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  • Qualtrics Platform
    Qualtrics Platform
  • Customer Journey Optimizer
    Customer Journey Optimizer
  • XM Discover
    XM Discover
  • Qualtrics Social Connect
    Qualtrics Social Connect

Tips & Tricks for Social Listening


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Qtip: This support page describes functionality that we intend to release starting August 20, 2025. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.

About Social Listening Tips and Tricks

While you are setting up social listening, you may run into some questions about social media account setup, field types, required data, or other configurations. On this support page, we try to cover some of the most common solutions, troubleshooting tips, and requirements.

Connecting Social Media Accounts to Workflows

One of the first steps when you select a social data extraction task is to connect to a social media account to Qualtrics workflows. Your organization’s Facebook or Instagram accounts can be added for a particular account, or an admin can make them widely available for other users in their license to connect with.

To connect a social media account to Qualtrics, you will need to be able to be able to personally log into that account.

Attention: To use the Instagram extraction task, your account needs to be linked to a Meta Business Account. See requirements for Instagram accounts.

Adding an Account

The following screenshots and steps to log in may vary based on the social media account you’re connecting to. However, the concepts are the same.

Qtip: These steps assume you already made a social channels project and made a workflow inside the project.
  1. Click Add a user account.
    window where you connect a Facebook account to workflows
  2. Name the account. This is how it will appear in the list of available accounts.
    next page of workflows modal where you name your social account
  3. Click Connect account.
  4. If you’re not already logged in, log into the social media account.
    new browser page where Facebook is open and you're adjusting permissions to link your account
  5. Authorize Qualtrics’ access request.

Once your connection is set up, you’ll be taken back to Qualtrics to complete your workflow task.

Adding and Managing Accounts as a Brand Administrator

If you are a Brand Administrator, you can control what Qualtrics users have access to these social media accounts so they can use them with workflows. You can also add, edit, and remove accounts as needed.

When looking for an extension with the admin tool, they’ll match the exact task name:

  • Extract data from Instagram
  • Extract data from Facebook

For steps, see the following support pages:

Refreshing Your Social Media Account Connection

The following screenshots and steps to log in may vary based on the social media account you’re connecting to. However, the concepts are the same.

Attention: The connection between your Facebook user account and Qualtrics needs to be refreshed every 90 days. If you don’t perform this task, your Facebook or Instagram extraction may not execute and will cause your workflow to fail.
Qtip: If you need multiple people to be able to refresh the same workflow, make sure you share the project with the Qualtrics user you want to refresh it, and make sure they have access to the Facebook login.
  1. Click Back.
    back button bottom-right of workflow modals
  2. On the “Choose account” page, click the dropdown next to the account.
    dropdown next to social account expanded with refresh highlighted
  3. Click Refresh account.
    Facebook open and reconnect options showing
  4. Reconnect your social media to Qualtrics.
  5. Save your task.

Troubleshooting Facebook Data Extraction

These are troubleshooting tips tailored to the Extract data from Facebook task.

Tracking your own profile

Every Facebook account comes with a user token rate limit. This rate limit is shared across any applications that your Facebook account is using and unknown to Qualtrics. This means Qualtrics cannot guarantee how much data you can pull from Facebook to Qualtrics.

While from the Qualtrics side, there is a limit of posts and comments that can be extracted per day, due to Facebook use token rate limits, we cannot guarantee data will not be cut off before that point.

Tracking external profiles

While there is a limit of posts and comments that can be extracted per day, we cannot guarantee that this exact limit will be pulled, due to how these records are registered with the Facebook API. For example:

  • Edits to comment text are treated as entirely new comments.
  • Two comments on the same post with the exact same date_created and content (including photos) will be considered the same comment.
  • Posts older than two weeks are not tracked. Workflows will not capture new comments on those posts, and new comments do not result in the post being tracked again.
  • When a profile you don’t own posts a comment or reply, the following fields will be empty:
    • author
    • author ID
    • externalreferenceid
    • Url

Troubleshooting Instagram Data Extraction

No Instagram Business Account profiles with access to manage

You may receive the following error message:

“No Instagram Business Account profiles found that [your Facebook account] has access to manage.”

Make sure you have met all of the account requirements listed here. After that, try refreshing your account.

Type of content

The Extract data from Instagram task can only pull information from profiles you own.

For photos, reels, and videos, Qualtrics can only pull the caption and a link to the full post. This task can also pull comments and replies to these posts, in addition to hashtags on the profile.

Qtip: Instagram post metrics (like count, reply count) are pulled when the workflow runs and are not refreshed again.

Gaps in Instagram data

Every Instagram account comes with a user token rate limit. This rate limit is shared across any applications that your Instagram account is using and unknown to Qualtrics. This means Qualtrics cannot guarantee how much data you can pull from Facebook to Qualtrics.

While from the Qualtrics side, there is a limit of posts and comments that can be extracted per day, we cannot guarantee that this exact limit will be pulled, due to Instagram use token rate limits.

Changing Tracked Hashtags

Changing the hashtags tracked by a business account requires disabling the tracking of a hashtag for a week and altering the query the following week.

To change the hashtags you track, remove it from your list of tracked tags for a week. The following week, you’ll be able to add a new hashtag.

You can remove tracked tags by editing your workflow, clicking Validate, then Save.

Qtip: This is the process for changing tracked tags regardless of whether you have hit the 30/30 limit.

Available Data from Social Accounts

Required Social Data Fields

This table has a list of all of the fields required for a social post, their field types, and descriptions. Each one of these fields appears in all data pulled from Facebook and Instagram.

The field type recommendations can be applied in the data loader and/or in the dashboard data mapper. Mapping correctly in the data loader will ensure the most accuracy.

Field Field type Description
externalReferenceId Text Value or Text Set A unique ID that the social platform has assigned to the post. This field is not available for Facebook comments on profiles you don’t own.
content Open Text The full text of the mention.
uniqueId Text Value A unique ID assigned by the Qualtrics platform. This ID is unique across all social integrations.
source Multi-Answer Text Set or Text Set The website the mention was found on. For example, “Facebook.”
dataType Multi-Answer Text Set or Text Set The type of the mention. For example, “Post,” “Comment.”
updatedAt Date The date when the mention was last updated in the social platform. In UTC format.
createdAt Date The date when the mention was posted. In UTC format.

Additional Social Data Fields by Platform

In addition to required fields, there is other information available for the social data you extract. The information included with social data varies based on the social platform the data came from.

The field type recommendations can be applied in the data loader and/or in the dashboard data mapper. Mapping correctly in the data loader will ensure the most accuracy.

Qtip: Title, sentiment, and tags are reserved fields that don’t currently apply to any of the currently supported social platforms.
Field Field type Description Facebook Instagram
externalReferenceParentId Text Value A unique ID assigned to a parent of this mention. E.g., when the mention is commented on Facebook, the parentId will be the original post’s ID. Yes Yes
externalReferenceIdsRootPath Multi-Answer Text Set Unique IDs assigned to the parents of this mention. For example, if we have a Facebook comment, the path from the root is [“FacebookPageID”, “FacebookPostID”, “FacebookCommentID”]. Yes Yes
authorId Text Value A unique ID for the author in the social platform (e.g., Facebook userID). Yes (owned profiles only) Yes
author Text Value The nickname, username, or full name of the person who posted a mention. The name depends on the site it is from. Yes (owned profiles only) Yes
url Text Value The URL of the mention. Yes (owned profiles only) Yes  (owned profile post and comments only)
language Multi-Answer Text Set or Text Set The shortcode for the language in which the mention was written. No No
shareCount Numeric Value The number of times that the mention has been shared in the social platform. For example, the number of retweets on X.com, or the number of shares on Facebook. Yes (values are not refreshed) Yes (only available for owned content; values are not refreshed)
impressionCount Numeric Value The number of viewers of an X.com post. No No
likeCount Numeric Value The number of likes a post has received. Yes (values are not refreshed) Yes (values are not refreshed)
replyCount Numeric Value The number of comments under the mention. Yes (values are not refreshed) Yes (values are not refreshed)
trackedEntity Text Value References the profile, hashtag, or search query associated with a given social mention. For example, if we track the “Qualtrics” Facebook page, this field value would be “Qualtrics.” Yes Yes
threadID Text Value or Text Set A unified unique ID that is shared across the post and all comments and replies underneath it. Yes Yes

 

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