• Experience Management
    Platform Updates

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    Collection & Conversations

    XM Directory Contact Frequency for Digital Intercepts

    Last modified: April 1, 2020

    XM Directory contact frequency rules will now also govern Digital intercepts, allowing customers to have omni-channel contact frequency control for their end user outreach.

    To learn more about this feature release click here.

    EX Always On Feedback

    Last modified: March 4, 2020

    Always-on feedback helps organizations gather continuous and targeted employee feedback in real-time by meeting employees where they already are — such as company intranet sites or internal mobile apps.

    Enable and encourage employees to proactively share anonymous feedback in the flow of work by offering a digital suggestion box/button on internal web portals or mobile apps, where feedback on any topic or experience can be initiated by the employee. (Examples: employee mood tracker on intranet homepage, daily open-ended question, employee suggestion box.)

    Or, capture feedback on specific topics and important everyday experiences by triggering a targeted feedback tab/pop-up on specific intranet pages, internal mobile experiences, or even external sites, where feedback can be initiated by an organization's program owner for a persistent or limited amount of time. (Examples: external candidate page, internal benefits page, HR services portal, post-learning module, IT self-service page.)

    Anonymous employee feedback is analyzed and directed to the appropriate internal teams so they can take strategic action. In addition, centralized dashboards provide an overview of insights and open-text comment analysis, making it easy for continuous employee feedback to be synthesized over time and automatically funneled to the right teams.

    To learn more about this feature release click here.

    Built-in Localization Capabilities for Website Feedback Intercepts

    Last modified: January 8, 2020

    Configure translated text for your Feedback Button and Responsive Dialog creatives so that end users will automatically see text in their browser language, without the need to have additional duplicate creatives per language.

    To learn more about this feature release click here.

    Embedded Targets for Responsive Dialog

    Last modified: November 6, 2019

    We will enable Website/App Feedback customers to directly embed survey questions into the Responsive Dialog instead of showing a feedback prompt first, thereby potentially improving their visitor response rates. Additionally, we will give our customers the option to launch surveys in a new responsive window, which should improve the experience for their mobile visitors.

    To learn more about this feature release click here.

    Responsive Feedback Button

    Last modified: October 2, 2019

    Customers can now deploy elegant, mobile responsive and accessibility-compliant feedback tab intercepts, with a simple to use and intuitive authoring workflow.

    XMD Automations SMS Distribution

    Last modified: October 2, 2019

    Automation users can configure an automation to distribute surveys via SMS.

    Collaboration for Conjoint/MaxDiff

    Last modified: September 4, 2019

    Collaboration for Conjoint/MaxDiff allows a user to share his/her Conjoint/MaxDiff project to another person within the organization and collaborate on it.

    Anchored MaxDiff

    Last modified: September 4, 2019

    Anchored MaxDiff adds an additional follow-up question after each regular MaxDiff question. This follow-up question will be or similar to this one: "Are the option shown... ...all important ...some important ...none important?". The answer to this follow-up question will be part of the input to the MaxDiff model. It allows us to provide an anchored point in the report that differentiates the important and unimportant features.

    Conjoint/Maxdiff Image support

    Last modified: September 4, 2019

    For both Conjoint and MaxDiff, users want the ability to show images along with the conjoint levels and the maxdiff features in the survey to help their customers understand the options that are being presented.

    Session Storage Option for Website Feedback Intercepts Page History Tracking

    Last modified: May 1, 2019

    Customers can now choose to either use cookies or browser session storage in order to track the end user's page visit behavior on their sites. This provides an additional option for storage which can be helpful in cases where there are concerns around cookie sizes.

    For an overview of Cookies used with Website feedback intercepts, please refer here.

    Multiple Quotas Creation

    Last modified: May 1, 2019

    This feature extends the current quota feature by allowing survey editors to create subgroups based on multiple questions and embedded data fields and then apply collection quotas to those subgroups. Before this feature, quotas were based on individual questions or fields, not the combination of answers to multiple questions.

    Reusable Choice List in Survey Creation

    Last modified: April 16, 2019

    The Survey editor will support a master list of choices. Any choice based question can reference the choices from this master list. This feature is very helpful for Brand related studies that ask for feedback on a large set of choices (e.g. satisfaction and competitive analysis on various automotive brands)

    Adobe Launch Integration for Website Intercepts

    Last modified: April 3, 2019

    It is now easier than ever to capture and measure the digital customer experience. With the Qualtrics + Adobe Launch integration, users can quickly create and deploy feedback intercepts across all of your digital properties.

    Qualtrics Website Feedback is now available as a configurable extension within the Adobe Launch Catalog. Users can now enable the Launch extension and follow simple steps to configure the Website Feedback project code and deploy it to their web properties.

    Multiple Responses Support for EX Lifecycle Projects

    Last modified: April 3, 2019

    HR teams can now configure their Employee Lifecycle projects to allow participants to submit multiple responses depending on specific criteria. This is particularly useful when there are legitimate reasons for the same participant to submit multiple responses. For example, when an employee takes an Onboarding Lifecycle survey, leaves the company and then rejoins, she should be allowed to take the Onboarding survey again.

    Users can enable this functionality by going to Survey options and choosing specific metadata criteria that will govern a participant’s ability to submit another response for the Employee Lifecycle project.

    Multiple Responses

    Note:

    • This feature is only available for Employee Lifecycle projects.

    • Once you set the metadata field for the Multiple Responses in Survey Options, you cannot change it (though you can disable Multiple responses functionality)

    • The Update Response with Current Metadata functionality will only update the most recent response in cases where participants have multiple responses

    Public V3 Survey REST API

    Last modified: April 3, 2019

    Public APIs for programmatically managing surveys.

    App Reviews Support for Mobile App SDK

    Last modified: April 3, 2019

    Digital teams can now use the Qualtrics Mobile App SDK to solicit app review feedback in addition to direct experience feedback. At configurable points in the App journey, intercepts can be triggered that can provide prompts for:

    • App review only

    • App review or experience feedback (survey)


    Users who wish to take advantage of the new feature will need to ensure that they update their app to integrate with the latest version of the Qualtrics Mobile SDK (for both iOS and Android)

    SDK App

    Mobile Web Responsive Creatives for Website Feedback

    Last modified: January 2, 2019

    Qualtrics Website and App Feedback users can now take advantage of a new creative (called the Responsive Dialog) that is mobile web optimized and supports accessibility-compliance out of the box. This new creative is most similar to the existing Pop Over and Slider creatives, but adds mobile web responsive support.

    There is also a new interface for designing this creative that will make it easier for users to build mobile responsive creatives.

    Responsive creative

    iQ Directory Automations Multiple Surveys

    Last modified: December 5, 2018

    Import Automation users will be able to trigger multiple survey distributions from single file imports based on criteria in the imported records.

    Notifications Support for Mobile App SDK

    Last modified: November 7, 2018

    Users can now use the Qualtrics Mobile App SDK to solicit app feedback via local notifications. Qualtrics has introduced a new Notification creative type specific to mobile apps, and similar to other creatives it can be associated with an intercept that contains targeting rules. With this new creative type, app visitors can be contacted even when the app is not in the foreground (e.g., for app exit surveys).

    Users who wish to take advantage of the new Notifications feature will need to ensure that they update their app to integrate with version 1.3 of the Qualtrics Mobile SDK (for both iOS and Android).
    SDK local notifications mobile

    SDK local notifications creative settings

    ReactNative support for Mobile In-App SDK

    Last modified: November 7, 2018

    Users can now use the Qualtrics Mobile App SDK to solicit app feedback for apps built with the React Native framework.

    Users will need to integrate their app with the React Native version of the Qualtrics Mobile App SDK. Full documentation on the React Native SDK is also available.

    Employee Lifecycle

    Last modified: November 7, 2018

    HR teams can now start measuring the employee experience at key lifecycle touch points, such as Onboarding and Exit. They can also benefit from automated triggering for survey invites and automated ingestion of employee lists from 3rd party HRIS systems. Once the end-to-end workflow is configured and automated, teams can focus their energy on the insights surfaced on EX dashboards.

    The full end-to-end solution encompasses three key areas:

    1. Automation to import employee list from 3rd party HRIS.

    Automated employee list import

    Note: Please be aware that the Unique ID feature will need to be enabled prior to using the People Import automation.

    2. New Lifecycle Project type with triggers for events such as onboarding and exit.

    Blank employee life cycle projectEmployee life cycle triggers

    3. Certified XM solution content for Onboarding and Exit (pre-configured dashboard, survey, messages).

    Employee life cycle XM solution

    EX integration with Survey Publish and Expert Review

    Last modified: November 7, 2018

    The EX survey editor has been integrated with the XM Platform survey editor so EX programs can now use all of the new XM platform editor features including Survey Publish and Expert Review.

    Look and Feel Editor

    Last modified: November 7, 2018

    DIY configurability and easy-to-use interface to modify the look and feel of surveys. Key features include:

    1. Mobile preview when styling the survey and easy navigation.
    2. Ability to add logo and background images.
    3. Motion features, including Auto-Advance and Auto-Focus.
    4. Automatic updates to themes on the latest web design styles and bug fixes.
    Look and feel editor
    Look and feel mobile editor

    SMS Reminders & Thank You Messages

    Last modified: October 3, 2018

    SMS reminders & thank you messages enable clients to send out reminder messages following an SMS distribution and thank you messages following a survey response.

    Custom DKIM Signature

    Last modified: October 3, 2018

    Qualtrics will sign emails using a custom DKIM signature per organization to verify for recipients that emails coming from our servers using non-Qualtrics domains haven’t been spoofed, improving email deliverability.

    AutoAdvance

    Last modified: September 3, 2018

    This allows users to automatically advance to next question and focus on the question while blurring the other questions on the page.

    Contact Import + Distribution Automation

    Last modified: September 3, 2018

    Enables research programs to be streamlined through participant data import and survey distributions automation.

    ExpertReview

    Last modified: July 18, 2018

    ExpertReview, powered by iQ, is like having a Ph.D research methodologist on-staff to personally review every research question and project. It automatically predicts if you’re at risk of poor response rates or low data quality, scores your research project, and offers professional recommendations to improve the research quality.

    It harnesses the power of data to predict how likely will users drop off, straight line, or become disengaged while taking the survey. Based on these predictions, it recommends optimizations to your survey. For example, it will recommend the optimal number of text entry questions you should have in your survey or the number of choices you should stay below to ensure high completion rates.

    It will also flag potential errors such as incorrect logic or incorrect usage of piped text and tell you how to fix it. This avoids costly errors that would have resulted in multiple support calls at best and invalid data at worst.

    Lastly, it also checks for whether the survey meets certain industry requirements such as WCAG Accessibility compliance. It will recommend changes so you can ensure the survey meets those standards. While acting on those recommendations would help improve the quality of the data, it is designed to be a recommended and not obstruct your regular workflow. You can always choose to ignore recommendations and launch the survey at any point you like. ExpertReview is your digital research assistant that’s available when you need it! You can find additional information on the Qualtrics support site.

    Expert quality score
    Expert recommendations

    Survey Versioning and Publishing

    Last modified: July 11, 2018


    Survey Versions allow you to save multiple iterations of your survey. You can preview or even restore old versions of your survey at your convenience. Publishing enables greater control over response data quality, as it is now possible for users to control the timing of publishing new versions of a survey.

    Publishing a New Survey

    When you publish a survey, it’ll be a little different if your survey is active and open to responses than if it is new. If your survey is new, the first time you publish will also activate a survey.

    1. When you are ready to save your changes and present them to your respondents, click Publish.

    Publish survey

    2. Read the description and note that your survey is about to be activated. This means you will have to press publish after making changes, or else the active survey will look like the last published version.

    Publish description

    3. In addition to publishing your survey, you are saving a new version of it. Add a Description of the changes you’ve made. This can be whatever you like. Dates will automatically be stored with the version, so don’t worry about adding date labels.

    4. Click Publish.

    Your survey has now been activated! On this window is the Anonymous Link. Learn more about how this link functions in the linked support page.

    Survey activated

    Publishing Changes to Active Surveys

    Sometimes after sending your survey out, you’ll notice you need to fix something, or that there’s some important content you left out. If you edit your survey after it has been distributed, the changes will not go live until you publish the survey. This allows you to carefully review all of your changes before your participants see them.


    Click the Publish button when you decide that you want the edits you made to be pushed to the active survey.

    The publication status will appear to inform you which version of the survey you are currently viewing. Here, it says Published.

    Publication status

    Saving vs. Publishing

    Your changes are always saved automatically in Qualtrics, and they work exactly as explained in the Automatic vs. Manual Saving support page. Publishing just determines when your respondents see your saved changes.

    Mobile App Feedback Support for "Survey Has Been Taken"

    Last modified: July 11, 2018

    Qualtrics has added functionality to the Mobile In-app SDK to allow users to show intercepts depending on whether the app visitor has or has not seen a specific survey. With this feature, users can add intercept targeting logic to ensure that an app visitor who has already taken a specific survey will not be shown the survey prompt intercept again.

    Note: To use this feature, please ensure that you update to using the SDK version 1.2 for Android or iOS.

    Survey has been taken

    Distribution Reporting for Salesforce Distributions

    Last modified: July 11, 2018

    Distribution reporting on CX dashboards will include distributions done via Salesforce.

    WCAG AA Web Accessibility

    Last modified: July 11, 2018


    The Qualtrics survey platform is now certified by WebAIM.org, a third-party authority in web accessibility. This is important for any commercial, academic and federal organization whose survey takers may have hearing, vision, motor or cognitive disabilities. Qualtrics is now the only leading survey platform that is WCAG AA certified.

    Survey Creation APIs for Solutions and Conjoint Teams

    Last modified: July 11, 2018

    Enables Solutions and Conjoint Teams to create questions, surveys logic and experience blocks to build solutions.

    Headless Conversational APIs for Surveys

    Last modified: July 11, 2018

    APIs for enabling conversational interfaces, like messenger bots, to collect feedback using Qualtrics surveys.

    Mobile In-App SDK

    Last modified: June 5, 2018


    Qualtrics has released the mobile app SDK, available for iOS and Android platforms, which enables users to quickly and easily build branded customer feedback experiences that originate directly from their own mobile app. Along with the SDK, the intercept authoring portal has also been updated to enable creation of mobile app-specific intercepts.


    Mobile app SDK
    Mobile app intercept

    My Tasks List for Survey Projects

    Last modified: May 2, 2018

    Newly created survey projects will feature a “My Tasks” list to guide users through the steps to complete the project from survey setup through distributions and viewing results. The task list is especially useful for users new to Qualtrics to learn the steps needed to launch a successful survey but is also valuable as a checklist for experienced users to ensure they have not forgotten to do something.

    System events will automatically mark steps as complete (e.g., activating a survey for distribution will complete the “Distribute Survey” step), and users can also manually mark steps as complete or incomplete. This flexibility gives users the power to ensure the task list always presents a valid snapshot of the current state of their projects. Click here to learn more about how to use this feature.

    My tasks

    The task list is available for survey projects only at this time. If desired, users can dismiss the task list by hiding it when it is no longer necessary, or reopen it at a later date when it becomes useful again.

    Dashboard Response Count Thresholds

    Last modified: April 4, 2018


    Qualtrics now allows setting thresholds on widgets or at the page level on CX dashboards, to hide data if the number of responses does not meet a minimum value. This is particularly useful to maintain responder privacy when using filters or when looking at team rankings to avoid seeing folks with too few responses to consider a representative score. The threshold can be applied at the page or widget level.


    Response count threshold
    Widget response count threshold

    Website Feedback Integration into the XM Platform

    Last modified: April 4, 2018


    Qualtrics has released a deeper integration of their Website Feedback offering (formerly Site Intercept) with the Experience Management (XM) platform. Digital Managers and Researchers can now create rich, targeted intercepts using the same consistent user interface as that used for authoring surveys, creating dashboards and performing experience data analysis. Additionally, new users will benefit from a first run experience to get up and running with digital intercepts.

    Note: Existing customers of Site Intercept will be moved to the new UI in a phased manner. Please contact your Client Success representative if you would like to be moved to the new UI sooner.

    Website Feedback UI

    Survey Collaboration

    Last modified: February 7, 2018


    Qualtrics now provides a Collaborate option in the Survey Editor through which users can easily share the survey with any other user or group in their brand. Additionally, if the user wants, she can also share the other modules, such as Distribution, Results, and Contacts with her colleagues through the “Collaborate” option in the Survey Editor.

    Our studies have shown that our users are already finding this feature extremely useful! They are 77% more likely to collaborate on the survey and ask for feedback from their peers, and 50% more peers are being asked to provide feedback on a survey before it is launched.

    Collaborate survey editor

    View Edited Responses

    Last modified: February 7, 2018

    Responses edited through the Data tool are now available in the single response report. Data that’s edited live in the Qualtrics administrative tools can now be accessed in any single response report.

    Online Review Monitoring

    Last modified: January 3, 2018

    A business can track its online reputation on various online social review sites across its physical or online locations in a CX Dashboard.

    Next Generation Reports

    Last modified: January 3, 2018

    Qualtrics unveils the next generation of data visualization and insight sharing to all Experience Management users. Editors can control report layouts, tweak individual visualizations, add data from additional studies, update the report’s look and feel, and add text, images, or other branding elements to increase the report’s effectiveness. Click here to view support documentation on this feature.

    Next gen reporting

    New Logic Statements Pre-Populate

    Last modified: January 3, 2018

    The first logic statement in logic will continue to work as it has in the past (blank). Now when you add a new statement in display logic or branch logic, it will pre-populate with the values from the previous statement which you can then easily adjust.

    Auto-Number Skip Custom Export Tags

    Last modified: January 3, 2018

    This option will allow users to auto-number questions but skip any questions that have a custom tag (i.e. tags that don’t match Qualtrics’ default formats).


    Skip export tags

    Logic Support for True|False Condition

    Last modified: January 3, 2018

    Have you ever had to set up condition that was always false to hide an old question choice? Soon you will be able to apply a simple boolean condition to make logic always true or always false without messing around with random embedded data fields.

    True false logic

    Link to Survey Flow from Block Options

    Last modified: January 3, 2018

    Selecting “View Block in Survey Flow” will open up the Survey Flow Editor and navigate the user to the specified block.

    View block survey flow

    Search and Select Embedded Data

    Last modified: January 3, 2018

    Users now have the ability to search and select any Embedded Data set in the Survey Flow from the Display Logic and Piped Text menus.

    Click here to view support documentation on this feature.


    Select embedded data

    Survey Flow Editor Remembers Scroll Position

    Last modified: January 3, 2018

    Now when you enter the Survey Flow, you will be automatically navigated to the last Survey Flow element you were working on the last time the Survey Flow was accessed.

    Survey Question Editor Remembers Scroll Position

    Last modified: January 3, 2018

    As you navigate out of the Survey Flow, you are now navigated to the part of the page you were on before accessing the Survey Flow.

    Sticky Header in Survey Question Editor

    Last modified: January 3, 2018

    As you scroll down on long surveys, the header will now stay at the top of the page leaving all menus available without having to scroll to the top of the page.

    Sticky header question editor

    Survey Flow Integrated UX

    Last modified: January 3, 2018


    The key area Qualtrics has innovated on is to integrate the survey flow which houses the complex logic in the surveys with the survey editor. Key benefits are:


    1. Avoid Context Switch: Like any programming language, survey programming involves going back and forth between the survey logic and the survey editor. This switch often results in loss of context, wasting valuable time for the survey programmer. This waste is eliminated.
    2. Reuse: Like global variables in survey code programming, Embedded Data variables and the logic associated with it is called multiple times in the survey. Survey programmers can now easily view these from a drop down or with a simple click.

    Public Quota Dashboards

    Last modified: September 6, 2017

    Users can access publicly-accessible, elegant dashboards that report on the status of the quotas for a survey.

    Professional Design Templates

    Last modified: September 6, 2017

    We are launching a survey theme template. This is vetted by Qualtrics industry experts for high data quality and user engagement.

    Offline App Enhancement

    Last modified: September 6, 2017

    Enhancements to our offline app includes several new features including the ability to manage panel members and launch surveys to specific members in addition to several reporting improvements.

    Analysis & Decisions

    Improved Exports for Crosstabs

    Last modified: April 1, 2020

    Many Crosstabs users spend a lot of time formatting Crosstab exports to make them clear and aesthetically pleasing enough to send to their clients. We've collected feedback and examples from some users who routinely go through this process, so future Crosstabs exports will contain nice styling and formatting from the very start.

    To learn more about this feature release click here.

    Topic Libraries in Text iQ

    Last modified: April 1, 2020

    Text iQ topics are the way in which you organize the things your customers and employees are talking about. Text iQ now offers topic libraries to help you get started setting up your topics and the queries that define those topics. Simply click "import topic library" and choose from the list of available topic libraries. Text iQ will then sort your responses into those topics, analyze the sentiment for each response, and display a chart that shows you the topics and sentiment.

    To learn more about this feature release click here.

    Customizable Full Record View in CX Dashboards

    Last modified: April 1, 2020

    Allows Brand Admins to configure what fields are visible to dashboard users and group fields in a logical fashion from the dashboard that will be displayed to the users upon opening the full record view.

    The new full record view can be invoked from either the Record Grid or Response Ticker. If Ticketing is enabled on the brand, the 'Ticket' tab can be used to update status or add notes to the ticket. Based on configuration, 'Email' tab can be used to close the loop with the customer.

    Advanced Stats iQ Analysis of Text iQ Results

    Last modified: April 1, 2020

    Stats iQ currently pulls in comment-level sentiment from Text iQ. This work will expand to pull in topic-level sentiment, then automatically combine topic mentions and their sentiment into one simple, powerful, easy-to-analyze variable: "Mentioned positively," "Mentioned negatively," or "Neutral or no mention."

    Significance Testing for Heatmap Widgets

    Last modified: April 1, 2020

    The Significance Testing feature identifies when there is a statistically significant difference between a manager’s current results and a benchmark or comparison in the Heat Map widget in EX dashboards. This helps dashboard users more easily focus on the right areas, where there is a statistically meaningful gap.

    To learn more about this feature release click here.

    New Data Mapper and Datasets in Employee Engagement Dashboards

    Last modified: February 5, 2020

    A new, more delightful and performant experience for combining multiple surveys into a single dataset for Employee Engagement dashboards, analysis, and reporting.

    To learn more about this feature release click here.

    Significance Testing for Question List and Scorecard Widgets

    Last modified: January 8, 2020

    The Significance Testing feature identifies when there is a statistically significant difference between a manager’s current results and a benchmark or comparison in the Question List and Scorecard widgets in EX dashboards. This helps dashboard users more easily focus on the right areas, where there is a statistically meaningful gap.

    CX Benchmark Editor

    Last modified: November 6, 2019

    Adds the ability for dashboard editors to upload benchmarks so they can be viewed on a dashboard and brings in XMI benchmarks.

    To learn more about this feature release click here.

    TURF Analysis

    Last modified: November 6, 2019

    TURF Analysis or Total Unduplicated Reach and Frequency Analysis, is a statistical research methodology that are used in a MaxDiff XM solution to assess potential market reach for a combination of products or services.

    Conjoint Preference Share Report

    Last modified: November 6, 2019

    Use Preference Share as the default metrics on the Conjoint Summary instead of the utility scores. This makes it easier to understand for the majority of our users.

    Track Time Between Ticket Statuses

    Last modified: August 7, 2019

    Enhancement to Ticket Reporting which will allow brands to track the amount of time between different ticket statuses.

    Conjoint: Willingness to Pay

    Last modified: August 7, 2019

    Conjoint analysis is a powerful tool for understanding the underlying preferences behind an individual’s choices. In its traditional form, the output of conjoint analysis is a set of unitless measures of level importance called utility scores. An individual’s utility scores tell us which levels that individual prefers and dislikes, and by how much. Willingness to pay (WTP) is a feature which allows us to convert utility score into dollar value. A price feature must be included in the conjoint setup with a range of price options. As part of the conjoint analysis, the utility scores associated with the price feature will be converted into a price per utility ratio. Using the price to utility ratio, we can determine how much an individual is willing to pay for a particular level when compared to another level. We can also determine how much an individual is willing to pay for a specific package in the simulator compared to other packages.

    Conjoint Conditional Pricing

    Last modified: July 3, 2019

    Conjoint conditional pricing enables customers to associate a price to each level in a Conjoint to determine actual prices to show in the questionnaire, based on the levels chosen for each package.

    Conjoint Specific Design

    Last modified: July 3, 2019

    Conjoint Specific Design makes it very intuitive for users to specify which levels can show up together and which levels shouldn’t. Among all the features in a Conjoint project, users will designate a “primary feature” and the “conditional features”, with the remaining features being “common features”. For each level in the primary feature, users will tell us which levels in those conditional features can go with this level in the primary feature, and which ones can’t.

    Mean Comparisons

    Last modified: June 5, 2019

    Allow customers to add Comparisons and Benchmarks using the Average metric for EE widgets. Currently, they only support the scales top-bottom-box metric.

    Focus Areas for EX

    Last modified: June 5, 2019

    Prescriptive Insights are like Key Drivers on steroids. The admin sets up a series of drivers of some outcome (like Overall Engagement), and Prescriptive Insights outputs a personalized set of next steps for a dashboard user to take.

    CX Reputation Management MVP

    Last modified: May 1, 2019

    Connect to review sources and analyze trends alongside your CX data. Close the loop by linking directly to the specific review on the specific site. Solicit reviews by routing feedback to a review site.

    Dashboard Distribution Reporting

    Last modified: May 1, 2019

    CX dashboards will provide more intuitive views of distribution statistics and filters when viewing response rates and other statistics over a selected period of time for a survey.

    XM Workflows Integrations: Wave 1

    Last modified: April 3, 2019

    Set of outbound integrations with external SaaS Products within the Actions Platform: Zendesk, FreshDesk.

    Focus Areas for CX

    Last modified: April 3, 2019

    Prescriptive Insights are like Key Drivers on steroids. The admin sets up a series of drivers of some outcome (like Overall Customer Satisfaction), and Prescriptive Insights outputs a personalized set of next steps for a dashboard user to take.

    Scheduled Emails for Reports

    Last modified: April 3, 2019

    To make sharing insights and updates even easier, Reports now has a Scheduled Email feature. Dynamically updated reports can be emailed automatically by any Report creator, and the attached reports always show the very latest data collected at the time the email was sent.

    Improved Text iQ Sentiment Model

    Last modified: March 14, 2019

    Improved sentiment model trained with correction data and questions.

    Dynamic Update of Response Data from Multiple Sources in EX Dashboards

    Last modified: March 14, 2019

    You can now see response data from multiple EX project sources dynamically update in dashboards, without the need to manually refresh data. This change is focused on project sources that do not use organizational hierarchies.

    Multiple Source Support for EX Widgets

    Last modified: March 14, 2019

    Enables selection of multiple EX projects as the source for dashboard widgets.

    New EX Dashboard Experience

    Last modified: February 6, 2019

    The new EX dashboards have been completely redesigned to provide an improved user experience, including modern look and feel, cleaner visualizations, intuitive navigation and filtering, and new ways of exploring and understanding your results.

    Reports: Multiple Sources Per Visualization

    Last modified: February 6, 2019

    Easily add additional metrics to a visualization to report on multiple sources or metrics within the same chart or table.

    Enhanced Crosstabs

    Last modified: January 2, 2019

    Qualtrics Crosstabs tool will have an enhanced integration with Qualtrics reports, and access to all of the new data and analysis fields in the XM platform.

    Simple Rolling Metrics Support in Dashboards

    Last modified: January 2, 2019

    Users of the CX dashboard can track new simple rolling metrics for average and NPS scores. For example, a user can create a widget for tracking rolling NPS score for a 3-month window or create a widget for tracking rolling average for a 2-week window.

    Full CX integration into the XM Platform

    Last modified: December 5, 2018

    Access all the unique features and workflows of CX dashboards easily from the XM Platform without having to navigate to separate Qualtrics tools.

    EX Demographic Breakout Widget

    Last modified: November 7, 2018

    The Demographic Breakout Widget provides a new visualization in EX dashboards that helps easily identify high and low scoring groups broken out across any demographic dimension.

    Rolling Averages in CX Dashboards

    Last modified: November 7, 2018

    Rolling Averages has been updated to pull in prior data into the first periods of the rolling window to improve the results by making each data point equivalent. For example, If you are calculating a rolling 3 month average on a year of data, previously the simple rolling average value first month, January, would only have been computed from data in January. Going Forward, it will be computed from data in November, December, and January, assuming that data exists.

    In addition, we soon plan to roll out a new function called Rolling Metrics which enables the rolling algorithm to be applied to any metric and weights every data point in that rolling metric equally. Both features will be released for a time, and then we plan to deprecate Rolling Averages.


    Stats iQ: Cluster Analysis

    Last modified: October 7, 2018

    Cluster analysis allows users to segment their respondents by hidden patterns and relationships in their data.

    Reports: Conditional Visualization Display

    Last modified: October 3, 2018

    Selectively suppress visualizations in reports based on custom rules defined for each visualization. Hide charts and tables based on the number of records included or any metric-based filter criteria such as mean, max, min, or the sum of any numeric field.Conditional visualization displayConditional visualization display logic

    New Dashboards Look and Feel

    Last modified: October 3, 2018

    Completely redesigned dashboards for CX and EX. Qualtrics’ new dashboards strike the perfect balance of being powerful and flexible while maintaining elegance and simplicity.Dashboards look and feel

    New Data Mapper and Datasets in Customer Experience Dashboards

    Last modified: October 3, 2018

    A new, more delightful and performant experience for combining multiple surveys, blended with Operational Data, into a single dataset for Customer Experience dashboards, analysis, and reporting.Data mapper datasets

    Email Private Pages from CX Dashboards

    Last modified: October 3, 2018

    CX Dashboard users who create private sandbox dashboard pages can now email these pages out to themselves or others for even greater data sharing and transparency.Email private pages

    V2 Distribution Reporting

    Last modified: October 3, 2018

    Enhanced reporting and statistics on all communications: additional reporting fields, with support for customer-defined embedded data fields.

    Reports: Configurable Table Styles

    Last modified: September 3, 2018

    To give Report creators even better control over table display, a Styles tab has been added to each table visualization. Now in addition to global control over table styles, Report creators can optionally override global styles for the table header and body per table visualization.

    Reports table styles

    XM Mobile

    Last modified: September 3, 2018

    A mobile app that can be used to view Dashboards for a user's CX or EX program.

    Reports: Conditional Widget Display

    Last modified: August 1, 2018

    Report creators can now choose to display or suppress widgets based the number of responses included in the widget. This gives each report creator the ability to suppress widgets that have incomplete, confusing, or insignificant numbers of records so that every report viewer sees a clean and clear view of the data presented.
    Conditional display logic

    Reports: Rolling Metrics

    Last modified: August 1, 2018

    Reports adds the ability to calculate rolling averages over their data. Rolling averages are a great way to smooth short-term fluctuations in data and see more general long term trends.
    Rolling average chart

    Rolling average

    Reports: Font Options

    Last modified: August 1, 2018

    Reports are storytelling and need to reflect the brand style of the data being presented. Reports now contains a full font library of 38 styles to give every report creator more flexibility than ever before to customize each report.

    Reports: Blank Space and Divider Widgets

    Last modified: August 1, 2018

    Reports adds a new line and spacer widgets for more custom and flexible layouts. Now report creators can add blank space, horizontal, and vertical lines easily to their reports.
    Spacer widget

    Divider type

    Reports: Saved Filters

    Last modified: August 1, 2018

    To make Reports even easier to use, Qualtrics introduces the ability to create and save filters to re-use throughout Research Core. Rather than re-creating filters to switch between frequently used data views, save a filter once and use it throughout the platform - in Data Processing, Results, and now in Reports.Saved filtersCreate saved filterSelect saved filter

    Reports: Denominator Choice for Multi-Select Fields

    Last modified: August 1, 2018

    For multi-select questions, many users prefer to report percent-based metrics based on the number of total selections made, some prefer to report based on the number of respondents who answered the question. Now Reports users can choose whichever denominator is best for any situation as well as show percentages alongside data points. This feature is also available as a report setting.
    Total count selection

    Conjoint Analysis (Self Service)

    Last modified: August 1, 2018

    A self-service tool that can be used to conduct Choice Based Conjoint analysis.

    Reports: Row/Column Total Controls

    Last modified: August 1, 2018

    Since different data wants to be reported different ways, Reports users can now enable totals and choose between row or column totals in Data Tables. This feature is also available as a report setting.
    Show totals control

    Saved Filters on CX Dashboards

    Last modified: August 1, 2018

    To make CX dashboards even easier to use, Qualtrics introduces the ability to save commonly used filters, so users can quickly see the data they are most interested in.

    Text iQ in EX

    Last modified: August 1, 2018

    Qualtrics EX users can now analyze open text responses at scale by leveraging TextiQ. Topic tagging and sentiment analysis will allow users to see what their employees are saying and how they feel. TextiQ data can also be mapped into dashboards, to view TextiQ data alongside response data and share results out widely to managers.Text iQ in EX

    EX Dashboard Widget Export Improvements

    Last modified: August 1, 2018

    Export EX dashboard widgets for further analysis and reporting. The following widgets are now supported for export via CSV or TSV files: Gauge Chart, Pie Chart, Simple Chart, Number Chart, Simple Table, and Key Driver - Plot.

    Text iQ Next Gen Preview

    Last modified: June 5, 2018

    The next generation of the Qualtrics Text iQ tool is now available in Preview for all Text iQ users. Users can opt in and out of the preview experience at will, and new features will be added until the experience is complete. Features in the initial preview include and updated look and feel in the comment list for easier reading, the first release of topic hierarchies in Text iQ, and the ability to add additional fields to the comment list for a richer at-a-glance record view.

    Text iQ Preview

    Denominator Choice for Multi-Select Fields

    Last modified: May 2, 2018

    For multi-select questions, many users prefer to report percent-based metrics based on the number of total selections made, some prefer to report based on the number of respondents who answered the question. Now Reports users can choose whichever denominator is best for any situation as well as show percentages alongside data points. This feature is also available as a report setting.

    Reporting multi-select denominator

    Row/Column Total Controls

    Last modified: May 2, 2018

    Since different data wants to be reported different ways, Reports users can now enable totals and choose between row or column totals in Data Tables. This feature is also available as a report setting.

    Reporting total controls

    Images from Libraries

    Last modified: May 2, 2018

    Images can now be added from a user’s personal or brand-level library to any report. Click here to learn more about how to use this feature.

    Reporting insert image

    Dynamic Piped Text for Reports

    Last modified: May 2, 2018

    Piped Text reduces repeatable reporting tasks such as inserting question text or total number of respondents directly from the source project. Instead of inserting elements that otherwise need to be re-inserted or updated every reporting cycle into a new report, the report creator can easily insert a variable to represent the data then use the variable in place of the element in the report. Click here to learn more about how to use this feature.

    Reporting piped text

    Text iQ Larger Dataset Support

    Last modified: May 2, 2018

    These improvements to Text Tools responsiveness are now available to Basic Text clients as well as all Text iQ clients. In the past, topic changes were made and applied each time a single topic was updated, resulting in frustrating delays between completing one change and starting another. Now Text iQ includes a new layer between the Text iQ UI and the phase where responses are updated with topic changes so that a large number of changes can be immediately made in the Text UI and then applied as one big batch to responses.

    Batch changes

    Improved PDF Exports

    Last modified: April 4, 2018

    Everyone exporting a Results Report to PDF to print, email, or share it now has a dramatically improved export experience. PDF exports are now cleaner and more attractive, and generating those reports in Qualtrics is more reliable than ever before.

    Text iQ Sentiment Analysis Update

    Last modified: April 4, 2018

    Qualtrics is committed to always expanding and improving every part of Text iQ, from the visualizations to the topic model, to the accuracy and reliability of Sentiment Analysis. Today, Qualtrics is proud to announce a major update to its Sentiment Analysis engine. We have added a new neural network-based classifier to the lexicon-based classifier already in Text iQ. Text iQ automatically chooses the classifier that gives the highest confidence sentiment score, resulting in an accuracy increase of up to 23%. Qualtrics Text iQ now performs better than any benchmarked competitor in the sentiment analysis of Qualtrics-collected English-language.


    Dynamic Filters

    Last modified: April 4, 2018

    Qualtrics now enables dynamic filters on dashboards. Users rarely use a single filter on their data and in the past users had no idea what filter options would result in no data due to other filters applied on the page. Now when using filters, there is clear demarcation in the options that do have data available, vs. those that do not.

    Dynamic filter

    Stats iQ Automatic Sampling of Large Datasets

    Last modified: March 5, 2018

    Analyses of large datasets can take a long time. Stats iQ now automatically samples large datasets on the fly to reduce analysis weight times.

    For example, an analysis in a dataset of 1M rows might be sampled down to only 50K rows. It will complete much faster, and in the vast majority of cases the statistical finding will be the same as if the full dataset had been used.

    Users will have the ability to change the sample size or turn off sampling entirely in a given card or across the entire dataset.

    Learn more in the sampling section of our support pages.

    Automatic sampling

    Text iQ Numeric Sentiment Update

    Last modified: March 5, 2018

    To make reporting on sentiment analysis even easier and more flexible, Qualtrics adds two new numeric fields for Sentiment Analysis that can be acted and reported on in Results, Reports, and Dashboards. This allows users of Qualtrics reporting to more easily report on certain metrics, such as mean and distribution, driver/correlation analysis, top/bottom box, and other numeric calculations.

    Numeric sentiment

    Static Response Weighting for Dashboards

    Last modified: March 5, 2018

    Users now have more choices for Qualtrics response weighting. Users can choose dynamic weights, which are calculated on-the-fly to make sure that the weights meet the desired proportions (legacy functionality) or specify a static weighting value for each population they want to weight. This new option, Static Weighting, will not be recalculated by Qualtrics. For more information on response weighting, see this help article.

    Static response weighting

    Reports Response Weighting

    Last modified: February 7, 2018

    If Response Weighting has been configured for a project in the Data & Analysis tools, reports will now optionally show weighted metrics. Use Settings to turn weighting off or on for the entire report, and add or remove weighting from individual visualizations in that visualizations’ options. Click here to view support documentation on this feature.

    Passcode-Protected Public Reports

    Last modified: February 7, 2018

    For reports that benefit from public sharing but need a little extra protection, Reports now offers optional passcode protection on public report links. Specify the unique passcode for a shared report and Qualtrics will require the viewer to enter the passcode before they can view that public report. Click here to view support documentation on this feature.

    Passcode protected public reports

    User-Specific Report Preferences

    Last modified: February 7, 2018

    Report creators can now save and apply their own personal report style defaults to every report they create. Rather than applying default settings per report, the report creator’s settings will be automatically applied to each report created, and can then be customized per report or per visualization. Default setting include color palettes, decimal precision, spacing preferences, default visualizations, and more. Click here to view support documentation on this feature.

    User specific report settings

    Copy Dashboards within Employee Experience Projects

    Last modified: February 7, 2018

    Now with a single click you can create a copy of your entire dashboard within your Employee Engagement projects. Previously users had no way to copy dashboards within an existing project and were required to build unique dashboards. This new feature empowers you to simply navigate to the dashboard you would like to duplicate and choose the “Copy dashboard” option from the dashboard menu. By clicking this button, Qualtrics will create an exact copy of that dashboard with all of the same pages, layouts, and content. Click here to view support documentation on this feature.

    Copy EX dashboards

    Number Chart Allows Comparison to Previous Time Period

    Last modified: February 7, 2018

    Number Charts allow comparing results to a previous time period so users can quickly determine if performance is declining or improving. It respects the page page filters as well so users can explore different time periods. Click here to view support documentation on this feature.

    Number chart page filter

    CSV Upload for External Data or Benchmarks

    Last modified: February 7, 2018

    Qualtrics now allows uploading external data directly through a .csv in the fieldset. So when users need to bring in external data (e.g. benchmarks) to supplement data collected in the survey, it’s now easier than ever. No need to create a fake survey to import the data, just import it to the fieldset directly. Click here to view support documentation on this feature.

    CSV upload

    Text iQ Speed Enhancements

    Last modified: January 3, 2018

    These improvements to Text iQ responsiveness help all Text iQ clients but are especially designed to make the UI for Text iQ snappier for analyzing 100k-10MM responses. In the past, topic changes were made and applied each time a single topic was updated, resulting in frustrating delays of moments up to hours between edits for very large response sets. Now Text iQ includes a new layer between the Text iQ UI and the phase where responses are updated with topic changes so that a large number of changes can be immediately made in the Text UI and then applied as one big batch to responses.

    Apply changes

    Text iQ Extended Query Operators

    Last modified: January 3, 2018

    For even more control over the scope of every text analysis topic, all Text iQ users will be able to use "near", search phrases, and exact search phrases in topic queries. In addition to the existing “and”, “or”, and “not” operators in queries, the order and proximity of text between operators will be considered. In addition, these order and proximity restrictions can be softened using the near operator, “~#”, where # is a number between 0 and 99. Furthermore, results can be narrowed by exact match searches using double quotes. All new operators can be combined with the existing query options. Click here to view support documentation on this feature.

    Extended query parameters

    Upgraded Import Capability

    Last modified: September 6, 2017

    This new importer is a more flexible, responsive, intuitive way to import responses into Qualtrics surveys than previous versions.

    Employee Engagement and Employee Pulse Integration into the XM Platform

    Last modified: August 16, 2017

    With Employee Engagement and Pulse project types integrated into the XM platform, EE and Pulse users gain access to a newly updated user interface and various feature upgrades including survey library access, expanded survey options, and the ability to localize admin views and dashboards into any language.

    XM Reporting Enhancement

    Last modified: August 16, 2017

    The next generation of data visualization and insight sharing. Editors can control report layouts, tweak individual visualizations, add data from additional studies, update the report’s look and feel, and add text, images, or other branding elements to increase the report’s effectiveness.

    Static Response Weighting for Reports

    Last modified: March 5, 2017


    Users now have more choices for Qualtrics response weighting. Users can choose dynamic weights, which are calculated on-the-fly to make sure that the weights meet the desired proportions (legacy functionality) or specify a static weighting value for each population they want to weight. This new option, Static Weighting, will not be recalculated by Qualtrics. For more information on response weighting, see this help article.

    Static response weighting

    Action & Improvements

    Text iQ for Tickets

    Last modified: March 4, 2020

    Using Text iQ, CX analysts will be able to get richer insights from their open ended follow-up detail responses in Tickets.

    To learn more about this feature release click here.

    Ticket Escalations Using Org Hierarchy

    Last modified: February 3, 2020

    This feature introduces Org Hierarchies to the CX product for the first time. The first feature to use org hierarchies will be ticket workflows, which will allow you to setup dynamic ticket escalations using the org hierarchy relative to the ticket owner.

    To learn more about this feature release click here.

    Dynamic Ticket Status Options

    Last modified: November 6, 2019

    The functionality included in this feature allows admins to choose which statuses a ticket should be allowed to be changed to based on the current status of a ticket.

    Advanced Ticketing Root Cause Enforcement

    Last modified: November 2, 2019

    This will expand the current enforcement of mandatory root causes. This feature will allows for mandatory root causes for any custom statuses, as well as restricting in which status, you can update a root cause.

    EX Action Planning User List Widget

    Last modified: October 2, 2019

    This new widget in engagement dashboards will help organizations track managers that are using action planning and managers who have not created or do not own action plans, and be able to drive more accountability and action. This widget will show a table of managers who have permission to create action plans, and the number of action plans they have created or own. The widget will also allow admins to add other helpful columns to the table like email and other person metadata, so that the admin can send a message to managers reminding them to create action plans if they have not created any.

    EX Guided Action Planning

    Last modified: September 4, 2019

    Guided action planning helps managers in creating action plans to improve upon their engagement results. Managers can use suggested tasks, guidance descriptions, and resource links to help them get started in creating an action plan. The content that populates a guided action plan comes either from the admin or Qualtrics XM Scientists in our XM Solution.

    Ability to Disable Ticket Exports for a Brand

    Last modified: August 7, 2019

    This feature will enable brands to disable CSV exports in their ticketing application for all of their non-admin users.

    Ability to Disable Subtickets for a Brand

    Last modified: August 7, 2019

    This feature will enable brands to disable subtickets in their ticketing application for all of their users.

    Actions Platform - JSON Event

    Last modified: June 5, 2019

    The new feature JSON Event is built towards a generic event-trigger and API interface that will allow building IFTTT integrations with external SaaS products. The JSON/Custom Event and API enable arbitrary external software to start workflows via HTTP request. Without this functionality, users are limited to a small set of purpose-built event handlers by Qualtrics eg: Survey Response Event, Salesforce Workflow Rule, Dynamics Inbound Integration.

    Email Templates for Ticketing

    Last modified: April 16, 2019

    Enables Ticketing users to create and save email templates to use when closing the loop with customers in the ticketing application.

    MS Dynamics CRM Integration

    Last modified: April 3, 2019

    Qualtrics integration (add-on, paid) with Microsoft Dynamics CRM - Allows Qualtrics customers to sync Dynamics object data (O-data) with Experience data (X-data); Brings X+O data together through an events-driven interface that works seamlessly between Qualtrics Actions platform and Dynamics by sending events to MS Dynamics.

    Action Planning for Customer Experience

    Last modified: March 14, 2019

    Qualtrics Customer Experience Management now supports enhanced action planning and tracking for longer-term, cross-team initiatives, all within the XM Platform.

    EX Action Plan Reporting

    Last modified: January 2, 2019

    Leaders are now able to report on how action plans are progressing across the organizaion. Administrators can create dashboard pages and widgets using action plan data, and download this data for further analysis and reporting. This feature is only available in Employee Engagement project types.

    Action plan reporting

    Ticketing Email Composer Update

    Last modified: January 2, 2019

    Update to the user experience for the email composer in ticketing that allows users to view and interact with ticket information while composing the email.

    Ticket Reminders

    Last modified: January 2, 2019

    Sends automated email reminders for tickets based on conditions.

    Ticketing Templates

    Last modified: November 7, 2018

    Use templates to easily setup ticket actions.

    Distribute Survey Task

    Last modified: October 3, 2018

    A new task type in the actions page that allows a user to configure a survey distribution to a single recipient based on the user selected event/trigger criteria.

    Tickets Event

    Last modified: September 3, 2018

    Qualtrics user can set up an event trigger in Actions Page based on a ticketing event such as status change that meets a certain condition to perform a task (eg. send email, distribute survey).

    Ticketing 2-Way Email Status Change

    Last modified: August 1, 2018


    For brands with 2-way email enabled: This functionality allows for ticket statuses to automatically be changed when an inbound email is received. This is useful for organizations that want to ensure tickets show up in an “active status” view when a ticket requires a response.Email status

    Ticket Highlight Summary

    Last modified: August 1, 2018


    With Highlight Summaries, Qualtrics automatically shows ticketing users why the ticket is important to them and gives them critical information upfront. The summary provides users with the key information they need to know about why they are closing the loop with the customer.
    Highlight summary
    When creating a ticket task, there is now an optional section to pipe in a score and open text comment for a banner at the top tickets.
    Ticket summary

    Ticket Notifications - Turn On/Off by Brand

    Last modified: August 1, 2018

    Give brands more granular control of when email notifications are sent to their users.

    Closed Loop Assignment Notification Settings

    Last modified: August 1, 2018

    Brand admins now have the ability to turn off all standard email notifications for ticket creation and reassignment. This allows for custom email notifications to be created for ticket creation and reassignment when using the “Email Task” in the same action as the ticket creation.Disable ticket notifications

    Closed Loop Mobile App Email Support

    Last modified: August 1, 2018

    The Follow Up mobile app now supports closing the loop via email with customers. When emails are sent through the app, the email history is tracked and attached to the activity history. The app also now supports the 2-way email functionality if enabled for the brand.
    Closed loop app email support

    Recode Values for Ticket Reporting

    Last modified: August 1, 2018

    Recode values are now supported in Ticket Reporting fieldsets.The functionality is the same as the recode editors for CX dashboards - more information about this can be found on this support page.Recode editor

    Ticket Forwarding

    Last modified: August 1, 2018

    Ticket Forwarding allows individual users to enable automatic ticket reassignment to another user when they are out of the office. This enables customers with time-sensitive closed-loop processes to ensure tickets do not get assigned to someone who may be out of the office, but rather get reassigned to someone available to follow up with customers.
    Ticket forwarding
    Individual users can enable forwarding by selecting “Ticket Forwarding” in the “Tools” menu on the ticketing application. The user will then see a bar at the top of their ticketing page indicating that their tickets are being sent to another user. By default, this feature is enabled for brands. Brand Admins can turn off the ability for their users to use this feature by selecting the option “Disabled Ticket Forwarding for Users” in the “Ticket Settings” menu under “Tools”.

    CX Bulk User Management - User Directory

    Last modified: July 11, 2018

    Bulk user management for CX dashboards. Will add user directory in CX project that will allow bulk import and export of users and user metadata and supports search/filtering of users based on metadata. Will also include automatic role assignment and dashboard permissions management.

    Recode Editor for Ticket Reporting Fieldsets

    Last modified: July 11, 2018

    Support for the recode editor for ticket reporting fieldsets.

    Ticket Forwarding

    Last modified: July 11, 2018

    Allows users to automatically reassign tickets that are assigned to them to another user when they are not available to take new tickets.

    Ticket Queues

    Last modified: April 4, 2018

    Creates a queue of tickets for large teams to use to allow assignment based on when a ticket operator is ready to work on a ticket.

    Closed Loop Follow-Up Mobile App SSO Support

    Last modified: April 4, 2018

    The Qualtrics mobile app for Closed-Loop Follow-Up now supports SSO so users that are part of an enterprise license using single sign-on can now use the app. The app is available via the app store.

    Mobile app sso

    Disable Email for Closing the Loop

    Last modified: April 4, 2018

    While some customers use email to close the loop, others customers prefer to use phone calls only. Using the new setting in Closed Loop Follow-Up, brand admins can remove the “Send Email” button from their tickets, to customize the workflows to their organization’s needs.

    Disable email closed loop

    2-Way Email in Ticketing

    Last modified: February 7, 2018

    Qualtrics now allows customers to track entire email conversations through the ticketing product. Previously, users could send an initial email from the ticketing app, however, responses would come back to their regular email inbox. With this feature, email responses will go straight into the ticket so that the entire conversation is tracked in the ticket activity, including any attachments that the customer added to the email. Click here to view support documentation on this feature.

    2-way ticketing
    2-way ticketing email attachments

    Salesforce Integration V2

    Last modified: February 6, 2018

    New Qualtrics clients interested in Qualtrics-Salesforce integration, can use Salesforce v2 integration which now has feature parity with v1 legacy integration

    Email Task in Actions Page

    Last modified: February 6, 2018

    Any Qualtrics User can now use the new Email task in Actions Page to set up event-driven Emails.

    Actions Reporting

    Last modified: February 6, 2018

    Actions Page users can now view information and metadata (eg: timestamp, duration and status) regarding each executed action. Filter this list based on an action name and a task status (only one at a time) or search for workflow executions using the event ID that triggered them to get basic reporting on my triggered Actions

    Integrations

    Facebook Messenger Integration

    Last modified: January 8, 2020

    More channels and changes in consumer communication preferences means more opportunities to engage with customers on their own terms. The integration with Facebook Messenger makes it easy to trigger surveys directly in Facebook Messenger to capture feedback in the moment.

    To learn more about this feature release click here.

    XMD Automations Scheduling Enhancements

    Last modified: November 6, 2019

    XM Directory Automations now supports more precise scheduling, on-demand scheduling, and mapping the TransactionDate standard field. We have updated the Run History view to simplify viewing results by aggregating automation runs.

    XMD Automations Run Management Phase 1

    Last modified: October 2, 2019

    As an XM Directory Automations user, I can clearly see pending files that will be processed the next time my automation runs. Also, if an automation fails, I can easily re-run it.

    Response Exports Google Sheets Integration

    Last modified: June 5, 2019

    The Google Sheets integration for data exports extends transparency and accessibility of all data. In addition to CSV, TSV, SPSS, and XML exports, Qualtrics will export directly to Google Sheets.

    Updated Raw Data Export APIs for Research Core

    Last modified: October 3, 2018

    A new Response Export API that exposes the increased scale, new fields, and faster speed of the new export services available in the UI to integrations and other API use cases.

    Salesforce Integration Improvements

    Last modified: July 10, 2017

    Salesforce Integration now allows users to enter embedded data directly instead of using the piped text format.

    Salesforce integration embedded data

    Salesforce Integration triggers can now handle anonymous link distributions.

    Salesforce integration anonymous distributions

    Predictive Intelligence Engine

    Stats iQ: Overhaul of Ranks concept

    Last modified: April 1, 2020

    Many survey questions have response options like 1 - Happy, 2 - Okay, and 3 - Sad. These variables have both a numeric and a categorical nature - users might want to know the average score, and users might want to know what proportion of respondents answered Happy. Stats iQ does not allow users to analyze both natures of the variable at one time. This feature will enable this, solving the top user complaint about Stats iQ.

    To learn more about this feature release click here.

    Stats iQ: Localization

    Last modified: January 8, 2020

    Stats iQ will be localized in all the languages that Qualtrics supports.

    Text iQ Support for Dutch, Thai, Simplified Chinese, and Korean

    Last modified: December 4, 2019

    Comments recorded in Dutch, Thai, Simplified Chinese, and Korean receive native language recommended topics, sentiment analysis, and query support.

    Stats iQ: Integration with Text iQ

    Last modified: November 7, 2019

    This feature will allow Stats iQ to use the results of analysis in Text iQ. For example, a user might note that many customers discuss "responsiveness" in their open-ended comments. Stats iQ will now take in that theme as a new variable, allowing the user to see how that relates to a host of other variables.

    To learn more about this feature release click here.

    Text iQ Bubble Widget Integration in CX Dashboards

    Last modified: October 2, 2019

    Analyze, report, and filter on Next-Gen Text iQ visualizations, topic-level sentiment, topic hierarchies, and other Text iQ data side-by-side with any other fields in a CX Dashboard.

    Text iQ-powered Survey Flows

    Last modified: July 3, 2019

    Text iQ powers real-time survey flows based on comment sentiment, topics mentioned, and the sentiment of topics mentioned.

    Stats iQ: Integration with CX Dashboards

    Last modified: April 16, 2019

    This work will allow users who have both Stats iQ and CX dashboard to analyze a dashboard-specific dataset directly instead of exporting it and then reimporting it into Stats iQ.

    To learn more about this feature release click here.

    Text iQ Multi-Language Sentiment

    Last modified: February 6, 2019

    All features of Qualtrics Sentiment analysis are now available in 9 additional languages. Within Text iQ and all across the XM Platform, use Sentiment Analysis to understand, analyze, and take action on how respondents are feeling.

    Text iQ Customer Experience Dashboard Integration (Link to Next Gen Text iQ)

    Last modified: November 7, 2018

    Text Analysis is a key phase in CX program analysis - and now it's easier than ever to navigate between your dashboards and Text iQ.

    Next-Gen Text iQ Preview Experience for Basic Text Users

    Last modified: October 3, 2018

    Basic Text users now have the ability to opt into the next-gen Basic Text experience. Features available in this release include:
    • Hierarchical Topics: Organize topics into parent groupings
    • Adding Fields to Record Grid: View other fields from a survey right next to the text being analyzing in the record grid
    • Sort Responses by Recorded Date
    • Default to Selected Question: After choosing a field to analyze, that question will be the default upon returning to Text iQ.
    Text iQ preview for basic

    Manual Topic Editing and Sweeper View for the New Text iQ

    Last modified: September 3, 2018

    Feature description: For ultimate precision control over topics, the Text iQ Preview experience now supports manual topic addition and removal. Use the full topic grid or sweeper experience in edit mode to manually add or remove any topic from any comment.

    Manual topic editing

    Topic Export and Import for the New Text iQ Preview Environment

    Last modified: September 3, 2018

    It’s now even easier to share Text iQ topic definitions between projects using Topic Export and Import. In the New Text iQ Preview, topic definitions can be exported from any field and then imported into any other field as a convenient starting point for analysis or an easy way to keep topic sets aligned across projects.

    Topic export and import

    EX - Text iQ Integration

    Last modified: September 3, 2018

    EX users now have access to Text iQ, Qualtrics’ advanced text and sentiment analytics features. Text iQ automatically uncovers open-text insights and identifies trending topics, allowing users to easily filter, analyze and share deep insights within their data.

    Text iQ Next Gen Preview

    Last modified: August 1, 2018

    Qualtrics continues to deliver rapid updates to the next generation of the Text iQ tool. Users can opt in and out of the Preview experience at will, and features are consistently added to the Preview experience. Recently delivered features include:


    • Bubble Chart
    • Constellation Chart for Exploring Recommendations
    • Improved Recommendations Engine
    • Topic-level Sentiment
    Bubble chart

    Keyword chart

    Stats iQ: Relative Weights Analysis

    Last modified: July 11, 2018

    Relative Weights Analysis gives a clear sense of which drivers have the greatest impact on an output, even if the input variables are highly correlated. The results of a Relative Weights Analysis will be added to the Stats iQ regression output.

    Stats iQ: Workspace-level Privacy and Sharing Controls

    Last modified: July 11, 2018

    Currently in Stats iQ anyone with access to the project being analyzed can see any workspaces created. For large companies, this creates a too-long list of workspaces to choose from (and potentially interfere with accidentally). Workspaces will now be default private and only shared to collaborators when explicitly changed to shared.

    Next-Gen Text iQ: Model Exploration, Topic Hierarchies, and Topic-Level Sentiment

    Last modified: April 3, 2018

    Group topics together into hierarchies and report on each topic's sentiment in Text iQ and specialized reporting and dashboard visualizations.

    Stats iQ: Sampling of Very Large Datasets

    Last modified: October 16, 2017

    This feature will allow Stats iQ to analyze very large datasets, even those that have tens of millions of rows. Very large datasets will be sampled down to more manageable numbers on the fly. Users will be able to decide whether they'd like to sample down to anywhere from 10,000 rows to 1,000,000.

    EX - Stats iQ Integration

    Last modified: September 6, 2017

    EX users now have access to Stats iQ, Qualtrics’ built-in statistical analysis tool. StatsiQ automatically runs the right statistical tests and visualizations, translating results into simple language any can put into action. Additionally, Stats iQ easily produces predictive models so EX users can identify actions to prevent and shape the employee experience proactively.

    Text iQ Speed Enhancements

    Last modified: September 6, 2017

    Improvements to Text iQ responsiveness that will help all Text clients but are especially designed to make the UI for Text iQ snappier for analyzing 100k-10MM text fields.

    Platform Technology

    Conjoint / MaxDiff Report Sharing

    Last modified: May 6, 2020

    Users can publicly share all the reports on their Conjoint and MaxDiff project, protected by access code. The publishing feature can be used to to save the configuration of their report, such as configured simulator options. The report will always default to the saved configuration when opened, allowing users to share a structured version of the Conjoint or MaxDiff report.


    A public conjoint report where you can switch between the simulator and the general analysis

    To learn more about this feature release click here.

    Enable Free Accounts Deactivation

    Last modified: May 6, 2020

    Allow free users to deactivate their own user account through their Account Settings page.

    To learn more about this feature release click here.

    XM Mobile: Touch / Face ID Lockscreen

    Last modified: April 1, 2020

    Additional protection of customers’ data using their devices’ authorization methods when the app is sent to background.

    To learn more about this feature release click here.

    EX - Deprecate Legacy Response Import and Legacy Response Export

    Last modified: February 4, 2020

    Deprecate Legacy Response Import and Legacy Response Export.

    To learn more about this feature release click here.

    ExpertReview: Response Quality V2

    Last modified: January 8, 2020

    After the launch of ExpertReview Response Quality V1, we added all-new metrics and refreshed the look and feel based on customer feedback.

    To learn more about this feature release click here.

    XM Mobile app: Sign in without a password

    Last modified: January 8, 2020

    Enable password-less login experience in mobile apps in which users can login with just their email address. Users get the email with login link which after clicked from a mobile device logs them automatically in to associated Qualtrics account in the Qualtrics XM Mobile app.

    XM Mobile App Localization

    Last modified: December 4, 2019

    Support for other languages than just English in the Qualtrics XM Mobile app (iOS & Android). The initial language list: English US, English UK, Spanish, French, German, Dutch, Italian, Portuguese, Brazilian Portuguese, Finnish, Korean, Japanese, Chinese (Simplified), and Chinese (Traditional).

    XMD Data Isolation Phase 1

    Last modified: November 6, 2019

    XM Directory encrypts the contact PII (FirstName, LastName, Phone, Email, etc.) of brands that have Data Isolation enabled. This feature is available only on the new XMD Contacts Platform (COP). Only user-observable behavior change is that searching on encrypted fields (mentioned above) now only supports “exact match” comparison (“starts with” no longer supported).

    Admin Dashboard - Content Engagement Report

    Last modified: October 2, 2019

    Content engagement report allows Enterprise admins to measure engagement with their CX dashboards. Engagement over a particular time period is measured by the total number of sessions and unique users and can be viewed at the individual page level or aggregate dashboard level. You can also export the report as a CSV for offline analysis.

    BX - Brand Tracker

    Last modified: October 2, 2019

    Qualtrics now supports Brand Tracker projects as part of Brand Experience. This new project makes it easier than ever to create a Brand Tracker project, including dashboards, historical trends, common brand analysis tools, competitive benchmarks, and social data integration.

    XM Directory Respondent Funnel

    Last modified: September 4, 2019

    As an XM Directory user, I can use the respondent funnel in Vocalize to calculate and visualize CX program metrics such as contact sample rate, email open rate, and survey response rate. I can also configure which embedded data fields are used to slice-and-dice the data. Note: Feature available only with assistance from Implementations and/or Partners.

    Percentiles Metrics

    Last modified: July 3, 2019

    The Percentiles Metric is an aggregation that calculates a percentile over numeric values extracted from specific numeric fields in the fieldset. For example, querying for the median (50) or outliers in normal distributions (0.13th and 99.87th).

    Filtered & Sampled Imports from EX Global Directory

    Last modified: July 3, 2019

    When importing participants from the global directory to Employee Engagement projects, there are new options to only import a filtered subset or a random sample of the participants from the global directory.

    To learn more about this feature release click here.

    ExpertReview - Response Quality

    Last modified: June 5, 2019

    ExpertReview Response Quality V1 helps identify poor quality including bots, cheaters, duplicates, PII and speeders.

    Custom Opt Out Messages

    Last modified: June 5, 2019

    Custom Opt Out Messages allows users to define their own messages and translations to be displayed to contacts opting out of the organization's future mailings.

    Analytics Engine

    Last modified: May 1, 2019

    Migration of 85% of Qualtrics fieldsets to use AE for all reporting. This means that all cache data will be stored in AE, and deprecated from RE. Analytics Engine becomes the default real-time reporting engine for the data platform.

    Deprecate TLS 1.0 on Qualtrics.com

    Last modified: April 3, 2019

    Deprecate TLS 1.0 on Qualtrics.com

    XM Workflows Integrations

    Last modified: April 3, 2019

    Set of outbound integrations with external SaaS Products within the Actions Platform: Hubspot, ServiceNow

    iQ Platform ARS

    Last modified: April 3, 2019

    Storage of all Customer Data Caches in an S3-based Data Lake.

    Self Service Dashboard Localization

    Last modified: April 3, 2019

    EX project admins now have a self service interface to export and import translation content to localize their dashboards.

    Ticket Workflows

    Last modified: March 14, 2019

    Closed loop workflows are the latest addition to Qualtrics’ closed loop platform which helps activate your organization to take action on the things that matter most to your customers. The functionality included in closed loop workflows helps even the largest of enterprise organizations ensure that the right people are taking action and closing the loop with their customers in a timely and efficient manner with a fully automated system.

    Data Mapper in EX

    Last modified: March 14, 2019

    The data mapper, which is used to map data into the EX dashboards, is getting a fresh look-and-feel. Along with a revamped interface, we will now be supporting the mapping of “Allow Text Entry” boxes, comment fields being marked sensitive, and a new multi-map UI that allows you to view a field’s mapping across all sources.

    EX data mapper

    ExpertReview - Compliance Assist

    Last modified: December 5, 2018

    ExpertReview Compliance Assist enhances the AI-powered digital research assistant with a safety feature for Brand Admins to prevent sensitive and personally identifiable information (PII) from being collected. It provides 3 key functionalities:

    1. For the Survey Creator, Compliance Assist provides automatic detection and warnings on questions that may potentially collect sensitive information.
    2. For the respondents, Compliance Assist provides automatic detection of PII in their responses and real-time warnings to prevent them from accidentally submitting PII.
    3. For the data analyst who is analyzing the responses, Compliance Assist is able to automatically detect and flag responses that have PII or other sensitive information and redact the sensitive words and phrases.

    See below how an organization can easily set up their account to track and prevent sensitive information from being collected. You can find more details in our support document here. In the Admin section, the Brand Admin has complete control over what topics, keywords, and formats to check for that would constitute Personally Identifiable Information.

    Manage built-in topics

    Survey Creators are automatically warned if they ask questions considered sensitive by their organization.

    Sensitive data requestedExpertReview sensitive data

    The Respondent is warned in real time if they enter information that is considered sensitive.

    Sensitive information respondent warningSensitive information response

    The Data Analyst gets notified in real time if a response contains sensitive information and the type of sensitive information. It will also automatically redact the information if the Brand Admin has configured those topics for auto-redaction.

    Auto redaction

    iQ Directory - Profile & Timeline View

    Last modified: November 7, 2018

    The updated Profile & Timeline View enables users to see a consolidated view of a contact's profile, as well as all historical events for the contact visualized on a timeline.

    Certified XM Solution for Employee Engagement

    Last modified: November 7, 2018

    EX project creators can now choose to start from an Employee Engagement template that will give them a preconfigured survey, dashboards and messaging for easier program setup.

    EX Import People Automation

    Last modified: November 7, 2018

    EX users can now use SFTP import automation to automatically bring in new people data into the Employee Directory.

    Product Research Solutions Pack

    Last modified: November 7, 2018

    XM Certified Solutions for Product Research.

    iQ Directory - Multiple Directories

    Last modified: October 3, 2018

    With Multiple Directories, organizations can maintain multiple fully independent contact directories. This gives large enterprises the ability to control access from business unit to business unit.

    EX Question Widget

    Last modified: October 3, 2018

    EX Dashboards will have a new "Questions List" widget.

    EX Heatmap Widget

    Last modified: October 3, 2018

    EX Dashboards can now include Heatmap visualizations, which provide an efficient way to quickly identify high points and low points across the org or demographic groups.

    On-demand Data Deletion

    Last modified: September 3, 2018

    A convenient way to delete personal data of an individual via UI or public API.

    Group Flow Elements

    Last modified: July 11, 2018

    This feature enables better organization of Survey Logic.

    Audit Service Public API

    Last modified: July 11, 2018

    A set of public API endpoints that allow administrators to retrieve details about activities recorded in the Audit Log.

    Experience Management Platform-wide Login Service

    Last modified: July 11, 2018

    A single login service used for all elements of the Experience Management platform, so that login experience is the same and no user has to log in multiple times for multiple XM Products.

    Third-Party FedRAMP Security Certification

    Last modified: July 11, 2018

    The Federal Risk and Authorization Management Program (FedRAMP) is a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. FedRAMP is commonly recognized as one of the most stringent security accreditations globally.

    Data Filtering Service

    Last modified: July 11, 2018

    EX Projects now have an improved security model covering dashboards visible to users / roles.

    Full 360 Product Integration into the XM Platform

    Last modified: February 7, 2018


    The Qualtrics 360 product is now completely integrated into the XM Platform. With the integration users can run their 360 programs along with all of the other Qualtrics solutions out of a single account. The entire interface has also been redesigned to provide a beautiful and delightful user experience throughout. For more details on the following improvements with the XM Platform integration please see the What’s New in 360 in XM page. Click here to view support documentation on this feature.

    • Brand new Participant Portal with improved user navigation and workflows
    • Fully localized admin interfaces
    • Survey and message libraries
    • Expanded survey options
    • End of survey options
    • Response viewer and editor
    • Project sharing and collaboration
    360 XM integration

    Search for User Roles

    Last modified: February 7, 2018

    When adding users to CX dashboards or managing roles, Qualtrics now allows searching through a list of roles to make it easy to find the role you are looking for. The list is also sorted alphabetically. Click here to view support documentation on this feature.

    User role search

    User role search 2

    API OAuth for Non-Interactive Apps

    Last modified: February 6, 2018

    A Qualtrics Brand Admin can build a script to access the Public API with a secure token which expires and can be refreshed programmatically - as opposed to the current X-API-Token which doesn't get refreshed.

    Website Feedback Accessibility Enhancements

    Last modified: January 3, 2018

    Qualtrics has added improved accessibility support for website feedback creatives. Visitors to websites with website feedback deployed, now have the ability to use keyboard-only navigation to interact with elements of a creative that is displayed when an intercept is triggered.

    For example, on a PopOver creative, users can now use the Tab key to move between elements and use the Enter key to “click” elements of a creative (e.g., Submit Button, Cancel Button).

    Beyond these updates, additional accessibility functionality can be achieved by following the HTML code samples provided here.

    XM Navigation and Project Creation

    Last modified: December 6, 2017

    The Qualtrics Experience Management platform is now reflected in the projects list and create project workflows. Users can now see all their projects from every XM category clearly marked in one location. Most of the functionality on the projects list remains familiar, but with a refreshed look and feel.

    XM projects

    Creating a project now shows all of the projects users have access to by XM category. These include options to start from scratch (i.e., “blank” projects) or utilize a project template that provides a valuable starting point with a project ready for data collection. These templates can save users dozens of hours of setup time while providing expert solutions for common research use cases.

    CX projects

    Public API v3.14.5

    Last modified: December 6, 2017

    Public API v3.14.5 was released on November 17, 2017. This release included the following changes:

    • V3 Get Contacts Import should return contact information that failed to import after status = complete.
    • API create contact character limit (XM Platform Contacts) is no longer 6000 characters.

    The public API v3.13.3 was released on October 31, 2017. This release included the following changes:

    Public API v3.13.0

    Last modified: November 1, 2017

    Public API v3.13.0 was released on October 20, 2017. With this release, users can now get transaction data from the get transactions in a transaction batch api by using a query parameter of “withDetails”. Example Usage: https://api.qualtrics.com/docs/get-transactions-in-a-batch

    Public API v3.12.0 was released on October 13, 2017. With this release, users can now insert embedded data into a survey flow from the API. Example Usage: https://api.qualtrics.com/docs/insert-embedded-data-fields

    Additionally, the Email Task in Actions page got a few useful upgrades:

    • Ability to add multiple email addresses in the TO: field in Email task
    • Ability to send immediately or ‘send after’ x hours
    • Ability to view Source in the message box
    Email task

    Public API v3.11.0

    Last modified: October 4, 2017

    Public API v3.11.0 was released on October 03, 2017. With this release, users can now get contact email and response history at a directory and mailing list level.

    The public API v3.10.0 was released on September 22, 2017. This release included the following changes:

    • A timezone parameter has been added to the create and update user API.
    • Brand permission data will now be obtained from Authorization Service.

    Additionally, the WebService task is now generally available.

    Web service task

    Multifactor XM Platform Authentication

    Last modified: September 6, 2017

    For increased security, users and administrators can choose to use multi-factor authentication for Qualtrics logins.

    Public API v3.8.0

    Last modified: August 2, 2017

    Public API v3.8.0 was released on July 17, 2017. This release included the following changes:

    • The Share Survey endpoint has been added to the V3 API, which allows a user to update a surveys collaboration permissions between users in a brand. Example Usage: Share Survey
    • The Copy Survey endpoint has been added to the V3 API, which allows a user to copy a survey to the same user or another user. Example Usage: Copy Survey

    Platform Technology

    EX Support non-Email Unique ID

    Last modified: September 3, 2018

    EX now supports participant Unique ID that is separate from email address, allowing flexibility in email addresses.

    Collection & Conversations

    Engagement Participant Upload Improvements

    Last modified: May 6, 2020

    Now when you're uploading participants to an engagement project, each row of the file will be evaluated and preview what changes will be made before you submit them. Includes helpful advice on file formatting and the ability to catch common issues before the file is uploaded to the project.


    Newly updated importer window

    Supplemental Data Service and Import Data Ingestion

    Last modified: September 4, 2019

    Users will be able to create a supplemental data source that is used to feed into answer options, text values in their survey.

    Autocomplete

    Last modified: May 1, 2019

    The Auto Complete feature is taking a very common user experience and applying to the context of survey taking. Auto-complete is also referred to as text search, incremental search, inline search, instant search and several other variants. The most simple explanation is that when a user types one or more characters into a text entry input, a list (commonly a set) of options is presented as discrete choices that can be selected. The selection of a choice(s) can then trigger other user flows like automatic redirection of the experience or simply a reflection of a state that may be persisted to a more durable persistence layer (like a survey response on page submission). In our use case it simply binds the choice value to the question state which gets persisted when the page is submitted.

    Analysis & Decisions

    Multi-variable Raked Weighting Updates

    Last modified: May 1, 2020

    This update concerns response weighting in a survey project. Raked Weighting will soon have the ability to support more than two variables and enhanced weighting diagnostics.

    Employee Engagement Printed Reports

    Last modified: October 2, 2019

    Users of the Employee Engagement dashboards can now get an offline printed report in Powerpoint or PDF format. This will help teams producing executive presentations and managers meeting with their teams to have an offline report they can easily present, share, or print.

    To learn more about this feature release click here.

    Action & Improvements

    Ticket Permissions - Phase 1 - Ticket Admin Roles

    Last modified: October 3, 2018

    Ability to give users admin access to ticketing without making them a brand admin.

    Integrations

    Automated Response Imports

    Last modified: May 6, 2020

    Response Import Automations can be used to automatically import data into Qualtrics on a regular schedule. Responses are imported through a Secure File Transfer Protocol (SFTP) from your SFTP server to Qualtrics. This is particularly useful when you’re collecting data outside of Qualtrics and would like to import that data into an existing project.?

    Inside the data and analysis tab of a survey project, the export / import menu is expanded to show an import automation option

    Platform Technology

    Segmentation in XM Directory

    Last modified: May 6, 2020

    Users will be able to define dynamic segments of contacts based on criteria to be used in various applications throughout the platform. In this version, users will be able to manually define segments, view and manage existing segments and contacts in those segments, as well as distribute to segments through a Distribution Automation.

    Survey Approval Workflow

    Last modified: April 1, 2020

    Allows brand admins to set up rules for when surveys must be approved before they can be published. Admins can configure who is required to get approval, and who can approve surveys.

    XM Directory Role-Based Access Control - Directory Access

    Last modified: March 3, 2020

    Role-based access control for XM Directory will give administrators control over which users have access to each directory in an organization.

    Collection & Conversations

    XM Directory Role-Based Access Control - Directory Management

    Last modified: April 1, 2020

    Role-based Access Control for XM Directory will give administrators control over which users have access to and management control over each directory in an organization.

    Analysis & Decisions

    Segmentation on Dashboard Filtering

    Last modified: November 6, 2019

    Dashboard users will be able to filter their dashboards by segments created in XM Directory. When filtering on a segment, only data collected from contacts within that segment will be displayed in the dashboard.

    Imported Data Project - File Import

    Last modified: October 3, 2018

    The convenient, platform-supported way to analyze any data (even data not collected on Qualtrics) easily with the fabulous Qualtrics Data and Analysis tools.

    Integrations

    XMD Gigya Integration

    Last modified: November 6, 2019

    Gigya customers can enable auto-creation of their contact master data in XM Directory through a one-click integration that makes it extremely simple for mutual customers or new customers to leverage combined value from Qualtrics and Gigya.

    Predictive Intelligence Engine

    Text iQ Topic-level Sentiment and Bubble Widget Integration for Employee Experience Dashboards

    Last modified: July 3, 2019

    Analyze, report, and filter on Next-Gen Text iQ visualizations, topic-level sentiment, topic hierarchies, and other Text iQ data side-by-side with any other fields in a EX Dashboard.

    Platform Technology

    New XM Program: Digital Experience

    Last modified: May 5, 2020

    We’ve just made Digital Experience a turnkey program in Qualtrics. Now in less than 30 minutes, you can be gathering feedback from your entire website - understanding CSAT through each point along your customers’ journey, improving cart abandonment, and more.


    In one program, Digital Experience managers will know the health and status of their program and have all the expert Qualtrics methodology set up and included in-the-box.

    New 360 Subject Reports

    Last modified: March 4, 2020

    This will be a brand-new version of 360 Subject Reports, based on Qualtrics' latest reporting platform. These reports will be easier to configure, look far more modern, and contain new widgets specific to the 360 experience.

    Dataset - Public API

    Last modified: March 4, 2020

    The initial version of the new Dataset Rest API will provide methods for defining a dataset, as well as read/write record level support.

    XMD Transaction Batches UI - Import & Distribute

    Last modified: August 7, 2019

    As an XM Directory user, when I use the UI for a file-upload import, I can specify which file columns import to contact fields, contact embedded data, and transactional data. This import creates a transaction batch. As an XMD user, I can distribute to my manually created transactions batches.

    Export API Enhancements

    Last modified: July 3, 2019

    Ability to Export non-Survey Data.

    Collection & Conversations

    Download Mailing History for Reminder and Thank You Distributions

    Last modified: November 6, 2019

    Similar to the existing functionality for survey invitations, users will have the ability to download the contact-level mail history for reminder and thank-you distributions.

    Analysis & Decisions

    Benefit Optimizer

    Last modified: September 4, 2019

    Benefit Optimizer allow HR departments to optimize the benefit packages for their company through a Conjoint survey. It provides insights of employee preference on the benefit options and help HR departments understand the overall costs associated with different packages. Ultimately, the company can provide a benefit package that are optimized for both employee preference and cost.

    Action & Improvements

    Ticketing in the XM App

    Last modified: May 6, 2020

    This feature will introduce ticketing functionality into the XM App. This functionality exists today in the Follow Up App.

    Automatic Deduplication Updates

    Last modified: May 6, 2020

    Extending the Automatic Deduplication feature to allow users to deduplicate existing directory contacts to manage their directory.

    Integrations

    Salesforce Response Mapping User Experience Improvements

    Last modified: May 6, 2020

    Introducing a new user experience for the Salesforce Response Mapping Task. This update will have all the same functionality, but with an improved look and feel.

    SAP SuccessFactors API Integration - Employee Events

    Last modified: May 6, 2020

    Automatically add people to Qualtrics LifeCycle projects when events trigger in SAP SuccessFactors.

    Predictive Intelligence Engine

    Stats iQ: Better Handling of NPS Data

    Last modified: May 2, 2018

    NPS variables have a dual nature: they're both numeric (0 - 10) and categorical (Detractor/Neutral/Promoter). Right now Stats iQ treats NPS variables like any other numeric variable. This feature will (1) show analysis results for both natures of the variable and (2) calculate NPS scores on the fly (Promoter% - Detractor%) instead of requiring a variable to be created.

    Platform Technology

    Bulk User Responses Export API

    Last modified: March 4, 2020

    Using the Public API and the Brand Admin's API Token, customers can submit a list of users' emails (up to 500) and download a file containing all users' responses data for the emails given. This will be helpful for businesses to fulfill CCPA access requests.

    Get Distribution History Public API call

    Last modified: November 6, 2019

    In addition to being able to download contact-level history for each individual distributions through the user interface, users will also be able to programmatically retrieve distribution history via the Qualtrics Public API.

    BX - Brand Lift

    Last modified: October 2, 2019

    Adding Brand Lift projects to the Brand Experience offering, it's now possible to create a dashboard-based project that will measure the effectiveness of an ad campaign around your brand with just a few clicks.

    CX Program Health Alerts

    Last modified: May 1, 2019

    As a CX program administrator, I can define alerts on XM Directory Respondent Funnel metrics (files imported, contacts imported, emails sent, emails bounced, email open rate, survey response rate, etc).
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