Selecting a Scoring Model

Suite
Customer Experience
Product
Qualtrics
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About Selecting a Scoring Model

The first step in setting up intelligent scoring is selecting a category model to use for scoring.

Qtip: This step is performed in Designer. You must have data access to the project you want to use.

Selecting a Scoring Model

For intelligent scoring, you can use a maximum of 10 category models per 1 project.

Any given topic (including its siblings and children) can only be used in 1 rubric. However, you can create multiple rubrics for each category model.

Category models used for intelligent scoring should not derive attributes from category-derived attributes or reference category-derived attributes in any way.

Log into Studio.
Open the global navigation menu.
Select designer
Select designer
Select Designer.
Qtip: If you have access to more than one instance, select the instance you’d like to open.
Make sure you’re in the correct project.
Navigate to the properties option in the parent node dropdown
Navigate to the properties option in the parent node dropdown
Go to Categorize.
Select a category model to use from the Model dropdown.
Right-click the topmost (root) node.
Select Properties.
Select Intelligent Scoring.
Select intelligent scoring and configure your options
Select intelligent scoring and configure your options
If desired, you can also select Include in Incremental Data Loads. This makes sure data is scored as it is added to XM Discover.
Qtip: Categorization hierarchy is always set to Include Local Other for intelligent scoring. This option makes sure that rebuttals work consistently.
Click OK.
At the top, click the Run Classification button.
Click the run classification button and then select run
Click the run classification button and then select run
Select Run.

You can now create a rubric for intelligent scoring.

Editing Scoring Models

When you update the scoring model or the rubric based on it, the default behavior is to apply the new criteria moving forward. If you want to retroactively score historical data, you need to run the rescoring dataflow.

See Best Practices for Editing Scoring Models for more details.

FAQs

What is a category model? What is a topic?

What is a node?

If I updated the scoring model's topmost topic (root node), but didn’t update my existing (historical) data, will classification be performed on my existing data automatically?

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