Loading...
-
- Learn the XM Platform
- Creating an Account & Logging In
- Logging In with Your Organization ID
- Homepage Basic Overview
- Projects Basic Overview
- Library Basic Overview
- Admin Basic Overview
- User Moves
- Qualtrics Topics From A to Z
- Getting Help & Contacting Support
- Submitting a Product Idea
- Languages in Qualtrics
- Qualtrics & GDPR Compliance
- Minimizing Personal Data Collection and Use in Qualtrics
- Browser Compatibility & Cookies
- Data Protection & Privacy
- Allowlisting Qualtrics Servers & External Domains
- Disabled Accounts
- Qualtrics Transport Layer Security (TLS) Upgrades
-
- Common Use Cases Overview
-
-
-
- A/B Testing in Website / App Insights
- Formatting Embedded Targets
- Making Creatives Mobile-Optimized
- Optimizing Intercept Targeting Logic
- Screen Capture
- Using Google Analytics with Website / App Insights
- Using Tag Managers
- Website / App Insights Accessibility
- XM Directory Integration with Digital Intercepts
-
- Guided Solutions
- Managing Custom Solutions
-
- Testing Status Manager
- Vaccination Status Manager
- 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
- K-12 Education: Remote Learning Pulse
- Healthcare Workforce Pulse
- Remote Educator Pulse
- COVID-19 Dynamic Call Center Script
- COVID-19 Brand Trust Pulse
- Supply Continuity Pulse XM Solution
- Frontline Connect
- COVID-19 Customer Confidence Pulse 2.0
- Digital Open Door
- Return to Work Pulse
- Return to Work Pulse 2.0 (EX)
- Common API Use Cases
-
-
- Workflows Basic Overview
- Workflows in Global Navigation
-
- 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
- XM Discover Event
-
- Tickets Task
- Update Ticket Task
- Email Task
- Send Survey via Text Message (SMS) Task
- XM Directory Task
- Notifications Feed Task
- Single-Instance Incentives
- Frontline Feedback Task
- Calculate Metric Task
- Code Task
- Health Connect Task
- Update XM Directory Contacts Task
- Data Formula Task
- Create an XM Directory Sample Task
- Lookup Task
-
- Building ETL Workflows
-
- 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
- Extract Data from Amazon S3 Task
-
- 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
- Load to SDS Task
- TextFlow
- Workflows Based on XM Directory Segments
- Workflow Loops
- Sharing Workflows
- Workflows Run & Revision Histories
- Workflow Settings
- Workflow Notifications
-
-
-
- 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
-
-
-
- Creating CX Dashboard Pages
- Building Widgets (CX)
-
- Breakdown Bar Widget (CX)
- Line & Bar Chart Widgets
- Breakdown Trends Widget (CX)
- Text iQ Bubble Chart Widget (CX & EX)
- Gauge Chart Widget
- Scatter Plot Widget (CX)
- Number Chart Widget
- Donut / Pie Chart Widget
- Star Rating Widget (CX)
- Frontline Reminders Widget (CX)
- Simple Chart Widget
- Trend Chart Widget (CX)
- Significance Testing in Dashboard Widgets
- Displaying Benchmarks in Widgets
- Rolling Calculations in Widget Metrics
- XM Directory Respondent Funnel
- Distribution Reporting (CX)
- Migrating from Distribution Reporting to Respondent Funnel (CX)
- Embedded Dashboard Widgets in Third Party Software
-
- Managing CX Dashboard Users
- Adding, Importing, & Exporting Users (CX)
- CSV/TSV Upload Issues
- CX Dashboards Roles
- Metadata (CX)
- Unique Identifiers (CX)
-
- 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)
-
- CrossXM Analytics
- Programs
-
-
-
- Workflows Basic Overview
-
-
- 360 Reports Basic Overview
- 360 Reports Settings
- Reports Toolbar (360)
- Inserting Reports Content (360)
-
- 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)
-
-
- Library (EX)
- Administration (EX)
- Participant Portal (360)
-
-
- 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
-
- Workflows Basic Overview
-
-
- 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)
-
- Participant Roles (EX)
- Importing Participants from the Global Directory (EX)
-
- Library (EX)
- Administration (EX)
- Dashboard Viewer (EX)
- CrossXM Analytics
-
-
-
- Workflows Basic Overview
-
-
- 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)
-
- Library (EX)
- Administration (EX)
- Dashboard Viewer (EX)
-
-
- Program Participants (Pulse)
- Sampling Settings (Pulse)
-
- 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)
-
- Pulse Dashboards Basic Overview
-
- 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)
-
-
- Workflows Basic Overview
-
-
- 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)
-
- Library (EX)
- Administration (EX)
- Dashboard Viewer (EX)
-
-
- Getting Started with Website / App Insights
- Step 1: Preparing Your Targeted Survey
- Step 2: Creating a Website / App Insights Project
- Step 3: Building Your Creative
- Step 4: Setting Up Your Intercept
- Step 5: Testing & Activating Your Website / App Insights Project
- Website / App Insights Technical Documentation
- Website / App Insights Browser Cookies
- Page Views
- Creating a Website / App Insights Project
-
- Session Replay Tab
- Statistics in Website / App Insights Projects
- Users Tab
- Deployment Tab
- Website / App Insights Administration
-
- Mobile App Feedback Project
- Soliciting App Reviews
- Opt-In Survey Upon Site Exit
- Mobile Site Exit Surveys
- Single Page Application
- Screen Capture
- Website / App Insights Accessibility
- Making Creatives Mobile-Optimized
- Formatting Embedded Targets
- Using Tag Managers
- Optimizing Intercept Targeting Logic
- XM Directory Integration with Digital Intercepts
- A/B Testing in Website / App Insights
- Using Google Analytics with Website / App Insights
- Website / App Insights for EmployeeXM
-
-
-
-
- Extensions Basic Overview
- Extensions Administration
-
- Tableau Extension
- Sending Surveys with the Slack App
- Adobe Analytics Extension
- Adobe Analytics Migration Guide
- Adobe Launch Extension
- Freshdesk Task
- HubSpot Task
- Jira Task
- Sending Surveys in Microsoft Teams
-
- Studio in Qualtrics Dashboards
- XM Discover Event
- Zapier Extension
- Developer Portal
-
-
-
-
-
-
- Dashboards Basic Overview (Studio)
- Navigating Dashboards Using Explorer (Studio)
-
- Creating Dashboards (Studio)
- Editing Dashboards (Studio)
- Dashboard Properties (Studio)
- Publishing Dashboards (Studio)
- Duplicating Dashboards (Studio)
- Sharing Dashboards & Books (Studio)
- Transferring Dashboards & Books (Studio)
- Dashboard Access Requests (Studio)
- Commenting on a Dashboard (Studio)
- Dashboard Versioning (Studio)
- Full Screen Mode (Studio)
- Drillable Dashboards (Studio)
- Labeling Dashboards & Books (Studio)
- Rating Dashboards & Books (Studio)
- Embedding Qualtrics Dashboards in XM Discover
- Deleting Dashboards & Books (Studio)
- Embedding Studio Dashboards in Third Party Applications
-
- Widgets Basic Overview (Studio)
-
- Bar Widget (Studio)
- Line Widget (Studio)
- Table Widget (Studio)
- Cloud Widget (Studio)
- Pie Widget (Studio)
- Scatter Widget (Studio)
- Heatmap Widget (Studio)
- Feedback Widget (Studio)
- Metric Widget (Studio)
- Map Widget (Studio)
- Network Widget (Studio)
- Object Viewer Widget (Studio)
- Selector Widget (Studio)
- Text Block Widget (Studio)
- Image Widget (Studio)
- Video Widget (Studio)
- Page Break Widget (Studio)
- Adding Reference Lines to Widgets (Studio)
- Calculations (Studio)
- Percent Total & Percent Parent (Studio)
- Displaying Total Volume on Widgets (Studio)
- Drilling Widgets (Studio)
- Grouping Data (Studio)
- Grouping Settings (Studio)
- Stack Size (Studio)
- 100 Percent Stacking (Studio)
- Period Over Period Reporting (Studio)
- Topic Filters vs. Topic Inclusions (Studio)
- Trend Report Best Practices (Studio)
- Calculating a Group’s Contribution to Overall Scores (Studio)
- Using Widgets as Filters (Studio)
- Using Outliers (Studio)
- Sharing & Exporting Studio Data
- Scheduling Dashboards (Studio)
-
- Creating Books (Studio)
- Editing Books (Studio)
- Sharing Dashboards & Books (Studio)
- Transferring Dashboards & Books (Studio)
- Duplicating Books (Studio)
- Labeling Dashboards & Books (Studio)
- Rating Dashboards & Books (Studio)
- Book Components (Studio)
- Sharing Book Components (Studio)
- Deleting Dashboards & Books (Studio)
- Records Without Text (Discover)
-
- Creating Metrics (Studio)
- Managing Metrics (Studio)
- Sharing Metrics (Studio)
- Transferring Metrics (Studio)
- Metric Folders (Studio)
- Hiding Metrics (Studio)
- Scorecard Metrics (Studio)
- Metric Dependencies (Studio)
- Labeling Metrics (Studio)
- Modifying Sentiment, Effort, & Emotional Intensity Bands (Studio)
-
-
- Recycle Bin (Studio)
-
-
-
-
- Data Substitution and Redaction
- Duplicate Detection
-
- XM Discover Data Formats Overview
- Individual Feedback in Excel Format
- Individual Feedback in CSV Format
- Individual Feedback in JSON Format
- Digital Interactions in Excel Format
- Digital Interactions in CSV Format
- Digital Interactions in JSON Format
- Call Transcripts in Excel Format
- Call Transcripts in CSV Format
- Call Transcripts in JSON Format
- Call Transcripts in WebVTT Format
- Sample File Errors
-
-
- API Basic Overview (Discover)
-
-
- Connecting Monitored Profiles
- Supported Data Sources
- Connecting a LinkedIn Profile
- Monitoring & Using Instagram in Social Connect
- Connecting Khoros Forums to Topics
- Email as a Stream
- Importing Historical Data into Social Connect
- Connecting Telligent to Topics
- Connecting Telegram Bots
- Monitoring an RSS Feed
- Reviews
- Ghost Banning on Social Media
- Keyword Searches in Social Connect
-
-
-
- Account Settings Overview (QSC)
- Connecting Category Models to Topics
- User Permissions and Business Hours Schedules
- Security Settings (QSC)
- Publishing Settings
- Reports and Notifications Settings (QSC)
- Insights in Account Settings
- Saved Segmentations (QSC)
- Account Settings Preferences (QSC)
- Tags (QSC)
- Watchdogs
- Account History (QSC)
- Playbooks
- Profile Manager
- Cases
-
-
- Learn the XM Platform
- Creating an Account & Logging In
- Logging In with Your Organization ID
- Homepage Basic Overview
- Projects Basic Overview
- Library Basic Overview
- Admin Basic Overview
- User Moves
- Qualtrics Topics From A to Z
- Getting Help & Contacting Support
- Submitting a Product Idea
- Languages in Qualtrics
- Qualtrics & GDPR Compliance
- Minimizing Personal Data Collection and Use in Qualtrics
- Browser Compatibility & Cookies
- Data Protection & Privacy
- Allowlisting Qualtrics Servers & External Domains
- Disabled Accounts
- Qualtrics Transport Layer Security (TLS) Upgrades
-
- Common Use Cases Overview
-
-
-
- A/B Testing in Website / App Insights
- Formatting Embedded Targets
- Making Creatives Mobile-Optimized
- Optimizing Intercept Targeting Logic
- Screen Capture
- Using Google Analytics with Website / App Insights
- Using Tag Managers
- Website / App Insights Accessibility
- XM Directory Integration with Digital Intercepts
-
- Guided Solutions
- Managing Custom Solutions
-
- Testing Status Manager
- Vaccination Status Manager
- 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
- K-12 Education: Remote Learning Pulse
- Healthcare Workforce Pulse
- Remote Educator Pulse
- COVID-19 Dynamic Call Center Script
- COVID-19 Brand Trust Pulse
- Supply Continuity Pulse XM Solution
- Frontline Connect
- COVID-19 Customer Confidence Pulse 2.0
- Digital Open Door
- Return to Work Pulse
- Return to Work Pulse 2.0 (EX)
- Common API Use Cases
-