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Strategic Research Trial


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About the Strategic Research Trial

Qualtrics offers a free account option that allows users to try a limited scope of features. However, more advanced research or complex feedback studies may require additional, advanced features. For researchers who are interested in exploring enhanced features, but aren’t ready to purchase, it’s easy to start a 30-day free  trial of our Strategic Research offerings.

Our Strategic Research product is an advanced research solution that combines experience feedback, sophisticated research methodologies, and analytics in a single platform. With real-time insights, and automated actions embedded into every business workflow, Strategic Research gives everyone the tools to design experiences that power breakthrough products and services.



Usage Limits in Trial Accounts

Trial accounts are not designed for high-volume or long-term research projects. The following limits apply to trial account usage.

  • Only 3 active surveys at any given time (unlimited inactive surveys allowed)
  • Unlimited questions per survey
  • Only 200 outgoing emails allowed/100 emails a week (total includes emails sent across all surveys – both invites, reminders, and thank yous)
  • Only 500 responses per user, including retaken and deleted responses. Responses in progress will not count towards this limit until they become recorded responses. See the Recorded Responses page for more information about what counts as a recorded response.


Trial Features and Restrictions

In addition to the Trial features listed below, Strategic Research Trials also include all the features of a free account. These features will remain even after the trial expires. A full Strategic Research license will unlock all the feature restrictions listed below, as well as 24/7 chat and phone support.

Product Area Trial Features

(access removed after trial expires)

Trial Restrictions

(available with Strategic Research license)

Survey Questions 10+ advanced and speciality question types:

  • NPS
  • Timing
  • Graphic slider
  • Constant sum
  • Pick, group, rank
  • Drill down
  • Signature
  • Heat map
  • Hot spot
  • Meta info
  • Captcha verification
  • Highlight
  • Video/audio response
No file upload or screen capture questions
Survey Builder
  • Use table of contents
  • 70+ survey translations
  • No autocomplete based on supplemental data
  • No custom code, including no HTML markup or custom Javascript (this also means many options in the rich content editor are unavailable)
  • No iFrame support
  • No redirect links in the survey (this includes both survey options and end of survey elements)
Customization & Branding None
  • Restricted Look & Feel (no custom code):
    • General (no header/footer)
    • Style (no custom CSS)
    • No Logo
    • Background (no background image)
  • No branded or vanity URLs
Guided Projects & Programs Expert-built guided projects and programs:

  • Advertising Creative Testing
  • Brand Awareness & Performance
  • Brand Diagnostic
  • Brand Perceptions
  • Concept Testing (Enhanced)
  • Concept Testing Program
  • Creative Testing
  • Feature Awareness
  • Idea Screening
  • In-Depth Interviewing
  • Market Landscape Assessment
  • Needs-Based Analysis
  • Product Ad Testing
  • Product Concept Testing
  • Product Naming
  • Product Satisfaction
  • Video Diary Study
  • 12 COVID-19 XM Solutions
No access to the following solutions/project types:

  • Conjoint Dynamic Images
  • Pricing Study – Gabor Granger
  • Pricing Study – Van Westendorp
  • Product Optimization (Conjoint)
  • Product Prioritization (MaxDiff)
Methodology
  • Imported video/audio projects
  • 4 sample projects with example research studies and pre-loaded example results, including demo Conjoint and MaxDiff simulations
  • ExpertReview compliance (Relevant ID, sensitive data policy) and response quality (bot detection, ballot box stuffing)
Custom solutions can only be built with a full license
Survey Distribution
  • No custom email headers
  • No custom “from” domains for sending emails
  • No SMS
  • No offline app
  • No purchases of online panel samples
  • No XM Directory (this includes XM Directory automations, advanced search & sampling, multiple directories and directory roles)
Response Management None
Reporting & Analytics None
Workflows Limited Workflows:

  • Scheduled workflows
  • Workflows driven by survey events
  • Limited tasks, including emails or metric calculations
Restricted Workflows:

  • Code or webservice tasks
  • SMS distributions
  • Workflows that depend on XMD access
  • Workflows that depend on third-party integrations
Account Administration None
  • No admin reports, tools, or brand settings
  • No Home page
Extensions & Integrations None No API or third-party integrations
24/7 support None
  • No email, chat or phone support
  • No product or program guidance


Starting a Trial

If you don’t have an account yet, you can sign up for your Strategic Research trial on this page.

Users with existing free accounts can either click the Start Free Trial banner on the lower-left of every page, or go to the Plans page by clicking Upgrade Plan from the account menu and select Strategic Research.

For information on upgrading your trial to a self-service license, see Upgrading a Free or Trial Account.

Image of account with trial started, as indicated by banner along the top of the projects page

Qtip: It may take a few minutes for all available trial features to be enabled in your account once you start the trial. If you cannot find a feature you expected to have access to (excluding those Strategic Research features restricted from the trial listed above), select Refresh Account from the account menu. If you recently started your trial, wait a few minutes to ensure the system has had time to finish making the necessary updates.


Trial Expiration

When your trial expires, your account will automatically be downgraded to a free account. You will not be able to extend or re-enroll in the trial once the 30-day trial period ends. You will still be able to use and view any surveys you created and responses you collected during the trial, but you will lose access to premium trial features, like expert-built solutions, advanced question types dashboards and analysis tools.

To retain access to the premium features you were able to use during the trial, you will need to upgrade to a full license. To keep using the Strategic Research trial features, unlock remaining trial restrictions, and increase your user seats and response maximum, you can upgrade with a credit card. See Self-Service Licenses to learn more. Or, go to our Contact Us page and select Contact Sales for help finding the right plan to meet your needs.



FAQs

The Rich Content Editor makes changes to question text by marking up the text with custom code (HTML). As a free account, custom code is not enabled in preview and active versions of the survey. This includes everything from changing font colors to embedding videos. To use the Rich Content Editor to its fullest extent, your account will need to be upgraded.
As a free / trial account, custom code is not enabled and so you won’t see it in preview and active versions of the survey. To use custom code, your account will need to be upgraded.
That's OK! Since free accounts have a limited set of permissions, we recommend using an account affiliated with your organization instead.

If you have any questions about managing your trial account, Qualtrics Support can help. Contact Qualtrics Support using the Contact Support link at the top-right of this page. Support can do 1 of the following:

  1. Provide you with instructions on how to move your free account into your organization’s license (and thus change it to a standard user account).
  2. Delete your free account, allowing you to sign up with your organization using the same username.

For more information on moving your account to your organization's license, check out the User Moves support page.
There are a couple ways to upgrade your account. To upgrade with a credit card, visit your account's Plans page:
  • Click your account icon and select Upgrade Plan to view package options.

  • Click the Plans tab in your Account Settings. On the Plans page, click Buy now next to the pla you want to upgrade to. Enter your payment information, review the order summary to confirm the number of users or responses you are purchasing, and submit your payment. See Self-Service Licenses to learn more.
If you would prefer to speak to our Sales team about upgrade options and are not already in contact with a Qualtrics Account Executive, go to our Contact Us page and select Contact Sales. After filling out the subsequent information, you will be contacted about your upgrade request.
Qualtrics Support has the ability to initiate a user move which will move an account from one license to another. In order to begin the process, support will need permission from the Brand Administrator of both your current and future licenses. If you have a free account, we only need permission from the new Brand Administrator. Since user move turnaround can range from a few days to a few weeks, we recommend exporting your surveys/data and importing them into your new account as it is normally much faster.

If you don’t want or don’t have anything currently in your account (no surveys, no contact lists, and no library messages), you can deactivate your own account. This way you will be able to more make an account with your new license and get started more quickly.

For details on all of the options offered you, see the User Moves page.
Your trial expires 30 days after you signed up. At that time, you will once again have free account permissions.
Features you used during your trial that are incompatible with free accounts will become unavailable to you. You will not be able to access these features again unless you upgrade your account.
Every user is limited to one trial per account. After your trial ends, you will have to upgrade your account to continue using upgraded features.