Customer Experience Programs
What's on this page
About Programs
The Customer Experience Program provides guidance on best practices in customer experience program management. This program does not generate prebuilt surveys or dashboards, but allows you to use your own content or choose from available libraries of certified surveys and questions.
Creating a Customer Experience Program
Go to the catalog and select Customer Experience Program under Projects from scratch.
Once you’ve created a Customer Experience Program, you can add projects inside it. Make brand new dashboards, surveys, and website projects, or add existing ones to your program.
You can also create a program in the CX Programs Hub.
CX Programs Hub
To access this page, select CX Programs from the global navigation menu.
In this page you can view all Customer Experience programs you have access to, or create new ones.
Guidance
The guidance in the Overview tab helps you progress through the most vital steps of your program setup. From here you can view helpful widgets displaying your data and expand your program through suggested actions.
Qtip: The visualizations shown in the overview tab can support up to 60 projects. They only show data from the last 7 days.
Locked cards recommend the next steps to continue setting up your program. When you click on a recommendation, you’ll be taken directly to the specific part of the platform to complete the setup step.
Customer Experience Journeys
Customer Experience programs have a unique tab called Journeys. In this tab, you can map out customer journeys that you then track throughout your project.
For detailed steps, see Journeys in Customer Experience Programs.
Program Success Rubric
Use the Program Success Rubric tab to keep track of suggestions from Qualtrics subject matter experts that can improve your program. The score for each area will increase as you check-off items.
Managing Projects and Sharing Programs
Once you’ve created a program, all the resources for your program are listed on the left side of the page. Customer Experience Programs do not have any pre-built resources, so this list will be blank until you add projects to your program.
To learn more about adding projects to a program, removing them, and more, see Projects in a Program.
You can share your entire program with other members of your organization. Anyone you share the program with will have the same level of access you do – that means they will be able to edit all projects, delete projects from the program, delete the program, view guidance, and invite other users to collaborate on the program.
To learn more, see Sharing a Program.
That's great! Thank you for your feedback!
Thank you for your feedback!