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Creating & Managing Conjoint / MaxDiff Projects (PX)

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About Conjoint and MaxDiff Projects

Conjoints and MaxDiff are types of XM Solution. Before you can design your analysis or collect data, though, you must create the project.

Creating a Conjoint Project

Qtip: Choice-Based Conjoints are only available if you purchase this solution for the Product Experience line, or if you have a CX license that includes the Journey Optimizer. There is a limit on 5 conjoint projects at a time. If you are interested in purchasing this solution or increasing the number of projects you can make, contact your Account Executive or see the XM Marketplace for more details.
  1. Navigate to the Projects page using the XM logo or the Projects link on the upper-right.
    Create Project button in Projects Page
  2. Click Create Project.
  3. Click ProductXM.
    Product Experience selected on top, project selected in center with dark picture icon
  4. Under XM Solutions, select Product Optimization (Conjoint).
  5. Name your conjoint.
    Naming conjoint in middle field. Get started in blue bottom-right of window
  6. Click Get Started.

Once you’ve made a Conjoint project, you will be able to find it on your Projects page in the future. It will be labeled with a teal Product Experience icon as a Conjoint.

Icons described in top-left of project module

Creating a MaxDiff Project

Qtip: MaxDiff projects are only available if you purchase this solution for the Product Experience line. If you are interested in purchasing this solution, contact your Account Executive.
  1. Navigate to the Projects page using the XM logo or the Projects link on the upper-right.
    Create Project button in Projects Page
  2. Click Create Project.
  3. Click ProductXM.
    Product Experience selected on top, project selected in center with dark picture icon
  4. Under XM Solutions, select Product Prioritization (MaxDiff).
  5. Name your MaxDiff.
    Naming maxdiff in middle field. Get started in blue bottom-right of window
  6. Click Create Project.

Once you’ve made a MaxDiff project, you will be able to find it on your Projects page in the future. It will be labeled with a teal Product Experience icon as a MaxDiff.

Icons described in top-left of project module

Collaborating on Conjoints & MaxDiffs

Just as with other Qualtrics projects, there are times when you will want to give another user the ability to edit, distribute, or view the data in your Conjoint or MaxDiff project.

Qtip: Any user you collaborate with will be able to edit, copy, publish, distribute, view results for, and view reports for the chosen project. At this time, there is no way to limit which of these the user has access to.
  1. Click the XM logo or Projects to go to the Projects page.
    Opening collaborate dropdown next to maxdiff project
  2. Open the project dropdown.
  3. Click Collaborate.
  4. Enter the email address or username of the person you want to collaborate with.
    collaborate window with small text field for searching users opens over the page

    Qtip: You can only collaborate with other users in your license. You must type the full username or email address before the user will appear as an option.
  5. Click your colleague’s name when it appears.
  6. Click Save.

Qtip: You can reopen the Collaborate window and click the X next to a user to remove them from a project at any time. Note that removing a user from a project will not remove any copies they may have made.

collaborate window with a user selected - gray X to the right of their email address

Accessing Shared Projects

The project will appear in your colleague’s account when they log in and look at the Shared with Me folder.

Shred with Me folder on left in projects page

If the project has been shared but can’t be found in the account, click the profile icon and select Refresh Account.

Refresh account button appears when opening profile icon and choosing second to last option

Renaming the Project

To rename a Conjoint or MaxDiff, click the dropdown next to the project and select Rename project.

Rename project

Qtip: Rename the conjoint on the Projects page. Renaming from the Survey tab will not change the entire project’s name, just the survey’s.

Deleting the Project

Attention: Deleting a MaxDiff or Conjoint project will delete all its associated data, reports, and simulator! Once deleted, this content will be irretrievable.

To delete a Conjoint or MaxDiff, click the dropdown next to the project and select Delete project.

Delete conjoint