Here you can find an A to Z guide of Qualtrics features and frequently searched terms and phrases. Use this guide to browse the various features available and to get to the right support page.
A to Z Guide
Accessibility: The ability for anyone to take your survey, regardless of various physical or technical limitations.
Account Executive: Your sales representative at Qualtrics. If you are an administrator, you should contact this person or the Customer Success Representative for questions regarding pricing and purchasing access to features.
Account Settings: View account statistics and change preferences for your Qualtrics account.
Actions: When an event in Qualtrics causes something to happen elsewhere in the platform. For example, creating a ticket that gets assigned to a support representative whenever a survey respondent gives a low rating on a question about satisfaction.
Activate Survey: Put your survey into an “active” state, making it accessible to survey takers and generating a live anonymous link.
Administration: Manage users, groups, divisions, and organization/security settings.
Advanced-Reports: Create informative paginated reports with logos and custom layouts, and hide graphs or tables that don’t have enough data yet.
Anonymize Responses: Permanently scrub a response of identifying information before saving it in the data.
Anonymous Link: A general link to your survey that doesn’t record personal information other than IP Address.
API: Automate repetitive processes inside of Qualtrics, or pass information in and out of Qualtrics.
Authenticator: Collect responses that are connected to contact list information without generating unique links by having respondents “log-in” to the survey.
Auto-Number Questions: Automatically assign ordered numbers to your existing questions.
Back Button: Enable the ability for respondents to return to previously visited pages within a survey.
Bar Chart: Allows you to report on answer options or field values as rectangular bars. See Bar Chart or Bar Chart Visualization.
Blocks: Groups of questions within your survey.
Branch Logic: Send respondents to different survey flow elements based on variables like question responses or embedded data.
Brand: The term used to describe your organization’s entire Qualtrics license. It can contain multiple individual user accounts.
Brand Administrator: A user in your organization that moderates your Qualtrics license. This person may manage users, move surveys between accounts, create groups, manage access to features, and more. They may also be the primary contact between you and your Qualtrics Account Executive.
Breakdown Bar: Allows you to look at how your answer choices or field values for a given data source compare to each other as components of a whole. See Breakdown Bar or Breakdown Bar Visualization.
Breakouts: Allows you to split the data in graphs and charts by additional demographics. See “Breakout” for Results or for Reports.
Browser Compatibility: Qualtrics works to ensure stable functionality across all popular web browsers. Make sure to keep your browser updated for the best results.
By Invitation Only: Ensure that your survey cannot be accessed through the anonymous link.
Captcha Verification: A common web technique used to help ensure that your respondents are real humans and not a program written to spam your survey.
Carry Forward Choices: Copy specific answer choices from one question and bring them into a future question in your survey.
Close Survey (also known as Pause Response Collection): Puts your survey into an “closed” state, making it inaccessible to survey takers and disabling all current links. The survey can later be returned to an “active” state.
Collaborate: Share access to your projects with other Qualtrics users when they log into their accounts, so that you can work on the same project without giving out your account information.
Collecting Responses: The process of activating a survey, distributing to respondents, and gathering data through submissions to the survey.
Conditions: Using the state of a certain piece of data (condition) to cause a certain behavior (action) to occur the survey. For example, you may want to show a question (action) only to those who are above the age of 18 (condition) by using display logic.
Conjoint Analysis: A market research technique used to identify consumer preferences and evaluate the product trade-offs they would make.
Consent Form: Ask for a respondent’s consent before sending them to the rest of the survey.
Constant Sum: Provide respondents a way to enter numeric data. Each numeric entry is summed and can be displayed to the respondent.
Contact List: A mailing list that can be emailed a survey, used to generate personal links, used as login information for an authenticator, and more.
Copy Survey: Duplicate a survey project. An identical project is created, but no data is carried over.
Coupon Codes (also known as Upgrade Codes): Enterable codes that change user type or division.
Cross Tabulation (also known as Crosstabs): Perform multivariate analysis on two or more variables at a time.
Custom Field Creation: Add new variables to responses after they’ve already been recorded.
Custom “From” Address: Change the email address that shows in the “From” field for emails sent from Qualtrics.
Customer Success Representative: A representative at Qualtrics who can help you with a variety of non-technical issues, such as preview releases of products that may appeal to you or any questions you may have about the capabilities of your license.
Customize Link: Allow respondents to visit your survey by clicking on a word or phrase instead of copying and pasting the full link.
Data & Analysis: Filter, classify, merge, clean, and statistically analyze your response data.
Data Isolation: Part of an Enterprise Security Package that offers an extra layer of data encryption.
Data Table: View basic information about a selected metric for a given data source in the form of a labeled grid. See Simple Table or Data Table Visualization.
Default Choices: Pre-populate answer choices within a question when the respondent opens the survey.
Delete Account: Prevent the ability to login to and access content within an account. This action is reversible. Unless you are on a free account, only Brand Administrators can delete accounts – contact yours if would like your account deleted.
Delete Responses: Remove specific responses from your dataset manually or with filters.
Descriptive Text & Graphic Question: Add image and / or text content to your survey without actually asking a question. Commonly used to create survey introductions.
Display Logic: Create survey elements that dynamically display based on respondents’ previous answers or embedded data.
Distributions: Email, SMS, generate, or post links to your survey. The Distribution Summary can be used to monitor the usage of links.
Divisions: Segment your Qualtrics license into smaller entities with specific permissions.
Downloadable File: Include a link in your survey that respondents can click to download any file to their device.
Drill Down Question: Allows respondents to categorically narrow down answer choices in order to simplify the selection process. For example, to make the selection of a particular car make and model, have the respondent first select the year and then the make. From there, only applicable models will be displayed.
Email: A form of distribution typically used for survey invites and announcements. See Emails Survey Invitations or Send Email to List.
Email Tasks: Send an email notification to someone when a survey response is completed (or another event happens in Qualtrics). Formerly email triggers.
Embedded: Allow respondents to view and use links, images, videos, and more without leaving the survey. See Insert Media, Insert a Graphic, Insert a Downloadable File, or Insert a Hyperlink.
Embedded Data: Any extra information you would like recorded in addition to the question responses.
End of Survey: Set a specific action to occur when a survey is submitted. See End of Survey Element or Survey Termination.
Error Messages: Information that displays when specific conditions are not met. See Email Distribution Error Messages, Common Survey Errors or Custom Validation.
Export Data: Download raw response data for use beyond CoreXM.
Export Report: Download a copy of a report for use beyond CoreXM. See Exporting Results-Reports or Exporting Advanced-Reports.
File Upload: Allow a respondent to upload a file from their device to your survey.
Files Library: Store any non-image files you want to upload to Qualtrics.
Filter: Use specific information and values to focus on relevant data or respondents. (See Filtering Responses, Filtering Response-Reports, Global Advanced-Reports Filters, or Screen-Out Management)
Force Response: Require respondents to answer a specific question before they can progress to the next page of the survey.
Gauge Chart: Displays numeric metric along a scale that changes color according to where your metric falls. See Gauge Chart or Gauge Chart Visualization.
GDPR: General Data Protection Regulation, or data privacy laws enacted by the EU in 2018. Qualtrics is GDPR-compliant and enables customers to be compliant as well. See the Personal Data tool.
Graphics Library: Store and manage any images you’ve uploaded to Qualtrics.
Graphic Slider Question: Display an image that changes as the scale adjusts. This format can be particularly useful for younger audiences or for simple satisfaction feedback.
Groups: Refers to several different features. See Choice Groups for grouping answer choices in a question, User Groups for a way admins can apply permissions and share libraries to groups of users, or Grouping Elements in the Survey Flow.
Heat Map Question: Gather feedback on images by presenting the respondent with an image and allowing them to click anywhere on that image.
Heat Map: A graphical representation of data collected from a heat map question. The coordinates respondents selected are overlaid across the graphic as colored areas, with the color indicating the frequency of respondents’ selections. The redder the area, the more respondents chose that coordinate. See Heat Map Plot or Heat Map Visualization.
Highlight Question: Present survey participants with an interactive text sample. Participants can select words from the text and evaluate using criteria you choose. For example, whether they like or dislike the selected text.
Highlight Visualization: A graphical representation of the data collected from the highlight question type. Words that were clicked more in the question appear darker in the visualization.
Hot Spot Question: Gather feedback on images by presenting the respondent with an image that has predefined regions to select from.
HTTP Referer Verification: Specify the URL your respondents must come from in order to access your survey. Also called “Add a referral website URL” in the new survey options.
Hyperlink: Clickable text that transports the respondent to a website or email address.
Import: Bring data, projects, or contacts into the platform by uploading a file. (See Import Responses, Response Import Automation, Import Survey, or Import Contacts)
Inactive Survey Message: Customize the message that displays when a respondent tries to access your closed/paused survey.
Language: The language a survey is written in. See Changing the Default Survey Language, Translate Survey, or Languages in Qualtrics. See Account Settings to change the language you use Qualtrics in.
Library: Store surveys, graphics, messages, and other file types within your Qualtrics accounts.
Line Chart: View answer options or field values as a series of data points connected by line segments. See Line Chart or Line Chart Visualization.
Lock Block: Prevent any edits from being made to a block by adding password protection.
Logging In: Access your account with standard email and password or single sign-on. Two-step verification is also available for an extra layer of security.
Logic: Set conditions for an action. See Display Logic, Skip Logic, or Branch Logic.
Look and Feel: Customize the visual appearance of your survey. This includes theme, color, buttons, progress bar, and more.
Loop and Merge: Dynamically repeat a block of questions multiple times for a respondent.
Marketo: A popular marketing software. With the extension, you can quickly and easily generate links in Qualtrics and immediately assign them to leads from a static list in Marketo.
Math Operations: Perform numeric calculations using answers from a survey, embedded data, date, time, and more.
Matrix Table Question: Ask about multiple items in a single question by using statements and scale points.
Media: Insert audio and video files into your survey from your library or from audio or video hosting servers like YouTube and SoundCloud.
Messages Library: Stores all messages used for your surveys, such as invite emails and end of survey messages.
Meta Description: The description that accompanies your survey’s listing in a search engine or social media service.
Meta Info Question: A hidden question that will track and report basic technical information about your respondents, such as their operating system and browser.
Mobile: Use smart phones and tablets to distribute or administer surveys that are optimized for such devices. See SMS Surveys, Offline App, or Mobile Survey Optimization.
Multiple Choice: Allow the respondent to choose one or multiple options from a list of possible answers.
NPS (Net Promoter® Score) Question: Gauge customer loyalty by asking how willing a customer is to recommend a product or service.
Offline App: A downloadable application available for iOS and Android that allows you to administer surveys on your mobile device without an internet connection.
Online Panels: A paid service that connects your survey with qualifying respondents so you can collect data even when you don’t have your own mailing list.
Open Access: Allows anyone to access your survey, namely through the anonymous link.
Open Ended Response Table: A listed view of all your open response data from Text Entry questions. See Paginated Table or Results Table Visualization.
Opt Out: Allows contacts to unsubscribe from email communications. See Using the Opt Out Link or Unsubscribing Contacts.
Page Break: Separate your question sets across pages within your survey.
Panels (also known as Contact Lists): Manage respondents, work with Qualtrics to recruit respondents for your survey, or work with a third-party company to recruit and distribute to respondents. See Contacts, Purchase Respondents, or Panel Company Integration.
Partial Completion: After a respondent starts a survey, control the amount of time they have before it is either deleted or recorded as a partial response. Also called “Incomplete survey responses” in the new survey options.
Password Protection: Set a single, general password that any respondent must enter to access your survey.
Permissions: The ability of certain users to perform certain actions within Qualtrics. Permissions can be organized by user, group, or division.
Personal Links: Generate a list of unique, identifiable survey links that can be distributed using a third-party method.
Pick, Group, & Rank Question: Allow respondents to drag and drop items into groups. Within each group, respondents can rank items by dragging and dropping them into place.
Pie Chart: Illustrate how your answer choices or field values compare to each other as components of a whole. See Pie Chart or Pie Chart Visualization.
Piped Text: A line of code you add to your survey that pulls information from different sources and displays that information to the respondent.
Pre-Made Qualtrics Questions: A library of useful plug-and-play questions that can be added to your survey at will.
Prevent Ballot Box Stuffing: Keep respondents from taking a survey multiple times by placing a cookie on their browser when they submit a response. Also called “Prevent multiple submissions” in the new survey options.
Prevent Indexing: Keep search engines from finding your survey and presenting it in their search results.
Preview Survey: Move through your survey and answer questions the same way your respondents would with a real link, without actually collecting real data.
Print Survey: Print a physical copy of your survey or to save it to a PDF.
Professional Services: A paid service that will design and build Qualtrics projects for you, including elements that may require custom code.
Progress Bar: Allow participants to see how far along they are in the survey.
Project: Anything that can be created on the Projects page. This includes surveys, dashboards, engagement, and more.
QR (Quick Response) Code™: A type of matrix barcode that can be printed or shown as an online graphic that leads to a survey link when scanned.
Query Strings: Pass information to and from a website or survey by simply adding, or “appending,” that information to the end of a URL.
Question Types: A variety of over 20 different interactive question formats that Qualtrics provides.
Quotas: Keep count of how many respondents meet a condition in your survey, with the option to trigger actions based on these counts.
Randomization: Shuffle or otherwise control the order that certain items are displayed. See Question Randomization or Choice Randomization.
Randomizer: Randomly present question blocks, embedded data, and other survey flow elements to your respondents.
Rank Order Question: Provide respondents the unique opportunity to rank a set of items against each other.
Recode Values: The numeric values of answer choices that are automatically assigned by Qualtrics as the choices are created. These values can be manually edited.
Recorded Responses: View any survey response that the respondent completed 100%, as well as any partially completed responses that have been closed out.
Redirects: Ensure respondents make it back to your website or another web page at the end of the survey, rather than simply showing them a message.
Reference Surveys: Take surveys stored in your Qualtrics library and reference them inside your other surveys.
Reminders: Send special emails reminding respondents to finish your survey.
Reports: Organize and visualize your survey data into a presentable format. See Results-Reports or Advanced-Reports.
Response Editing: Revise survey responses right inside the Data & Analysis tab, without having to enter the survey itself. Qualtrics will maintain the original data so you can revert back to the original responses any time.
Response Report: Automatically redirect respondents to a summary of their responses at the end of the survey.
Responses in Progress: View responses that have been started but not submitted.
Results-Reports: Automatically generate and easily edit visualizations of question response data.
Retake Response: Allow you or your respondent to go back into a survey response and edit it after it has been submitted.
Retake Survey: Allow you or your respondent to go back into a survey response and edit it after it has been submitted.
Reusable Choices: Save a list of choices in your survey that you can reuse in more than one question.
Rich Content Editor: Add special formatting to your text. Using this editor, you can bold, underline, change colors and fonts, insert videos and images, and more.
Salesforce: Trigger a survey from a Salesforce event or map prospect data to Salesforce, a popular sales lead and contact management software.
Sample: A subgroup of participants from your contact list to which you can send surveys.
Save and Continue: Allow respondents to leave your survey and then re-enter where they left off when they click on the survey link again. Also called “Allow respondents to finish later” in the new survey options.
Scoring: Attach a point value to the answers of specific question types. These point values are summed up to give your respondent a final score.
Screen-Outs: Flag or discontinue responses that do not meet certain qualifications.
Secure Participant’s Files: Prevent anyone other than the survey owner from viewing files uploaded by a respondent to the survey. Also called “Require permission to view uploaded files” in the new survey options.
Security Tab: Provided as part of the Enterprise Security Package. Gain access to enhanced security features such as tracking which users are logged in, adding more requirements to passwords, modifying how many failed logins lead to an account lockout, and much more.
Sentiment: Automatically assign a positive, negative, neutral, or mixed rating to a text response as soon as it is loaded in Text iQ.
Share Library Content: Create a library that is accessible by all members of a user group to facilitate the sharing of content.
Share Report: Allow others to access the reports you have created. See Managing Public Results-Reports or Sharing Your Advanced-Report.
Show Question Numbers: Display the numeric value of a question, which is used to help identify questions when exporting your survey data and reference questions while working on a survey with others.
Side by Side Question: Ask multiple questions of varying formats in one condensed table.
Signature: Present survey participants with an entry box where they can draw their signature.
Simple Table: View basic information about a selected metric for a given data source.
Skip Logic: Send respondents to a future point in the survey based on how they answer a question.
Slack: Trigger collected survey responses to individuals or channels within Slack, a popular messaging platform.
Slider Question: Allow respondents drag a bar to indicate a value.
SMS: Reach your audience through mobile devices and collect on-the-go pocket feedback through text messaging.
Social Media: Post your survey to social media websites. Qualtrics officially supports the following sites: Twitter, Facebook, Reddit, LinkedIn, and Pinterest. However, survey links can be posted to any social media website.
Spam: Receiving email servers will sometimes mark Qualtrics email distributions as junk, causing the messages to go unseen by the intended respondents. Ensure that this does not happen by using proven methods.
SPSS: Export your data into a format that can be imported into SPSS, a popular statistical analysis software.
SSO (Single Sign-On): A system that allows users to log in to Qualtrics using their organization’s own internal login system.
Statistics Table: See multiple aggregate metrics for your chosen data source, including mean, variance, and standard deviation. See Statistics Table or Statistics Table Visualization.
Stats iQ: An add-on feature that allows for advanced statistical analysis without having to leave the Qualtrics platform.
Submit Button: The final button clicked by a respondent to record all of their responses to a survey. See Making a Submit Button.
Survey Expiration: Set a date and time to stop allowing new respondents to begin a survey. Also called “Survey availability” in the new Survey Options.
Survey Flow: A block-level view of your survey, allowing you to customize where respondents go in your survey and what they see.
Survey Library: Store templates of surveys, blocks, and questions for later use.
Survey Options: Change many general survey settings, such as the survey expiration date or the message that will appear to respondents when they finish the survey.
Survey Title: The name of your survey as it will appear in search results, social media posts, and browser tabs.
Survey Tools: Features to help you create online surveys and give them advanced functionality. These features include options like Auto-Number Questions, Quotas, Translate Survey, and Scoring. You can access the survey tools by clicking on Tools in the Survey tab.
Table of Contents: Allow your respondents to easily navigate between different sections of your survey.
Tableau: Integrate with and automatically send data from Qualtrics to Tableau, a popular data visualization software.
Test Survey: Ensure that your survey is operating and collecting data in the way that you expect. See Generate Test Responses, Preview Survey, or Testing/Editing Active Surveys.
Text iQ (also known as Text Analysis): A powerful textual analysis tool in Qualtrics. Assign categorical topics to feedback you’ve received, perform sentiment analysis, report out on your results with dynamic widgets, and more. Some functionality requires the paid “Advanced” version of Text iQ.
Text Entry Question: Collect open-ended text responses from your respondents.
Thank You Email: Show your respondents how much you appreciate their participation through an email that is triggered after they complete the survey.
Theme: The overall style and appearance of your survey. See Survey Theming or Branded Themes.
Ticketing: Assign ownership of a task to an individual or team so you can take quick action. See Tickets Task for the setup.
Timing: A hidden question that can be added on any page of your survey to track and manage the time a respondent spends on that page.
Translate: Enable your survey to be completed and analyzed in multiple languages. See Translate Survey or Translate Comments.
User Move: A process that is meant to help a user by consolidating their accounts’ surveys into the account of their choice. Make sure to read through the support page before requesting a user move.
Validation: Force respondents to answer a question, request that they consider answering the question before leaving the page, or force a certain type of response.
Vanity URL: Maintain branding by hosting surveys, dashboards, and user accounts on a custom web address that you or your organization owns.
Visualization: An organized graphical representation of your response data, typically in the form of a table or graph. See the following pages for Results or for Reports.
Web Service: Make requests to a designated URL from within a survey. Allows you to add special and dynamic functionality to your survey that would otherwise not be possible. See how the feature is used in the Survey Flow or Actions.
Weighting: Change the statistical importance of variable fields so the data in your reports will reflect targeted demographics.
Word Cloud: A cluster of words, with the size of a word indicating how often the word appears in your responses. See Word Cloud or Word Cloud Visualization.
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