Managing Your Services

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About Managing Your Services

“Manage my services” is a page on the Customer Success Hub where you can see what’s included in your Success Package, or upgrade your Success Package.

Qtip: Only Brand Administrators can upgrade a Success Package. Success Package users who aren’t Brand Admins will be able to see what’s available in their Success Package, but they won’t be able to upgrade.

Managing Your Current Package

Find your current success package where it’s highlighted, then click Contact Us to reach out to Qualtrics about your current success package.

Qtip: If your license includes multiple product lines and you’ve purchased Success Packages for them, you may also see a dropdown in the upper-right where you can switch between the Success Packages available to you.

After you click “Contact Us,” you’ll be taken to a form where you’ll have the following options:

Upgrade your service package.
Submit questions about add-on consulting services, such as Engineering Services or Research Services.
Purchase services for another product line.
Update or add users who can access your service package.
Submit questions about what’s included in your services package.
Other questions or requests that don’t match the previous options listed.

Qtip: Add-on consulting is available for all service packages. See this page for more information.

Upgrading Your Success Package

Underneath the list of Success Packages, you’ll see the features included in each, so you can compare across all packages. When you’ve found a package that you’re interested in, click Upgrade.

You’ll be taken to a form where you’ll be asked to confirm your selection. Once confirmed, your XM Success Manager will be notified of your decision, and will reach out to you via email to discuss.

SMS Distributions in XM Dire...

Qualtrics SMS distributions help you reach your audience through mobile devices and collect on-the-go pocket feedback. You can distribute surveys in two different ways through SMS: as a "2-way" interactive survey where respondents text their replies to each question, or as a link to the survey sent to the respondent's phone that can be opened in a mobile browser.

Qualtrics XM App

The Qualtrics XM App lets you and your colleagues view your dashboards on the go. With this app, you can view widgets, filter pages, switch between dashboards, and even check out your dashboard’s text analysis!

Web Service

Sometimes you may want to include more complex features in your survey. Maybe you want to pull in the top 10 headlines from a news website into your survey, or you want to automate a second survey distribution to be emailed to the respondents of a first survey exactly 2 hours later. A Web Service would allow you to do just that by making requests to a designated URL.

Responses in Progress

Responses in progress are responses that have been started but not submitted. This includes both clicked links that have not been filled out and those that are partially filled out, but not submitted.

Survey Options (EX)

Survey options is where you go to change many general survey settings, such as the timeframe the survey's available, the addition of a back button or visible question numbers, and more. To access these settings, click Survey options in the Survey tab.

Step 5: Simulate Different P...

Within the simulator you can change package settings or add more options to gauge how your customers would react. You can use the dropdowns at the top to select from the available simulator options, First Choice and Preference Share.

Managing Your Services

About Managing Your Services

Managing Your Current Package

Upgrading Your Success Package

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