Customizing a Frontline Feedback Project

Suite
Customer Experience
Product
Qualtrics
What's on this page

About Customizing a Frontline Feedback Project

Qtip: Frontline Feedback projects are an additional purchase. Please contact your Account Executive for more information about this product.

Once you’ve created your Frontline Feedback project, you can customize it to fit your organization’s needs. The Settings tab controls the customization options for your Frontline Feedback project. Here, you can edit what the feedback form looks like, create custom request statuses, and share the project with your users. Information about each setting is below.

the settings tab of a frontline feedback project
the settings tab of a frontline feedback project

Feedback Form

The Feedback form section allows you to customize the data fields users must fill out when adding feedback to the project. You can also configure what default text users see.

Qtip: When you’re done configuring these settings, be sure to click Save at the bottom of the page!

General Information

General information section of the feedback form editor
General information section of the feedback form editor
Enter a question you want to ask: Enter the question you want your users to answer. This is the question you’re using to solicit feedback from your employees and will appear at the top of the feedback form. There is a 200 character limit for this field.
Enter additional information or instructions to clarify your question: Enter any instructions for your users to consider before submitting their feedback. This text will appear above the search bar in the feedback form. There is a 200 character limit for this field.
Add any additional questions: Enable, then use the text box provided to enter questions or other information for your users to take into consideration when providing feedback.
Qtip: When submitting feedback, your users will see the text you’ve entered prefilled in the feedback description.
A pciture of aforementioned questions in the feedback editor
A pciture of aforementioned questions in the feedback editor

Additional form settings

Image of product where the header says additional form settings, the first toggle says rename title label, and the second toggle says rename description label
Image of product where the header says additional form settings, the first toggle says rename title label, and the second toggle says rename description label
  • Rename Title label: This controls what the “Title” field is called when someone’s submitting new feedback.
  • Rename Description label: This controls what the “Description” field is called when someone’s submitting new feedback.

Example: When these settings are not enabled, this is the default form:

Image of a feedback form with a title and description field
Image of a feedback form with a title and description field

By comparison, here we’re calling the title “Summary” and the description “Details:”

Image of a feedback form with summary and details fields
Image of a feedback form with summary and details fields

Field Settings

field settings
field settings

Select the description, tags, or clients you want users to add to each feedback submitted. Once a field is toggled “on,” you’ll have the option to select whether this field will be optional or required. Required fields will be marked with an asterisk.

By default, the description toggle will be on and marked as optional. If you no longer need to use the description field (say, if you set up text custom fields), then you can toggle the description off, which will remove it from both the feedback form and the feedback view.

Permissions

Picture of permissions section at the bottom, with save button
Picture of permissions section at the bottom, with save button
  • The Allow feedback voting setting allows users to upvote existing feedback. You can enable or disable this at any time.
  • The Allow contributors to submit feedback anonymously setting allows users to submit anonymous feedback requests and comments on requests.

Sharing

The Sharing settings allow you to determine who in your license can access the Frontline Feedback project. You can also determine the level of access users will have within the project.

the sharing section of frontline feedback settings
the sharing section of frontline feedback settings

Brand-wide Sharing

Brand-wide sharing can be used to quickly give access to all users in your Qualtrics license at once. Just enable Invite everyone in your organization to access and contribute to this project.

Brand-wide sharing header over a toggle setting
Brand-wide sharing header over a toggle setting

When this option is enabled, everyone in the brand will be able to interact with existing feedback and submit their own feedback, as well as create and manage their own collections and comparisons. Contributors can also edit feedback clients and tags, add assignees to feedback, and subscribe to feedback.

Qtip: To give individual users a different level of access, see Individual Sharing below.

All users in your license will be able to access this project from their Projects page.

Individual Sharing

You may individually manage who has access to your project. When giving access to individuals, you can also determine the level of access each person has.

Decide whether to enable All new users receive email notifications by default. When this option is enabled, all feedback subscription settings are enabled for all the users who have access to the project. If this option is disabled, these subscription settings are disabled. Users can also change their own subscription settings individually.
Image of Share section; one toggle, then a series of dropdowns for adding users to the project
Image of Share section; one toggle, then a series of dropdowns for adding users to the project
Enter the name or email address of the user you’d like to give access to. As you type, you’ll be given a list of users in your organization to select. You may enter multiple users in this field at a time.
Select the role the users will have. You can assign individuals to different roles.
    • Moderator: Users can edit and delete all feedback and comments within the project, as well as contribute their own feedback.
    • Read only: Users will be able to read existing feedback and view comparisons, but not submit feedback of their own.
    • Contributor: Users will be able to interact with existing feedback and submit their own feedback, as well as create and manage their own collections and comparisons. Contributors can also edit feedback clients and tags.
      Qtip: By default, contributors cannot manage feedback statuses or assignees. If you would like to allow contributors to perform these actions, enable the Allow contributors to manage status and assignee toggle.
      the allow contributers to manage status and assignee option
      the allow contributers to manage status and assignee option
    • Owner: Users will be able to manage all feedback for the project, as well as any project settings.
Qtip: All user roles have the ability to manage subscriptions for their account.
Click Share.

Once you’ve shared the project with individual users, you can manage their access in the Permissions section.

in the permissions table, you can search, change permissions, and remove access
in the permissions table, you can search, change permissions, and remove access

In this section, you can perform the following tasks:

Use the Display Name, User, and Permission fields to filter for specific users.
Qtip: If the “Display Name” for a user is blank, this means they have not yet accessed the Frontline Feedback project.
Click the dropdown in the “Permission” column to change the user’s level of access.
Click the trash can icon next to a user to remove them from the project.

Custom Fields

In the Custom Fields section, you can create extra fields that display in the feedback form and the overview on feedback requests. When submitting a feedback request, the person submitting the feedback will be able to select values for the custom fields. You can use custom fields to filter your feedback requests.

Example: In this example, we’ve created a custom field called “Product Line.” A dropdown menu is available for selecting the value for this field.
a custom field on a feedback request
a custom field on a feedback request

Creating Custom Fields

Qtip: You may create up to 50 custom fields in your project.
Navigate to the Custom Fields tab.
navigating to custom fields and clicking add field
navigating to custom fields and clicking add field
Click Add Field.
Give your field a name.
choosing the field name and the field type for a new custom field
choosing the field name and the field type for a new custom field
Choose the Field type. This determines the format of the answers respondents can give on feedback. Options include:
  • Multiple choice – All one answer
  • Multiple choice – Allow multiple answers
  • Text entry – Single line
  • Text entry – Multiple lines
Click Save.
If you created a multiple choice field, now it’s time to add the different answers available. Click the three dots next to the field you just created.
selecting add field item
selecting add field item
Select Add field item.
Give the field item a name.
creating a new field item
creating a new field item
Choose the background color for the item.
Select the text color.
Preview your new item and make any adjustments as needed.
Click Save.
Repeat steps 6 through 12 for any additional items you need to add to the field.
Qtip: You can have up to 200 items for a field.
Example: In this example, we’ve created a custom field called “Product Line,” and we’ve added 5 different items to the field.
a custom field has been expanded and its items are listed below
a custom field has been expanded and its items are listed below

Editing & Deleting Custom Fields

To edit or delete a custom field, click the menu icon next to the field, and then select your desired option.

the edit field and delete field options for a custom field
the edit field and delete field options for a custom field
Qtip: When editing a field, you cannot edit the field type (i.e. switch it from single select to multi select or vice versa). You may only edit the field’s name.
Warning: When deleting a field, the field and all of its items will be deleted from all requests in the project. This action is irreversible. Proceed with caution!

You may also edit and delete individual field items. To delete or edit an item, click the menu icon next to the item, and select your desired option.

the options to edit and delete field items
the options to edit and delete field items
Qtip: Items are nested under their parent field. If you don’t see your field items, make sure that your field isn’t minimized by clicking the arrow next to the field name.
gif of clicking the arrow next to a custom field name to expand it

Status

The Status section allows you to configure the statuses that can be applied to feedback requests. Statuses are used to show progress made on feedback, such as marking requests as Under Review, Planned, and Delivered. You can create and delete custom statuses as well as modify any existing statuses.

the status section of frontline feedback settings
the status section of frontline feedback settings

To create a new status:

Click Add status.
clicking the add status button in the status tab
clicking the add status button in the status tab
Name your new status.
image of the add status window
image of the add status window
Choose the Text color.
Select a Background Color.
Preview the status.
Click Add.

Editing & Deleting Statuses

To edit an existing status, click the Edit button next to the status. Click the Delete button to delete an existing status.

image of the edit and delete buttons for managing statuses
image of the edit and delete buttons for managing statuses
Qtip: You cannot delete the default status, but you can edit it. Above, the default status is Not reviewed. This status will be applied to all new feedback requests.

After clicking Delete, you’ll need to assign a new status to any feedback requests that have the status you’re deleting. Use the dropdown menu to choose a status. Note that once a status is deleted, it is irretrievable.

image of the dropdown menu for choosing a new status when deleting a status
image of the dropdown menu for choosing a new status when deleting a status

Tags

The Tags section contains all of the tags that users have added to feedback requests in your project. From this tab, you can delete tags from your project.

Qtip: To create tags, navigate to any feedback ticket and click Add in the Tags section. More information can be found on the Managing Feedback page.

the tags tab
the tags tab

To delete a tag, click Delete next to the tag you want to remove. You’ll be asked to confirm your decision. Proceed with caution, as deleted tags are removed from all feedback requests, and this action is irreversible!

the confirmation window when deleting a tag
the confirmation window when deleting a tag

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