Multi-Category Brand Trackers
About Multi-Category Brand Trackers
Multi-Category Brand Trackers let you conduct a comprehensive, ongoing assessment of the health of your brand compared with your key competitors. These programs are created for you by Qualtrics services teams informed by subject matter expertise, so you don’t have to build or edit them on your own.
Multi-Category Brand Trackers are programs, which are a means of organizing many different projects involved in a solution together in one container. These brand programs include:
- A fully-built survey project, with questions developed by subject-matter-experts.
- A dashboard project that’ll populate with insights as you collect data.
- Exclusive widgets not seen anywhere else on the XM platform.
Depending on the unique needs of your program, the survey and dashboard will vary in how they’re named. On the Projects page, a brand program is labeled as a Multi-Category Brand Tracker.
Managing Multi-Category Brand Trackers
You cannot copy a brand program. However, you can do the following:
- Collaborate: Invite someone from your organization to collaborate on this program with you. This includes both the survey and the dashboard project. You can only share with other Qualtrics users in the same organization.
- Can edit/delete: This is the same level of access you have as the creator of the project, meaning users with this permission can edit the survey and dashboard, delete the program, view the data, invite other users to collaborate on the program, and more.
- Remove this user: Stop sharing this program with this user.
- Rename: Rename the project.
- Move to: Move the program to another folder on the Projects page.
- Delete: Delete the project. Once a Brand Tracker is deleted, it cannot be retrieved, so be absolutely sure before you do this!
Brand Surveys
If you want to see the questions in your survey or edit them, click the survey project. You can do this either on the Projects page, or from inside the program.
Once inside the survey builder, you can add new questions, tweak the wording on existing ones, edit the survey theme, and much more. If there’s particular functionality you’d like to add, try searching the Support Site, or use the Support Site’s menu to the left to pick a page. In this section, we’ll cover some of the fundamentals of survey editing.
Adding and Editing Questions
You can add as many additional questions as you want. However, keep in mind that the shorter the survey, the more likely customers are to fill it out.
For guides to adding and editing questions, see:
Deleting and Restoring Questions
If you have sent a question to the trash, it is possible to restore it. To roll back many changes at once, see also how to revert a survey back to a previous version.
Saving and Publishing
All edits you make are saved automatically; however, they won’t be pushed to the live version of the survey. When you are finished with all of your edits and are ready to generate a link and share the survey with your customers, remember to click Publish in the upper-right.
For more on how this works, see Survey Publishing & Versions.
Dashboard
Brand programs include a dashboard developed by subject matter experts. If you want to see the dashboard or create a new one, click the Dashboards project. You can do this either on the Projects page, or from inside the program.
Once inside, you’ll see a link to the existing dashboard (or dashboards).
Brand Tracker Dashboard
You need to collect data before the pre-made dashboard will populate with data. Otherwise, the widgets will be empty when you edit the dashboard.
You can edit this dashboard just like any other – mapping new fields, adding new widgets, removing content, or even renaming the dashboard.
Dashboard Editing
Editing brand dashboards works the same as editing CX dashboards. Check out these introductory pages to get started.
- Getting Started with CX Dashboards
- Step 1: Creating Your Project & Adding a Dashboard
- Step 2: Mapping a Dashboard Data Source
- Step 3: Planning Your Dashboard Design
- Step 4: Building Your Dashboard
- Step 5: Additional Dashboard Customization
- Sharing Your CX Dashboard
Unavailable Dashboard Features
- The User Admin tab
Qtip: Even without this feature, you can still share the dashboard with other users!
- Action planning
- Ticket reporting
- Project administrators are replaced by collaboration, which functions similarly.