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Customer Journey Optimizer
XM Discover
Qualtrics Social Connect

Navigating Designer

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About Navigating Designer

This page covers how to navigate between the major tabs and components of the Designer interface.

To access Designer, click the navigation menu in the top left corner when logged in to Studio. Then, choose Designer. If you have access to multiple accounts, choose the account you want to manage.

Projects List

The projects list contains all of your projects. To access the projects list, click the Qualtrics XM logo in the top left corner after logging in to Designer.

Then, click on the project you want to access or manage. You can then navigate to the other sections within Designer.

Navigation Toolbar

Once you’ve selected a project, a navigation toolbar will appear in the top right corner to help you navigate to key areas in Designer.

From left to right, the options in this toolbar include:

Use the dropdown menu to switch between projects.
Perform an ad hoc search of customer feedback for certain keywords.
View notifications that require your attention.
Manage global filters.
Switch to Studio, manage user preferences, access help and product information, or log out of Designer.

Report Tab

You can create ad hoc reports in the Report tab.

Alerts Tab

You can configure alert settings in the Alerts tab to be notified when certain events happen in your project.

Dataflows Tab

You can view the status of dataflow actions, such as exporting data or importing new data, in the Dataflows tab.

Categorize Tab

You can view your uploaded data and build a category model in the Categorize tab.

Sentiment Tab

You can fine tune the sentiment for your project in the Sentiment tab.

Admin Tab

If you are an account administrator, you can manage your projects, users, and accounts in the Admin tab.

Viewing Your Support History

After logging into your Customer Success Hub, you can view your past support ticket history, including transcripts of your interactions with support and any connected escalations, and reply directly to email tickets you’ve submitted. If you are a Brand Administrator, you can also view the support tickets for your entire brand from this page.

Navigating 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.

Navigating the Intercepts Ta...

The Intercepts tab is where you generate intercepts. Before you can get started, it helps to get familiar with how this tab is organized.

XM Discover Terms from A to ...

Here you can find an organized guide of XM Discover features and frequently searched terms and phrases. Use this guide to browse the various features available and to get to the correct support page.

Time Between Ticket Statuses

The longer a call center representative ignores a ticket, the longer the customer goes without a solution, and the more likely that the customers will be (justifiably) upset. Therefore, it can be incredibly important to a close-the-loop program that there are report-outs on the time taken to resolve a ticket. In Qualtrics, you can report on the time between various ticket statuses, gaining insight into the time it takes your team to take action on or resolve issues.

Projects Basic Overview (Des...

A project brings together related data for analysis, including customer feedback, category models, and sentiment settings. A good way to think of a project is as a comprehensive collection of data and metadata that you want to analyze together.