Navigating the Settings Tab

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About the Settings Tab

The Settings tab is where you can modify general project settings, intercept settings, and session replay settings. Before you get started, it helps to get familiar with how this tab is organized.

General Section

The General section is where you can edit general settings for your project. Here you can enable Customer Journey Optimizer, view the project ID, and view your brand ID. After making any changes, make sure to click Save or Apply and activate to save any changes you’ve made.

Customer Journey Optimizer

If you plan on using your Web / App Insights project as an inbound connector in the Customer Journey Optimizer, enable the Collect web analytics data for journeys setting.

IDs

This section displays the Project ID of your Website / App Insights project as well as your Brand ID. These IDs are read-only, but can be copied if you want to share them.

Intercepts Section

The Intercepts section is where you can edit intercept settings for your project. Here you can test unpublished changes, add approvers for intercepts and creatives, configure browser storage settings, and more. See Intercepts Section for more information.

Session Replay Section

The Session Replay section is where you can enable and configure session replay for your project. See Session Replay Section for more information.

Edit Creative Section

If you're using one of the other creative types and generated a new creative or clicked an old creative, you will be directed to the Edit section.

Session Replay Section

Session replay reconstructs how a user experiences your website, allowing you and your team to understand where any user frustration is happening so you can quickly and effectively improve the digital customer experience. You can enable it in the Session Replay section of the Settings tab for your Website Insights project. This section also contains several options you can adjust before enabling.

Creative Options Section

The Options section is reserved for animation effects, position on the webpage, and other options that will make your creative pop.

Configuring Organization SSO...

As a Brand Administrator, you have the ability to create and manage your SAML and OAuth 2.0 Single Sign-On (SSO) connections. You’ll be able to add new connections, update certificates on existing connections, modify settings such as Just In Time provisioning, and more. These connections can be used to manage how users in your organization log into their Qualtrics accounts and what survey authentication options are available. To get started:

Text iQ-Powered Survey Flows

As respondents provide open feedback on your survey, Qualtrics can assess the sentiment of the response, topics used in the response, and the sentiment of those particular topics. Once these calculations are made, you can use branch logic to send respondents to different paths in the survey depending on the sentiment or topics present in their response.

Intercept Options Section

Each intercept you create will have a set of general display options found by clicking the Options section. These options include Sampling, Repeated display prevention, and Randomization.

Navigating the Settings Tab

About the Settings Tab

General Section

Customer Journey Optimizer

IDs

Intercepts Section

Session Replay Section

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