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The Qualtrics Experience Community is the world's leading experience management community.
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Recently active
Product Forum
Thought Leadership

TusharDalwani

XM Discover

Recommendations on Load to Discover Task

Hello everyone, I wanted to understand if anyone here has experience using the new “Load to Discover” tasks within Qualtrics Engage workflows.As I understand, this feature is intended to replace the traditional connectors previously used for ingestin

20

51 minutes ago

QualtricsReleaseNotesQualtrics Employee

Product Release Notes

Weekly Product Release Notes - May 13, 2026

Features Released On Or Before May 13, 2026 None. Features Starting On & After May 20, 2026 DashboardsDashboard Export Preview: When exporting a dashboard to PDF or JPG, you can now preview the expected content and layout. When exporting to PDF y

Sending survey questions to the particular percentage of participants

Kindly provide me the steps to send a set of questions to particular percentage of participants.Example.Out of 10 survey questions5 should be for 100% participants2 questions should be for 75% participants3 questions should be for 25% participants

Neha TankLevel 4 ●●●●

CX Dashboards

Count of Customers instead of Response

Hi,I have a simple requirement in CX dashboard to show a count of customers who participated in survey. When we choose Count Metric, it shows the Response count whereas I need to consider each account only once. It doesnt let us select COUNT AT CUSTO

49518

2 hours ago

J

jake_dufinetzQPN Level 4 ●●●●

Custom Code

Loop and Merge with Calculated Embedded Data Field

I am looking to create a calculated embedded data field that acts as a score/index for each looped through item in a loop and merge. See an example survey design below, where the respondent selects from a list of products to rate in the 1st block. Th

How to use Survey Reponse as source for Virtual Entity in MS CRM D365

Hi everyone, I’m exploring ways to surface Qualtrics survey responses inside Dynamics 365 CRM using a Virtual Entity.Does anyone know if it’s possible to expose Qualtrics survey results through a Virtual Entity in D365, and if so, what the required s

Drop-outs: where do participants leave my study?

Hello,I am recruiting participants via Prolific for my experimental study on Qualtrics. A relatively high percentage of participants drop-out, resulting in an unequal division between my Control and Experimental group. Is there a way on Qualtrics to

EX Directory Import Process not visible for Admin User

We are a customer with Employee Experience currently in operation. Every day we have a scheduled job running in Qualtrics that picks up a file from SFTP location and loads into Qualtrics. This file contains new employee details and changed employee d

Workday Integrations Success with Sup Orgs and Security Roles

Hello Community,We are a new customer and we are working on an integration. I would like to find out if there are customers who have successfully integrated Sup Orgs and used them as a parent child hierarchy (or level based hierarchy). I am also i

Avoiding overlapping with randomizers and different text versions

Okay, so let me first explain my thesis set-up. I am researching CTA’s (call-to-action) in e-mail texts and want to find out if people can identify phishing from not-phishing by the CTA that is used. To do this I gathered 4 e-mail texts from a fraud

Recommendations on Load to Discover Task

Hello everyone, I wanted to understand if anyone here has experience using the new “Load to Discover” tasks within Qualtrics Engage workflows.As I understand, this feature is intended to replace the traditional connectors previously used for ingestin

20

51 minutes ago

QualtricsReleaseNotesQualtrics Employee

Product Release Notes

Weekly Product Release Notes - May 13, 2026

Features Released On Or Before May 13, 2026 None. Features Starting On & After May 20, 2026 DashboardsDashboard Export Preview: When exporting a dashboard to PDF or JPG, you can now preview the expected content and layout. When exporting to PDF y

Sending survey questions to the particular percentage of participants

Kindly provide me the steps to send a set of questions to particular percentage of participants.Example.Out of 10 survey questions5 should be for 100% participants2 questions should be for 75% participants3 questions should be for 25% participants

Neha TankLevel 4 ●●●●

CX Dashboards

Count of Customers instead of Response

Hi,I have a simple requirement in CX dashboard to show a count of customers who participated in survey. When we choose Count Metric, it shows the Response count whereas I need to consider each account only once. It doesnt let us select COUNT AT CUSTO

49518

2 hours ago

J

jake_dufinetzQPN Level 4 ●●●●

Custom Code

Loop and Merge with Calculated Embedded Data Field

I am looking to create a calculated embedded data field that acts as a score/index for each looped through item in a loop and merge. See an example survey design below, where the respondent selects from a list of products to rate in the 1st block. Th

How to use Survey Reponse as source for Virtual Entity in MS CRM D365

Hi everyone, I’m exploring ways to surface Qualtrics survey responses inside Dynamics 365 CRM using a Virtual Entity.Does anyone know if it’s possible to expose Qualtrics survey results through a Virtual Entity in D365, and if so, what the required s

Drop-outs: where do participants leave my study?

Hello,I am recruiting participants via Prolific for my experimental study on Qualtrics. A relatively high percentage of participants drop-out, resulting in an unequal division between my Control and Experimental group. Is there a way on Qualtrics to

EX Directory Import Process not visible for Admin User

We are a customer with Employee Experience currently in operation. Every day we have a scheduled job running in Qualtrics that picks up a file from SFTP location and loads into Qualtrics. This file contains new employee details and changed employee d

Workday Integrations Success with Sup Orgs and Security Roles

Hello Community,We are a new customer and we are working on an integration. I would like to find out if there are customers who have successfully integrated Sup Orgs and used them as a parent child hierarchy (or level based hierarchy). I am also i

Avoiding overlapping with randomizers and different text versions

Okay, so let me first explain my thesis set-up. I am researching CTA’s (call-to-action) in e-mail texts and want to find out if people can identify phishing from not-phishing by the CTA that is used. To do this I gathered 4 e-mail texts from a fraud

351

11 hours ago

N

NguyenPhiLongLevel 2 ●●

Customer Experience (CX)

How to enable or trigger Notifications for Action Planning in CX Dashboards?

Hi everyone,I am looking for a way to trigger notifications (email or in-app) for the Action Planning feature in CX Dashboards.It seems that unlike EX, CX Action Planning does not have a straightforward notification toggle.If you have implemented a w

80

N

3 days ago

KelliPolkLevel 4 ●●●●

Market Research

How do you handle your PII data related to services?

Hi everyone,Our organization is launching our annual property tax rebate program, and we’re looking to improve our data handling. Currently, residents upload sensitive tax documents through a secure portal, but we’re looking for a solution that reduc

371

14 days ago

Isabelle_ZdatnyQualtrics Employee

Customer Experience (CX)

You’re invited to participate in Qualtrics XM Institute research!

Hi everyone! This is your official invite to participate in Qualtrics XM Institute’s annual research on the state of customer experience.If you’re part of your organization’s CX efforts, this 12 minute survey is your opportunity to shape industry ana

691

4 months ago

N

NewHomeCXManagerLevel 3 ●●●

Welcome and Introductions

New to Qualtrics

I am a Customer Experience Manager in Canada and new to Qualtrics. We’ve launched 2 surveys and excited to add a third survey in the Spring of 2026. Looking forward to networking in the XM Community Member forum as we start this exciting new chapter

Experience management (XM)

Purchase of certification exam for Qualtrics Platform Essentials

I have completed the learning journey “Qualtrics Platform Essentials Certification Journey L1”. Now I’d like to purchase the certification exam by paying the required amount. On completion of this learning course, this webpage appears for purchasing

561

4 months ago

SteveBelgraverLevel 5 ●●●●●

Welcome and Introductions

Happy Holidays and a Wonderful 2026!

As 2025 winds down taking a moment to send my warmest wishes to the Leaders Network community members!Wishing you and yours a wonderful holiday season and an exciting 2026. Looking forward to more exciting discussions, helpful posts, and great intera

622

4 months ago

MarkGrunskeLevel 2 ●●

Leaders Network Support

Core XM Expert Certification

Greetings Everyone,Has anyone taken the CoreXM Expert Certification Exam recently?If so, do you have any advice?I would like to take it before the end of the year.ThanksMark GrunskeFranklin Public Schools, WI

Customer Experience (CX)

Seeking Advice: Declining Survey Response Rates & Link Trust

Hi everyone,I'm hoping to tap into the collective wisdom of this community regarding a challenge I'm facing with our customer experience program.We've noticed a drop in our survey response rates year-over-year, even though key factors like our target

Week 4: Winning the conversation with your CFO

Week 4: Winning the conversation with your CFO What we covered:For those who attended the final session, how are you feeling about securing executive buy-in for your 2026 roadmap?The session focused on taking your priorities and demonstrating their v

581

6 months ago

JamesScuttAdministrator

Welcome and Introductions

Welcome to the Leaders Network! We're excited you’re here! 🎉

We invite you to introduce yourself! Please share a bit about your background, interests, and what you hope to gain from our discussions. Here are a few suggestions to help you craft your introduction...💁 Background: What’s your role in your organisa

11088

6 months ago