Experience Management
Platform Updates

Collection & Conversations

SMS Reminders & Thank You Messages

Last modified: October 3, 2018

SMS reminders & thank you messages enable clients to send out reminder messages following an SMS distribution and thank you messages following a survey response.

Custom DKIM Signature

Last modified: October 3, 2018

Qualtrics will sign emails using a custom DKIM signature per organization to verify for recipients that emails coming from our servers using non-Qualtrics domains haven’t been spoofed, improving email deliverability.

AutoAdvance

Last modified: September 3, 2018

This allows users to automatically advance to next question and focus on the question while blurring the other questions on the page.

Contact Import + Distribution Automation

Last modified: September 3, 2018

Enables research programs to be streamlined through participant data import and survey distributions automation.

ExpertReview

Last modified: July 18, 2018

ExpertReview, powered by iQ, is like having a Ph.D research methodologist on-staff to personally review every research question and project. It automatically predicts if you’re at risk of poor response rates or low data quality, scores your research project, and offers professional recommendations to improve the research quality.

It harnesses the power of data to predict how likely will users drop off, straight line, or become disengaged while taking the survey. Based on these predictions, it recommends optimizations to your survey. For example, it will recommend the optimal number of text entry questions you should have in your survey or the number of choices you should stay below to ensure high completion rates.

It will also flag potential errors such as incorrect logic or incorrect usage of piped text and tell you how to fix it. This avoids costly errors that would have resulted in multiple support calls at best and invalid data at worst.

Lastly, it also checks for whether the survey meets certain industry requirements such as WCAG Accessibility compliance. It will recommend changes so you can ensure the survey meets those standards. While acting on those recommendations would help improve the quality of the data, it is designed to be a recommended and not obstruct your regular workflow. You can always choose to ignore recommendations and launch the survey at any point you like. ExpertReview is your digital research assistant that’s available when you need it! You can find additional information on the Qualtrics support site.

Expert quality score
Expert recommendations

Survey Versioning and Publishing

Last modified: July 11, 2018


Survey Versions allow you to save multiple iterations of your survey. You can preview or even restore old versions of your survey at your convenience. Publishing enables greater control over response data quality, as it is now possible for users to control the timing of publishing new versions of a survey.

Publishing a New Survey

When you publish a survey, it’ll be a little different if your survey is active and open to responses than if it is new. If your survey is new, the first time you publish will also activate a survey.

1. When you are ready to save your changes and present them to your respondents, click Publish.

Publish survey

2. Read the description and note that your survey is about to be activated. This means you will have to press publish after making changes, or else the active survey will look like the last published version.

Publish description

3. In addition to publishing your survey, you are saving a new version of it. Add a Description of the changes you’ve made. This can be whatever you like. Dates will automatically be stored with the version, so don’t worry about adding date labels.

4. Click Publish.

Your survey has now been activated! On this window is the Anonymous Link. Learn more about how this link functions in the linked support page.

Survey activated

Publishing Changes to Active Surveys

Sometimes after sending your survey out, you’ll notice you need to fix something, or that there’s some important content you left out. If you edit your survey after it has been distributed, the changes will not go live until you publish the survey. This allows you to carefully review all of your changes before your participants see them.


Click the Publish button when you decide that you want the edits you made to be pushed to the active survey.

The publication status will appear to inform you which version of the survey you are currently viewing. Here, it says Published.

Publication status

Saving vs. Publishing

Your changes are always saved automatically in Qualtrics, and they work exactly as explained in the Automatic vs. Manual Saving support page. Publishing just determines when your respondents see your saved changes.

Mobile App Feedback Support for "Survey Has Been Taken"

Last modified: July 11, 2018

Qualtrics has added functionality to the Mobile In-app SDK to allow users to show intercepts depending on whether the app visitor has or has not seen a specific survey. With this feature, users can add intercept targeting logic to ensure that an app visitor who has already taken a specific survey will not be shown the survey prompt intercept again.

Note: To use this feature, please ensure that you update to using the SDK version 1.2 for Android or iOS.

Survey has been taken

Distribution Reporting for Salesforce Distributions

Last modified: July 11, 2018

Distribution reporting on CX dashboards will include distributions done via Salesforce.

WCAG AA Web Accessibility

Last modified: July 11, 2018


The Qualtrics survey platform is now certified by WebAIM.org, a third-party authority in web accessibility. This is important for any commercial, academic and federal organization whose survey takers may have hearing, vision, motor or cognitive disabilities. Qualtrics is now the only leading survey platform that is WCAG AA certified.

Survey Creation APIs for Solutions and Conjoint Teams

Last modified: July 11, 2018

Enables Solutions and Conjoint Teams to create questions, surveys logic and experience blocks to build solutions.

Headless Conversational APIs for Surveys

Last modified: July 11, 2018

APIs for enabling conversational interfaces, like messenger bots, to collect feedback using Qualtrics surveys.

Mobile In-App SDK

Last modified: June 5, 2018


Qualtrics has released the mobile app SDK, available for iOS and Android platforms, which enables users to quickly and easily build branded customer feedback experiences that originate directly from their own mobile app. Along with the SDK, the intercept authoring portal has also been updated to enable creation of mobile app-specific intercepts.


Mobile app SDK
Mobile app intercept

My Tasks List for Survey Projects

Last modified: May 2, 2018

Newly created survey projects will feature a “My Tasks” list to guide users through the steps to complete the project from survey setup through distributions and viewing results. The task list is especially useful for users new to Qualtrics to learn the steps needed to launch a successful survey but is also valuable as a checklist for experienced users to ensure they have not forgotten to do something.

System events will automatically mark steps as complete (e.g., activating a survey for distribution will complete the “Distribute Survey” step), and users can also manually mark steps as complete or incomplete. This flexibility gives users the power to ensure the task list always presents a valid snapshot of the current state of their projects. Click here to learn more about how to use this feature.

My tasks

The task list is available for survey projects only at this time. If desired, users can dismiss the task list by hiding it when it is no longer necessary, or reopen it at a later date when it becomes useful again.

Dashboard Response Count Thresholds

Last modified: April 4, 2018


Qualtrics now allows setting thresholds on widgets or at the page level on CX dashboards, to hide data if the number of responses does not meet a minimum value. This is particularly useful to maintain responder privacy when using filters or when looking at team rankings to avoid seeing folks with too few responses to consider a representative score. The threshold can be applied at the page or widget level.


Response count threshold
Widget response count threshold

Website Feedback Integration into the XM Platform

Last modified: April 4, 2018


Qualtrics has released a deeper integration of their Website Feedback offering (formerly Site Intercept) with the Experience Management (XM) platform. Digital Managers and Researchers can now create rich, targeted intercepts using the same consistent user interface as that used for authoring surveys, creating dashboards and performing experience data analysis. Additionally, new users will benefit from a first run experience to get up and running with digital intercepts.

Note: Existing customers of Site Intercept will be moved to the new UI in a phased manner. Please contact your Client Success representative if you would like to be moved to the new UI sooner.

Website Feedback UI

Survey Collaboration

Last modified: February 7, 2018


Qualtrics now provides a Collaborate option in the Survey Editor through which users can easily share the survey with any other user or group in their brand. Additionally, if the user wants, she can also share the other modules, such as Distribution, Results, and Contacts with her colleagues through the “Collaborate” option in the Survey Editor.

Our studies have shown that our users are already finding this feature extremely useful! They are 77% more likely to collaborate on the survey and ask for feedback from their peers, and 50% more peers are being asked to provide feedback on a survey before it is launched.

Collaborate survey editor

View Edited Responses

Last modified: February 7, 2018

Responses edited through the Data tool are now available in the single response report. Data that’s edited live in the Qualtrics administrative tools can now be accessed in any single response report.

Online Samples

Last modified: February 6, 2018

Customers can now purchase respondents (general population, US) for their survey by using a credit card.

Online Review Monitoring

Last modified: January 3, 2018

A business can track its online reputation on various online social review sites across its physical or online locations in a CX Dashboard.

Next Generation Reports

Last modified: January 3, 2018

Qualtrics unveils the next generation of data visualization and insight sharing to all Experience Management users. Editors can control report layouts, tweak individual visualizations, add data from additional studies, update the report’s look and feel, and add text, images, or other branding elements to increase the report’s effectiveness. Click here to view support documentation on this feature.

Next gen reporting

New Logic Statements Pre-Populate

Last modified: January 3, 2018

The first logic statement in logic will continue to work as it has in the past (blank). Now when you add a new statement in display logic or branch logic, it will pre-populate with the values from the previous statement which you can then easily adjust.

Auto-Number Skip Custom Export Tags

Last modified: January 3, 2018

This option will allow users to auto-number questions but skip any questions that have a custom tag (i.e. tags that don’t match Qualtrics’ default formats).


Skip export tags

Logic Support for True|False Condition

Last modified: January 3, 2018

Have you ever had to set up condition that was always false to hide an old question choice? Soon you will be able to apply a simple boolean condition to make logic always true or always false without messing around with random embedded data fields.

True false logic

Link to Survey Flow from Block Options

Last modified: January 3, 2018

Selecting “View Block in Survey Flow” will open up the Survey Flow Editor and navigate the user to the specified block.

View block survey flow

Search and Select Embedded Data

Last modified: January 3, 2018

Users now have the ability to search and select any Embedded Data set in the Survey Flow from the Display Logic and Piped Text menus.

Click here to view support documentation on this feature.


Select embedded data

Survey Flow Editor Remembers Scroll Position

Last modified: January 3, 2018

Now when you enter the Survey Flow, you will be automatically navigated to the last Survey Flow element you were working on the last time the Survey Flow was accessed.

Survey Question Editor Remembers Scroll Position

Last modified: January 3, 2018

As you navigate out of the Survey Flow, you are now navigated to the part of the page you were on before accessing the Survey Flow.

Sticky Header in Survey Question Editor

Last modified: January 3, 2018

As you scroll down on long surveys, the header will now stay at the top of the page leaving all menus available without having to scroll to the top of the page.

Sticky header question editor

Survey Flow Integrated UX

Last modified: January 3, 2018


The key area Qualtrics has innovated on is to integrate the survey flow which houses the complex logic in the surveys with the survey editor. Key benefits are:


  1. Avoid Context Switch: Like any programming language, survey programming involves going back and forth between the survey logic and the survey editor. This switch often results in loss of context, wasting valuable time for the survey programmer. This waste is eliminated.
  2. Reuse: Like global variables in survey code programming, Embedded Data variables and the logic associated with it is called multiple times in the survey. Survey programmers can now easily view these from a drop down or with a simple click.

Reusable Choice List in Survey Creation

Last modified: November 1, 2017

The Survey editor will support a master list of choices. Any choice based question can reference the choices from this master list. This feature is very helpful for Brand related studies that ask for feedback on a large set of choices (e.g. satisfaction and competitive analysis on various automotive brands)

Public Quota Dashboards

Last modified: September 6, 2017

Users can access publicly-accessible, elegant dashboards that report on the status of the quotas for a survey.

Professional Design Templates

Last modified: September 6, 2017

We are launching a survey theme template. This is vetted by Qualtrics industry experts for high data quality and user engagement.

Offline App Enhancement

Last modified: September 6, 2017

Enhancements to our offline app includes several new features including the ability to manage panel members and launch surveys to specific members in addition to several reporting improvements.

Analysis & Decisions

Reports: Conditional Visualization Display

Last modified: October 3, 2018

Selectively suppress visualizations in reports based on custom rules defined for each visualization. Hide charts and tables based on the number of records included or any metric-based filter criteria such as mean, max, min, or the sum of any numeric field.Conditional visualization displayConditional visualization display logic

New Dashboards Look and Feel

Last modified: October 3, 2018

Completely redesigned dashboards for CX and EX. Qualtrics’ new dashboards strike the perfect balance of being powerful and flexible while maintaining elegance and simplicity.Dashboards look and feel

New Data Mapper and Datasets in Customer Experience Dashboards

Last modified: October 3, 2018

A new, more delightful and performant experience for combining multiple surveys, blended with Operational Data, into a single dataset for Customer Experience dashboards, analysis, and reporting.Data mapper datasets

Email Private Pages from CX Dashboards

Last modified: October 3, 2018

CX Dashboard users who create private sandbox dashboard pages can now email these pages out to themselves or others for even greater data sharing and transparency.Email private pages

V2 Distribution Reporting

Last modified: October 3, 2018

Enhanced reporting and statistics on all communications: additional reporting fields, with support for customer-defined embedded data fields.

Reports: Configurable Table Styles

Last modified: September 3, 2018

To give Report creators even better control over table display, a Styles tab has been added to each table visualization. Now in addition to global control over table styles, Report creators can optionally override global styles for the table header and body per table visualization.

Reports table styles

XM Mobile

Last modified: September 3, 2018

A mobile app that can be used to view Dashboards for a user's CX or EX program.

Reports: Conditional Widget Display

Last modified: August 1, 2018

Report creators can now choose to display or suppress widgets based the number of responses included in the widget. This gives each report creator the ability to suppress widgets that have incomplete, confusing, or insignificant numbers of records so that every report viewer sees a clean and clear view of the data presented.
Conditional display logic

Reports: Rolling Metrics

Last modified: August 1, 2018

Reports adds the ability to calculate rolling averages over their data. Rolling averages are a great way to smooth short-term fluctuations in data and see more general long term trends.
Rolling average chart

Rolling average

Reports: Font Options

Last modified: August 1, 2018

Reports are storytelling and need to reflect the brand style of the data being presented. Reports now contains a full font library of 38 styles to give every report creator more flexibility than ever before to customize each report.

Reports: Blank Space and Divider Widgets

Last modified: August 1, 2018

Reports adds a new line and spacer widgets for more custom and flexible layouts. Now report creators can add blank space, horizontal, and vertical lines easily to their reports.
Spacer widget

Divider type

Reports: Saved Filters

Last modified: August 1, 2018

To make Reports even easier to use, Qualtrics introduces the ability to create and save filters to re-use throughout Research Core. Rather than re-creating filters to switch between frequently used data views, save a filter once and use it throughout the platform - in Data Processing, Results, and now in Reports.Saved filtersCreate saved filterSelect saved filter

Reports: Denominator Choice for Multi-Select Fields

Last modified: August 1, 2018

For multi-select questions, many users prefer to report percent-based metrics based on the number of total selections made, some prefer to report based on the number of respondents who answered the question. Now Reports users can choose whichever denominator is best for any situation as well as show percentages alongside data points. This feature is also available as a report setting.
Total count selection

Conjoint Analysis (Self Service)

Last modified: August 1, 2018

A self-service tool that can be used to conduct Choice Based Conjoint analysis.

Reports: Row/Column Total Controls

Last modified: August 1, 2018

Since different data wants to be reported different ways, Reports users can now enable totals and choose between row or column totals in Data Tables. This feature is also available as a report setting.
Show totals control

Saved Filters on CX Dashboards

Last modified: August 1, 2018

To make CX dashboards even easier to use, Qualtrics introduces the ability to save commonly used filters, so users can quickly see the data they are most interested in.

Text iQ in EX

Last modified: August 1, 2018

Qualtrics EX users can now analyze open text responses at scale by leveraging TextiQ. Topic tagging and sentiment analysis will allow users to see what their employees are saying and how they feel. TextiQ data can also be mapped into dashboards, to view TextiQ data alongside response data and share results out widely to managers.Text iQ in EX

EX Dashboard Widget Export Improvements

Last modified: August 1, 2018

Export EX dashboard widgets for further analysis and reporting. The following widgets are now supported for export via CSV or TSV files: Gauge Chart, Pie Chart, Simple Chart, Number Chart, Simple Table, and Key Driver - Plot.

Text iQ Next Gen Preview

Last modified: June 5, 2018

The next generation of the Qualtrics Text iQ tool is now available in Preview for all Text iQ users. Users can opt in and out of the preview experience at will, and new features will be added until the experience is complete. Features in the initial preview include and updated look and feel in the comment list for easier reading, the first release of topic hierarchies in Text iQ, and the ability to add additional fields to the comment list for a richer at-a-glance record view.

Text iQ Preview

Denominator Choice for Multi-Select Fields

Last modified: May 2, 2018

For multi-select questions, many users prefer to report percent-based metrics based on the number of total selections made, some prefer to report based on the number of respondents who answered the question. Now Reports users can choose whichever denominator is best for any situation as well as show percentages alongside data points. This feature is also available as a report setting.

Reporting multi-select denominator

Row/Column Total Controls

Last modified: May 2, 2018

Since different data wants to be reported different ways, Reports users can now enable totals and choose between row or column totals in Data Tables. This feature is also available as a report setting.

Reporting total controls

Images from Libraries

Last modified: May 2, 2018

Images can now be added from a user’s personal or brand-level library to any report. Click here to learn more about how to use this feature.

Reporting insert image

Dynamic Piped Text for Reports

Last modified: May 2, 2018

Piped Text reduces repeatable reporting tasks such as inserting question text or total number of respondents directly from the source project. Instead of inserting elements that otherwise need to be re-inserted or updated every reporting cycle into a new report, the report creator can easily insert a variable to represent the data then use the variable in place of the element in the report. Click here to learn more about how to use this feature.

Reporting piped text

Text iQ Larger Dataset Support

Last modified: May 2, 2018

These improvements to Text Tools responsiveness are now available to Basic Text clients as well as all Text iQ clients. In the past, topic changes were made and applied each time a single topic was updated, resulting in frustrating delays between completing one change and starting another. Now Text iQ includes a new layer between the Text iQ UI and the phase where responses are updated with topic changes so that a large number of changes can be immediately made in the Text UI and then applied as one big batch to responses.

Batch changes

Improved PDF Exports

Last modified: April 4, 2018

Everyone exporting a Results Report to PDF to print, email, or share it now has a dramatically improved export experience. PDF exports are now cleaner and more attractive, and generating those reports in Qualtrics is more reliable than ever before.

Text iQ Sentiment Analysis Update

Last modified: April 4, 2018

Qualtrics is committed to always expanding and improving every part of Text iQ, from the visualizations to the topic model, to the accuracy and reliability of Sentiment Analysis. Today, Qualtrics is proud to announce a major update to its Sentiment Analysis engine. We have added a new neural network-based classifier to the lexicon-based classifier already in Text iQ. Text iQ automatically chooses the classifier that gives the highest confidence sentiment score, resulting in an accuracy increase of up to 23%. Qualtrics Text iQ now performs better than any benchmarked competitor in the sentiment analysis of Qualtrics-collected English-language.


Dynamic Filters

Last modified: April 4, 2018

Qualtrics now enables dynamic filters on dashboards. Users rarely use a single filter on their data and in the past users had no idea what filter options would result in no data due to other filters applied on the page. Now when using filters, there is clear demarcation in the options that do have data available, vs. those that do not.

Dynamic filter

Stats iQ Automatic Sampling of Large Datasets

Last modified: March 5, 2018

Analyses of large datasets can take a long time. Stats iQ now automatically samples large datasets on the fly to reduce analysis weight times.

For example, an analysis in a dataset of 1M rows might be sampled down to only 50K rows. It will complete much faster, and in the vast majority of cases the statistical finding will be the same as if the full dataset had been used.

Users will have the ability to change the sample size or turn off sampling entirely in a given card or across the entire dataset.

Learn more in the sampling section of our support pages.

Automatic sampling

Text iQ Numeric Sentiment Update

Last modified: March 5, 2018

To make reporting on sentiment analysis even easier and more flexible, Qualtrics adds two new numeric fields for Sentiment Analysis that can be acted and reported on in Results, Reports, and Dashboards. This allows users of Qualtrics reporting to more easily report on certain metrics, such as mean and distribution, driver/correlation analysis, top/bottom box, and other numeric calculations.

Numeric sentiment

Static Response Weighting for Dashboards

Last modified: March 5, 2018

Users now have more choices for Qualtrics response weighting. Users can choose dynamic weights, which are calculated on-the-fly to make sure that the weights meet the desired proportions (legacy functionality) or specify a static weighting value for each population they want to weight. This new option, Static Weighting, will not be recalculated by Qualtrics. For more information on response weighting, see this help article.

Static response weighting

Reports Response Weighting

Last modified: February 7, 2018

If Response Weighting has been configured for a project in the Data & Analysis tools, reports will now optionally show weighted metrics. Use Settings to turn weighting off or on for the entire report, and add or remove weighting from individual visualizations in that visualizations’ options. Click here to view support documentation on this feature.

Passcode-Protected Public Reports

Last modified: February 7, 2018

For reports that benefit from public sharing but need a little extra protection, Reports now offers optional passcode protection on public report links. Specify the unique passcode for a shared report and Qualtrics will require the viewer to enter the passcode before they can view that public report. Click here to view support documentation on this feature.

Passcode protected public reports

User-Specific Report Preferences

Last modified: February 7, 2018

Report creators can now save and apply their own personal report style defaults to every report they create. Rather than applying default settings per report, the report creator’s settings will be automatically applied to each report created, and can then be customized per report or per visualization. Default setting include color palettes, decimal precision, spacing preferences, default visualizations, and more. Click here to view support documentation on this feature.

User specific report settings

Copy Dashboards within Employee Experience Projects

Last modified: February 7, 2018

Now with a single click you can create a copy of your entire dashboard within your Employee Engagement projects. Previously users had no way to copy dashboards within an existing project and were required to build unique dashboards. This new feature empowers you to simply navigate to the dashboard you would like to duplicate and choose the “Copy dashboard” option from the dashboard menu. By clicking this button, Qualtrics will create an exact copy of that dashboard with all of the same pages, layouts, and content. Click here to view support documentation on this feature.

Copy EX dashboards

Number Chart Allows Comparison to Previous Time Period

Last modified: February 7, 2018

Number Charts allow comparing results to a previous time period so users can quickly determine if performance is declining or improving. It respects the page page filters as well so users can explore different time periods. Click here to view support documentation on this feature.

Number chart page filter

CSV Upload for External Data or Benchmarks

Last modified: February 7, 2018

Qualtrics now allows uploading external data directly through a .csv in the fieldset. So when users need to bring in external data (e.g. benchmarks) to supplement data collected in the survey, it’s now easier than ever. No need to create a fake survey to import the data, just import it to the fieldset directly. Click here to view support documentation on this feature.

CSV upload

Text iQ Speed Enhancements

Last modified: January 3, 2018

These improvements to Text iQ responsiveness help all Text iQ clients but are especially designed to make the UI for Text iQ snappier for analyzing 100k-10MM responses. In the past, topic changes were made and applied each time a single topic was updated, resulting in frustrating delays of moments up to hours between edits for very large response sets. Now Text iQ includes a new layer between the Text iQ UI and the phase where responses are updated with topic changes so that a large number of changes can be immediately made in the Text UI and then applied as one big batch to responses.

Apply changes

Text iQ Extended Query Operators

Last modified: January 3, 2018

For even more control over the scope of every text analysis topic, all Text iQ users will be able to use "near", search phrases, and exact search phrases in topic queries. In addition to the existing “and”, “or”, and “not” operators in queries, the order and proximity of text between operators will be considered. In addition, these order and proximity restrictions can be softened using the near operator, “~#”, where # is a number between 0 and 99. Furthermore, results can be narrowed by exact match searches using double quotes. All new operators can be combined with the existing query options. Click here to view support documentation on this feature.

Extended query parameters

Upgraded Import Capability

Last modified: September 6, 2017

This new importer is a more flexible, responsive, intuitive way to import responses into Qualtrics surveys than previous versions.

Employee Engagement and Employee Pulse Integration into the XM Platform

Last modified: August 16, 2017

With Employee Engagement and Pulse project types integrated into the XM platform, EE and Pulse users gain access to a newly updated user interface and various feature upgrades including survey library access, expanded survey options, and the ability to localize admin views and dashboards into any language.

XM Reporting Enhancement

Last modified: August 16, 2017

The next generation of data visualization and insight sharing. Editors can control report layouts, tweak individual visualizations, add data from additional studies, update the report’s look and feel, and add text, images, or other branding elements to increase the report’s effectiveness.

Static Response Weighting for Reports

Last modified: March 5, 2017


Users now have more choices for Qualtrics response weighting. Users can choose dynamic weights, which are calculated on-the-fly to make sure that the weights meet the desired proportions (legacy functionality) or specify a static weighting value for each population they want to weight. This new option, Static Weighting, will not be recalculated by Qualtrics. For more information on response weighting, see this help article.

Static response weighting

Action & Improvements

Distribute Survey Task

Last modified: October 3, 2018

A new task type in the actions page that allows a user to configure a survey distribution to a single recipient based on the user selected event/trigger criteria.

Tickets Event

Last modified: September 3, 2018

Qualtrics user can set up an event trigger in Actions Page based on a ticketing event such as status change that meets a certain condition to perform a task (eg. send email, distribute survey).

Ticketing 2-Way Email Status Change

Last modified: August 1, 2018


For brands with 2-way email enabled: This functionality allows for ticket statuses to automatically be changed when an inbound email is received. This is useful for organizations that want to ensure tickets show up in an “active status” view when a ticket requires a response.Email status

Ticket Highlight Summary

Last modified: August 1, 2018


With Highlight Summaries, Qualtrics automatically shows ticketing users why the ticket is important to them and gives them critical information upfront. The summary provides users with the key information they need to know about why they are closing the loop with the customer.
Highlight summary
When creating a ticket task, there is now an optional section to pipe in a score and open text comment for a banner at the top tickets.
Ticket summary

Ticket Notifications - Turn On/Off by Brand

Last modified: August 1, 2018

Give brands more granular control of when email notifications are sent to their users.

Closed Loop Assignment Notification Settings

Last modified: August 1, 2018

Brand admins now have the ability to turn off all standard email notifications for ticket creation and reassignment. This allows for custom email notifications to be created for ticket creation and reassignment when using the “Email Task” in the same action as the ticket creation.Disable ticket notifications

Closed Loop Mobile App Email Support

Last modified: August 1, 2018

The Follow Up mobile app now supports closing the loop via email with customers. When emails are sent through the app, the email history is tracked and attached to the activity history. The app also now supports the 2-way email functionality if enabled for the brand.
Closed loop app email support

Recode Values for Ticket Reporting

Last modified: August 1, 2018

Recode values are now supported in Ticket Reporting fieldsets.The functionality is the same as the recode editors for CX dashboards - more information about this can be found on this support page.Recode editor

Ticket Forwarding

Last modified: August 1, 2018

Ticket Forwarding allows individual users to enable automatic ticket reassignment to another user when they are out of the office. This enables customers with time-sensitive closed-loop processes to ensure tickets do not get assigned to someone who may be out of the office, but rather get reassigned to someone available to follow up with customers.
Ticket forwarding
Individual users can enable forwarding by selecting “Ticket Forwarding” in the “Tools” menu on the ticketing application. The user will then see a bar at the top of their ticketing page indicating that their tickets are being sent to another user. By default, this feature is enabled for brands. Brand Admins can turn off the ability for their users to use this feature by selecting the option “Disabled Ticket Forwarding for Users” in the “Ticket Settings” menu under “Tools”.

CX Bulk User Management - User Directory

Last modified: July 11, 2018

Bulk user management for CX dashboards. Will add user directory in CX project that will allow bulk import and export of users and user metadata and supports search/filtering of users based on metadata. Will also include automatic role assignment and dashboard permissions management.

Recode Editor for Ticket Reporting Fieldsets

Last modified: July 11, 2018

Support for the recode editor for ticket reporting fieldsets.

Ticket Forwarding

Last modified: July 11, 2018

Allows users to automatically reassign tickets that are assigned to them to another user when they are not available to take new tickets.

Ticket Queues

Last modified: April 4, 2018

Creates a queue of tickets for large teams to use to allow assignment based on when a ticket operator is ready to work on a ticket.

Closed Loop Follow-Up Mobile App SSO Support

Last modified: April 4, 2018

The Qualtrics mobile app for Closed-Loop Follow-Up now supports SSO so users that are part of an enterprise license using single sign-on can now use the app. The app is available via the app store.

Mobile app sso

Disable Email for Closing the Loop

Last modified: April 4, 2018

While some customers use email to close the loop, others customers prefer to use phone calls only. Using the new setting in Closed Loop Follow-Up, brand admins can remove the “Send Email” button from their tickets, to customize the workflows to their organization’s needs.

Disable email closed loop

2-Way Email in Ticketing

Last modified: February 7, 2018

Qualtrics now allows customers to track entire email conversations through the ticketing product. Previously, users could send an initial email from the ticketing app, however, responses would come back to their regular email inbox. With this feature, email responses will go straight into the ticket so that the entire conversation is tracked in the ticket activity, including any attachments that the customer added to the email. Click here to view support documentation on this feature.

2-way ticketing
2-way ticketing email attachments

Salesforce Integration V2

Last modified: February 6, 2018

New Qualtrics clients interested in Qualtrics-Salesforce integration, can use Salesforce v2 integration which now has feature parity with v1 legacy integration

Email Task in Actions Page

Last modified: February 6, 2018

Any Qualtrics User can now use the new Email task in Actions Page to set up event-driven Emails.

Actions Reporting

Last modified: February 6, 2018

Actions Page users can now view information and metadata (eg: timestamp, duration and status) regarding each executed action. Filter this list based on an action name and a task status (only one at a time) or search for workflow executions using the event ID that triggered them to get basic reporting on my triggered Actions

Integrations

Updated Raw Data Export APIs for Research Core

Last modified: October 3, 2018

A new Response Export API that exposes the increased scale, new fields, and faster speed of the new export services available in the UI to integrations and other API use cases.

Salesforce Integration Improvements

Last modified: July 10, 2017

Salesforce Integration now allows users to enter embedded data directly instead of using the piped text format.

Salesforce integration embedded data

Salesforce Integration triggers can now handle anonymous link distributions.

Salesforce integration anonymous distributions

Predictive Intelligence Engine

Next-Gen Text iQ Preview Experience for Basic Text Users

Last modified: October 3, 2018

Basic Text users now have the ability to opt into the next-gen Basic Text experience. Features available in this release include:
  • Hierarchical Topics: Organize topics into parent groupings
  • Adding Fields to Record Grid: View other fields from a survey right next to the text being analyzing in the record grid
  • Sort Responses by Recorded Date
  • Default to Selected Question: After choosing a field to analyze, that question will be the default upon returning to Text iQ.
Text iQ preview for basic

Manual Topic Editing and Sweeper View for the New Text iQ

Last modified: September 3, 2018

Feature description: For ultimate precision control over topics, the Text iQ Preview experience now supports manual topic addition and removal. Use the full topic grid or sweeper experience in edit mode to manually add or remove any topic from any comment.

Manual topic editing

Topic Export and Import for the New Text iQ Preview Environment

Last modified: September 3, 2018

It’s now even easier to share Text iQ topic definitions between projects using Topic Export and Import. In the New Text iQ Preview, topic definitions can be exported from any field and then imported into any other field as a convenient starting point for analysis or an easy way to keep topic sets aligned across projects.

Topic export and import

EX - Text iQ Integration

Last modified: September 3, 2018

EX users now have access to Text iQ, Qualtrics’ advanced text and sentiment analytics features. Text iQ automatically uncovers open-text insights and identifies trending topics, allowing users to easily filter, analyze and share deep insights within their data.

Text iQ Next Gen Preview

Last modified: August 1, 2018

Qualtrics continues to deliver rapid updates to the next generation of the Text iQ tool. Users can opt in and out of the Preview experience at will, and features are consistently added to the Preview experience. Recently delivered features include:


  • Bubble Chart
  • Constellation Chart for Exploring Recommendations
  • Improved Recommendations Engine
  • Topic-level Sentiment
Bubble chart

Keyword chart

Stats iQ: Relative Weights Analysis

Last modified: July 11, 2018

Relative Weights Analysis gives a clear sense of which drivers have the greatest impact on an output, even if the input variables are highly correlated. The results of a Relative Weights Analysis will be added to the Stats iQ regression output.

Stats iQ: Workspace-level Privacy and Sharing Controls

Last modified: July 11, 2018

Currently in Stats iQ anyone with access to the project being analyzed can see any workspaces created. For large companies, this creates a too-long list of workspaces to choose from (and potentially interfere with accidentally). Workspaces will now be default private and only shared to collaborators when explicitly changed to shared.

Text iQ Extended Query Operators

Last modified: October 16, 2017

For even more control over the scope of every text analysis topic, Text iQ clients will be able to use "near" and exact search phrases.

Stats iQ: Sampling of Very Large Datasets

Last modified: October 16, 2017

This feature will allow Stats iQ to analyze very large datasets, even those that have tens of millions of rows. Very large datasets will be sampled down to more manageable numbers on the fly. Users will be able to decide whether they'd like to sample down to anywhere from 10,000 rows to 1,000,000.

EX - Stats iQ Integration

Last modified: September 6, 2017

EX users now have access to Stats iQ, Qualtrics’ built-in statistical analysis tool. StatsiQ automatically runs the right statistical tests and visualizations, translating results into simple language any can put into action. Additionally, Stats iQ easily produces predictive models so EX users can identify actions to prevent and shape the employee experience proactively.

Text iQ Speed Enhancements

Last modified: September 6, 2017

Improvements to Text iQ responsiveness that will help all Text clients but are especially designed to make the UI for Text iQ snappier for analyzing 100k-10MM text fields.

Platform Technology

iQ Directory - Profile & Timeline View

Last modified: October 3, 2018

The Profile and Timeline View enables iQ Directory users to visualize the profile data of individual contacts in the directory and their interactions over time.

iQ Directory - Multiple Directories

Last modified: October 3, 2018

With Multiple Directories, organizations can maintain multiple fully independent contact directories. This gives large enterprises the ability to control access from business unit to business unit.

Certified XM Solution for Employee Engagement

Last modified: October 3, 2018

EX project creators can now choose to start from an Employee Engagement template that will give them a preconfigured survey, dashboards and messaging for easier program setup.

EX Question Widget

Last modified: October 3, 2018

EX Dashboards will have a new "Questions List" widget.

EX Heatmap Widget

Last modified: October 3, 2018

EX Dashboards can now include Heatmap visualizations, which provide an efficient way to quickly identify high points and low points across the org or demographic groups.

On-demand Data Deletion

Last modified: September 3, 2018

A convenient way to delete personal data of an individual via UI or public API.

Group Flow Elements

Last modified: July 11, 2018

This feature enables better organization of Survey Logic.

Audit Service Public API

Last modified: July 11, 2018

A set of public API endpoints that allow administrators to retrieve details about activities recorded in the Audit Log.

Experience Management Platform-wide Login Service

Last modified: July 11, 2018

A single login service used for all elements of the Experience Management platform, so that login experience is the same and no user has to log in multiple times for multiple XM Products.

Third-Party FedRAMP Security Certification

Last modified: July 11, 2018

The Federal Risk and Authorization Management Program (FedRAMP) is a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. FedRAMP is commonly recognized as one of the most stringent security accreditations globally.

Data Filtering Service

Last modified: July 11, 2018

EX Projects now have an improved security model covering dashboards visible to users / roles.

Full 360 Product Integration into the XM Platform

Last modified: February 7, 2018


The Qualtrics 360 product is now completely integrated into the XM Platform. With the integration users can run their 360 programs along with all of the other Qualtrics solutions out of a single account. The entire interface has also been redesigned to provide a beautiful and delightful user experience throughout. For more details on the following improvements with the XM Platform integration please see the What’s New in 360 in XM page. Click here to view support documentation on this feature.

  • Brand new Participant Portal with improved user navigation and workflows
  • Fully localized admin interfaces
  • Survey and message libraries
  • Expanded survey options
  • End of survey options
  • Response viewer and editor
  • Project sharing and collaboration
360 XM integration

Search for User Roles

Last modified: February 7, 2018

When adding users to CX dashboards or managing roles, Qualtrics now allows searching through a list of roles to make it easy to find the role you are looking for. The list is also sorted alphabetically. Click here to view support documentation on this feature.

User role search

User role search 2

API OAuth for Non-Interactive Apps

Last modified: February 6, 2018

A Qualtrics Brand Admin can build a script to access the Public API with a secure token which expires and can be refreshed programmatically - as opposed to the current X-API-Token which doesn't get refreshed.

Website Feedback Accessibility Enhancements

Last modified: January 3, 2018

Qualtrics has added improved accessibility support for website feedback creatives. Visitors to websites with website feedback deployed, now have the ability to use keyboard-only navigation to interact with elements of a creative that is displayed when an intercept is triggered.

For example, on a PopOver creative, users can now use the Tab key to move between elements and use the Enter key to “click” elements of a creative (e.g., Submit Button, Cancel Button).

Beyond these updates, additional accessibility functionality can be achieved by following the HTML code samples provided here.

XM Navigation and Project Creation

Last modified: December 6, 2017

The Qualtrics Experience Management platform is now reflected in the projects list and create project workflows. Users can now see all their projects from every XM category clearly marked in one location. Most of the functionality on the projects list remains familiar, but with a refreshed look and feel.

XM projects

Creating a project now shows all of the projects users have access to by XM category. These include options to start from scratch (i.e., “blank” projects) or utilize a project template that provides a valuable starting point with a project ready for data collection. These templates can save users dozens of hours of setup time while providing expert solutions for common research use cases.

CX projects

Public API v3.14.5

Last modified: December 6, 2017

Public API v3.14.5 was released on November 17, 2017. This release included the following changes:

  • V3 Get Contacts Import should return contact information that failed to import after status = complete.
  • API create contact character limit (XM Platform Contacts) is no longer 6000 characters.

The public API v3.13.3 was released on October 31, 2017. This release included the following changes:

Public API v3.13.0

Last modified: November 1, 2017

Public API v3.13.0 was released on October 20, 2017. With this release, users can now get transaction data from the get transactions in a transaction batch api by using a query parameter of “withDetails”. Example Usage: https://api.qualtrics.com/docs/get-transactions-in-a-batch

Public API v3.12.0 was released on October 13, 2017. With this release, users can now insert embedded data into a survey flow from the API. Example Usage: https://api.qualtrics.com/docs/insert-embedded-data-fields

Additionally, the Email Task in Actions page got a few useful upgrades:

  • Ability to add multiple email addresses in the TO: field in Email task
  • Ability to send immediately or ‘send after’ x hours
  • Ability to view Source in the message box
Email task

Public API v3.11.0

Last modified: October 4, 2017

Public API v3.11.0 was released on October 03, 2017. With this release, users can now get contact email and response history at a directory and mailing list level.

The public API v3.10.0 was released on September 22, 2017. This release included the following changes:

  • A timezone parameter has been added to the create and update user API.
  • Brand permission data will now be obtained from Authorization Service.

Additionally, the WebService task is now generally available.

Web service task

Multifactor XM Platform Authentication

Last modified: September 6, 2017

For increased security, users and administrators can choose to use multi-factor authentication for Qualtrics logins.

Public API v3.8.0

Last modified: August 2, 2017

Public API v3.8.0 was released on July 17, 2017. This release included the following changes:

  • The Share Survey endpoint has been added to the V3 API, which allows a user to update a surveys collaboration permissions between users in a brand. Example Usage: Share Survey
  • The Copy Survey endpoint has been added to the V3 API, which allows a user to copy a survey to the same user or another user. Example Usage: Copy Survey

Collection & Conversations

Look and Feel Editor

Last modified: September 12, 2018

DIY configurability and easy-to-use interface to modify the look and feel of surveys. Key features include:

  1. Mobile preview when styling the survey and easy navigation.
  2. Ability to add logo and background images.
  3. Motion features, including Auto-Advance and Auto-Focus.
  4. Automatic updates to themes on the latest web design styles and bug fixes.
Look and feel editor
Look and feel mobile editor

Analysis & Decisions

EX - New Dashboard Experience

Last modified: October 3, 2018

The new EX dashboards have been completely redesigned to provide an improved user experience, including modern look and feel, cleaner visualizations, intuitive navigation and filtering, and new ways of exploring and understanding your results.

Dashboard Distribution Reporting

Last modified: August 17, 2017

CX dashboards will provide more intuitive views of distribution statistics and filters when viewing response rates and other statistics over a selected period of time for a survey.

Full CX integration into the XM Platform

Last modified: August 14, 2017

Access all the unique features and workflows of CX dashboards easily from the XM Platform without having to navigate to separate Qualtrics tools.

Platform Technology

Analytics Engine

Last modified: September 3, 2018

Migration of all Qualtrics customers to use Analytics Engine (AE) for all reporting. This means that all cache data will be stored in AE, and deprecated from RE. Analytics Engine becomes the default reporting engine for the data platform.

EX Support non-Email Unique ID

Last modified: September 3, 2018

EX now supports participant Unique ID that is separate from email address, allowing flexibility in email addresses.

Collection & Conversations

iQ Directory Automations Multiple Surveys

Last modified: October 3, 2018

Import Automation users will be able to trigger multiple survey distributions from single file imports based on criteria in the imported records.

EX integration with Survey Publish and Expert Review

Last modified: October 3, 2018

The EX survey editor has been integrated with the XM Platform survey editor so EX programs can now use all of the new XM platform editor features including Survey Publish and Expert Review.

Notifications Support for Mobile App SDK

Last modified: September 3, 2018

Leverage mobile app notifications to deliver feedback survey invites in-app. Enables intercepting your app visitors even when the app is not in the foreground (e.g., for app exit surveys).

ReactNative support for Mobile In-App SDK

Last modified: September 3, 2018

Display targeted feedback intercepts within your mobile apps built in ReactNative.

Analysis & Decisions

EX Demographic Breakout Widget

Last modified: October 3, 2018

The Demographic Breakout Widget provides a new visualization in EX dashboards that helps easily identify high and low scoring groups broken out across any demographic dimension.

Imported Data Project - File Import

Last modified: October 3, 2018

The convenient, platform-supported way to analyze any data (even data not collected on Qualtrics) easily with the fabulous Qualtrics Data and Analysis tools.

Enhanced Crosstabs

Last modified: October 3, 2018

Qualtrics Crosstabs tool will have an enhanced integration with Qualtrics reports, and access to all of the new data and analysis fields in the XM platform.

Stats iQ: Cluster Analysis

Last modified: September 3, 2018

Cluster analysis allows users to segment their respondents by hidden patterns and relationships in their data.

Easy Mapping of Non-Survey Fields into Vocalize e.g. Topics & Sentiment

Last modified: June 5, 2018

Enable CX administrators or dashboard editors to easily bring in post-survey added fields into their Vocalize fieldset, such as topics, sentiment, translations, calculated fields etc.

Dashboard Publish

Last modified: December 6, 2017

Ability to makes changes to a dashboard, and only publish when ready.

Action & Improvements

Ticket Permissions - Phase 1 - Ticket Admin Roles

Last modified: October 3, 2018

Ability to give users admin access to ticketing without making them a brand admin.

Ticketing Templates

Last modified: October 3, 2018

Use templates to easily setup ticket actions.

MS Dynamics CRM Integration

Last modified: August 1, 2018

Qualtrics integration (add-on, paid) with Microsoft Dynamics CRM - Allows Qualtrics customers to sync Dynamics object data (O-data) with Experience data (X-data); Brings X+O data together through an events-driven interface that works seamlessly between Qualtrics Actions platform and Dynamics.

Ticket Reminders

Last modified: July 11, 2018

Sends automated email reminders for tickets based on conditions.

EX Action Plan Reporting

Last modified: June 5, 2018

EX Dashboards now support reporting of aggregate information across Action Plans.

Actions Platform - Custom Event and API

Last modified: May 2, 2018

This builds towards a generic event-trigger and API interface that will allow building IFTTT integrations with external SaaS products. The Custom Event and API enable arbitrary external software to start workflows via HTTP request. Without the Custom Event, users are limited to a small set of purpose-built event handlers by Qualtrics eg: Survey Response Event, Salesforce Workflow Rule, Sentiment/Topic Event.

Topic and Sentiment Actions Triggers

Last modified: April 4, 2018

Qualtrics user can set up an event trigger in Actions Page based on a Topic or Sentiment event update made to a survey response.

Action Planning for Customer Experience

Last modified: August 17, 2017

Qualtrics Customer Experience Management now supports enhanced action planning and tracking for longer-term, cross-team initiatives, all within the XM Platform.

Predictive Intelligence Engine

Next-Gen Text iQ: Model Exploration, Topic Hierarchies, and Topic-Level Sentiment

Last modified: October 3, 2018

Group topics together into hierarchies and report on each topic's sentiment in Text iQ and specialized reporting and dashboard visualizations.

Stats iQ: Integration with CX Dashboards

Last modified: October 3, 2018

This work will allow users who have both Stats iQ and CX dashboard to analyze a dashboard-specific dataset directly instead of exporting it and then reimporting it into Stats iQ.

Text iQ Multi-Language Sentiment

Last modified: September 3, 2018

All features of Qualtrics Sentiment analysis are now available in 9 additional languages. Within Text iQ and all across the XM Platform, use Sentiment Analysis to understand, analyze, and take action on how respondents are feeling.

Platform Technology

ExpertReview - Fraud Detection

Last modified: October 3, 2018

ExpertReview Fraud Detection helps identify fraud from bots and human abusers.

ExpertReview - Governance and Admin Configuration

Last modified: October 3, 2018

ExpertReview helps Brand Admins have peace of mind by detecting and restricting Personally Identifiable Information (PII) from being collected via surveys.

EX Import People Automation

Last modified: October 3, 2018

EX users can now use SFTP import automation to automatically bring in new people data into the Employee Directory.

Analytics Engine ARS

Last modified: September 3, 2018

Storage of all Customer Data Caches in an S3-based Data Lake.

Transformation Service

Last modified: September 3, 2018

Transformation as the scalable builder. Deprecates RE Builders.

EX - Employee Lifecycle

Last modified: July 11, 2018

EX users can now gather employee experience feedback across lifecycle touchpoints such onboarding and exit.

Collection & Conversations

Mobile Web Responsive Creatives for Website Feedback

Last modified: July 11, 2018

Build creatives that are optimized for both desktop as well as mobile web scenarios to optimize the visitor experience.

Autocomplete Question Type

Last modified: May 2, 2018

The Autocomplete question type is taking a very common user experience and applying to the context of survey taking. Auto-complete is also referred to as text search, incremental search, inline search, instant search and several other variants. The most simple explanation is that when a user types one or more characters into a text entry input, a list (commonly a set) of options is presented as discrete choices that can be selected. The selection of a choice(s) can then trigger other user flows like automatic redirection of the experience or simply a reflection of a state that may be persisted to a more durable persistence layer (like a survey response on page submission). In our use case, it simply binds the choice value to the question state which gets persisted when the page is submitted.

Restricted Data for Surveys

Last modified: December 6, 2017

Users can enable certain data like Questions and Embedded Data as Restricted and thus inaccessible for employees without the right permissions.

Choice Reference List in Survey Creation

Last modified: August 22, 2017

The Survey editor will support a master list of choices. Any choice based question can reference the choices from this master list. This feature is very helpful for studies that ask for feedback on a large bank of 100+ choices.

Analysis & Decisions

Reports: Multiple Sources Per Visualization

Last modified: October 3, 2018

Easily add additional metrics to a visualization to report on multiple sources or metrics within the same chart or table.

Dataset Publishing for CX Dashboards

Last modified: October 3, 2018

To keep CX dashboards as snappy as possible, while still allowing on-the-fly changes to datasets and relationships, Qualtrics introduces the ability to create multiple versions of datasets that can be edited and published to dashboards independently.

Use New Reports for 360 Projects

Last modified: October 3, 2018

360 Projects now get the scalability, beauty, and layout options of the new Qualtrics Reports platform.

Scheduled Emails for Reports

Last modified: October 3, 2018

To make sharing insights and updates even easier, Reports now has a Scheduled Email feature. Dynamically updated reports can be emailed automatically by any Report creator, and the attached reports always show the very latest data collected at the time the email was sent.

EX Enhanced Anonymity - Filters & Breakouts

Last modified: August 1, 2018

EX dashboard filters will dynamically group together filter or breakout values that would fall below the anonymity threshold. This allows these value to be viewed as a larger group and prevents use of filters or breakouts to try to back calculate data that was not shown directly.

Actions Platform Free Integrations

Last modified: July 11, 2018

Set of free integrations with external SaaS Products within the Actions Platform: Zendesk, FreshDesk, Desk.com.

Action & Improvements

Email Templates for Ticketing

Last modified: August 22, 2017

Enables Ticketing users to create and save email templates to use when closing the loop with customers in the ticketing application.

Integrations

Workflows and Integrations Platform

Last modified: September 6, 2017

A generic event-trigger API interface that will allow building new workflows through the Actions page.

Predictive Intelligence Engine

Text iQ Customer Experience Dashboard Integration (Link to Next Gen Text iQ)

Last modified: October 3, 2018

Text Analysis is a key phase in CX program analysis - and now it's easier than ever to navigate between your dashboards and Text iQ.

Text iQ Customer Experience Dashboard Integration (Data, Filters, and Visualizations)

Last modified: October 3, 2018

Analyze, report, and filter on Next-Gen Text iQ visualizations, topic-level sentiment, topic hierarchies, and other Text iQ data side-by-side with any other fields in a CX Dashboard.

Predict iQ: Text iQ output in Predict iQ

Last modified: May 2, 2018

In order to make the best possible predictions, Predict iQ will utilize the output of Text iQ---the sentiment, polarity, and topics of open-ended text responses.

Stats iQ: Integration with Text iQ

Last modified: October 16, 2017

This feature will allow Stats iQ to use the results of analysis in Text iQ. For example, a user might note that many customers discuss "responsiveness" in their open-ended comments. Stats iQ will now take in that theme as a new variable, allowing the user to see how that relates to a host of other variables.

Platform Technology

Shared Widget Localization

Last modified: October 3, 2018

Localizing an EX dashboard required two different methods (one for EX widgets, one for shared widgets). This work allows a consistent method of localizing widgets across an EX dashboard.

iQ Directory Funnel Report Fieldset

Last modified: September 3, 2018

An iQ Directory user can use the respondent funnel Fieldset to calculate CX program metrics such as contact sample rate, email open rate, and survey response rate. Users can also configure which embedded data fields are used to slice-and-dice the data.

Product Research Solutions Pack

Last modified: September 3, 2018

XM Certified Solutions for Product Research.

ExpertReview PII Detector

Last modified: August 1, 2018

ExpertReview PII detector allows Enterprise admins to identify, flag and (eventually) control any survey that collects PII from respondents. The ExpertReview admin controls allow a brand admin to turn on 'PII detection' for both survey questions as well as responses. Admins can select key words from our built-in phrase dictionary or provide key words of their own as inputs to this system.

EX Person Import Reliability

Last modified: July 11, 2018

This improves the reliabiliy of importing large, complex files into the Qualtrics systems (people, org hieararchy, roles, permissions).

Collection & Conversations

Conversational Surveys: Non-Linear Logic and Webservices

Last modified: June 5, 2018

Enables users to make survey logic non-linear and process values returned by NLP Webservices

Post to Social Media Question Blocks

Last modified: June 5, 2018

Question Blocks in the Library to post feedback/reviews to social media using Qualtrics surveys.

Beautiful by Default: Themes Template Engine

Last modified: June 4, 2018

The Themes Template Engine ensures that every Qualtrics theme is attractive and ready to collect high-quality data.

Analysis & Decisions

Multi-Source Datasets in Research Core

Last modified: July 11, 2018

Combine multiple surveys, blended with Operational Data, into a single dataset for Research Core analysis and reporting.

Enhanced Loop and Merge Support in Reports and Dashboards

Last modified: August 17, 2017

Rather than being required to view every loop separately, combine all loops into a summary, matrix-table style for easy analysis and reporting.

Action & Improvements

Ticket Permissions - Phase 3 - Org Hierarchy

Last modified: September 3, 2018

Role-based access control to individual tickets based on organization hierarchy attributes.

Ticket Permissions - Phase 2 - User Attributes

Last modified: September 3, 2018

Role-based access control to individual tickets based on user attributes.

Integrations

Raw Response Exports Google Sheets Integration

Last modified: April 4, 2018

The Google Sheets integration for data exports extends transparency and accessibility of all data. In addition to CSV, TSV, SPSS, and XML exports, Qualtrics will export directly to Google Sheets.

Predictive Intelligence Engine

Stats iQ: Top Box Variable Setting

Last modified: September 3, 2018

Stats iQ will now enable users to create a standard Top Box, such that all analyses will run on both the original variable and the Top Box version of the variable.

Stats iQ: Better Handling of NPS Data

Last modified: May 2, 2018

NPS variables have a dual nature: they're both numeric (0 - 10) and categorical (Detractor/Neutral/Promoter). Right now Stats iQ treats NPS variables like any other numeric variable. This feature will (1) show analysis results for both natures of the variable and (2) calculate NPS scores on the fly (Promoter% - Detractor%) instead of requiring a variable to be created.

Stats iQ: Matrix Swapping

Last modified: May 2, 2018

Some matrix variables in Qualtrics are actually matrices of matrices. That is, a normal matrix might ask "Rate Airline X on the Helpfulness and Satisfaction". But some ask " Rate Airlines X & Y on Helpfulness and Satisfaction". Right now in Stats iQ if users try to Describe the latter, they would get a table for Airline X's ratings, and a separate table for Airline Y's. If users wanted to get a table for Helpfulness across different airlines, they'd be out of luck. This feature will enable the creation of such a table.

Overhaul of "Ranks"

Last modified: May 2, 2018

Many survey questions have response options like "1 - Happy", "2 - Okay", and "3 - Sad". These variables have both a numeric and a categorical nature - users might want to know the average score, and users might want to know what proportion of respondents answered "Happy". Stats iQ does not allow users to analyze both natures of the variable at one time. This feature will enable this, solving the top user complaint about Stats iQ.