Text iQ Functionality

About Text iQ Functionality

Text iQ is Qualtrics’ powerful text analysis tool. Text iQ allows you to assign topics to feedback you’ve received, perform sentiment analysis, report out on your results with dynamic widgets, and more!

This page discusses spellcheck and lemmatization capabilities of Text iQ, what options are available to Basic vs. Advanced clients, and how to navigate the Text iQ interface.

Basic vs. Advanced Text

This section explains the differences in the features accessible to Basic versus Advanced text clients.

Uploading Data to Text iQ

The first time you visit Text iQ in a survey, you have to upload your data. This process must be repeated for each survey you create, even if you have previously set up Text iQ in a different survey.

Use the checkboxes to select which open-ended text fields you would like to upload to Text iQ. Only questions or other compatible fields, such as a Text Variable Type Embedded Data field, will appear here.

When you have finished selecting your fields, click Upload data. While the upload is in progress you won’t be able to access your dashboards or data.

Additional text fields can also be added after your data is first uploaded to Text iQ. Use the Field dropdown to add fields to Text iQ.

Adding New Responses

New responses will be automatically added to Text iQ as they are collected, although it may take some time before they appear in Data & Analysis or in Text iQ.

Editing Mode & Applying Changes

Before you can start adding topics and widgets, you have to put Text iQ in editing mode. You can only see the edit button to enter edit mode after you’ve already created at least one topic. To enter editing mode, click Edit topics.

Once this button changes to “Return to summary,” you are ready to start editing!

Saving Your Edits

There are a lot of features in Text iQ, and therefore a lot of edits you can make. You can change how feedback is tagged by topic, your sentiments, and more. However, you don’t want resulting changes to take place immediately, since waiting for each change to implement can be time consuming.

If you’ve made edits, a banner will appear explaining that your changes have been saved, but not yet applied to the dataset. This means your changes aren’t reflected in any of your reports or dashboards yet.

After you’re done editing, click on the Review and publish button in the upper-right.

Before your changes are applied, a summary of your proposed changes will appear. You can review these before deciding to either:

1. Publish: Save these changes.
2. Revert Changes: Cancel the changes you’ve made and go back to the original version.
3. Cancel: Go back to analyzing your text. This allows you to make additional changes before you save.

Once you save, Qualtrics will take care of the rest. You are free to use other parts of the site while your changes are processed.

Navigating Text iQ

Let’s outline all the components of Text iQ.

1. Use the Field dropdown to select which text responses you are analyzing. Every time you log in, Text iQ will remember what field you were on last time.
   
2. The menu to the left allows you to select different topics so you can view the responses tagged with that topic or change the topic’s criteria. You can also view untagged responses and search the names of existing topics.
3. This search bar can be used to search through responses, build sophisticated queries, and create new topics. See the Searching Text Responses page.
4. A list of responses. When you first log on, this is every response, but you can use the topics to the left to narrow them down. Every response appears with a sentiment, topics, and other information.
5. This sidebar contains Topic recommendations for topic-building.
   

Viewing Responses in Text iQ

Each response comes with a sentiment score (the number in the bubble), the response itself, and a list of the topics it’s been tagged with.

1. In the upper-left, select embedded data or survey metadata fields (e.g., the date the response was recorded, the user’s language, the survey’s duration) to display at the top of each response.
   Qtip: You cannot add contact information here unless it’s been added as embedded data.
2. In the upper-right, sort the responses by time. This is when the survey response was recorded, not started or finished. (For example, an imported response may have been completed in 2020, but uploaded and thus “recorded” in 2022.)
3. Click the blue plus sign ( + ) to add another topic to the response. Click the text box and select an existing topic, or type something new. Press Enter on your keyboard when you’re done typing.
4. To remove a topic from the response, click the X on the topic.
5. Click the edit button to view topics and edit sentiments.

Lemmatization

Lemmatization is the process of breaking words down in order to capture the base roots of the word, then identifying all derivatives and conjugations for that word in order to provide more robust results. For the Text section, lemmatization is used to ensure that your responses are tagged correctly without you having to use complicated query searches.

As an example, let’s consider that we want to capture all the comments from our restaurant’s NPS® survey that mention eating and food.

In other keyword search tools, you might have to develop some long query string that includes the various iterations of eat (eating, eats, etc). However, with Text, the system uses lemmatization to break all those words down to the core base word, “eat,” and then tags responses appropriately.

Spell Check

The Text section also includes a basic spell checking system to ensure that all your responses get tagged correctly, even if the respondent has misspelled or incorrectly capitalized a word.

For example, let’s look at our restaurant again. If we want a topic about cleanliness, you can bet that there will be a few misspelled words. However, the Text spell check will still capture the misspelled words and tag them, so you don’t have to worry about any responses falling through the cracks.

Dataset Rebuilds Necessary

There may be times that Text iQ asks you to update the dataset. A dataset update is different than the usual changes you make and apply in the Text iQ platform. The big difference is that dataset updates cause your dataset to reindex, which results in the temporary inability to access not only Text iQ itself, but the dataset the text responses come from. If you are using Text iQ in a survey, that means the survey’s Data & Analysis tab will be unusable until the update ends. If you are using Text iQ in a CX dashboard or employee engagement project, the dashboards will not display data until the update ends.

For most users the update will take less than 30 minutes, but for datasets that include lots of responses, this process can take up to 48 hours. We provide advanced warning so you can navigate away and delay the update if desired, or follow the directions to start the dataset update.

Request to Update Dataset

Text iQ may give you an “Update Data Set?” window if you’re visiting a question for the first time in Text iQ. This is a question (or another compatible field, such as a Text Variable Type Embedded Data field) you’ve never analyzed in Text iQ, even if you’ve used Text iQ on other questions in the same survey / dashboard before.

This window may also appear if there is an issue with the way data was mapped in a dashboard – for example, if you changed a Field Type – or if you make a change that utilizes analysis features you weren’t using previously. An example of using new analysis features includes adding parent topics, or topic-level sentiments.

To defer the update, click Cancel. To start the update, click Update.

Warning When You Publish Changes

When you go to publish your changes, you may also get a warning that pushing changes will require a dataset update. This likely happened because you were editing topic hierarchies. For example, nesting topics under a parent topic, removing a topic from a parent, or creating a new parent topic.

Click Publish to push the update. Click Cancel to return to Text iQ and make additional changes before you start the update.

Deleting Text Analysis

Once you’ve started to analyze a field in Text iQ, you can delete this field from Text iQ. This functionality lets you remove fields you didn’t intend to analyze, or that you may want to start from scratch with.

Fields deleted from Text iQ are not deleted from the Data tab. However, all Text iQ analyzed fields, such as sentiment and topics, will be.

1. Select the Field you want to remove.
   
2. Click the trash icon.
3. Select All text analysis related to this field will be permanently deleted.
   
4. Select Remove.

FAQs