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XM Solutions
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DesignXM Solutions
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Testing Status Manager
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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
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Healthcare Workforce Pulse
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Frontline Connect
COVID-19 Customer Confidence Pulse 2.0
Digital Open Door
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Return to Work Pulse 2.0 (EX)
Analyzing Results
CoreXM
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Learn the XM Platform
Projects Basic Overview
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Projects Basic Overview
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Survey Tab
Survey Basic Overview
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ExpertReview Functionality
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Survey Flow
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Randomizer
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Authenticators
SSO Authenticator
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Table of Contents
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Screen-Out Management
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Look & Feel
Survey Theming
General Look & Feel Settings
Survey Style & Motion
Simple Layout
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Survey Options
General Survey Options
Responses Section of Survey Options
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Incomplete Survey Responses
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Preview Survey
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Mobile Survey Optimization
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Workflows Tab
Workflows Basic Overview
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Distributions Tab
Distributions Basic Overview
Collecting Responses
Distribution Summary
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Anonymous Link
QR Code
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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
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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
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Exporting Response Data
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Understanding Your Data Set
Exporting Response Data to Google Drive
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PGP Encryption
Import Responses
CSV/TSV Upload Issues
Retake Survey Link
Combining Responses
Response Editing
Creating New Fields
Custom Field Creation
Bucketing Variable Creation
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Combining Fields
Editing Custom Variables
Translate Comments
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Response Quality
Autocomplete Questions & Supplemental Data
Viewing & Clipping Video Responses
Text iQ
Text iQ Functionality
Topics in Text iQ
Sentiment Analysis
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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
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Migrating to Results Dashboards
Results Section
Results-Reports Basic Overview
Migrating to Results Dashboards
Results-Reports Pages
Results-Reports Breakouts
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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
Tasks
Tickets Task
Update Ticket Task
Email Task
XM Directory Task
Notifications Feed Task
Single-Instance Incentives
Frontline Feedback Task
Calculate Metric Task
Code Task
Health Connect 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
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
Data Formula Task
Merge Task
TextFlow
Workflows Based on XM Directory Segments
Sharing Workflows
Workflows Run & Revision Histories
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
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
Simple Chart Widget
Breakdown Bar Widget (CX)
Breakdown Trends Widget (CX)
Text iQ Bubble Chart Widget (CX & EX)
Gauge Chart Widget
Trend Chart Widget (CX)
Scatter Plot Widget (CX)
Number Chart Widget
Pie Chart Widget
Star Rating Widget (CX)
Line & Bar Chart Widgets
Frontline Reminders Widget (CX)
Table Widgets
Table Widget
Simple Table Widget
Record Grid Widget (CX)
Multiple Source Table Widget (CX)
Breakdown Table Widget (CX)
Pivot Table Widget (CX)
Record Table Widget
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)
Other Widgets
Coaching Priorities Widget
Map View Widget (CX)
Word Cloud Widget (CX)
Twitter Widget (CX)
Response Ticker Widget (CX)
Distributions Table Widget (CX)
Action Planning Editor 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
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)
Simple Chart Widget
Simple Table Widget
Response Ticker Widget (EX)
Response Rates Widget (EX)
Word Cloud Widget
Image Widget
Rich Text Editor Widget
Record Table Widget
Gauge 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 Feedback 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
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Data (EX)
Field Types (EX)
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
Simple Chart Widget
Bubble Chart Widget (EX)
Number Chart Widget
Pie Chart Widget
Text iQ Bubble Chart Widget (CX & EX)
Line & Bar Chart Widgets
Table Widgets
Simple Table Widget
Table Widget
Heat Map Widget (EX)
Demographic Breakout Widget (EX)
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)
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 Feedback 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
Email Messages (EX)
Translating Messages (EX & 360)
Mail History (EX)
Messages Options (EX)
Message Automation (EL)
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
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Data (EX)
Field Types (EX)
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
Simple Chart Widget
Bubble Chart Widget (EX)
Number Chart Widget
Pie Chart Widget
Text iQ Bubble Chart Widget (CX & EX)
Table Widgets
Table Widget
Simple Table Widget
Heat Map Widget (EX)
Demographic Breakout Widget (EX)
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
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Data (EX)
Field Types (EX)
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
Gauge Chart Widget
Simple Chart Widget
Bubble Chart Widget (EX)
Number Chart Widget
Pie Chart Widget
Text iQ Bubble Chart Widget (CX & EX)
Table Widgets
Table Widget
Simple Table Widget
Heat Map Widget (EX)
Demographic Breakout Widget (EX)
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
Dashboard Settings
Dashboard Settings (EX)
Dashboard Theme
Dashboard Data (EX)
Field Types (EX)
Categories (EX)
Scales (EX)
Comparisons (EX)
Dashboard Translation (EX)
Benchmark Editor
Anonymity (EX)
Widgets
Widgets Basic Overview (EX)
Chart Widgets
Gauge Chart Widget
Simple Chart Widget
Bubble Chart Widget (EX)
Number Chart Widget
Pie Chart Widget
Text iQ Bubble Chart Widget (CX & EX)
Table Widgets
Table Widget
Simple Table Widget
Heat Map Widget (EX)
Demographic Breakout Widget (EX)
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 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
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 Feedback
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
Statistics in Website / App Feedback Projects
Settings Tab
Project Users Section
Deployment Section
Website / App Feedback 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 Feedback 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 Feedback
Using Google Analytics with Website Feedback
Website / App Feedback for EmployeeXM
Digital Experience Programs
Digital Experience Programs
Digital XM Solution for Commerce
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
Migrating from Contacts to XM Directory
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 Feedback 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
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Contact Frequency Rules
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XM Directory Roles
XM Directory Respondent Funnel
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Accounts Tab
Viewing Account Data in XM Directory
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
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Contacts Basic Overview
Editing Contacts in a List
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Contacts Sample
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Extensions Basic Overview
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Salesforce Extension Basic Overview
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Marketo Extension Basic Overview
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Adobe Analytics Migration Guide
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Journey Chart Widget (CX)
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Single Sign-On (SSO) Basic Overview
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SSO Technical Requirements
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XM Discover
Connectors
Getting Started
Browser Compatibility (Discover)
Integrations
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Qualtrics
Qualtrics Inbound Connector
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Qualtrics Integration Examples
Using XM Discover Enrichments as Case Management Flags Example
XM Discover Link Inbound Connector
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XM Discover Link API Usage Examples
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XM Discover Data Formats
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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
Viewing & Clipping Video Responses
Text iQ
Text iQ Functionality
Topics in Text iQ
Sentiment Analysis
Actionability
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
Tasks
Tickets Task
Update Ticket Task
Email Task
XM Directory Task
Notifications Feed Task
Single-Instance Incentives
Frontline Feedback Task
Calculate Metric Task
Code Task
Health Connect 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
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
Data Formula Task
Merge Task
TextFlow
Workflows Based on XM Directory Segments
Sharing Workflows
Workflows Run & Revision Histories
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
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
Simple Chart Widget
Breakdown Bar Widget (CX)
Breakdown Trends Widget (CX)
Text iQ Bubble Chart Widget (CX & EX)
Gauge Chart Widget
Trend Chart Widget (CX)
Scatter Plot Widget (CX)
Number Chart Widget
Pie Chart Widget
Star Rating Widget (CX)
Line & Bar Chart Widgets
Frontline Reminders Widget (CX)
Table Widgets
Table Widget
Simple Table Widget
Record Grid Widget (CX)
Multiple Source Table Widget (CX)
Breakdown Table Widget (CX)
Pivot Table Widget (CX)
Record Table Widget
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)
Other Widgets
Coaching Priorities Widget
Map View Widget (CX)
Word Cloud Widget (CX)
Twitter Widget (CX)
Response Ticker Widget (CX)
Distributions Table Widget (CX)
Action Planning Editor 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
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)
Simple Chart Widget
Simple Table Widget
Response Ticker Widget (EX)
Response Rates Widget (EX)
Word Cloud Widget
Image Widget
Rich Text Editor Widget
Record Table Widget
Gauge Chart Widget
Dashboard Access
Roles (EX)
Email Messages (360)
Dash