displayed in frontline dashboards. This allows frontline managers to understand usage across their organizations, and take appropriate actions when frontline employees are not engaging.
Download All Uploaded Files From a Record Table Widget
Last modified: October 2, 2024
With this update, you will be able to bulk download all files from a record table widget that is configured to display uploaded files. These files will be exported in a single zipped file.
Role Assignment and Dashboard Access Export in EX Projects
Last modified: October 2, 2024
This update adds an exportable file in the Roles tab of EX projects that will show a consolidated review of users’ assignment to roles and access to dashboards.
Increased Delegate Imports
Last modified: October 2, 2024
With this update, you can now import (or delete) up to 100k delegates per org hierarchy. This increases the previous limit of 8k.
Self-Serve Qualitative Online Panel
Last modified: September 4, 2024
Qualitative Online Panels is an add-on to the existing Quantitative Online Panels tool. With this tool, you can quickly and easily purchase access to high engagement participants for in-depth feedback. These participants will be comfortable giving long verbatims, thinking out loud during tasks, and having their face and computer screen recorded.
Quick Quits
Last modified: September 4, 2024
Quick Quits is a solution that integrates onboarding survey responses with attrition data to identify and analyze early attrition indicators within an organization. Utilizing Employee Journey Analytics (EJA), this solution combines onboarding and attrition data to deliver a comprehensive analysis of early employee departures.
Product Testing
Last modified: September 4, 2024
This solution supports research studies on physical prototypes, using first-party panels with recruitment and test scheduling capabilities. This allows customers who make and sell physical goods (apparel, eye wears, etc.) to test early prototypes with engaged testers to collect feedback on designs, including the look and feel, comfort level, etc.
Role-based Field Access
Last modified: August 7, 2024
This feature, configurable on a role-level, allows project administrators to configure the level of access for each field in a dashboard dataset.
Search DX intercept activity in XMD
Last modified: August 7, 2024
Brands bring digital intercept data into XM Directory to help understand customers' digital interactions. Currently, digital intercept feedback is integrated as contact statistics and survey responses in XM Directory. Responses from digital intercepts are shown as individual touchpoints within the profile card, allowing you to understand part of the digital interaction history from the survey response statistics.
This update enhances XM Directory search to include intercept interactions, allowing you to better understand the full digital experience of your customers.
Segment Sampling
Last modified: August 7, 2024
Segment-driven programs may have a high frequency of pulses, weekly barometers, ad hoc research, and more lifecycle touchpoints. All of these surveys will start to add up and may lead to survey fatigue. A sampling of the segment will provide a proactive measure to control survey fatigue.
Segment Rebuild Workflow Task
Last modified: August 7, 2024
Currently, XM Directory segments are updated in batches on a twice daily basis. This means there may be a lag from when you change data in your directory and when your segment reflects that change. This update introduces a workflows task that automatically rebuilds segments on a cadence of your choosing.
Multiple Instances for Purpose-Built Apps
Last modified: August 7, 2024
Currently, organizations can only have a single instance of a Purpose-Built App type. This update gives admins the ability to create multiple instances of an app, allowing them to offer each persona a personalized Purpose-Built App experience based on their unique needs.
Session Replay for App DXA
Last modified: July 3, 2024
Session Replay for App DXA will allow customers the opportunity to see inside of their app experiences.
Amazon Translate for Survey Translations
Last modified: July 3, 2024
This update adds Amazon Translate as a new option for automatically translating surveys. Amazon Translate will be available in Gov1.
Widget Migration Experience
Last modified: July 3, 2024
Widget types built on the legacy backend will eventually be deprecated. This update allows you to convert existing legacy widgets into new widgets, as well as the option to revert back to legacy widgets.
Project-Level Participation Information within Employee Directory Export
Last modified: June 5, 2024
This update allows you to efficiently view which employees are participating in EX projects across all your brands. This information will be visible by adding a few new columns (Total Project Participation, Total Project Response, Project Participation Detail) in participant exports within the employee directory.
Qualtrics Assist and CX Locations
Last modified: June 5, 2024
Qualtrics Assist leverages the power of Qualtrics AI with generative AI to link users with XM insights. Dashboard users can ask questions in real time using their own voices, which, when combined with the science-backed Qualtrics AI, allows them to uncover insights from results more quickly, consistently, and reliably. Predefined question also allow for efficient insights for both Location specific and network-wide datasets.
Dashboard Translations Hub
Last modified: June 5, 2024
This update introduces a new translations management system, the translations hub, for label translations in dashboards. This will allow users to sync their translations files to and from the hub for easy access across dashboards within a brand. This hub will also include dashboard language selection, allowing editors to preview translations for different languages while editing a dashboard.
Legacy Dashboard Switch Back Option Change
Last modified: June 5, 2024
The option to switch back to the old dashboards view will be relocated to the Dashboard Theme page. As part of this change, the switch-back banner will be removed. This change is applicable to CX, EX, and BX Dashboards and Survey Results Dashboards.
XM Solution: Ad Tracking
Last modified: May 1, 2024
This BX XM Solution measures the awareness and impact of ads or campaigns over time, for both the client brand and key competitors.
AI Dashboard for CX Locations
Last modified: April 3, 2024
This update introduces an XM Generative AI solution using GPT to enable summarization, action planning, and better understanding of dashboard data within CX Dashboards.
Self-serve Online Panel
Last modified: February 7, 2024
This update offers a self-serve panel option to recruit 3rd party panels for your moderated and unmoderated studies. This feature offers a seamless recruiting experience within Qualtrics to allow you to recruit, screen, conduct studies, and analyze results all in one place.
Map Widget
Last modified: January 3, 2024
This new CX widget will allow dashboard users to visualize their data geographically, both using regions and location pinpoints (latitude/longitude).
Dashboard Usage Report
Last modified: December 6, 2023
With this update, brand admins can now incorporate dashboard user metadata, such as a user's location or job title, into the content engagement report to better understand how dashboards are being utilized. This data will be available to dashboard project owners for the dashboards that are in their project. This report can be accessed within the dashboard admin tab.
Generative AI Assistance for Configuring the Web Service Task
Last modified: October 4, 2023
The Web Service Task allows you to integrate with 3rd party APIs and services from a workflow. This requires you to configure fields and and body payloads that can sometimes be intimidating to less technical users. This update leverages Generative AI to consume and understand the API interface documentation for 3rd party APIs so that it can generate a large portion of the Web Service Task based on your description and intent for integration.
Rich Text Editor Dynamic Text
Last modified: October 4, 2023
The introduction of dynamic text to the rich text editor widget brings increased customizability and decreased maintenance to dashboards. You will now be able to dynamically pull in data to widgets - including today's date, response counts, metrics, datasource metadata, and more.
Moderated User Testing (Strategic UX)
Last modified: October 4, 2023
Moderated User Testing allows you to conduct a live moderated session with respondents remotely through the Qualtrics platform. In this tool, you will be able to manage bookings and launch meetings directly in Qualtrics platform. More specifically, you will be able to utilize calendar integration with Google Calendar to automatically set your availabilities in addition to being able to manually do so, support backroom viewing via a live stream link, easily launch and record your meetings, and analyze video/audio recordings.
Insight Widget
Last modified: October 4, 2023
The Insight Widget is a new widget that provides every dashboard viewer a text summary of the entire dashboard using AI. This is especially valuable for frontline workers without much analytics experience and users using screenreaders.
Automatic Role Assignment for EX Org Hierarchies
Last modified: September 6, 2023
Automatic role enrollment allows you to create rules that will automatically update roles with the correct list of users based on the user's status in the hierarchy and associated metadata.
Dashboard Auto Translations
Last modified: August 2, 2023
This update uses Google Translate to generate dashboard translations. This will reduce the effort spent manually translating dashboards.
Updated Email Experience for Employee Engagement and Ad Hoc Employee Research
Last modified: July 6, 2023
This update introduces a new user experience for email within Employee Engagement and Ad Hoc Employee Research projects. This new email experience is consistent with the SMS experience.
Transaction Support for EX Lifecycle
Last modified: July 6, 2023
This feature set adds transactions to the EX Pulse and Lifecycle project types. Transaction support will allow for better support for multiple responses, allow users to view all of the historical metadata information for previous eligibility events, and support the Response Rates and and Participation Summary widget for multiple response use cases (so percentages will no longer go over 100%).
Widget Configuration Migration
Last modified: May 3, 2023
This feature will allow dashboard editors to opt-in to migrate their widgets to the newer and more improved versions of our widgets through the configuration panel. The feature will also include the ability to revert transformed widgets to the previous version if desired.
Improvements to Email for Engagement and Ad Hoc Projects
Last modified: May 3, 2023
This update introduces a new email experience for Employee Engagement and Ad Hoc Employee Research projects that is consistent with the SMS distribution user experience. Support will also be added for more distribution types, including the ability to generate and distribute using a QR code and the ability to generate and export links for EX Participants.
Location Selector + Google Maps
Last modified: March 1, 2023
This update introduces the Location Selector Question type, which enables a Google Maps widget. Respondents will be able to see their searched locations displayed in the Google Maps UI, and can select their location using the map.
NPS Question for EX Projects
Last modified: August 3, 2022
With this feature the NPS question type will be added to EX surveys (Engagement, Lifecycle, and Ad Hoc), as well as EX widgets (Scorecard, Question List, and Engagement Summary).
Workflow Run Priority Settings
Last modified: February 2, 2022
This update creates workflow task SLA tiers. Users will be able to purchase credits for executing some/all of their workflows faster based on available credits. Once these run out, standard SLAs will apply.
The content provided on this webpage is for informational purposes only and is subject to change at any time. 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.