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Embedding Dashboard Widgets in Third Party Software

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About Embedding Dashboard Widgets in Third Party Software

Have you ever wanted to view Qualtrics data while using a third party software? You can embed your dashboard widgets in certain software to view experience data in your daily workstreams.

Example: Let’s say you send your accounts a yearly satisfaction survey. You can embed a widget showing your account’s experience data in Salesforce to help you make decisions about the account, such as trying to upsell based on their experience using your product.

Once a widget is embedded, you can click View details at the bottom of the widget to be brought back to the Qualtrics platform to view the original dashboard.
a dashboard embedded in ServiceNow with the view details link at the bottom of the widget

Attention: Each third party app user who views embedded widgets will be counted as a user against your Qualtrics license.

Compatible Software

At this time, you can embed your dashboard widgets in:

We are working on integrating Qualtrics widgets with additional software. You can subscribe to weekly product release notes on the XM Community to receive a notification when additional software becomes compatible.

Steps to Complete in Qualtrics

Before you can embed your widget in third party software, you must retrieve the code for your widget from Qualtrics.

To retrieve the widget code, you must have editing access for the dashboard containing the widget. If you have dashboard editing access and do not see the option to retrieve the widget code, contact your Qualtrics Account Executive to see if this feature is included in your license.

  1. Navigate to the dashboard containing the widget you want to embed in Salesforce.
  2. Click Edit Page.
  3. Click the three dots in the top right corner of the widget.
    Shows clicking on 3 dots in upper right hand corner of the widget and selecting "Embed widget"
  4. Select Embed widget.
  5. If you want your widget to automatically filter based on the record page it is on, select the field from your dashboard that should act as the filter. This step is optional.
    Shows steps to add data filter, copy code, and save

    Example: For example, you add the widget to an Account record page, and you want the widget to automatically filter by Salesforce Account ID so that the widget only displays data relevant to the account you’re viewing. You have this information saved in the externalReferenceId field in Qualtrics, so you select this field as the filter.
  6. Click Copy code.
  7. Click Save.

Next, you’ll add the widget code to your third party software to embed the widget. See the below sections for more information on how to accomplish this in compatible software.

Attention: To view the widget embedded in a third party software, you must have access to the dashboard.

Salesforce

Adding the widget to Salesforce must be completed by a Salesforce administrator. If you retrieved the widget code but are not a Salesforce administrator for your organization, send the copied widget code to your administrator so they can complete the setup.

  1. While editing a record page, select the QualtricsWidget component and drag and drop the widget to where you’d like it to be on the page.
    adding the widget to the page and entering the widget code before saving
  2. Paste the widget code you copied earlier into the Widget Code box.
  3. If the widget is being filtered by a field, select the Salesforce field that corresponds to the field you selected in Qualtrics.
  4. Click Save.

ServiceNow

Adding the widget to ServiceNow must be completed by a ServiceNow administrator. If you retrieved the widget code but are not a ServiceNow administrator for your organization, send the copied widget code to your administrator so they can complete the setup.

Qtip: For more info about using the ServiceNow UI builder see this ServiceNow support page.

Before performing the steps below, make sure to download the Qualtrics app from the ServiceNow store.

  1. In ServiceNow, navigate to the UI Builder.
    going to the UI builder in ServiceNow
  2. Open the page you want to add the widget to, or create a new page.
  3. Click the plus sign ( + ) to add a new component.
    adding the Qualtrics widget to the page
  4. Search for Qualtrics.
  5. Add the Qualtrics XM Embed Dashboard Widget.
  6. Paste the widget code you copied earlier in the Widget Embed Code box.
    adding the widget code and choosing the servicenow field to filter by
  7. If you selected a field to filter the widget by, choose the corresponding ServiceNow field for the Filter Value.
    Example: We want to show a representative their CSAT score. The widget is filtered by “Agent Last Name” in Qualtrics. To complete the setup, we chose the “@context.session.user.lastName” field from ServiceNow.