Common Use Cases Overview

About Common Use Cases

This page covers common Qualtrics use cases. Often, these use cases employ multiple features to create a specific setup. Make sure you have permission to access all features associated with a use case. Contact your Brand Administrator if you need your account permissions changed.

End-to-End Survey Projects

The pages in this section walk through the end-to-end process of setting up specific survey projects for your needs.

• Appointment / Event Registration Surveys: A survey with time slots that are hidden for future respondents after they’ve been selected by earlier responses.
• A/B Testing in Surveys: An A/B testing survey to assign respondents to certain conditions and show them content based on their condition.
• Creating an Anonymized Raffle: A raffle that is also anonymized.
• Pulling Data Into a Second Survey (Longitudinal Surveys): A longitudinal study where respondent information needs to be carried across multiple surveys.
• Panel Company Integration: A survey that is integrated with a panel company.

Tickets

• Ask the Experts Ticketing Queue: A ticketing setup based on the Qualtrics Ask the Experts event at X4.
• Closing the Loop: A ticketing setup to close the loop on tickets.

Employee Experience

• Running a Pulse Program with a Hierarchy (EX): A shorter employee survey meant to be re-run on a frequent basis.
• Running an Engagement Project with Anonymous and Non-Anonymous Participants: An Engagement survey where some respondents are anonymous while others are not anonymous.

Customizing Your Survey

The pages in this section cover commonly used survey features. You can apply these setups to any existing surveys you have.

• Displaying Messages Based on Scoring: How to display different content to survey respondents depending on how they score on your survey.
• Building a Consent Form: How to add a consent form to your survey and direct respondents based on how they respond.
• Assigning Randomized IDs to Respondents: How to randomly generate IDs for respondents.
• Screen-Out Management: How to manage survey screen-outs.
• Survey Tips & Tricks: Variety of survey tips & tricks, including how to make a submit button, making inline email questions automatically submit, allowing respondents to redo survey sections, customizing response reports, and allowing respondents to deselect answers in multiple choice questions.
• Location Data Management: Learn how to create a source of truth for all of your locations, for use in dashboards and other projects.
• Starting a Survey with a POST Request: Starting a survey with a POST request allows initial embedded data values to be set via the body of the request rather than as query strings in the URL, which provides a better way to pass along sensitive embedded data.
• Migrating from Report.php Response Reports: For security reasons, we are deprecating the use of response report links that end in Report.php. This page outlines all of the known use cases of the legacy report.php response reports, and describes what you need to do to switch to a more secure option instead.

End-to-End Digital Projects

The pages in this section walk through the end-to-end process of setting up specific digital projects for your needs.

• Mobile App Insights Project: A project to collect feedback from your mobile app users.
• Soliciting App Reviews: A project to solicit app reviews from your mobile app users.
• Opt-In Survey Upon Site Exit: A project to opt-in website visitors to a feedback survey that will trigger when they leave the site.
• Mobile Site Exit Surveys: A project for collecting feedback on site exit specifically for the mobile experience.
• Single Page Application: A project to create a website intercept on a single page application.
• Website / App Insights for Employee XM: A project to deploy a website intercept on an internal company page to collect feedback from employees.

Optimizing Your Digital Project

The pages in this section cover commonly used digital project features. You can apply these setups to any existing projects you have.

• Screen Capture: How to enable the screen capture functionality for a website intercept for visitors to upload a screenshot of what they see on the site.
• Website Insights Accessibility: How to make your website intercepts accessible to all users.
• Making Creatives Mobile-Optimized: How to optimize website intercepts for mobile users.
• Formatting Embedded Targets: How to embed a survey in a website intercept.
• Using Tag Managers: How to use third-party tag managers to manage tags on your site
• Optimizing Intercept Targeting Logic: How to optimize intercept targeting logic to improve network requests and intercept load times.
• XM Directory Integration with Digital Intercepts: How to connect XM Directory and Website / App Insights, including leveraging contact frequency rules and segments to determine when an intercept is shown to website viewers.
• A/B Testing in Website Insights: How to create an A/B website insights project.
• Using Google Analytics with Website Insights: How to integrate your intercepts with Google Analytics to track website events.

XM Solutions

XM Solutions (or Guided Solutions) take you step by step through the survey creation, distribution, and reporting process, all while leveraging content created by professionals in Experience research.

To learn more and to see a list of our solutions, see our Guided Solutions overview page.

Integrating with Third Party Platforms

Learn how to manually integrate your survey with assorted third-party platforms, such as:

• Qualtrics Social Connect
• Amazon Connect
• Amazon Web Services
• Five9
• Genesys

Analyzing Results

This section covers ways to analyze results using reporting and dashboards.

Survey Projects

• Displaying Live Results: How to display live survey results to respondents.
• Combining Responses: How to combine responses from multiple surveys into a single response.

Employee Experience

• Uploading Historical Data (EE): How to upload historical responses into an Employee Experience project.

Customer Experience Dashboards

• Drill Down Hierarchies for CX Dashboards: How to add a hierarchy to a CX dashboard so that different CX dashboard viewers can only see data relevant to them.
• Matrix Statements in a Single Widget: How to report on all statements from a matrix table question within a single simple chart widget.
• Using Location Data in Dashboards: How to join location data with the rest of your dashboard data for enhanced reporting.

Qualtrics API

• Common API Use Cases: Common use cases for the Qualtrics API.