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- Survey Platform
- Getting Started
- Managing Your Account
- Information for Survey Takers
- Projects Page
- Survey Tab
- Survey Basic Overview
- Survey Publishing & Versions
- Editing Questions
- Question Options
- ExpertReview
- Look & Feel
- Survey Options
- Block Options
- Survey Flow
- Survey Tools
- Preview Survey
- Testing/Editing Active Surveys
- Using Logic
- Mobile Survey Optimization
- Renaming Your Survey
- New Survey Builder
- Actions Tab
- Actions Basic Overview
- Survey Response Events
- Ticket Events
- JSON Event
- Ticketing
- Email Task
- Web Service Task
- XM Directory Task
- Slack Task
- Salesforce Task
- Notifications Feed Task
- Single-Instance Incentives
- Frontline Feedback Task
- Microsoft Teams Task
- Salesforce Workflow Rule Event
- Action Notifications
- Actions Reporting
- Distributions Tab
- Data & Analysis Tab
- Reports Tab
- Results vs. Reports
- Results Section
- 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
- Contacts Page
- Actions Page
- Library Page
- Admin Page
- Common Use Cases
- Panel Company Integration
- Building a Consent Form
- Appointment / Event Registration Surveys
- Displaying Messages Based on Scoring
- Creating an Anonymized Raffle
- Assigning Randomized IDs to Respondents
- Pulling Data Into a Second Survey (Longitudinal Surveys)
- Displaying Live Results
- A/B Testing in Surveys
- Customizing Survey Content Based on Historical Response Data
- Survey Tips & Tricks
- 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
- Supply Continuity Pulse XM Solution
- COVID-19 Brand Trust Pulse
- Frontline Connect
- COVID-19 Customer Confidence Pulse 2.0
- Digital Open Door
- Return to Work Pulse
- Stats iQ
- Employee Experience
- Getting Started
- 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
- Getting Started with Employee Lifecycle
- Getting Started with 360
- Getting Started with Employee Engagement
- Projects
- Creating Employee Engagement & Lifecycle Projects
- Survey Tab
- Actions Tab (EX)
- Participants Tab
- Messages Tab
- Data & Analysis Tab
- Dashboards Tab
- Adding & Removing a Dashboard (EX)
- Dashboard Management
- Widgets
- Action Planning
- Report Template
- Common Use Cases
- Creating a 360 Project
- Survey Tab
- Participants Tab
- Messages Tab
- Data Tab
- Reports Tab
- Edit Subject Report
- Edit Subject Report Basic Overview (360)
- Adding Data Sources (360)
- Subject Report Options (360)
- Report Pages (360)
- Tables
- Tables Basic Overview (360)
- Default Table (360)
- Statistics Table (360)
- Other Text Table (360)
- Text Analysis Table (360)
- Highest / Lowest Table (360)
- Gap Assessment Table (360)
- Single Value Table (360)
- 360 Report Summary Table (360)
- Subject Scores Table (360)
- Multi Data Source Composite Table (360)
- NPS Table (360)
- Graphs
- Shapes, Text, & Images (360)
- Report Options (360)
- My Reports
- New 360 Reports
- New 360 Reports Basic Overview
- New 360 Reports Settings
- Reports Toolbar (360)
- Inserting Reports Content (360)
- New 360 Reports Filters
- New 360 Visualizations
- New 360 Reports Visualizations
- Bar Chart Visualization (360)
- Line Chart Visualization (360)
- Pie Chart Visualization (360)
- Breakdown Bar Visualization (360)
- Gauge Chart Visualization (360)
- Gap Chart (360)
- Agreement Chart (360)
- Data Table Visualization (360)
- Statistics Table Visualization (360)
- Results Table Visualization (360)
- High and Low Scores Table (360)
- Hidden Strengths / Improvement Areas Table (360)
- Scoring Overview Table (360)
- Report Summary Table (360)
- Word Cloud Visualization (360)
- Edit Subject Report
- Directories
- Library (EX)
- Administration (EX)
- Dashboard Viewer (EX)
- Participant Portal (360)
- Getting Started
- Conjoints / MaxDiff
- Frontline Feedback
- CX Dashboards
- Getting Started with CX Dashboards
- Dashboard Management
- Dashboard Settings
- Widgets
- Creating CX Dashboard Pages
- Building Widgets (CX)
- Chart Widgets
- Table Widgets
- Static Widgets
- Analysis Widgets
- Other Widgets
- Significance Testing in Simple Charts & Simple Tables (CX)
- Rolling Calculations in Widget Metrics
- Ticket Reporting (CX)
- XM Directory Respondent Funnel
- Action Planning (CX)
- Distribution Reporting (CX)
- Filtering Dashboards
- User Admin
- Sharing & Exporting Dashboards
- Common Use Cases
- Website / App Feedback
- Getting Started with Website / App Feedback
- Getting Started with Website Feedback
- Step 1: Preparing Your Targeted Survey
- Step 2: Creating a Website Feedback Project
- Step 3: Building Your Creative
- Step 4: Setting Up Your Intercept
- Step 5: Testing & Activating Your Website Feedback Project
- Website / App Feedback Technical Documentation
- Website / App Feedback Browser Cookies
- Creating a Website / App Feedback Project
- Creatives Tab
- Intercepts Tab
- Statistics Tab
- Settings Tab
- Website / App Feedback Administration
- Common Use Cases
- Mobile App Feedback Project
- Soliciting App Reviews
- Opt-In Survey Upon Site Exit
- Single Page Application
- Screen Capture
- Website Feedback Accessibility
- Making Creatives Mobile-Optimized
- Formatting Embedded Targets
- Using Tag Managers
- Optimizing Intercept Targeting Logic
- Tracking Content Helpfulness
- XM Directory Contact Frequency Rules for Digital Intercepts
- A/B Testing in Website Feedback
- Getting Started with Website / App Feedback
- XM Directory
- Extensions & API
- Extensions Basic Overview
- Salesforce Extension
- Tableau Extension
- Marketo Extension
- Sending Surveys with the Slack App
- Sending Surveys in Microsoft Teams
- Adobe Analytics Extension
- Adobe Launch Extension
- API Extension
- Microsoft Dynamics Extension
- Zendesk Extension
- ServiceNow Extension
- HubSpot Extension
- Zapier Extension
- Freshdesk Extension
- Jira Extension
- Facebook Messenger Extension
- Online Reputation Management
- Brand Experience
- Product Experience (PX) Research: Moksh & Naman’s Lemonade Stand
- Preface
- Part 1
- Part 2
- Part 3
- Chapter 3: Customer Discovery
- XM Essentials 7: Collecting & Pausing Responses
- XM Essentials 8: Scrubbing Up
- XM Essentials 9: Filtering Out & Weighing In
- XM Essentials 10: Report to the Neighborhood
- XM Essentials 11: Filtering Neighborhood Demographics
- XM Essentials 12: Importing & Exporting Surveys, Response Data, & Images
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