Users often want to share their survey with their colleagues to get feedback before launching the survey. Although they can do this, they had to go to the My Projects page and then click on the ‘Collaborate’ option.
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, Contacts etc. with their colleagues through this 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 the survey and ask for feedback from their peers! And 50% more peers are being pulled in to provide feedback on a survey before it is launched.
Single Response Report: View Edited Responses
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.
The new Qualtrics Reports have received several new enhancements to add more flexibility and timesaving features to the new reporting platform:
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.
Passcode-Protected Public Reports
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.
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.
February 07, 2018
CSV upload for external data or benchmarks
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.
Number chart “show change since” now works with page filters
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.
Search for roles when managing users
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.
2-Way Email in Ticketing
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.
February 07, 2018
Copy dashboards within Employee Engagement projects
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.
Qualtrics 360 redesign and integration into the XM Platform
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
February 07, 2018
Website Feedback Accessibility Enhancements
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.
January 03, 2018
Survey Editor – Survey Flow Integration
Qualtrics released major enhancements to the Survey Editor! These enhancements ensure that our users can continue to make highly complex and sophisticated surveys as easily as possible. 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:
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.
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.
“Sticky” header in Survey Question Editor
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.
Survey Question Editor remembers scroll position before and after opening survey flow
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.
Survey Flow Editor remembers your last scroll position
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.
Ability to select Embedded Data set in Survey Flow in Display Logic and Piped Text
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.
Link to Survey Flow from Block Options menu
Selecting “View Block in Survey Flow” will open up the Survey Flow Editor and navigate the user to the specified block.
Logic support for a “True | False” condition
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.
Allow Auto-number Question Export Tags feature to skip custom defined tags
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)
New logic statements in Display Logic and Branch Logic pre-populated with the last condition’s values
The first logic statement in logic will continue to work as it has in the past (blank). Now when you add a new statement, it will pre-populate with the values from the previous statement which you can then easily adjust.
Previously Question Export Tag behavior in surveys copied from the library was very confusing for end users. The behavior has been improved.
New Survey Theme
Qualtrics has provided a new Survey Theme template. We continuously test for new features that will result in better data quality and engagement for the survey taker. These include better and animated radio and flat buttons, improved font and screen aspect ratios. Below are some screenshots of the new Survey Theme.
Please visit the Qualtrics Theme page to request for customizing this theme with your company’s Branding.
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.
January 03, 2018
Text iQ Extended Query Operators
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.
Text iQ Speed Enhancements
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.
January 03, 2018
Reusable Choice List
Qualtrics has made further enhancements to increase productivity in creating complex surveys. The problems this feature solves are two fold:
If users have a large list of choices that they needed to add to various choice based questions in a survey, it was a very laborious and time consuming process.
If they had a complex logic where they wanted to pull in choices that were displayed or selected in 2 or more previous questions, they were unable to do so.
With Reusable Choice List, users can enable the above use cases with just a few clicks! The survey creator can easily upload a long list of hundreds of choices that will be asked in the survey. The survey creator can then simply call a subset of that list into any choice based questions in the survey.
Survey creators can also apply complex logic such as show only choices from that list that were not selected in previous questions.
Adding/managing choices in the Reusable Choice List
Using Reusable Choice List in a question
Using a subset of Reusable Choice List for a question
This feature is part of a continuing effort to make Qualtrics surveys more powerful and yet easier to use.
Open Graph Images in Survey Invites
Qualtrics now enables companies to brand their survey invites that are sent thru social media platforms such as Facebook, Twitter and Slack, and mobile messaging systems such as iMessage and SMS. Having your survey branded in a consistent, accurate way is critical to building brand equity and to driving higher engagement. Qualtrics achieves this by adding Open Graph Images (OGI) to Survey themes. See examples of OGI in Survey Invites below.
The advantage of this approach is:
Increase in response rates : Survey takers are more likely to click on survey invites of familiar brands.
Branding: OGI in survey invites provides an opportunity to drive awareness and familiarity with a brand, including those who are not already existing customers.
Visual Appeal: Survey Invites with an attractive logo are more appealing to look at.
To get your brand set up with a OGI for your survey invites, please contact the Themes team. They will add your brand’s logo to the survey themes for your brand.
December 06, 2017
Qualtrics has made several enhancements to filters in this release to improve workflows.
Relative measure date filters
This enables offsets on widget filters based on the page level filter that is selected. So, if users want to look at the data for the previous month compared with the same time last year, they can tie the relative filter on the widgets to the page filter. In the past a user would have to change filters on each widget to enable this scenario.
Offset filters only by partial periods
If users want to look at data for part of the year this year, and the same period last year, no problem, select the partial offset and they are good to go. And if users want to compare YTD with all of last year, they still can.
Breakdown table now supports top/bottom box metric. This is helpful when users want to focus on high or low scores for CSAT (or other data) across a breakout.
Resize columns on tables
Users can now resize columns on a pivot table and a simple table (along with record grid, which Qualtrics had released previously). No more worrying that the column is too wide or not wide enough for the data they want to present.
Roles and Permissions
Data restrictions enhancements
Qualtrics now supports setting data restrictions on multi-answer text sets.
Multi-value role assignments
Qualtrics now allows assigning users to a role if their metadata contains some value instead of strict equality, so if a user has multiple values for an attribute, they can assign roles based on each value, i.e. Engineering or Sales in the example below.
December 06, 2017
XM Navigation and Project Creation
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.
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.
The 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:
Users can now create distribution links for a transaction batch.
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
November 01, 2017
Offline App Enhancements
Qualtrics has made some major enhancements to the Offline App. These features bring Qualtrics Offline App closer to the functionality that we have come to enjoy with Qualtrics online surveys. The key features are:
Contact List Download into Offline Application
Users of Qualtrics Offline App can now download the contact list of survey takers. A typical use case where this is very helpful is when users who interview various customers and enter the details in the App.
For example, as part of a census study, an interviewer using the Offline App may ask questions to a resident. They would use the Contact List feature in the Offline App to pull information about that resident, update the survey with this information and also track which residents they have surveyed.
The Interviewer or the survey taker will only be able to see the following fields from the Contact list: First Name, Last Name, Email Address.
However, one can use any of the additional fields in the contact list for any logic in the survey. For example, if gender of the survey taker is a field in the Contact List, we could track how many Males and Females have taken the survey by pulling in this field from the Contact List.
Report on Quotas
Users can leverage the combination of the Contact List with surveys in the Qualtrics Offline App to do many creative things. One of them is to keep track of quotas. For example, let’s say the user is an interviewer who is surveying various customers whose details such as the gender are known. If the user wants to keep track of the number of Males and Females that he has surveyed, he can simply pull in that field as an Embedded Data from the Contact List. The interviewer can then see how many males and females he has interviewed.
File Upload Question Size Increase to 100MB
Qualtrics has increased the size of the file that can be uploaded in the Offline App to 100MB. This file upload is also significantly faster as the App uses the smartphone’s native capability to upload the file. Users can take advantage of this new feature to upload large audio, video and image files.
November 01, 2017
Closed Loop Updates
Organize ticket fields
Qualtrics now supports the ability to order ticket data fields, and hide ticket data that is only needed for reporting. Simply drag and drop fields in the order users want to see them. Also, click on the eye icon to hide the fields users no longer need to see, and simplify their workflow.
Ticket status workflows
Want to ensure that tickets can only flow one way (i.e. no regressing to previous states)? Qualtrics now lets users set it up this can be enforced. More control over user workflows could not be easier to set up. One checkbox, and users are set. And it’s clear to users as well, since the previous states of the ticket are greyed out, so they can only make forward progress. (Note: this rule does not apply to brand admin accounts)
Sub ticket owners can always see and comment on the master ticket (though not edit other fields) and the master ticket owner can see and edit details on all sub-tickets.
Ticket message templates
Tickets now allows you to create a library of ticket response templates that your agents can pick from and customize to quickly and effectively close the loop with customers. As a bonus, by setting Q_Language in your ticket data, the message will default to the correct translated version if you have translations setup in your message library.
Web Service Parameters
Website feedback users can now pass parameters to Web Service intercept conditions, directly in the User Interface. In the past this could only be done by appending the name-value pairs as query string values to the Web Service URL.
We have introduced a new feature to ‘Add/Edit Parameters’ (that is seen upon selecting Web Service condition in the Intercept condition options):
Upon clicking on ‘Add/Edit Parameters’, users can now specify one or more web service parameters (Name – Value pairs).
November 01, 2017
Easy access to Text iQ
Users who have purchased both Text iQ and CX can now easily access Text iQ for their CX datasets. Just click on the “Text” link in Dashboard Settings to explore, add, and modify Text iQ topics and sentiment. For more details on Qualtrics Text iQ, visit www.qualtrics.com/iq/text-iq.
Better handling of matrix variables
In the past a matrix variable with five questions would be treated by Stats iQ as five separate variables. This took up a lot of space in the left-side variable pane and made analysis difficult.
Now matrix questions are grouped together, taking up only one space on the left side. They can also be Described as a group, which makes it easy to see how answers to the different questions differed.
Note that as yet no statistical calculations are integrated into those analyses. Please contact our support to pass along that feature request if integrated statistical calculations are important to you.
November 01, 2017
This new importer is a more flexible, responsive, intuitive way to import responses into Qualtrics surveys.
New features include:
New responses are processed 10x faster (or more!) than the legacy data importer
Import UTF16-encoded files
Import either choice or recode values, and map choices in the data file into existing choices in the survey
For custom imports of data gathered outside of Qualtrics, download mapping files for easy future imports into the same survey
To make Results Reports and the Data Processing tools 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.
For Results Reports creators who prefer to always (or never) see charts, tables, and/or statistics tables, those preferences can now be saved in Results Reports Global Options. Now instead of manually removing unwanted visualization types one-by-one, a single global setting can be used to tailor the report by default to the user’s preferences.
Results Reports: User-Specific Preferences
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.
Public Quota Dashboards
Qualtrics continues to make significant enhancements to the Quota management functionality in surveys. Last month we released the Multiple Quota creation feature. This month, Qualtrics is releasing enhanced dashboards for tracking your quotas. This feature is especially helpful for researchers who run large Brand Experience (BX) studies where they need to track multiple quotas and the status for them. With this feature, survey creators now have a one-stop shop view of the status of all their survey quotas in an enhanced dashboard like view.
October 04, 2017
WebService task is now generally available.
The public API v3.11.0 was released on October 03, 2017, This release included the following changes:
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.
October 04, 2017
File Upload Question – Increase max file size to 100MB
The Collect Platform now enables survey respondents to upload files upto 100MB in size. This will enable users who have permissions to support File Upload question type in their survey thave their survey takers upload videos, images and other formats so long as that file size is less than or equal to 100MB.
Deprecating outdated survey themes from Qualtrics Global Library
In the Qualtrics Survey Themes Library that can be accessed from the Look and Feel editor, we have deprecated 17 survey themes that were outdated. We continue to maintain great looking survey themes that our users can benefit from.
This deprecation does not affect any surveys that are currently live and using the deprecated themes. It also does not affect any custom themes that our users have in their own brand library.
Saved Layouts in Data and Analysis
The Data and Analysis Tool now makes it even easier to switch between different Data layouts. Choose the columns and sorts that are most useful. Name and save those layouts to view and export those interesting views over and over again. For even better collaboration, Saved Layouts are shared between all users with Data permissions on a project.
September 06, 2017
Closed Loop Follow-Up
Search Projects List in Closed Loop App Filters
Users with a large number of projects can now use search to find the projects that they want to filter by in the Closed Loop application.
September 06, 2017
Additional Languages for Dashboard Localization
Employee Engagement and Employee Pulse dashboards can now be localized into Polish and Turkish in addition to the 14 languages currently available.
September 06, 2017
Pairwise Comparison Table
Stats iQ now has a Pairwise Comparison table that allows the user to look at all such comparisons.
Printing/Export to PDF
It’s now possible to print Stats iQ output or save it to PDF to share in static format.
Access this feature by clicking the name of the workspace in the top left then selecting the workspace you want to print.
September 06, 2017
Survey Export to Word
Qualtrics has made significant enhancements to our Survey Exports to Word. With these enhancements, users have more options that they can download to the Word doc. For example, users can also pull in the Survey Flow logic, any conditional validation that is done on the answer choices and any graphics that are used in the survey. Additionally, users can also choose to have the company’s logo in the Word document.
Qualtrics has also enhanced these Word exports to support multiple languages that can be shown at the same time in the Word document.
This will significantly help users better explain the changes they have made to their surveys. Often the word document of the survey is used to get internal feedback from colleagues before the survey is sent out. By enabling the reviewer of the survey to see additional details about the survey, users can get more meaningful and accurate feedback.
Microsoft Word is used across 80% of large enterprises. These enhancements will enable Word users with the flexibility to use Qualtrics to create complex surveys and have other employees within the enterprise view the survey using a format that they are all comfortable viewing.
Qualtrics users now have access to improved and easier to use default templates for Pop Over, Slider, Feedback Link and Info Bar Creatives. These Creative templates can be accessed by simply creating a new Creative that is a Pop Over, Slider, Feedback Link or Info Bar. The new templates are also available in the Qualtrics Global Creative library.
August 02, 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.
Text iQ (Intelligent Text) now includes automated text translations. Translations allow Qualtrics clients to listen to every respondent’s experience, even if that respondent speaks a different language than the analyst. Translations couple the ease of single-language response sets with the flexibility of allowing each respondent to write in his or her language of choice.
Using Qualtrics, text responses can be automatically translated into one or more target languages for analysis, while still preserving the original comment. Translated text is then immediately available for analysis and publishing in Results Reports, CX Dashboards, Text iQ, or Table Downloads.
Translations are available to all Text iQ (Intelligent Text) clients in the Data tool. Learn more about Text iQ.
Text iQ Recommended Topics Enhancements
One of the most popular features of Text iQ (Intelligent Text) is the ability to generate recommended topics to discover interesting, prevalent, or emerging themes in the text collected on Qualtrics. The following enhancements have been added to make this process even faster, easier, and more effective for Text iQ clients:
Automatic generation of recommended topics – no need to request recommended topics anymore; recommendations will automatically be generated for all questions and fields viewed in Text iQ
Recommended topics for smaller response sets – there’s now no minimum number of responses needed to generate recommended topics for a question or field in Text iQ
Regeneration of recommended topics – to more easily identify new themes, Text iQ will regenerate recommend topics each time the comments for a question or field double
Salesforce Integration now allows users to enter embedded data directly instead of using the piped text format.
Salesforce Integration triggers can now handle anonymous link distributions
July 10, 2017
Closed Loop Follow-Up Activity
Tickets now have their activity listed with the latest update at the top, so you can quickly see the latest information without having to scroll all the way to the bottom.
Key Drivers widget now supports Top Box / Bottom Box Metric, so if you want to look at the top drivers for high satisfaction, you can do so.
Record Grid widget allows you to resize columns, so you can view your tabular data just the way you want.
July 10, 2017
Filtering/Sorting on Responses in Progress
Qualtrics users can now sort and filter on various fields for responses that are still in progress. These fields include contact/panel information fields of the respondents like first name, last name, email. It also includes fields that enable users to determine where survey takers are dropping of such as % Progress, Last Question Answered, Last Activity, etc.
Survey Editor Enhancements
Web Services now support POST, PUT, PATCH, DELETE in addition to GET requests. This enables users to call services that support these REST APIs from within their Survey Flow. For example, you could post a review on Facebook or other review site as part of the Survey taking process.
Results Reports Enhancements
Qualtrics is continually investing in and improving all aspects of the platform, including the reporting user experience. This month Qualtrics added several new features to Results Reports:
Recode values in statistics tables: Stats tables will now include the option report on recoded values instead of the original numeric values if desired.
Exporting text: Notes added in Results Reports can now be exported as images
Custom color palettes: Under Global Options users can create fully custom color palettes to use by default throughout the report.
Table Downloads Enhancements
The Qualtrics Experience Management platform is the best place to view, analyze, and action experience data, but sometimes users also need to export their data to analyze or share it in another tool. The next-generation of Qualtrics Table Downloads from the Data tool now includes the ability to download User Submitted Files. If a survey has a file upload question type, the Data Table tool supports download of those files, complete with the ability to filter the response set and support for larger downloads than ever before.
The full suite of Qualtrics Intelligent Text tools now support Qualtrics Data Isolation. Data Isolation optionally extends the already stringent Qualtrics security requirements by layering on an extra layer of data encryption that can only be accessed by a customer’s unique key. Once Data Isolation is enabled, all data are encrypted with the customer’s key, whether data are at rest, in storage, or in an offsite backup. Learn more about Intelligent Text and contact Qualtrics to learn more about Data Isolation.