Hub Profile Page

About Your Customer Success Hub Profile

When you log into the Customer Success Hub, you can manage information about your Qualtrics account on the Profile page.

To get to your profile, you can either click the icon in the upper-right of the hub and select Profile.

You can also use the See more details link under the My Information box.

The sections on the page include:

• Account Information: View your account details, account team contact information, and information about deleting your account.
• Email Preferences: Manage the email communications you’d like to receive from Qualtrics.
• Billing Details: A page exclusive to Brand Administrators. Reach out with questions about payment, billing, and renewals.
• Connected Accounts: View your connected XM Community and XM Basecamp accounts.

Account Information

• Qualtric Account Details: Here, you’ll see information about your Qualtrics user account.
  • Name
  • Email address
  • Username
  • Organization ID
  • User Type
  • Datacenter
    Qtip: To change your name, email, username, or user type, reach out to your Brand Administrator. If you are a Brand Administrator, see Managing Existing Users for how to change user information.
• Account Team: Here, you’ll see contact information for key members of your Qualtrics team.
  • Standard users will see their Brand Administrator.
    Qtip: Brand Administrators can set this information in their Organization Settings.
  • Brand Administrators will see their XM Success Manager and their Account Executive. If your organization does not have a dedicated XM Success Manager, you will be given access to an intake form to submit requests relevant to your license.
    Attention: If you are a FedRAMP user, your Brand Administrator’s contact information will not be shown in your Customer Success Hub for security reasons. Visit Getting Help & Contacting Support for instructions on locating your Brand Administrator’s contact information.
• Account Deletion: Here, you’ll see information about deleting your account which is specific to your account type. See the Deleting Users Accounts page for more on what happens when an account is deleted.

Email Preferences

You can subscribe or unsubscribe to various XM Success email communications in the Email Preferences section. These preferences are based on the email address associated with the account you used to log into the Customer Success Hub.

• Personalized learning: Curated resources, tools, and recommendations to help you utilize Qualtrics.
• News and updates: Product updates, announcements, customer stories, newsletters, and more.
• Customer events: Invitations to expert-led events covering product training, customer stories, and best practices.
• Operational updates: Important updates and information related to your account.
  Qtip: This category is only available to Brand Administrators. You cannot unsubscribe to operational updates due to the critical nature of these emails.

After changing your preferences, be sure to click the Save button. It may take up to 24 hours for your changes to be reflected.

You can change these same preferences by clicking Manage subscriptions at the bottom of any email from “xm-success@qualtrics.com” or “onboarding@qualtrics.com.” Your changes will be reflected in your Customer Success Hub.

Qtip: Notifications for the Qualtrics product, XM Community, and XM Basecamp are managed on their respective platforms. Use the links at the bottom of the page to quickly navigate to your desired platform.

Billing Details

Billing Details is a section of the Profile page where you can reach out if you have questions about your quote or invoice, or view privacy and security documentation.

Questions about your quote or invoice

If you have questions about payment, billing, or renewal inquiries, click Contact Us on the Billing Contact page.

The requests submitted through this form are only supported in English. For quote and invoice support in other languages, reach out to your Account Team.

Security & Privacy Documentation

At the bottom of the page, you’ll see security and privacy documentation. Here you’ll find links to resources that can be helpful to your renewal, such as the Qualtrics Terms of Service, Privacy Policy, and more.

Primary and Billing Contacts

You can set the main contacts in your organization that should receive important billing information and invoices for your Qualtrics license. Any changes you make here will be immediately applied to the next upcoming contract renewal for your organization.

1. Open your profile.
   
2. Select Billing Details.
   
3. Click Edit under one of the following contacts:
   • Primary Contact: The business owner of your organization’s Qualtrics contract. This person will receive renewal notifications, quotes, and contract changes.
   • Billing Contact: Where you’d like your invoices sent. This can be the same person as your primary contact.
     Qtip: For example, if you have an automated inbox where you send all invoices for accounts payable, you can add it as the billing contact. You will still need to fill out an approximate first and last name, such as “Account Payable” or “Invoice Inbox.”
4. Click Save when you’re finished.
   
   Qtip: First name, last name, and email address are required before you can save changes.
5. In the bottom-right of each contact, you’ll see when each contact was last updated. If there’s no information here, billing details have not been updated since the last renewal.

Connected Accounts

• XM Community Account: Here, you’ll see information about your XM Community account, such as your username, rank, when you created your account, and the total number of topics you’ve participated in.
• XM Basecamp Certifications: Here, you’ll see information about any XM Basecamp Certifications you have in progress or completed. You’ll be able to view dates they were completed and click the link to view your certificate.
  Attention: If you are a FedRAMP user, your XM Community and XM Basecamp will not appear on your profile, but you can still access both as you normally would.