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Self-Service Licenses

Suite

Customer Experience Strategy & Research

Product

Qualtrics

What's on this page

About Self-Service Licenses

Free users, trial users, and website visitors to the Buy Qualtrics Online page can purchase a self-service Qualtrics license directly with a credit card. These self-service licenses are offered out-of-the-box, at flat-rate pricing, for customers who want to get started using Qualtrics in minutes and don’t need Qualtrics services or support to get up and running.

There are limitations to self-service licenses, including:

Generic branding: Qualtrics accounts for self-service licenses are immediately created after purchase with auto-generated brand IDs. Brand IDs cannot be changed after creation. You can still implement a standard Vanity URL or apply custom branding to the Look and Feel of your surveys.
Qtip: If you are interested in a custom brand ID, you can upgrade to a custom plan that includes onboarding support. Log in to the My Profile section of the Customer Success Hub to begin this process.
FedRAMP: At this time, self-service licenses cannot be created in our FedRAMP environment.
Qtip: If you need to maintain FedRAMP compliance, you can upgrade to a custom plan that includes onboarding support. Log in to the My Profile section of the Customer Success Hub to begin this process.
Limited responses: The Strategic Research plan available for direct purchase comes with only 1,000 responses or equivalent interactions. For more information on interactions, see the FAQ at the bottom of the Pricing & Plans

Upgrading a Free or Trial Account

If you’ve previously signed up for a free account to get a feel for the basic capabilities of the Qualtrics XM Platform, or a trial account to try out the premium features available in a Strategic Research license, you can upgrade your account to a self-service license. Follow the steps below and navigate to the Plans tab to upgrade your account.

Click the silhouette in the top-right corner of your account.

Select Upgrade Plan.

Attention: Upgrade Plan is only available in free or trial accounts. If you are accessing Qualtrics through an existing Qualtrics license, you will not see this option.

Qtip: Alternatively, you can select Account Settings, and then select the Plans tab.

Use the table to compare the features and capabilities included in a free account with different licenses.

Click Buy now on the license you wish to purchase.

Qtip: If you anticipate needing a higher volume of responses than available in the direct purchase plan, or are interested in other Strategy & Research products, or other product suites, click Request quote to connect with our Sales team and learn more about different upgrade options.

Provide your credit card and billing information, or enter your bank account information. See ACH Payments for more information on connecting your bank account.

page with fields to enter card information

Qtip: Paying with bank information is only available for customers in the US and Europe. Paying by credit card is the only option for customers in other countries.

Use the checkboxes to agree to the Terms of Service and Annual Auto-Renewal Policy.

Click Complete Purchase to process your payment and create your new license.

You will receive a purchase confirmation when your transaction is complete. Log out of your account and log back in to access your new license.

Qtip: The Plans and Billing tabs are only available in free or trial accounts, or accounts associated with a self-service subscription license. If you are accessing Qualtrics through an existing Qualtrics license that was not purchased through self-service, you will not see these tabs in account settings.

Qtip: See the FAQ for troubleshooting tips and information on how to request help when upgrading.

Buying a License without an Existing Account

If you have never signed up for a free or trial account, don’t have an existing Qualtrics license, and are ready to purchase a self-service license, you can buy directly from qualtrics.com/buy-online. This page provides a table that lets you compare the features and capabilities included in a self-service Strategic Research license versus a free account, or a license with a higher usage capacity.

To purchase, enter your email address in the form at the top of the page, and click Buy Now.

field to enter email address to begin trial

Qtip: If you have already signed up for a free or trial account, or have an existing Qualtrics license, you won’t be able to make a purchase through this web page. If the email address you entered is already associated with an existing account, log in to your free account and upgrade from there, contact your account team for assistance upgrading your existing license, or enter an email address that isn’t associated with any Qualtrics accounts.

You will then receive an email that will let you verify your email address and proceed to purchase. Enter the account details required to set up your new license, your credit card or bank account information, and agree to Qualtrics’ Terms of Service, Annual Auto-Renewal Policy, and Privacy Statement. When you click the Purchase button, your payment will be processed, and a new account will be created for you to use. Once your transaction has been completed, you will receive a purchase confirmation. Log in to Qualtrics to access your new license.

Managing Your License

Once you purchase a license, you will have access to self-service tools and resources to help manage your license. In addition to viewing information in the Billing section of Account Settings, the Billing Details section of the Customer Success Hub contains information about emailed receipts for self-service license payments, renewal information, and more.

self-service license info in the customer hub

Viewing Your Subscription Information

You can view information about your active subscription license in the Billing tab within Account Settings. The Active Subscription section will display the name of your plan, the date your current license term started, and your next renewal date and cost.

Qtip: For CoreXM licenses, this section will also include the number of user seats purchased.

active subscription info in the billing tab in account settings

Viewing Your Transaction History and Receipts

You can access a payments portal from the Active Subscription section within the Billing tab of Account Settings. The payments portal includes records of past self-service transactions, including completed and attempted payments. If you click a completed transaction, you can view and download receipts or the associated paid invoices.

Qtip: Because self-service licenses require up-front payments, the invoices for self-service licenses are generated at the same time as the receipts, and reflect the payment that was already completed.

Updating Your Payment Card

Self-service subscriptions are billed annually, payable by credit card or bank account at the start of each annual term. Upon renewal, your credit card or bank account will be automatically charged, according to Qualtrics’ General Terms and Conditions.

You can view the payment information you have on file in the Billing tab within Account Settings. If you need to remove your payment information, click Remove payment information in the Current Payment Information section. To add new payment information, enter the card information or bank account information and click Submit. This will replace the payment information on record, and the new payment will be charged upon renewal unless you cancel your subscription before the renewal date.

Canceling a Self-Service Subscription

You can view your subscription renewal date and price in the Billing tab of Account Settings. If you do not want to renew your subscription, click Cancel renewal in the Active Subscription section of the page. This will prevent your subscription license from renewing at the expiry date, and prevent your payment card from being charged. It will not cancel your active subscription.

You will continue to have access to your subscription license until your expiry date. Upon expiration of your active subscription term, your account will be downgraded to a free account. You will retain access to your surveys and any collected response data, but you will lose access to premium features included in your paid subscription license. You can export your surveys, response data, reports, or dashboards while you have access to them.

Upgrading a Self-Service Subscription

If you have reached maximum usage of your license, such as using all available responses or available user seats, or if you are just interested in getting more out of Qualtrics, you can upgrade your license. To learn about options and pricing for expanding your license, navigate to the Customer Success Hub.

Once in the Customer Success Hub, click Get Account Services Support.

"get account services support" tile within customer hub

Confirm or enter your name, email, any emails to be cc’d on the request, and company name (if applicable).

Select Explore increasing capacity or adding new features.

Specify the nature of your upgrade (e.g., add user seats, buy additional responses, upgrade to a new product or suite, etc.).

Submit your request.

Datacenters

Qtip: You can view your assigned datacenter in the Qualtrics IDs section of account settings, or in your Profile in the Customer Success Hub.

When you purchase a subscription license from qualtrics.com/buy-online, your account is created and your datacenter is set once the payment has been successfully processed.

By default, your regional datacenter will be set based on your IP address at the time of checkout. You can confirm or change your datacenter by following these steps before completing your purchase:

Click the hyperlinked “Change datacenter” in the Terms and agreements section of the purchase form.

clicking the hyperlinked 'change datacenter' while signing up for a license

Select a datacenter from the list. The default datacenter selection will be identified as Recommended in the list.

using the dropdown menu to choose a datacenter

Click Confirm.

Warning: If you initially signed up for a free or trial account before deciding to upgrade to a self-service license, your account will have already been assigned to a datacenter based on your IP address when you originally signed up.

Attention: Self-service accounts are not compatible with Qualtrics’ FedRAMP environment, and cannot be moved into it.

Logging in to Qualtrics

Once you complete your purchase, either by upgrading a pre-existing free or trial account, or buying directly from the Qualtrics website, you can log in and begin using Qualtrics immediately. For more information, see Logging into Your Account.

Qtip: If you are having trouble logging in to your account, see Login Issues for more information on accessing your account.

FAQs

My company or organization already has a Qualtrics license. If I purchase a self-service subscription, can I get added to their brand/license?

Self-service subscriptions are not designed to add new users to existing accounts. If you purchase a self-service subscription, you will be deployed on a new, independent brand that is managed through a new, separate license. If you would like to get access to Qualtrics through your organization’s existing license, you will need to work with your organization to identify your Qualtrics brand administrator and request user access.

Can I combine my self-service subscription with another subscription?

There is no way to combine multiple brands or consolidate multiple self-service subscriptions. If you are currently using a self-service subscription and want to expand to an enterprise license for your organization, our sales team can help determine the right plan to meet your organization’s needs.

I already have a Qualtrics license, but I would like to move to a self-service subscription. How can I change my existing license to a self-service subscription?

At this time there is no way to migrate an existing Qualtrics license to a self-service subscription. Purchasing a self-service subscription automatically creates a new brand, and there is no way to associate a self-service subscription with an existing brand or license. There is also no way to automatically migrate users, surveys, or data from an existing brand to a new brand associated with a self-service subscription. You can manually migrate survey content and response data, but there are elements you will need to recreate in the new brand, such as libraries and directories.

Which methods of payment can I use to buy a self-service subscription from the online store? Can I pay with an invoice or check?

The online store accepts credit cards or ACH payments.

I tried to submit my email address to purchase from qualtrics.com/buy-online, but I did not receive a verification email. What can I do to complete my purchase?

If you submitted your email address, and did not receive an error message that the email address was already in use, check your spam folders or try a different email address.

I tried to purchase a self-service subscription online but my payment failed. What can I do to complete my purchase?

If your payment fails, your credit card may have insufficient funds, or it may have been declined by your financial institution for other reasons. Ensure your card has a sufficient credit limit and available funds to cover the cost of the plan you are attempting to purchase, plus taxes. Also make sure you entered an accurate and complete billing address. Some financial institutions may also block payment requests following multiple failed attempts. If you experience multiple failures with the same credit card, you may need to contact your card issuer/financial institution to determine the cause of the error. If you are unsuccessful with one credit card, we recommend you try using a different card. If you continue to experience issues, try clearing your cache and cookie and checking out in a new browser session (or login session, if you are attempting to upgrade an existing Qualtrics account). If you have confirmed the card you are using is active, has sufficient available credit, and has no restrictions placed on the card by the card issuer that would prevent you from using it for new transactions, you can request assistance through the Customer Success Hub. Within the Hub select Manage my account, then Upgrade my account. You can then submit details about any payment failures or other technical issues. If you are trying to upgrade a free account created prior to August 2023 (these accounts typically have a brandID that includes “qfreeaccounts” or “qtrial”), you may not be able to upgrade successfully. You can try creating a new account with a different, unique email address directly at qualtrics.com/buy-online. If you create a new account, follow the Manual Move instructions to move contact from your old account.

Will I get an invoice for my self-service license payment?

Yes, once you have completed the credit card payment to purchase your self-service license, you will receive a copy of your invoice at the email address you provided when buying. The invoice will include the invoice number, date of issue, and due date, which will be the same date, since payment is due at the time of purchase. You will also see the itemized quantity, unit price, tax, and total amount due, in the currency in which the transaction occurred.

Can I choose my brand ID?

Self-service subscriptions are automatically deployed on brands with a generic, auto-generated brand ID. Brand IDs cannot be changed. If having a custom brand ID is important to you, you will need to contact sales for a custom plan that includes onboarding support.

Can I choose my datacenter?

When you purchase a subscription license from qualtrics.com/buy-online, your account is created and your datacenter is set once the payment has been successfully processed.

By default, your regional datacenter will be set based on your IP address at the time of checkout. You can confirm or change your datacenter by following the steps in the Datacenters section above.

If you’ve already enrolled in a free or trial account, your datacenter is set when your account is created and cannot be changed.

Are self-service subscriptions compatible with FedRAMP?

No, self-service accounts are not compatible with Qualtrics’ FedRAMP environment. If FedRAMP compliance is important to you, you will need to contact sales for a custom plan that includes onboarding support.

I purchased a self-service subscription but I need to add users or responses. Can I purchase additional user seats or responses through the online store?

To expand or upgrade your license, contact your Account Executive so we can determine the best plan to meet your expanded needs.

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