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Getting Started with Qualtrics
Creating an Account & Logging In
Logging In with Your Organization ID
Homepage Basic Overview
Free Accounts & Trials
Free Accounts
DesignXM Trial
Sample Projects
User Moves
Qualtrics Topics From A to Z
Getting Help & Contacting Support
Customer Success Hub
Customer Success Hub Basic Overview
Getting Technical Support
Using Your Services
Managing Your Services
Viewing Your Support History
Submitting a Product Idea
Qualtrics & GDPR Compliance
Browser Compatibility & Cookies
Data Protection & Privacy
Qualtrics Transport Layer Security (TLS) Upgrades
Languages in Qualtrics
Allowlisting External Domains for Qualtrics Use
Disabled Accounts
Individual User Account Settings
Account Settings
Creating an Account & Logging In
Logging In with Your Organization ID
Free Accounts
User Moves
Notifications Feed
Common Use Cases
Common Use Cases Overview
Survey Projects
End-to-End Survey Projects
CoreXM
Appointment / Event Registration Surveys
A/B Testing in Surveys
Creating an Anonymized Raffle
Customizing Survey Content Based on Historical Response Data
Panel Company Integration
Pulling Data Into a Second Survey (Longitudinal Surveys)
Employee Experience
Running a Pulse Program with a Hierarchy (EX)
Running an Engagement Project with Anonymous and Non-Anonymous Participants
Customer Experience
Account Management Command Center
Ask the Experts Ticketing Queue
Closing the Loop
Brand Experience
Brand Tracker Projects
Applying Filters to BX Dashboards
Brand Widgets
Funnel Widget (BX)
Correspondence Analysis Widget (BX)
Distinctive Image Associations Widget (BX)
Radar Chart Widget (BX)
Brand Drivers Analysis Widget (BX)
Split Axis Chart Widget (BX)
Opportunity Analysis Chart Widget (BX)
Experience Assessment Widget
Common Use Cases (BX)
Conversion Funnel Reporting (BX)
Brand Imagery Reporting (BX)
Brand Usage Reporting (BX)
Correspondence Analysis (BX)
Customizing Your Survey
Assigning Randomized IDs to Respondents
Building a Consent Form
Displaying Messages Based on Scoring
Screen-Out Management
Survey Tips & Tricks
Starting a Survey with a POST Request
Migrating from Report.php Response Reports
Digital Projects
End-to-End Digital Projects
Mobile App Feedback Project
Mobile Site Exit Surveys
Opt-In Survey Upon Site Exit
Single Page Application
Soliciting App Reviews
Website / App Insights for Employee XM
Optimizing Your Digital Project
A/B Testing in Website / App Insights
Formatting Embedded Targets
Making Creatives Mobile-Optimized
Optimizing Intercept Targeting Logic
Screen Capture
Using Google Analytics with Website / App Insights
Using Tag Managers
Website / App Insights Accessibility
XM Directory Contact Frequency Rules for Digital Intercepts
XM Directory Segments for Digital Intercept Targeting
XM Solutions
Guided Solutions
Managing Custom Solutions
CX Solutions
Digital XM Solution for Commerce
EX Solutions
Candidate Experience Program
Diversity, Equity, & Inclusion Solution
Experience Design for Workplaces: Hybrid XM Solution
Experience Design for Workplaces: Office Program
Well-being at Work Solution
EX25 XM Solution
ProductXM Solutions
Idea Screening XM Solution (PX)
DesignXM Solutions
Concept Testing Program
Idea Screening XM Solution
Audience Management Program
COVID-19 XM Solutions
Testing Status Manager
Vaccination Status Manager
Using a Mailing List to Survey Synchronizer in COVID-19 Response Solutions
Troubleshooting the Qualtrics Vaccination & Testing Manager Solution
Remote + On-site Work Pulse XM Solution
Public Health: COVID-19 Pre-Screen & Routing XM Solution
COVID-19 Customer Confidence Pulse
Higher Education: Remote Learning Pulse
K-12 Education: Remote Learning Pulse
Healthcare Workforce Pulse
Remote Educator Pulse
COVID-19 Dynamic Call Center Script
COVID-19 Brand Trust Pulse
Supply Continuity Pulse XM Solution
Frontline Connect
COVID-19 Customer Confidence Pulse 2.0
Digital Open Door
Return to Work Pulse
Return to Work Pulse 2.0 (EX)
Integrating With Third Party Platforms
Integrating with Qualtrics Social Connect
Integrating with Amazon Connect
Integrating with Amazon Web Services
Integrating with Five9
Integrating with Genesys
Analyzing Results
CoreXM
Combining Responses
Displaying Live Results
Employee Experience
Uploading Historical Data (EE)
Customer Experience Dashboards
Drill Down Hierarchies for CX Dashboards
Matrix Statements in a Single Widget
Location Data
Common API Use Cases
Survey Projects
Getting Started
Learn the XM Platform
Projects Basic Overview
Survey Basic Overview
Workflows Basic Overview
Distributions Basic Overview
Data & Analysis Basic Overview
Results vs. Reports
Results-Reports Basic Overview
Advanced-Reports Basic Overview
XM Directory Lite Basic Overview
Library Basic Overview
Admin Basic Overview
Information for Survey Takers
Projects Page
Projects Basic Overview
Creating a Project
Organizing & Viewing Your Projects
Collaborating on Projects
Imported Data Projects
Imported Data Projects
Data & Analysis in Imported Data Projects
Dataset Record Event
Imported Video and Audio Projects
Survey Tab
Survey Basic Overview
Survey Publishing & Versions
Editing Questions
Creating Questions
Question Types Guide
Question Types
Static Content
Text / Graphic Question
Standard Content
Multiple Choice Question
Matrix Table Question
Text Entry Question
Form Field Question
Slider Question
Rank Order Question
Side by Side Question
Autocomplete Questions & Supplemental Data
Specialty Questions
Constant Sum Question
Pick, Group, & Rank Question
Hot Spot Question
Heat Map Question
Graphic Slider Question
Drill Down Question
Net Promoter© Score (NPS) Question
Highlight Question
Signature Question
Video Response Question
Advanced Questions
Timing Question
Meta Info Question
File Upload Question
Captcha Verification Question
Pre-Made Qualtrics Library Questions
Formatting Questions
Formatting Answer Choices
Add Page Break
Response Requirements & Validation
Piped Text
Piped Text
Math Operations
Rich Content Editor
Rich Content Editor
Insert Media
Insert a Graphic
Insert a Downloadable File
Insert a Hyperlink
Question Behavior
Question Behavior
Display Logic
Carry Forward Choices
Skip Logic
Add JavaScript
Add Default Choices
Recode Values
Choice Randomization
ExpertReview
ExpertReview Functionality
Survey Methodology & Compliance Best Practices
Common Survey Errors
Sensitive Data Requests
Fraud Detection
Survey Accessibility
Block Options
Block Options
Loop & Merge
Question Randomization
Editing the End of the Survey
Survey Tools
Survey Tools
Auto-Number Questions
Generate Test Responses
Reusable Choices
Saving & Restoring
Print Survey
Import & Export Surveys
Email Triggers
Contact List Triggers
Survey Flow
Survey Flow
Standard Elements
Displaying Blocks
Branch Logic
Embedded Data
Grouping Elements in the Survey Flow
Passing Information via Query Strings
Randomizer
End of Survey Element
Advanced Elements
Web Service
Authenticator
Authenticators
SSO Authenticator
Reference Surveys
Table of Contents
Text iQ-Powered Survey Flows
Autocomplete Questions & Supplemental Data
Screen-Out Management
Look & Feel
Look & Feel
Survey Theming
General Look & Feel Settings
Survey Style & Motion
Simple Layout
Survey Options
Survey Options
General Survey Options
Responses Section of Survey Options
Security Survey Options
Post-Survey Options
Incomplete Survey Responses
Fraud Detection
Scoring
Quotas
Translate Survey
Preview Survey
Testing/Editing Active Surveys
Using Logic
Mobile Survey Optimization
Renaming Your Survey
Workflows Tab
Workflows Basic Overview
Survey Response Events
Survey Definition Events
Workflow Notifications
Workflows Run & Revision Histories
Distributions Tab
Distributions Basic Overview
Collecting Responses
Distribution Summary
Web Distribution
Anonymous Link
QR Code
Survey Director
Passing Information via Query Strings
Email Distribution
Email Survey Invitations
Email Distribution Management
Reminder & Thank You Emails
Email Distribution Error Messages
Avoid Being Marked as Spam
Using a Custom From Address
Personal Links
Social Media Distribution
Mobile Distributions
SMS Distributions
Using Your Own SMS Provider
Offline App
Setting Up the Offline App
Collecting Offline App Responses
Offline App Incompatible Features
Data & Analysis Tab
Data & Analysis Basic Overview
Data
Recorded Responses
Filtering Responses
Responses in Progress
Export Data
Exporting Response Data
Data Export Formats
Data Export Options
Understanding Your Data Set
Exporting Response Data to Google Drive
Response Import & Export Automations
PGP Encryption
Import Responses
CSV/TSV Upload Issues
Retake Survey Link
Combining Responses
Response Editing
Creating New Fields
Custom Field Creation
Bucketing Variable Creation
Formula Variable Creation
Combining Fields
Editing Custom Variables
Translate Comments
Response Quality Functionality
Response Quality
Autocomplete Questions & Supplemental Data
Audio & Video Editor
Text iQ
Text iQ Functionality
Topics in Text iQ
Sentiment Analysis
Additional Enrichments in Text iQ
Widgets in Text iQ
Text iQ Best Practices
Cross Tabulation
Crosstabs
Crosstabs Options
Understanding Statistics
Predict iQ
Response Weighting
Reports Tab
Results vs. Reports
Results Dashboards
Results Dashboards Basic Overview
Results Dashboards Pages
Results Dashboards Widgets
Settings
Manage Public Results Dashboards
Dashboard Theme
Migrating to Results Dashboards
Results Section
Results-Reports Basic Overview
Migrating to Results Dashboards
Results-Reports Pages
Results-Reports Breakouts
Global Results-Reports Settings
Visualizations
Results-Reports Visualizations
Charts
Bar Chart (Results)
Line Chart (Results)
Pie Chart (Results)
Gauge Chart (Results)
Tables
Simple Table (Results)
Statistics Table (Results)
Paginated Table (Results)
Breakdown Bar (Results)
Word Cloud (Results)
Heat Map Plot (Results)
Text Highlights (Results)
Filtering Results-Reports
Exporting and Sharing Results
Exporting Results-Reports
Managing Public Results-Reports
Scheduled Results-Reports Emails
Reports Section
Advanced-Reports Basic Overview
Advanced-Reports Toolbar
Inserting Advanced-Reports Content
Global Advanced-Reports Settings
Global Advanced-Reports Filters
Sharing Your Advanced-Reports
Visualizations
Advanced-Reports Visualizations
Adding & Removing Advanced-Reports Visualizations
Multiple Data Sources in Advanced-Reports
Charts
Bar Chart Visualization
Line Chart Visualization
Pie Chart Visualization
Breakdown Bar Visualization
Gauge Chart Visualization
Tables
Data Table Visualization
Statistics Table Visualization
Results Table Visualization
Other
Heat Map Visualization
Word Cloud Visualization
Workflows
Workflows Basic Overview
Workflows in Global Navigation
Events
Survey Response Event
Ticket Event
Survey Definition Event
ServiceNow Event
JSON Event
Salesforce Workflow Rule Event
XM Directory Funnel Event
Health Connect Event
Zendesk Event
iQ Anomaly Event
Experience ID Segments Event
Dataset Record Event
Jira Event
Experience ID Change Event
Twilio Segment Event
XM Discover Event
Email Received Event
Tasks
Tickets Task
Update Ticket Task
Email Task
Send Survey via Text Message (SMS) Task
XM Directory Task
Notifications Feed Task
Single-Instance Incentives
Frontline Feedback Task
Calculate Metric Task
Code Task
Health Connect Task
Single Profile Update to Experience ID Task
Data Formula Task
Create Experience iD Sample Task
Integration Tasks
Web Service Task
Microsoft Teams Task
Microsoft Excel Task
Google Calendar Task
Google Sheets Task
Hubspot Task
Marketo Task
Zendesk Task
ServiceNow Task
Jira Task
Freshdesk Task
Salesforce Task
Slack Task
Twilio Segment Task
GPT Task
Extract Contact List From HubSpot Task
ETL Workflows
Using Workflows Tasks to Build ETL Workflows
Data Extractor Tasks
Extract Data from Qualtrics File Service
Extract Data from SFTP Files Task
Extract Data from Salesforce Task
Extract Data from Google Drive Task
Import Salesforce Report Data Task
Extract Responses from a Survey Task
Extract Employees from Workday Task
Extract Data from Data Project Task
Extract Run History Report from Workflows Task
PGP Encryption
SuccessFactors
Extract Employee Data from SuccessFactors Task
Configuring SuccessFactors Tasks with OAuth Credentials
Extract Recruiting Data from SuccessFactors Task
Extract Data from Amazon S3 Task
Data Loader Tasks
Load B2B Account Data into XM Directory Task
Add Contacts and Transactions to XMD Task
Load Users into EX Directory Task
Load Users into CX Directory Task
Load into a Data Project Task
Load Into a Data Set Task
Load Data into SFTP Task
Load Data to Amazon S3 Task
Load Responses to Survey Task
Data Transformation Tasks
Merge Task
Basic Transform Task
TextFlow
Workflows Based on XM Directory Segments
Sharing Workflows
Workflows Run & Revision Histories
Workflow Settings
Workflow Notifications
Stats iQ
Getting Started with Stats iQ
Stats iQ Basic Overview
Filtering Stats iQ Data
Sharing & Managing Workspaces
Analyses
Describe Data
Relate Data
Regression & Relative Importance
Regression Guides
User-friendly Guide to Linear Regression
User-friendly Guide to Logistic Regression
Interpreting Residual Plots to Improve Your Regression
The Confusion Matrix & Precision-Recall Tradeoff
Pivot Table
Cluster Analysis
R Coding in Stats iQ
Pre-composed R Scripts
Analyzing Text iQ in Stats iQ
Statistical Test Assumptions & Technical Details
Settings
Variable Settings
Analysis Settings
Stats iQ Templates
Variable Creation & Weighting
Stats iQ Variable Creation
Creating & Applying Weights
Text iQ
Text iQ Functionality
Topics in Text iQ
Sentiment Analysis
Actionability
Widgets in Text iQ
Text iQ-Powered Survey Flows
Analyzing Text iQ in Stats iQ
Text iQ (EX)
Text iQ in CX Dashboards
Text iQ in CX Dashboards
Text iQ for Ticketing
Text iQ Table Widget (CX & EX)
Text iQ Bubble Chart Widget (CX & EX)
CX & BX Dashboards
Getting Started with CX Dashboards
Getting Started with CX Dashboards
Step 1: Creating Your Project & Adding a Dashboard (CX)
Step 2: Mapping a Dashboard Data Source (CX)
Step 3: Planning Your Dashboard Design (CX)
Step 4: Building Your Dashboard (CX)
Step 5: Additional Dashboard Customization
Step 6: Sharing & Administering CX Dashboards
New Dashboards Experience
Dashboard Management
Managing Dashboards within a Project (CX)
Spotlight Insights (CX)
Dashboard Settings
Dashboard Data
Mapping CX Dashboard Data
Field Types & Widget Compatibility (CX)
Advanced Fields
Date Field Format (CX)
Field Groups (CX)
Recoding Dashboard Fields (CX)
Using Contact Data as a CX Dashboard Source
Date Time Segmentation (CX)
Importing Data as a CX Dashboard Source
Text iQ in Dashboards
Text iQ for Ticketing
Custom Metrics (CX)
Date & Time (CX)
Benchmark Editor (CX & EX)
Response Weighting in CX Dashboards
Ticket Data
Ticket Reporting (CX)
Ticket Reporting Data Sets
Time Between Ticket Statuses
Dashboard Theme
Dashboard Translation (CX)
Dashboard Notifications
Action Plans Dashboard Settings (CX)
Stats iQ in CX Dashboards
Widgets
Creating CX Dashboard Pages
Building Widgets (CX)
Chart Widgets
Breakdown Bar Widget (CX)
Line & Bar Chart Widgets
Breakdown Trends Widget (CX)
Text iQ Bubble Chart Widget (CX & EX)
Gauge Chart Widget
Scatter Plot Widget (CX)
Number Chart Widget
Donut / Pie Chart Widget
Star Rating Widget (CX)
Frontline Reminders Widget (CX)
Simple Chart Widget
Trend Chart Widget (CX)
Table Widgets
Table Widget
Record Table Widget
Multiple Source Table Widget (CX)
Breakdown Table Widget (CX)
Simple Table Widget
Pivot Table Widget (CX)
Record Grid Widget (CX)
Static Widgets
Image Widget (CX)
Image Slideshow Widget (CX)
Rich Text Editor Widget (CX)
Video Slideshow Widget
Analysis Widgets
Text iQ Table Widget (CX & EX)
Focus Areas Widget
Key Drivers Widget (CX)
Magnet Widget (CX)
Digital Opportunities Widget
Other Widgets
Word Cloud Widget (CX)
Map View Widget (CX)
Response Ticker Widget (CX)
Coaching Priorities Widget
Distributions Table Widget (CX)
Significance Testing in Dashboard Widgets
Displaying Benchmarks in Widgets
Rolling Calculations in Widget Metrics
XM Directory Respondent Funnel
Action Planning (CX)
Distribution Reporting (CX)
Migrating from Distribution Reporting to Respondent Funnel (CX)
Embedded Dashboard Widgets in Third Party Software
Filtering Dashboards
Filtering CX Dashboards
Saving Filters in CX Dashboards
Advanced Dashboard Filters (CX)
Response Count Thresholds (CX)
User Admin
Managing CX Dashboard Users
Adding, Importing, & Exporting Users (CX)
CSV/TSV Upload Issues
CX Dashboards Roles
Metadata (CX)
Unique Identifiers (CX)
Org Hierarchy
Hierarchies Basic Overview
Static vs. Dynamic Org Hierarchies
Preparing a User File to Make a Hierarchy (CX)
Generating a Parent-Child Hierarchy (CX)
Generating a Level-Based Hierarchy (CX)
Generating an Ad Hoc Hierarchy (CX)
Adding Dynamic Org Hierarchies to CX Dashboards
Navigating Hierarchies & Restructuring Units (CX)
Unit Tools (CX)
Org Hierarchy Tools (CX)
Sharing & Exporting Dashboards
Sharing Your CX Dashboard
Adding Project Administrators to a Dashboard (CX)
Exporting Data from CX Dashboards
Kiosk Mode (CX)
Dashboard Role Data Restrictions (CX)
Qualtrics XM App
CX Dashboard Viewer
BX Dashboards
Multi-Category Brand Trackers
Applying Filters to BX Dashboards
Brand Widgets
Funnel Widget (BX)
Correspondence Analysis Widget (BX)
Distinctive Image Associations Widget (BX)
Radar Chart Widget (BX)
Brand Drivers Analysis Widget (BX)
Split Axis Chart Widget (BX)
Opportunity Analysis Chart Widget (BX)
Brand Drivers Analysis Quadrant Chart Widget (BX)
Common Use Cases (BX)
Conversion Funnel Reporting (BX)
Brand Imagery Reporting (BX)
Brand Usage Reporting (BX)
Correspondence Analysis (BX)
Spotlight Insights (BX)
CrossXM Analytics
Dashboard Viewer
Setting Up Dashboard Viewer
Using Dashboard Viewer
Programs
360
Getting Started with 360
Step 1: Getting Ready to Launch Your 360 Project
Step 2: Building Your 360 Survey
Step 3: Customizing Your Options & Uploading Participants
Step 4: Setting Up Your Messages
Step 5: Designing Your Subject Report
Step 6: Testing & Going Live
Projects
Creating a Project (EX)
Managing Projects (EX)
Collaborating on Projects (EX)
Survey Tab
Survey Publishing & Versions
Creating & Editing Questions (360)
Question Types
Question Types
Static Content
Text / Graphic Question
Standard Content
Multiple Choice Question
Matrix Table Question
Text Entry Question
Form Field Question
Side by Side Question
Slider Question
Rank Order Question
Specialty Questions
Constant Sum Question
Pick, Group, & Rank Question
Advanced Questions
Timing Question
Meta Info Question
Question Behavior (360)
ExpertReview
ExpertReview Functionality
Survey Methodology & Compliance Best Practices
Common Survey Errors
Sensitive Data Requests
Survey Accessibility
Look & Feel
Look & Feel
Survey Theming
General Look & Feel Settings
Survey Style & Motion
Survey Flow (360)
Survey Options (360)
Translate Survey
Survey Tools (EX)
Preview Survey (360)
Workflows Basic Overview
Participants Tab
Participants Basic Overview (360)
Adding Subjects, Evaluators, & Managers (360)
CSV/TSV Upload Issues
Unique Identifiers (360)
Participant Information Window (360)
Participants Tools (360)
Participants Options (360)
Roles (EX)
Importing Evaluators from the Global Directory (360)
Messages Tab
Email Messages (360)
Instruction Messages (360)
Translating Messages (EX & 360)
Mail History (360)
Messages Options (360)
Data Tab
Exporting Response Data (360)
Understanding Your Response Data Set (360)
Importing Responses (360)
Responses in Progress
Retake Survey Link (360)
Managing Response Data (360)
Reports Tab
Edit Subject Report
360 Reports Basic Overview
360 Reports Settings
Reports Toolbar (360)
Inserting Reports Content (360)
360 Reports Filters
Rater Group Filters (360)
Basic Filters in 360 Reports
Multiple Data Sources in 360 Reports
360 Visualizations
Advanced-Reports Visualizations
Bar Chart Visualization
Line Chart Visualization
Pie Chart Visualization
Breakdown Bar Visualization
Gauge Chart Visualization
Gap Chart (360)
Agreement Chart (360)
Data Table Visualization
Statistics Table Visualization
Results Table Visualization
High and Low Scores Table (360)
Hidden Strengths / Improvement Areas Table (360)
Scoring Overview Table (360)
Report Summary Table (360)
Word Cloud Visualization
Report Options (360)
Dashboards Tab
Dashboards Basic Overview (360)
New Dashboards Experience
Adding & Removing a Dashboard (EX)
Qualtrics XM App
Dashboard Management
Filtering Dashboards (EX)
Advanced Dashboard Filters
Saving Filters in Dashboards
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Translation (EX)
Categories (EX)
Dashboard Data (EX)
Custom Metrics
Widgets
Widgets Basic Overview (EX)
Line & Bar Chart Widgets
Table Widget
Donut / Pie Chart Widget
Response Ticker Widget (EX)
Response Rates Widget (EX)
Word Cloud Widget
Image Widget
Rich Text Editor Widget
Record Table Widget
Gauge Chart Widget
Simple Table Widget
Simple Chart Widget
Dashboard Access
Roles (EX)
Email Messages (360)
Dashboard Viewer (EX)
Employee Directory
Employee Directory (EX)
Employee Directory Tools (EX)
Employee Directory Import Automations (EX)
File Import Sources for Automations
SFTP Troubleshooting
Unique Identifiers (EX & 360)
PGP Encryption
Library (EX)
Administration (EX)
Participant Portal (360)
Engagement
Getting Started with Employee Engagement
Getting Started with Employee Engagement
Step 1: Preparing for Your Employee Engagement Survey
Step 2: Building Your Engagement Survey
Step 3: Configuring Project Participants & Distributing Your Project
Step 4: Reporting on Your Employee Engagement Project Results
Step 5: Closing Your Project & Preparing for Next Year’s Project
New Dashboards Experience
Projects
Creating a Project (EX)
Managing Projects (EX)
Collaborating on Projects (EX)
Website / App Insights for EmployeeXM
Survey Tab
Survey Publishing & Versions
Editing Questions
Creating Questions
Question Types
Question Types
Static Content
Text / Graphic Question
Standard Content
Multiple Choice Question
Matrix Table Question
Text Entry Question
Form Field Question
Side by Side Question
Advanced Questions
Timing Question
Meta Info Question
Org Hierarchy Question
Formatting Questions
Formatting Answer Choices
Add Page Break
Response Requirements & Validation
Piped Text
Piped Text
Math Operations
Rich Content Editor
Rich Content Editor
Insert Media
Insert a Graphic
Insert a Downloadable File
Insert a Hyperlink
Question Behavior
Question Behavior
Display Logic
Skip Logic
Add JavaScript
Add Default Choices
Recode Values
Choice Randomization
ExpertReview
ExpertReview Functionality
Survey Methodology & Compliance Best Practices
Common Survey Errors
Sensitive Data Requests
Fraud Detection
Survey Accessibility
Block Options
Block Options
Question Randomization
Look & Feel
Look & Feel
Survey Theming
General Look & Feel Settings
Survey Style & Motion
Survey Flow (EX)
Survey Options (EX)
Translate Survey
Survey Tools (EX)
Preview Survey
Workflows Basic Overview
Participants Tab
Participants
Participants Basic Overview (EX)
Preparing Your Participant File for Import (EX)
Adding & Removing Participants (EX)
CSV/TSV Upload Issues
Unique Identifiers (EX)
Importing Participants from the Global Directory (EE)
Participant Information Window (EX)
Participants Tools (EX)
Participant Import, Update, & Export Messages (EX)
Org Hierarchies
Hierarchies Basic Overview
Navigating Hierarchies & Restructuring Units (EE)
Unit Tools (EE)
Hierarchy Tools
Org Hierarchies Tools (EE)
Org Hierarchies Export & Import Options (EE)
Map Org Hierarchy Units (EE)
Generating a Hierarchy
Generating a Parent-Child Hierarchy (EE)
Generating a Level-Based Hierarchy (EE)
Generating an Ad Hoc Hierarchy (EE)
Participant Roles (EX)
Importing Participants from the Global Directory (EX)
Messages Tab
Email Messages (EX)
Translating Messages (EX & 360)
Mail History (EX)
Messages Options (EX)
SMS Distributions (EX)
Data & Analysis Tab
Exporting Response Data (EX)
Understanding Your Response Data Set (EX)
Importing Responses (EX)
Responses in Progress
Retake Survey Link (EX)
Managing Response Data (EX)
Text iQ (EX)
Text iQ Best Practices
Dashboards Tab
Adding & Removing a Dashboard (EX)
Qualtrics XM App
Dashboard Management
Dashboard Basic Overview (EX)
Filtering Dashboards (EX)
Advanced Dashboard Filters
Saving Filters in Dashboards
Exporting Data from EX Dashboards
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Data (EX)
Field Types & Widget Compatibility
Categories (EX)
Scales (EX)
Comparisons (EX)
Dashboard Translation (EX)
Benchmark Editor
Anonymity (EX)
Spotlight Insights (EX)
Widgets
Widgets Basic Overview (EX)
Chart Widgets
Gauge Chart Widget
Line & Bar Chart Widgets
Bubble Chart Widget (EX)
Number Chart Widget
Donut / Pie Chart Widget
Text iQ Bubble Chart Widget (CX & EX)
Simple Chart Widget
Table Widgets
Table Widget
Heat Map Widget (EX)
Demographic Breakout Widget (EX)
Simple Table Widget
Analysis Widgets
Comparison Widget (EX)
Scorecard Widget (EX)
Question List Widget (EX)
Focus Areas Widget
Key Drivers Widget (EX)
Text iQ Table Widget (CX & EX)
Engagement Headlines Widget
Static Content Widgets
Image Widget
Rich Text Editor Widget
Other Widgets
Word Cloud Widget
Response Ticker Widget (EX)
Participation Summary Widget (EX)
Engagement Summary Widget (EX)
Response Rates Widget (EX)
Displaying Benchmarks in Widgets
Embedded Dashboard Widgets in Third Party Software
Action Planning
Action Planning Basic Overview (EX)
Guided Action Planning (EX)
Creating Action Plans
Action Plans Dashboard Settings (EX)
Record Grid Widget (EX)
Action Plan Users Widget (EX)
Action Plan Item Summary Widget (EX)
Idea Boards
Report Template
Report Templates Overview (EX)
Report Template Toolbar (EX)
Inserting Content into Report Templates (EX)
Sharing Dashboard Manager Reports (EX)
Visualizations
Overview of Report Template Visualizations (EX)
List of Report Template Visualizations (EX)
Employee Directory
Employee Directory (EX)
CSV/TSV Upload Issues
Employee Directory Tools (EX)
Employee Directory Import Automations (EX)
File Import Sources for Automations
SFTP Troubleshooting
Unique Identifiers (EX & 360)
PGP Encryption
Employee Record Access Control
Employee Journey Analytics
Employee Journey Analytics Overview
Using a Guided Flow & Preconfigured Dashboard
Creating a Project From Scratch
Creating A Data Model
Publishing Your Data Model
Viewing & Analyzing Employee Journey Analytics Data
Manager Assist
Setting Up Manager Assist
Using Manager Assist
Library (EX)
Administration (EX)
Dashboard Viewer (EX)
CrossXM Analytics
Lifecycle
Getting Started with Employee Lifecycle
Getting Started with Employee Lifecycle
Projects
Creating a Project (EX)
Managing Projects (EX)
Collaborating on Projects (EX)
Website / App Insights for EmployeeXM
Survey Tab
Survey Publishing & Versions
Editing Questions
Creating Questions
Question Types
Question Types
Static Content
Text / Graphic Question
Standard Content
Multiple Choice Question
Matrix Table Question
Text Entry Question
Form Field Question
Side by Side Question
Advanced Questions
Timing Question
Meta Info Question
Formatting Questions
Formatting Answer Choices
Add Page Break
Response Requirements & Validation
Piped Text
Piped Text
Math Operations
Rich Content Editor
Rich Content Editor
Insert Media
Insert a Graphic
Insert a Downloadable File
Insert a Hyperlink
Question Behavior
Question Behavior
Display Logic
Skip Logic
Add JavaScript
Add Default Choices
Recode Values
Choice Randomization
ExpertReview
ExpertReview Functionality
Survey Methodology & Compliance Best Practices
Common Survey Errors
Sensitive Data Requests
Fraud Detection
Survey Accessibility
Block Options
Block Options
Question Randomization
Look & Feel
Look & Feel
Survey Theming
General Look & Feel Settings
Survey Style & Motion
Survey Flow (EX)
Survey Options (EX)
Allowing Participants to Submit Multiple Responses (EL)
Translate Survey
Survey Tools (EX)
Preview Survey
Workflows Basic Overview
Participants Tab
Participants
Participants Basic Overview (EX)
Preparing Your Participant File for Import (EX)
Adding & Removing Participants (EX)
CSV/TSV Upload Issues
Importing Participants from the Global Directory (EX)
Unique Identifiers (EX)
Participant Information Window (EX)
Participants Tools (EX)
Participant Import Automation (EL)
Participant Import, Update, & Export Messages (EX)
Participant Roles (EX)
Messages Tab
Lifecycle Emails
SMS Distributions (EX)
Messages Options (EX)
Data & Analysis Tab
Exporting Response Data (EX)
Understanding Your Response Data Set (EX)
Importing Responses (EX)
Responses in Progress
Retake Survey Link (EX)
Managing Response Data (EX)
Text iQ (EX)
Text iQ Best Practices
Dashboards Tab
Adding & Removing a Dashboard (EX)
Qualtrics XM App
Dashboard Management
Dashboard Basic Overview (EX)
Filtering Dashboards (EX)
Advanced Dashboard Filters
Saving Filters in Dashboards
Exporting Data from EX Dashboards
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Data (EX)
Field Types & Widget Compatibility
Categories (EX)
Scales (EX)
Comparisons (EX)
Dashboard Translation (EX)
Benchmark Editor
Anonymity (EX)
Spotlight Insights (EX)
Widgets
Widgets Basic Overview (EX)
Chart Widgets
Line & Bar Chart Widgets
Gauge Chart Widget
Bubble Chart Widget (EX)
Number Chart Widget
Donut / Pie Chart Widget
Text iQ Bubble Chart Widget (CX & EX)
Simple Chart Widget
Table Widgets
Table Widget
Heat Map Widget (EX)
Demographic Breakout Widget (EX)
Simple Table Widget
Analysis Widgets
Comparison Widget (EX)
Scorecard Widget (EX)
Question List Widget (EX)
Focus Areas Widget
Key Drivers Widget (EX)
Text iQ Table Widget (CX & EX)
Static Content Widgets
Image Widget
Rich Text Editor Widget
Other Widgets
Word Cloud Widget
Response Ticker Widget (EX)
Participation Summary Widget (EX)
Engagement Summary Widget (EX)
Displaying Benchmarks in Widgets
Embedded Dashboard Widgets in Third Party Software
Action Planning
Action Planning Basic Overview (EX)
Guided Action Planning (EX)
Creating Action Plans
Action Plans Dashboard Settings (EX)
Record Grid Widget (EX)
Action Plan Users Widget (EX)
Action Plan Item Summary Widget (EX)
Idea Boards
Report Template
Report Templates Overview (EX)
Report Template Toolbar (EX)
Inserting Content into Report Templates (EX)
Sharing Dashboard Manager Reports (EX)
Visualizations
Overview of Report Template Visualizations (EX)
List of Report Template Visualizations (EX)
Employee Directory
Employee Directory (EX)
CSV/TSV Upload Issues
Employee Directory Tools (EX)
Employee Directory Import Automations (EX)
File Import Sources for Automations
SFTP Troubleshooting
Unique Identifiers (EX & 360)
PGP Encryption
Employee Record Access Control
Library (EX)
Administration (EX)
Dashboard Viewer (EX)
Pulse
Overview
Creating a Pulse
Setting up a Sample Project & Pulse Dashboard
Managing a Pulse Program
Surveys within a Pulse
Managing Pulse Surveys
Survey Tab
Survey Publishing & Versions
Editing Questions
Creating Questions
Question Types
Question Types
Static Content
Text / Graphic Question
Standard Content
Multiple Choice Question
Matrix Table Question
Text Entry Question
Form Field Question
Side by Side Question
Advanced Questions
Timing Question
Meta Info Question
Formatting Questions
Formatting Answer Choices
Add Page Break
Response Requirements & Validation
Piped Text
Piped Text
Math Operations
Rich Content Editor
Rich Content Editor
Insert Media
Insert a Graphic
Insert a Downloadable File
Insert a Hyperlink
Question Behavior
Question Behavior
Display Logic
Skip Logic
Add JavaScript
Add Default Choices
Recode Values
Choice Randomization
ExpertReview
ExpertReview Functionality
Survey Methodology & Compliance Best Practices
Common Survey Errors
Sensitive Data Requests
Fraud Detection
Survey Accessibility
Block Options
Block Options
Question Randomization
Look & Feel
Look & Feel
Survey Theming
General Look & Feel Settings
Survey Style & Motion
Survey Flow (EX)
Survey Options (EX)
Translate Survey
Survey Tools (EX)
Preview Survey
Data & Analysis Tab
Exporting Response Data (EX)
Understanding Your Response Data Set (EX)
Importing Responses (EX)
Responses in Progress
Retake Survey Link (EX)
Managing Response Data (EX)
Schedule & Content
Schedule & Content (Pulse)
Shareable Links
Participants & Sampling
Program Participants (Pulse)
Sampling Settings (Pulse)
Managing Program Participants
Participants Basic Overview (EX)
Participant Import Automation (EL)
Adding & Removing Participants (EX)
Preparing Your Participant File for Import (EX)
Importing Participants from the Global Directory (EX)
Participant Information Window (EX)
Participants Tools (EX)
Unique Identifiers (EX)
CSV/TSV Upload Issues
Participant Import, Update, & Export Messages (EX)
Dashboard
Pulse Dashboards Basic Overview
Dashboard Management
Adding & Removing a Dashboard (EX)
Dashboard Basic Overview (EX)
Filtering Dashboards (EX)
Advanced Dashboard Filters
Saving Filters in Dashboards
Exporting Data from EX Dashboards
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Data (EX)
Field Types & Widget Compatibility
Categories (EX)
Scales (EX)
Comparisons (EX)
Dashboard Translation (EX)
Benchmark Editor
Anonymity (EX)
Text iQ in Dashboards
Qualtrics XM App
Widgets
Widgets Basic Overview (EX)
Chart Widgets
Line & Bar Chart Widgets
Gauge Chart Widget
Bubble Chart Widget (EX)
Number Chart Widget
Donut / Pie Chart Widget
Text iQ Bubble Chart Widget (CX & EX)
Simple Chart Widget
Table Widgets
Table Widget
Heat Map Widget (EX)
Demographic Breakout Widget (EX)
Simple Table Widget
Analysis Widgets
Comparison Widget (EX)
Scorecard Widget (EX)
Question List Widget (EX)
Focus Areas Widget
Key Drivers Widget (EX)
Text iQ Table Widget (CX & EX)
Static Content Widgets
Image Widget
Rich Text Editor Widget
Other Widgets
Word Cloud Widget
Response Ticker Widget (EX)
Engagement Summary Widget (EX)
Displaying Benchmarks in Widgets
Embedded Dashboard Widgets in Third Party Software
Dashboard Participants
Participants Basic Overview (EX)
Participant Import Automation (EL)
Adding & Removing Participants (EX)
Importing Participants from the Global Directory (EX)
Preparing Your Participant File for Import (EX)
Participant Information Window (EX)
Participants Tools (EX)
CSV/TSV Upload Issues
Unique Identifiers (EX)
Participant Import, Update, & Export Messages (EX)
Participant Roles (EX)
Dashboard Viewer (EX)
Ad Hoc Employee Research
Projects
Creating a Project (EX)
Managing Projects (EX)
Collaborating on Projects (EX)
Survey Tab
Survey Publishing & Versions
Editing Questions
Creating Questions
Question Types
Question Types
Static Content
Text / Graphic Question
Standard Content
Multiple Choice Question
Matrix Table Question
Text Entry Question
Form Field Question
Side by Side Question
Advanced Questions
Timing Question
Meta Info Question
Formatting Questions
Formatting Answer Choices
Add Page Break
Response Requirements & Validation
Piped Text
Piped Text
Math Operations
Rich Content Editor
Rich Content Editor
Insert Media
Insert a Graphic
Insert a Downloadable File
Insert a Hyperlink
Question Behavior
Question Behavior
Display Logic
Skip Logic
Add JavaScript
Add Default Choices
Recode Values
Choice Randomization
ExpertReview
ExpertReview Functionality
Survey Methodology & Compliance Best Practices
Common Survey Errors
Sensitive Data Requests
Fraud Detection
Survey Accessibility
Block Options
Block Options
Question Randomization
Look & Feel
Look & Feel
Survey Theming
General Look & Feel Settings
Survey Style & Motion
Survey Flow (EX)
Survey Options (EX)
Translate Survey
Survey Tools (EX)
Preview Survey
Workflows Basic Overview
Participants Tab
Participants
Participants Basic Overview (EX)
Preparing Your Participant File for Import (EX)
CSV/TSV Upload Issues
Adding & Removing Participants (EX)
Importing Participants from the Global Directory (EX)
Unique Identifiers (EX)
Participant Information Window (EX)
Participants Tools (EX)
Participant Roles (EX)
Participant Import, Update, & Export Messages (EX)
Messages Tab
Email Messages (EX)
Translating Messages (EX & 360)
Mail History (EX)
Messages Options (EX)
SMS Distributions (EX)
Data & Analysis Tab
Exporting Response Data (EX)
Understanding Your Response Data Set (EX)
Importing Responses (EX)
Responses in Progress
Retake Survey Link (EX)
Managing Response Data (EX)
Text iQ (EX)
Text iQ Best Practices
Dashboards Tab
Adding & Removing a Dashboard (EX)
Qualtrics XM App
Dashboard Management
Dashboard Basic Overview (EX)
Filtering Dashboards (EX)
Advanced Dashboard Filters
Saving Filters in Dashboards
Exporting Data from EX Dashboards
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Data (EX)
Field Types & Widget Compatibility
Categories (EX)
Scales (EX)
Comparisons (EX)
Dashboard Translation (EX)
Benchmark Editor
Anonymity (EX)
Widgets
Widgets Basic Overview (EX)
Chart Widgets
Line & Bar Chart Widgets
Gauge Chart Widget
Bubble Chart Widget (EX)
Number Chart Widget
Donut / Pie Chart Widget
Text iQ Bubble Chart Widget (CX & EX)
Simple Chart Widget
Table Widgets
Table Widget
Heat Map Widget (EX)
Demographic Breakout Widget (EX)
Simple Table Widget
Analysis Widgets
Comparison Widget (EX)
Scorecard Widget (EX)
Question List Widget (EX)
Focus Areas Widget
Key Drivers Widget (EX)
Text iQ Table Widget (CX & EX)
Static Content Widgets
Image Widget
Rich Text Editor Widget
Other Widgets
Word Cloud Widget
Response Ticker Widget (EX)
Participation Summary Widget (EX)
Engagement Summary Widget (EX)
Displaying Benchmarks in Widgets
Embedded Dashboard Widgets in Third Party Software
Action Planning
Action Planning Basic Overview (EX)
Guided Action Planning (EX)
Creating Action Plans
Action Plans Dashboard Settings (EX)
Record Grid Widget (EX)
Action Plan Users Widget (EX)
Action Plan Item Summary Widget (EX)
Report Template
Report Templates Overview (EX)
Report Template Toolbar (EX)
Inserting Content into Report Templates (EX)
Sharing Dashboard Manager Reports (EX)
Visualizations
Overview of Report Template Visualizations (EX)
List of Report Template Visualizations (EX)
Employee Directory
Employee Directory (EX)
CSV/TSV Upload Issues
Employee Directory Tools (EX)
Employee Directory Import Automations (EX)
File Import Sources for Automations
SFTP Troubleshooting
Unique Identifiers (EX & 360)
PGP Encryption
Employee Record Access Control
Library (EX)
Administration (EX)
Dashboard Viewer (EX)
Website / App Insights
Getting Started with Website / App Insights
Getting Started with Website / App Insights
Step 1: Preparing Your Targeted Survey
Step 2: Creating a Website / App Insights Project
Step 3: Building Your Creative
Step 4: Setting Up Your Intercept
Step 5: Testing & Activating Your Website / App Insights Project
Website / App Insights Technical Documentation
Website / App Insights Browser Cookies
Creating a Website / App Insights Project
Intercepts Tab
Intercepts Section
Navigating the Intercepts Tab
Guided Intercept Types
Responsive Dialog Creative
Feedback Button Creative
Templated Embedded Feedback
Embedded App Feedback
Edit Intercept Section
Editing Intercepts
Multiple Action Sets
Action Set Logic
Advanced Action Set Logic
User Info Conditions
Browsing Session Conditions
Website Conditions
Date Time Conditions
Web Service Conditions
Other Conditions
Action Set Options
Action Set Options Menu
Action Set Advanced Options
Embedded Data in Website / App Insights
Adding Event Tracking & Triggering
Intercept Options Section
Test Intercept Section
Activating, Publishing, & Managing Intercepts
Creatives Section
Navigating the Creatives Tab
Edit Creative Section
Creative Options Section
Publishing & Managing Creatives
Creative Types
Responsive Dialog Creative
Feedback Button Creative
Templated Embedded Feedback
Embedded App Feedback
Pop Over Creative
Info Bar Creative
Embedded Link Creative
Slider Creative
Pop Under Creative
Custom Embedded Feedback Creative
Mobile App Prompt Creative
Mobile Notification Creative
Translating Intercepts
Session Replay Tab
Statistics in Website / App Insights Projects
Users Tab
Deployment Tab
Settings Tab
Navigating the Settings Tab
Intercepts Section
Session Replay Section
Website / App Insights Administration
Common Use Cases
Mobile App Feedback Project
Soliciting App Reviews
Opt-In Survey Upon Site Exit
Mobile Site Exit Surveys
Single Page Application
Screen Capture
Website / App Insights Accessibility
Making Creatives Mobile-Optimized
Formatting Embedded Targets
Using Tag Managers
Optimizing Intercept Targeting Logic
XM Directory Contact Frequency Rules for Digital Intercepts
XM Directory Segments for Digital Intercept Targeting
A/B Testing in Website / App Insights
Using Google Analytics with Website / App Insights
Website / App Insights for EmployeeXM
Digital Experience Programs
Digital Experience Programs
Digital XM Solution for Commerce
Digital Experience Analytics
Digital Experience Analytics Overview
Session Replay Tab
Conjoints & MaxDiff
Getting Started with Conjoints & MaxDiff
Getting Started with Conjoints
Getting Started with Conjoint Projects
Step 1: Defining Conjoint Features & Levels
Step 2: Preview & Edit Conjoint Survey
Step 3: Distribute Conjoint
Step 4: Analyze Conjoint Data
Step 5: Simulate Different Packages
Conjoint Analysis White Paper
Getting Started with MaxDiff
Getting Started with MaxDiff Projects
MaxDiff Analysis White Paper
TURF Analysis
Overview Tab (Conjoint & MaxDiff)
Creating & Managing Conjoint & MaxDiff Projects
Survey Tab (Conjoint & MaxDiff)
Configuring Conjoint Questions
Configuring MaxDiff Questions
Exporting & Importing Conjoint Designs
Building Additional Survey Content
Translating Conjoints & MaxDiffs
Distributions Tab (Conjoint & MaxDiff)
Data Tab (Conjoint & MaxDiff)
Reports Tab (Conjoint & MaxDiff)
Conjoints
Conjoint Analysis Reports
Conjoint Clustering
Exporting Raw Conjoint Data
MaxDiff
MaxDiff Analysis Reports
MaxDiff TURF Simulator
MaxDiff Clustering
Exporting Raw MaxDiff Data
Survey Results-Reports (Conjoint & MaxDiff)
Conjoint & MaxDiff Report Sharing
Conjoint & MaxDiff Segmentation
Simulator Tab
Simulating Packages
Frontline Feedback
Getting Started with Frontline Feedback
Step 1: Becoming Familiar with Frontline Feedback
Step 2: Preparing to Collect Feedback
Step 3: Soliciting Feedback from Employees
Step 4: Setting Your Feedback Preferences
Step 5: Leaving Meaningful Feedback
Step 6: Using Feedback to Drive Change
Overview Tab
Organizing Feedback Requests
Feedback Tab
Creating a Frontline Feedback Project
Submitting & Managing Feedback
Comparisons Tab
Comparisons & Collections
Subscriptions Tab
Subscribing to Feedback
Settings Tab
Customizing a Frontline Feedback Project
Frontline Feedback Dashboard Data Sources
XM Directory
Getting Started with XM Directory
Getting Started with XM Directory
Sending Your First Distribution
Step 1: Preparing Contacts for Distribution in XM Directory
Step 2: Distributing to Contacts in XM Directory
Implementing XM Directory
Step 1: Design Your Directory
Step 2: Implement Your Directory
Step 3: Improve Your Directory
XM Directory Maintenance & Organization Tips
XM Directory Data Usage & Best Practices
Best Practices for XM Directory Contacts
Fields You Can Filter By
Summary Tab
Directory Contacts Tab
Adding Directory Contacts
CSV/TSV Upload Issues
Managing a Single Directory Contact
Managing Multiple Directory Contacts
Searching & Filtering Directory Contacts
Directory Options
Embedding XM Directory Profile Cards in ServiceNow
Segments & Lists Tab
Creating Mailing Lists
Creating Mailing List Samples
XM Directory Segments
Managing Contacts in a Mailing List
Searching, Sorting, & Organizing Mailing Lists & Samples
Mailing List Options
Message Triggers
Transactions Tab
Transactions
Distributions Tab
Send Emails in XM Directory
Export Unique Links in XM Directory
Outbox
SMS Distributions in XM Directory
WhatsApp Distributions
WhatsApp Distributions
Using the WhatsApp Sub-Account Model
Using the WhatsApp Self-Service Model
Website / App Insights Distributions
Web & App Intercept Distributions in XM Directory
XM Directory Contact Frequency Rules for Digital Intercepts
XM Directory Segments for Digital Intercept Targeting
Automations Tab
Contact Import Automation
File Import Sources for Automations
Distribution Automation
Managing Automations
Automations Best Practices
Importing Contacts from the SAP Customer Data Cloud
SFTP Troubleshooting
PGP Encryption
Directory Settings Tab
Contact Frequency Rules
Merging Your Duplicate Contacts
Directory Messages
Creating & Managing Multiple Directories
XM Directory Roles
XM Directory Respondent Funnel
Using Contact Data as a CX Dashboard Source
Accounts Tab
Viewing Account Data in XM Directory
XM Directory Lite
XM Directory Lite Basic Overview
Editing Contacts in a Mailing List
CSV/TSV Upload Issues
Creating Mailing List Samples
Mailing List Options
Searching, Sorting, & Organizing Mailing Lists & Samples
Employee Directory
Employee Directory (EX)
CSV/TSV Upload Issues
Employee Directory Tools (EX)
Contacts Directory (EX)
Employee Directory Import Automations (EX)
File Import Sources for Automations
SFTP Troubleshooting
Unique Identifiers (EX & 360)
PGP Encryption
Extensions & API
Extensions Basic Overview
Extensions Administration
Google Extensions
Google Sheets Task
Google Calendar Task
Salesforce Extension
Salesforce Extension Basic Overview
Linking Qualtrics & Salesforce
Triggering & Emailing Surveys in Salesforce or Updating Contacts in Qualtrics
Salesforce Response Mapping
Salesforce Web to Lead
Salesforce App
Salesforce App Basic Overview
The New Salesforce App Experience
Legacy Salesforce App Installation
Legacy Salesforce App Administration
Legacy Salesforce App Usage
More Salesforce Extension
Other Salesforce Distribution Methods
Salesforce Best Practices
Account Management Command Center (CX)
Tableau Extension
Marketo Extension
Marketo Extension Basic Overview
Sending Invites Through Marketo
Marketo Task
Sending Surveys with the Slack App
Adobe Analytics Extension
Adobe Analytics Migration Guide
Adobe Launch Extension
Integrating via API
Getting Started with the Qualtrics API
Finding Qualtrics IDs
Using Qualtrics API Documentation
Common API Use Cases
Common API Questions
Amazon Extension
Extract Data from Amazon S3 Task
Load Data to Amazon S3 Task
Freshdesk Task
HubSpot Task
Jira Task
Microsoft Dynamics Extension
Dynamics Response Mapping & Web to Lead
Sending Surveys in Microsoft Teams
Online Reviews
Getting Started with Online Reviews (Qualtrics)
Reputation Management Projects
Connecting to Google Places (RM)
Adding Reviews from Sources (RM)
Searching the Web for Reviews (RM)
Workflows in Online Reputation Management
Data & Analysis with Online Reputation Management
Online Reputation Dashboards
Soliciting Reviews
Solicit Reviews Question
Using Supplemental Data to Set Google Place IDs
ServiceNow Extension
ServiceNow Events
ServiceNow Task
Embedding XM Directory Profile Cards in ServiceNow
Studio in Qualtrics Dashboards
Twilio Segment
Twilio Segment Event
Twilio Segment Task
XM Discover Event
Zapier Extension
Zendesk Extension
Zendesk Events
Zendesk Task
Developer Portal
Library Page
Library Basic Overview
Library Surveys
Pre-Made Qualtrics Library Questions
Library Graphics
Library Files
Library Messages
Reference Survey Publishing
Ticketing
Following Up on Tickets
New Ticket Owner Experience
Following Up On Tickets
Teams & Ticket Assignment
Follow Up Page Options
Follow Up App
Qualtrics XM App
Ticket Tools
Ticket Settings
Ticket Group Permissions
Ticket Workflows
Ticket Reminders
Ticketing Queues
Ticket Forwarding
Ticket Templates
Ticket Reporting Data Sets
Building Ticketing Workflows
Tickets Task
Update Ticket Task
Ticket Reporting in Dashboards
Ticket Reporting (CX)
Ticket Reporting Data Sets
Time Between Ticket Statuses
Common Use Cases
Ask the Experts Ticketing Queue
Closing the Loop
Journeys Page
Defining an Experience Journey
Configuring Dashboard Data for Journeys
Journey Chart Widget (CX)
User & Brand Administration
Admin Basic Overview
Admin Reports
Managing Users
Creating & Managing Users
User, Group, & Division Permissions
User Types
User Groups
User Divisions
Coupon Codes
Disabled Accounts
Security Tab
Data Privacy Tab
Right to Erasure
Sensitive Data Policy
Importing Custom Topics
Retention Policies
Anonymous Responses (Admin)
Pseudonymization Policy (EX)
Usage Tags
Themes Tab
Organization Settings
Extensions Administration
Brand Customization & Services
Branded Themes
Vanity URLs
Single Sign-On (SSO)
Single Sign-On (SSO) Basic Overview
Managing Users & Brands with SSO
SSO Technical Requirements
Configuring SAML as an Identity Provider
SSO Implementation Considerations
Generating a HAR File
Configuring Organization SSO Settings
Adding an SSO Connection for an Organization
Data Isolation
Project Approval
Administration (EX)
XM Discover
Connectors
Getting Started
Browser Compatibility (Discover)
Integrations
Ad-Hoc File Upload Inbound Connector
Files
Files Inbound Connector
Files Outbound Connector
Qualtrics
Qualtrics Inbound Connector
Qualtrics Outbound Connector
Qualtrics Social Connect Inbound Connector
Qualtrics Integration Examples
Using XM Discover Enrichments as Case Management Flags Example
XM Discover Link Inbound Connector
Configuring an XM Discover Link Job
API Tokens
XM Discover Link API Usage Examples
Monitoring XM Discover Link Jobs via API
Data Mapping
Configuring Data Mapping
Updating Data Mapping
Data Mapping Version Control
Data Mapper Report
Filtering Inbound Data
Connector Filter
Record Limit
Source Filter
Query Configuration
Managing Jobs
Viewing Jobs
Jobs Page Overview
Filtering Jobs
Editing Jobs
Updating Job Name and Description
Updating Retention Settings
Updating Sample Configuration
Updating Path and File Mask
Enabling and Disabling Jobs
Retrieving Data
Job Scheduling
Job Summary
Job Watching
Watching a Job
Managing Job Watchers
Duplicating a Job
Purging Job Run Records
Terminating a Job
Tracking Job Changes
Deleting Jobs
Deleting Jobs
Extending a Holding Period
Job Run Statistics
Job Statuses
Job Notifications
Data Substitution and Redaction
Duplicate Detection
Transforming Data
Applying Transformations
Replacing Values from a Lookup Table
Replacing Values with RegEx
Custom Transformations
Building Expressions
Setting a Specific Document Date
Automatically Generating Natural IDs
XM Discover Data Formats
XM Discover Data Formats Overview
Individual Feedback in Excel Format
Individual Feedback in CSV Format
Individual Feedback in JSON Format
Digital Interactions in Excel Format
Digital Interactions in CSV Format
Digital Interactions in JSON Format
Call Transcripts in Excel Format
Call Transcripts in CSV Format
Call Transcripts in JSON Format
Call Transcripts in WebVTT Format
Sample File Errors
Account Settings
Connected Sources
Connector Properties
Translation Settings
Social Connect
Getting Started with Social Connect
Creating a Qualtrics Social Connect Account
Qualtrics Social Connect Key Terms
GDPR Compliance in Social Connect
Qualtrics Social Connect Browser Compatibility
Server and Firewall Settings: Allowlisting Domains and Ports (QSC)
Contacting Social Connect Support
Contacting Social Connect Support
Support Tools (QSC)
Connecting Profiles
Connecting Monitored Profiles
Supported Data Sources
Connecting a LinkedIn Profile
Monitoring & Using Instagram in Social Connect
Connecting Khoros Forums to Topics
Email as a Stream
Importing Historical Data into Social Connect
Connecting Telligent to Topics
Connecting Telegram Bots
Monitoring an RSS Feed
Reviews
Ghost Banning on Social Media
Keyword Searches in Social Connect
Inbox
Navigating the Social Connect Inbox
Keyboard Shortcuts in Social Connect
Managing Mailboxes
Sentiment Analysis (QSC)
Flows (QSC)
Automation Recipes and Webhooks
Using a Custom Reply Profile
Uploading Media (QSC)
Mentions
Manually Adding Mentions to Social Connect
Assigning Mentions
Managing Mentions in Bulk
Exporting Mentions
Deleting Mentions
Mention Languages and Locations
Grouping Mentions in a Case
Actioning Mentions
Hard Locking Mentions
Using Notes on Mentions
Folders
Inbox Folders (QSC)
Filtering
Filtering in Social Connect
Date Ranges (QSC)
Contacts
Contact Fields (QSC)
Contact Grouping (QSC)
Team Performance
Team Performance
Insights
Insights Basic Overview
Displaying Data in Insights
Insights People Report
Insights Posts & Engagement Report
CSAT and NPS® Score Cards (QSC)
Monitoring Account Volume (QSC)
Exporting Data from Insights
Profile Metrics
Insights Profile Metrics
Metrics for Facebook Insights
Social Connect Dashboards
Creating Dashboards (QSC)
Building Charts (QSC)
Calculating Team Response Time
Exporting Dashboards (QSC)
Publishing
Publishing Overview
Publishing Settings
Personal Settings & Profile
Personal Settings (QSC)
Personal Settings Preferences (QSC)
Social Connect User Profiles & Badges
User Statuses (QSC)
Submitting XM Discover & Social Connect Ideas
Notification Center (QSC)
Account Settings
Account Settings Overview (QSC)
Connecting Category Models to Topics
User Permissions and Business Hours Schedules
Security Settings (QSC)
Publishing Settings
Reports and Notifications Settings (QSC)
Insights in Account Settings
Saved Segmentations (QSC)
Account Settings Preferences (QSC)
Tags (QSC)
Watchdogs
Account History (QSC)
Playbooks
Profile Manager
Cases
Integrations
Integrations (QSC)
Connecting Category Models to Topics
Connecting a Knowledge Base
Tweets in Social Connect
Using Salesforce & Zendesk in the Inbox
Implementing Live Chat
API
Social Connect API FAQs
Integrating with Chatbots via API (QSC)
Getting Started with Qualtrics
Creating an Account & Logging In
Logging In with Your Organization ID
Homepage Basic Overview
Free Accounts & Trials
Free Accounts
DesignXM Trial
Sample Projects
User Moves
Qualtrics Topics From A to Z
Getting Help & Contacting Support
Customer Success Hub
Customer Success Hub Basic Overview
Getting Technical Support
Using Your Services
Managing Your Services
Viewing Your Support History
Submitting a Product Idea
Qualtrics & GDPR Compliance
Browser Compatibility & Cookies
Data Protection & Privacy
Qualtrics Transport Layer Security (TLS) Upgrades
Languages in Qualtrics
Allowlisting External Domains for Qualtrics Use
Disabled Accounts
Individual User Account Settings
Account Settings
Creating an Account & Logging In
Logging In with Your Organization ID
Free Accounts
User Moves
Notifications Feed
Common Use Cases
Common Use Cases Overview
Survey Projects
End-to-End Survey Projects
CoreXM
Appointment / Event Registration Surveys
A/B Testing in Surveys
Creating an Anonymized Raffle
Customizing Survey Content Based on Historical Response Data
Panel Company Integration
Pulling Data Into a Second Survey (Longitudinal Surveys)
Employee Experience
Running a Pulse Program with a Hierarchy (EX)
Running an Engagement Project with Anonymous and Non-Anonymous Participants
Customer Experience
Account Management Command Center
Ask the Experts Ticketing Queue
Closing the Loop
Brand Experience
Brand Tracker Projects
Applying Filters to BX Dashboards
Brand Widgets
Funnel Widget (BX)
Correspondence Analysis Widget (BX)
Distinctive Image Associations Widget (BX)
Radar Chart Widget (BX)
Brand Drivers Analysis Widget (BX)
Split Axis Chart Widget (BX)
Opportunity Analysis Chart Widget (BX)
Experience Assessment Widget
Common Use Cases (BX)
Conversion Funnel Reporting (BX)
Brand Imagery Reporting (BX)
Brand Usage Reporting (BX)
Correspondence Analysis (BX)
Customizing Your Survey
Assigning Randomized IDs to Respondents
Building a Consent Form
Displaying Messages Based on Scoring
Screen-Out Management
Survey Tips & Tricks
Starting a Survey with a POST Request
Migrating from Report.php Response Reports
Digital Projects
End-to-End Digital Projects
Mobile App Feedback Project
Mobile Site Exit Surveys
Opt-In Survey Upon Site Exit
Single Page Application
Soliciting App Reviews
Website / App Insights for Employee XM
Optimizing Your Digital Project
A/B Testing in Website / App Insights
Formatting Embedded Targets
Making Creatives Mobile-Optimized
Optimizing Intercept Targeting Logic
Screen Capture
Using Google Analytics with Website / App Insights
Using Tag Managers
Website / App Insights Accessibility
XM Directory Contact Frequency Rules for Digital Intercepts
XM Directory Segments for Digital Intercept Targeting
XM Solutions
Guided Solutions
Managing Custom Solutions
CX Solutions
Digital XM Solution for Commerce
EX Solutions
Candidate Experience Program
Diversity, Equity, & Inclusion Solution
Experience Design for Workplaces: Hybrid XM Solution
Experience Design for Workplaces: Office Program
Well-being at Work Solution
EX25 XM Solution
ProductXM Solutions
Idea Screening XM Solution (PX)
DesignXM Solutions
Concept Testing Program
Idea Screening XM Solution
Audience Management Program
COVID-19 XM Solutions
Testing Status Manager
Vaccination Status Manager
Using a Mailing List to Survey Synchronizer in COVID-19 Response Solutions
Troubleshooting the Qualtrics Vaccination & Testing Manager Solution
Remote + On-site Work Pulse XM Solution
Public Health: COVID-19 Pre-Screen & Routing XM Solution
COVID-19 Customer Confidence Pulse
Higher Education: Remote Learning Pulse
K-12 Education: Remote Learning Pulse
Healthcare Workforce Pulse
Remote Educator Pulse
COVID-19 Dynamic Call Center Script
COVID-19 Brand Trust Pulse
Supply Continuity Pulse XM Solution
Frontline Connect
COVID-19 Customer Confidence Pulse 2.0
Digital Open Door
Return to Work Pulse
Return to Work Pulse 2.0 (EX)
Integrating With Third Party Platforms
Integrating with Qualtrics Social Connect
Integrating with Amazon Connect
Integrating with Amazon Web Services
Integrating with Five9
Integrating with Genesys
Analyzing Results
CoreXM
Combining Responses
Displaying Live Results
Employee Experience
Uploading Historical Data (EE)
Customer Experience Dashboards
Drill Down Hierarchies for CX Dashboards
Matrix Statements in a Single Widget
Location Data
Common API Use Cases
Survey Projects
Getting Started
Learn the XM Platform
Projects Basic Overview
Survey Basic Overview
Workflows Basic Overview
Distributions Basic Overview
Data & Analysis Basic Overview
Results vs. Reports
Results-Reports Basic Overview
Advanced-Reports Basic Overview
XM Directory Lite Basic Overview
Library Basic Overview
Admin Basic Overview
Information for Survey Takers
Projects Page
Projects Basic Overview
Creating a Project
Organizing & Viewing Your Projects
Collaborating on Projects
Imported Data Projects
Imported Data Projects
Data & Analysis in Imported Data Projects
Dataset Record Event
Imported Video and Audio Projects
Survey Tab
Survey Basic Overview
Survey Publishing & Versions
Editing Questions
Creating Questions
Question Types Guide
Question Types
Static Content
Text / Graphic Question
Standard Content
Multiple Choice Question
Matrix Table Question
Text Entry Question
Form Field Question
Slider Question
Rank Order Question
Side by Side Question
Autocomplete Questions & Supplemental Data
Specialty Questions
Constant Sum Question
Pick, Group, & Rank Question
Hot Spot Question
Heat Map Question
Graphic Slider Question
Drill Down Question
Net Promoter© Score (NPS) Question
Highlight Question
Signature Question
Video Response Question
Advanced Questions
Timing Question
Meta Info Question
File Upload Question
Captcha Verification Question
Pre-Made Qualtrics Library Questions
Formatting Questions
Formatting Answer Choices
Add Page Break
Response Requirements & Validation
Piped Text
Piped Text
Math Operations
Rich Content Editor
Rich Content Editor
Insert Media
Insert a Graphic
Insert a Downloadable File
Insert a Hyperlink
Question Behavior
Question Behavior
Display Logic
Carry Forward Choices
Skip Logic
Add JavaScript
Add Default Choices
Recode Values
Choice Randomization
ExpertReview
ExpertReview Functionality
Survey Methodology & Compliance Best Practices
Common Survey Errors
Sensitive Data Requests
Fraud Detection
Survey Accessibility
Block Options
Block Options
Loop & Merge
Question Randomization
Editing the End of the Survey
Survey Tools
Survey Tools
Auto-Number Questions
Generate Test Responses
Reusable Choices
Saving & Restoring
Print Survey
Import & Export Surveys
Email Triggers
Contact List Triggers
Survey Flow
Survey Flow
Standard Elements
Displaying Blocks
Branch Logic
Embedded Data
Grouping Elements in the Survey Flow
Passing Information via Query Strings
Randomizer
End of Survey Element
Advanced Elements
Web Service
Authenticator
Authenticators
SSO Authenticator
Reference Surveys
Table of Contents
Text iQ-Powered Survey Flows
Autocomplete Questions & Supplemental Data
Screen-Out Management
Look & Feel
Look & Feel
Survey Theming
General Look & Feel Settings
Survey Style & Motion
Simple Layout
Survey Options
Survey Options
General Survey Options
Responses Section of Survey Options
Security Survey Options
Post-Survey Options
Incomplete Survey Responses
Fraud Detection
Scoring
Quotas
Translate Survey
Preview Survey
Testing/Editing Active Surveys
Using Logic
Mobile Survey Optimization
Renaming Your Survey
Workflows Tab
Workflows Basic Overview
Survey Response Events
Survey Definition Events
Workflow Notifications
Workflows Run & Revision Histories
Distributions Tab
Distributions Basic Overview
Collecting Responses
Distribution Summary
Web Distribution
Anonymous Link
QR Code
Survey Director
Passing Information via Query Strings
Email Distribution
Email Survey Invitations
Email Distribution Management
Reminder & Thank You Emails
Email Distribution Error Messages
Avoid Being Marked as Spam
Using a Custom From Address
Personal Links
Social Media Distribution
Mobile Distributions
SMS Distributions
Using Your Own SMS Provider
Offline App
Setting Up the Offline App
Collecting Offline App Responses
Offline App Incompatible Features
Data & Analysis Tab
Data & Analysis Basic Overview
Data
Recorded Responses
Filtering Responses
Responses in Progress
Export Data
Exporting Response Data
Data Export Formats
Data Export Options
Understanding Your Data Set
Exporting Response Data to Google Drive
Response Import & Export Automations
PGP Encryption
Import Responses
CSV/TSV Upload Issues
Retake Survey Link
Combining Responses
Response Editing
Creating New Fields
Custom Field Creation
Bucketing Variable Creation
Formula Variable Creation
Combining Fields
Editing Custom Variables
Translate Comments
Response Quality Functionality
Response Quality
Autocomplete Questions & Supplemental Data
Audio & Video Editor
Text iQ
Text iQ Functionality
Topics in Text iQ
Sentiment Analysis
Additional Enrichments in Text iQ
Widgets in Text iQ
Text iQ Best Practices
Cross Tabulation
Crosstabs
Crosstabs Options
Understanding Statistics
Predict iQ
Response Weighting
Reports Tab
Results vs. Reports
Results Dashboards
Results Dashboards Basic Overview
Results Dashboards Pages
Results Dashboards Widgets
Settings
Manage Public Results Dashboards
Dashboard Theme
Migrating to Results Dashboards
Results Section
Results-Reports Basic Overview
Migrating to Results Dashboards
Results-Reports Pages
Results-Reports Breakouts
Global Results-Reports Settings
Visualizations
Results-Reports Visualizations
Charts
Bar Chart (Results)
Line Chart (Results)
Pie Chart (Results)
Gauge Chart (Results)
Tables
Simple Table (Results)
Statistics Table (Results)
Paginated Table (Results)
Breakdown Bar (Results)
Word Cloud (Results)
Heat Map Plot (Results)
Text Highlights (Results)
Filtering Results-Reports
Exporting and Sharing Results
Exporting Results-Reports
Managing Public Results-Reports
Scheduled Results-Reports Emails
Reports Section
Advanced-Reports Basic Overview
Advanced-Reports Toolbar
Inserting Advanced-Reports Content
Global Advanced-Reports Settings
Global Advanced-Reports Filters
Sharing Your Advanced-Reports
Visualizations
Advanced-Reports Visualizations
Adding & Removing Advanced-Reports Visualizations
Multiple Data Sources in Advanced-Reports
Charts
Bar Chart Visualization
Line Chart Visualization
Pie Chart Visualization
Breakdown Bar Visualization
Gauge Chart Visualization
Tables
Data Table Visualization
Statistics Table Visualization
Results Table Visualization
Other
Heat Map Visualization
Word Cloud Visualization
Workflows
Workflows Basic Overview
Workflows in Global Navigation
Events
Survey Response Event
Ticket Event
Survey Definition Event
ServiceNow Event
JSON Event
Salesforce Workflow Rule Event
XM Directory Funnel Event
Health Connect Event
Zendesk Event
iQ Anomaly Event
Experience ID Segments Event
Dataset Record Event
Jira Event
Experience ID Change Event
Twilio Segment Event
XM Discover Event
Email Received Event
Tasks
Tickets Task
Update Ticket Task
Email Task
Send Survey via Text Message (SMS) Task
XM Directory Task
Notifications Feed Task
Single-Instance Incentives
Frontline Feedback Task
Calculate Metric Task
Code Task
Health Connect Task
Single Profile Update to Experience ID Task
Data Formula Task
Create Experience iD Sample Task
Integration Tasks
Web Service Task
Microsoft Teams Task
Microsoft Excel Task
Google Calendar Task
Google Sheets Task
Hubspot Task
Marketo Task
Zendesk Task
ServiceNow Task
Jira Task
Freshdesk Task
Salesforce Task
Slack Task
Twilio Segment Task
GPT Task
Extract Contact List From HubSpot Task
ETL Workflows
Using Workflows Tasks to Build ETL Workflows
Data Extractor Tasks
Extract Data from Qualtrics File Service
Extract Data from SFTP Files Task
Extract Data from Salesforce Task
Extract Data from Google Drive Task
Import Salesforce Report Data Task
Extract Responses from a Survey Task
Extract Employees from Workday Task
Extract Data from Data Project Task
Extract Run History Report from Workflows Task
PGP Encryption
SuccessFactors
Extract Employee Data from SuccessFactors Task
Configuring SuccessFactors Tasks with OAuth Credentials
Extract Recruiting Data from SuccessFactors Task
Extract Data from Amazon S3 Task
Data Loader Tasks
Load B2B Account Data into XM Directory Task
Add Contacts and Transactions to XMD Task
Load Users into EX Directory Task
Load Users into CX Directory Task
Load into a Data Project Task
Load Into a Data Set Task
Load Data into SFTP Task
Load Data to Amazon S3 Task
Load Responses to Survey Task
Data Transformation Tasks
Merge Task
Basic Transform Task
TextFlow
Workflows Based on XM Directory Segments
Sharing Workflows
Workflows Run & Revision Histories
Workflow Settings
Workflow Notifications
Stats iQ
Getting Started with Stats iQ
Stats iQ Basic Overview
Filtering Stats iQ Data
Sharing & Managing Workspaces
Analyses
Describe Data
Relate Data
Regression & Relative Importance
Regression Guides
User-friendly Guide to Linear Regression
User-friendly Guide to Logistic Regression
Interpreting Residual Plots to Improve Your Regression
The Confusion Matrix & Precision-Recall Tradeoff
Pivot Table
Cluster Analysis
R Coding in Stats iQ
Pre-composed R Scripts
Analyzing Text iQ in Stats iQ
Statistical Test Assumptions & Technical Details
Settings
Variable Settings
Analysis Settings
Stats iQ Templates
Variable Creation & Weighting
Stats iQ Variable Creation
Creating & Applying Weights
Text iQ
Text iQ Functionality
Topics in Text iQ
Sentiment Analysis
Actionability
Widgets in Text iQ
Text iQ-Powered Survey Flows
Analyzing Text iQ in Stats iQ
Text iQ (EX)
Text iQ in CX Dashboards
Text iQ in CX Dashboards
Text iQ for Ticketing
Text iQ Table Widget (CX & EX)
Text iQ Bubble Chart Widget (CX & EX)
CX & BX Dashboards
Getting Started with CX Dashboards
Getting Started with CX Dashboards
Step 1: Creating Your Project & Adding a Dashboard (CX)
Step 2: Mapping a Dashboard Data Source (CX)
Step 3: Planning Your Dashboard Design (CX)
Step 4: Building Your Dashboard (CX)
Step 5: Additional Dashboard Customization
Step 6: Sharing & Administering CX Dashboards
New Dashboards Experience
Dashboard Management
Managing Dashboards within a