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Text iQ (EX)


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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About Text iQ (EX)

There will be times you include text entry questions in your surveys, inviting employees to provide open-ended feedback. You can include the responses themselves in your dashboard, but sometimes you may want to do more sophisticated text analysis.

In the Text iQ section of your Data & Analysis tab, you can tag responses by topics, build sophisticated searches that’ll tag new topics as they come into the platform, or analyze sentiments.

The Data & Analysis tab, followed by the Text tab below it

For an overview of using Text iQ, see the Text iQ Functionality page.

Basic vs. Advanced Text iQ Functionality

There are two different versions of Text iQ: Basic and Advanced. See the table on the Text iQ Functionality page for a guide on the features available in the two versions. Keep in mind that while these links go to Survey Platform support pages, the functionality is the same in Employee Experience projects.

Mapping Text Topics to Dashboards

To start using text topics in widgets, you’ll first need to map Text iQ fields to your dashboard according to the following steps:

Qtip: If you have an older dataset, you may need to enable enhanced enrichments and map the these enrichment field before you can perform text analysis.
  1. Enter your dashboard or create a new one.
  2. Go to the settings.
    icon that looks like a pencil on top of the dashboard
  3. Select Dashboard Data.
    Dashboard Data selected left. Add field very bottom left, blue button
  4. Click Add Field.
  5. Name your field. The name should be short and descriptive.
    Mapping unmapped gray field

    Example: Here the field name is “Anything could change – Topics,” since it’s going to be the text topics for the following question: “If you could change anything about our company, what would it be?”
  6. Click where it says Not Mapped.
  7. Select Show All.
    menu expanded from not mapped button - at the bottom, an option called show all
  8. Under Embedded Data, you will see fields with names like QID# – Topics for Topics, QID# – Sentiment for Mixed/Negative/Positive/Neutral, QID# – Sentiment Score for Sentiment Scores, and so on. The QID is the internal ID of the question. Normally if you scroll up in the list and see a Question with the same QID, this is the question you’re selecting topics for.
    highlighting embedded data now shows many more options, including the text fields described

    Example: QID6 is “If you could change anything about our company, what would it be?” QID6 – Topics are the text topics created for QID6.
  9. Change the field type.
    Changing field type and saving changes

    Qtip: The following fields must be mapped for text iQ widgets to work properly in the dashboard:

    • “QID# – Parent Topics” as a Multi-Answer Text Set
    • “QID# – Topics” as a Multi-Answer Text Set
    • “QID# – Topic Sentiment Label” as a Multi-Answer Text Set
    • “QID# – Topic Sentiment Score” as a Multi-Answer Text Set
    • “QID# – Sentiment” as a Text Set
    • “QID# – Sentiment Score” as a Numeric Value

    If you would like to add optional text iQ fields to your dashboard, they must be mapped to the following field types:

    • “QID# – Actionability” as a Text Set
    • “QID# – Effort” as a Text Set
    • “QID# – Effort Numeric” as a Numeric Value
    • “QID# – Emotion” as a Multi-Answer Text Set
    Attention: At this time, topic hierarchy fields are not supported for page-level filtering in EX dashboards.
  10. Once you’ve added the desired fields, click Save.
Qtip: To report on topics at a specific level in a widget, recode your topic field to exclude all values besides the ones you want to report on.

 

Widgets Compatible with Text iQ Fields

The widgets available to each field will depend on the field types assigned to them. For a list of widgets available for each field type, see this table and this table.

Qtip: Untagged responses are indicated as a topic named “Unknown.” You can exclude these values either by excluding this field from analysis or by adding a filter to your widget.

There are also some dashboard widgets created specially for Text iQ. See Text iQ Table Widget and Text iQ Bubble Chart Widget.

 

FAQs