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Using Your Services

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About Using Your Services

“Use my services” is a page of the Customer Success Hub where you can use your Success Package services and get into contact with the experts who will help your program excel. For example, here you can connect with your XM Success Manager, start a Success Check, or schedule a coaching session with an XM Expert.

use my services page has 4 main tiles and then a series of frequently asked questions below

Qtip: What you see on the “Use my services” page varies based on what is included with your license, so the screenshots shown here may not exactly match what you see in your Customer Success Hub.
Qtip: Any services not included in your current license will be grayed out. To explore additional services on, click Learn More, or go to Manage My Services.

Working With Your XM Success Manager

Your designated XM Success Manager is committed to helping you mature your XM Programs. They can provide advice on your use of the XM platform to meet your specific business objectives.

2 tiles on top of each other: get strategic advice and modify my program

  • Get Strategic Advice: Request advice from your XM Success Manager on how to best achieve your XM business objectives using the Qualtrics Platform, including recommendations for new & existing features. Your XM Success Manager will receive and action the request.
  • Modify My Program: Request specific program modifications, support with analytics tools and insights, or schedule in-depth product enablement from your Success Team. Your XM Success Manager will engage a member of the Technical Account Management team to action the request.
Qtip: The Modify My Program option will not appear if your license includes a named Technical Account Manager. See the following section for what will appear instead.

Contacting Your Technical Account Manager

A Technical Account Manager is a highly experienced technology consultant and customer advocate who provides platform training, technical consultation on specific programs, and perform Success Checks.

Qtip: This option will only be available if your license includes a named Technical Account Manager.
  1. On the support site, click Contact Us.
    Contact us button on support site

    Qtip: See other ways to log into the Customer Success Hub.
  2. Log into your Customer Success Hub.
    Login page for portal
  3. Select Use my services.
    clicking the "use my services" tile in the customer success hub
  4. Click Contact My Technical Account Manager.
    contact my technical account manager button

From there, you’ll be able to provide additional details about your request for your Technical Account Manager.

Attention: If you have a technical question or issue, use the Get technical support option to send email or scheduled conference call requests directly to Enterprise Support. For a comprehensive technical audit, Enterprise Support representatives also handle Success Checks.
Qtip: If you have a legacy TAM license, you may not see the “Using my services” page. Instead, a “Contact my TAM” link will be right on the homepage of the Customer Success Hub.

Enterprise Support

review my program button

A success check is a comprehensive technical audit for a project of your choice. A specialist will do an in-depth review of your project and make technical recommendations that will improve your program and mitigate risk. To start a success check, click Review My Program.

There are several kinds of success checks:

  • Launch Readiness Review: A complete review of a project or program area to verify readiness to go live. Launch Readiness Reviews are intended for projects that have not gone live yet, but are completely set up.
  • Technical Risk Assessment: A Technical Risk assessment is an evaluation of a specific project or program area to highlight risks and outdated technology or practices. They are intended for existing projects that have already been launched or have been running for a while, and require that any project being reviewed is already completely built.
  • EX Employee Engagement Launch Assurance: This type of Success Check is meant to guide you through the successful launch of an Employee Engagement project. It is intended for projects in the early stages of configuration, so your project does not have to be complete before you reach out.
  • License Optimization Review: A specialist will evaluate your current product usage against your license and document ways to further leverage the technology included in your license, as well as suggest areas for automation or simplification. Upon completion, a representative can provide training on the recommended product areas to help you get started.
Qtip: Success Checks will only be available if you have purchased a Success Package for your organization.

XM Expert Coaching

Qtip: This option will only be available if you have the Advanced or ManagedXM Success Package.

get methodology advice button

XM Expert Coaching is a service that provides you with ongoing expertise to drive program impact. Coaching sessions can come in the form of discrete workshops and monthly office hours, all facilitated by an expert practitioner in the area of Experience Management.

After you select Get Methodology Advice, you can choose from the following request types:

  • Schedule a coaching session: Schedule an XM Scientist-led coaching session on best practices in a specific topic. You can choose from a few different topics, such as program development and activation, program design methodology, and guidance on analytics optimization.
  • Submit questions for office hours: Advanced and ManagedXM Success Packages include access to monthly office hours with an XM Scientist. Here, you can submit questions to help your XM Scientist prepare for what you’ll discuss in that session.
Qtip: XM Scientists are experts in research and methodology. For help with the Qualtrics product, see Get Technical Support instead.

Success Package Users

Users must be nominated as Success Package users in order to use the services associated with their organization’s Success Package. Only these users can view the Use My Services page of the Customer Success Hub.

Success Package users can also view the Manage My Services page, where they’ll see an overview of the Success Package and everything included in it. Nominated Success Package users cannot change Success Package settings unless they are Brand Administrators.

Changing Which Users are Nominated

Only Brand Administrators can change who the nominated Success Package users are. To do this, Brand Administrators should go to Manage My Services and select Contact Us.

Contact us button on "current package"

FAQs