2-Minute Tips

By the end of this video you will understand: what Carry Forward Choices is, and how to use it in your survey. Carry Forward Choices is a feature that allows you to copy specific answers choices from one question and bring them into a future question in your survey.  FAQ for Carry Forward Choices What is the Carry Forward Choices feature?Carry Forward Choices is a feature that takes selected answers from one question and displays them in a subsequent question. This allows respondents to further evaluate or rank items they've already selected.When should I use Carry Forward Choices?This feature is very useful when you want to learn more about the hierarchy among popular items. For example, if you display a long list of items in one question and have the respondent choose their five favorite items, you can then use Carry Forward Choices to hav

Hello! By the end of this video you will understand: what piped text is, how to add it to your survey, and different ways of using Piped Text.   FAQ for Piped Text What is piped text?Piped text is a line of code that pulls information from different areas of the survey and displays it to the respondent. This allows you to create dynamic, personalized survey experiences.What are some common uses for piped text?Common examples include:Piping from a previous question Geo IP location (city, state/region, country) Date & time Random number generatorWhat other sources can piped text pull from?In addition to the examples above, piped text can also pull information from:Embedded data Scoring categories Contact lists L

Today we’ll go over how to customize your Next/Back Buttons, how to translate library messages, and how to add a submit button to your survey.  FAQ for Submit Buttons Why should I add a submit button to my survey?By default, Next and Back buttons use arrows to indicate navigation. While these arrows are understood across languages, respondents might not realize they've reached the last page of the survey, leading them to unknowingly submit their responses. A clear "Submit" button solves this problem by signaling that they're completing the survey.What's the best practice for Next/Back buttons?Using arrows for Next/Back buttons is typically a best practice since they're universally understood across languages. However, the final page should use a "Submit" button for clarity. Adding a Submit Button to Your Survey

Today we will be discussing the different ways we can import and export Qualtrics surveys from Word Documents to QSF files.  FAQ for Survey Import/Export  What is QSF?QSF stands for Qualtrics Survey Format. It's the file format Qualtrics uses to export surveys.What does a QSF file contain?A QSF file contains all of your survey formatting and settings, but does NOT contain any response data.What is the main purpose of QSF files?The main use for QSF files is to create copies of a survey to share with other Qualtrics accounts.Can I open or edit a QSF file directly?No, you should NOT try to open or edit QSF files as it can cause them to become corrupted. Exporting Surveys Where do I find the import/export options?Go

Today we will be discussing survey collaboration. By the end of this video you will understand how to collaborate on survey projects, how to access these projects, and how to edit collaboration permissions.  FAQ for Survey Collaboration What is survey collaboration?Survey collaboration allows you to share your survey projects with other users and control what permissions they have — from simply viewing the survey to editing questions and distributing responses.Who can initiate collaboration on a survey?Only the survey owner can invite collaborators to a project. If you don't see the Collaborate option in the Tools menu, you are not the owner and will need to contact the survey owner to request access.What if I'm the owner but still don't see the Collaborate option?If you're certain you own

Insights Explorer is an AI-powered tool that analyzes customer feedback to surface key themes and actionable insights helping teams overcome the data analysis struggles that affect 2/3 of CX practitioners.  FAQ: Insights Explorer What is Insights Explorer?Insights Explorer is an AI-powered tool that analyzes open-ended survey responses to surface key themes, generate summaries, and provide actionable insights from customer feedback.What types of insights can I generate? Key themes with descriptions and supporting quotes – Perfect for deeper analysis and representing customer voices Bold, punchy takeaways with summaries – Ideal for readouts and executive presentations Paragraph-style summaries – Comprehensive overview

Today we’re going to talk about creating pre - built CX Benchmarks. You will learn how to  create benchmarks and add them to a dashboard  widget.   FAQ for Pre-Built Benchmarks What is the Benchmarks feature?The Benchmarks feature lets you overlay pre-built industry comparison data onto your dashboard widgets. This allows you to see how your own metrics — such as NPS — stack up against industry standards without any manual data entry.Which metrics can I use with benchmarks?Benchmarks work with any metric that is not a Count metric. NPS (Net Promoter Score) is the most common example. When adding a widget, simply select a non-Count metric to unlock benchmark options.

Learn how to ensure your participation summary widget reflects the correct data, especially after making updates to your participant tab!  FAQ: Participation Summary Widget Why is my participation summary widget showing incorrect data?The participation summary widget may not immediately reflect changes when you add or remove participants from your project. This is a common issue that can be resolved with simple troubleshooting steps.What does the participation summary widget show?The participation summary widget displays the percentage and count of participants who have responded to your survey out of the total number of invited participants.How do I fix incorrect participation data? What are the three steps?Follow these three steps in order:Step 1: Update Invited Counts

Today we will be learning about Quotas. By the end of this video, you will understand what a Quota is and how to use quotas to screen out respondents.  FAQ for Quotas What is a Quota?A Quota is a tool that helps you collect the exact amount of data required for your study by keeping track of responses and checking if they meet conditions you've set in your survey.What is a common use case for quotas?A common use case is ensuring you have a specific number of respondents for each desired demographic group, such as collecting a certain number of responses from different age groups.How do I create a quota?Go to the Survey Tab Click on Quotas on the left-hand side of the screen Select "Add Quota" Choos

Today, we’ll show you how to collect video data in Qualtrics. You will be able to generate transcripts, identify themes, summarize with AI, and clip powerful moments into highlight reels.   FAQ for Video Response Questions How do I collect video feedback from customers?Add a video response question to your survey. This allows you to collect rich, qualitative feedback directly from your customers in video format.Where can I view the video responses I've collected?Once you've collected responses, navigate to Data & Analysis and select Audio & Video to access your video library.What tools are available to help me analyze video responses?Each video response includes:

Today we will be learning how and when to apply Display and Skip Logic to your Qualtricssurvey.  FAQ for Skip and Display Logic What is the difference between Skip Logic and Display Logic?Skip Logic sends respondents forward to a later part of your survey based on their answer choices. Display Logic is more complex and can be applied to both questions and answer choices, with conditions based on previous answers, embedded data, quotas, and more.Can Skip Logic send respondents backward to previous questions?No, Skip Logic only allows you to send respondents forward in the survey, not back to previous questions.Where can Display Logic be applied?Display Logic can be applied to both questions and individual answer choices.What can Display Logic conditions be based on?

Let’s go over how to add an introduction or instructions to your survey.  FAQ for How to Add Instructions to Your Survey How do I add an introduction or instructions to my Qualtrics survey?Use the Text/Graphic question type to add introductions or instructions. Click "Add New Question" at the bottom of your survey, select Text/Graphic, then click "Click to write the question text" to begin typing your content.How do I add a new question to my survey?Scroll to the bottom of your survey and click the blue "Add New Question" button. This will display all available question types for you to choose from.How can I see what my survey looks like to respondents?Use the preview feature to see how your survey appears to respondents before publishing it.Where can I get additional help w

Today we're going over how to randomize questions in your survey.  FAQ for Randomizing Questions and Blocks What is a Block in Qualtrics?A Block is a set of questions within your survey. When you create a new survey, Qualtrics automatically creates a Default Question Block containing an empty question.What is a Randomizer?A Randomizer is an element in your Survey Flow that can be used to randomize other elements such as Blocks, Embedded Data, and Groups. Working with Blocks How do I create a new Block?Click the "Add Block" text underneath your current Block.How do I rename a Block?Click on the Block's current name in the top left corner and type new text in the text box. Question Randomization How

Hey Experience Community! Running pricing studies or testing concepts usually takes weeks to build and execute. XM Guided Solutions changes that—expert methodologies you can launch in minutes.  XM Guided Solutions FAQ What are XM Guided Solutions?XM Guided Solutions are expert-designed research methodologies built into Qualtrics that you can launch in minutes. They eliminate the need for weeks of building and executing pricing studies or concept tests by providing pre-configured, statistically valid research tools.What types of studies can I run with XM Guided Solutions?The platform includes several solutions:Idea Screening Pricing Studies Feature Prioritization Video FeedbackDo I nee

Learn from fellow seasoned XM Community members on how to succeed with Qualtrics and make the most of your XM Community experience! Thank you to ​@vgayraud, ​@Shashi, ​@jlsisthebest, ​@tstamper, ​@jmborzick, ​@MadhurSingh, and all others who shared their knowledge!  ResourcesXM Basecamp 

Let's dive into one of the fastest ways to build reliable, best-practice surveys: Certified Questions. We're talking about expert-designed questions that guarantee better data quality from day one.   FAQ for Personalizing Dashboards with Custom Metrics What kind of data can I use to build a custom metric? You can use a wide variety of data fields from your dashboard, including numeric values (like satisfaction scores or progress), counts of text fields (like open text responses), and survey metadata (like Responses or Duration). You can combine these with mathematical op

Did you know nearly half of customers cut spending after one bad experience? But companies that close the loop on feedback, they reduce churn, resolve issues faster, and build lasting loyalty. Today, we're showing you how to automate that process.  FAQ for for Closed Loop TicketingWhat is the difference between the Inner Loop and Outer Loop? The Inner Loop focuses on immediate, individual follow-up to resolve issues or provide coaching. The Outer Loop uses aggregated insights from many tickets to drive structural improvements and organizational changes.What are common use cases for closed-loop ticketing?Organizations use closed-loop ticketing to automatically act on feedback in three ways: recovering at-risk custom

Today, we're diving into Research Hub, a knowledge management tool for all your research.   FAQ for Research Hub How do I enable Research Hub?Navigate to the Admin tab and find the Research Hub permissions in your user profile to turn it on.How do I access Research Hub?Click on the waffle menu to open Research Hub.What is Research Hub?Research Hub is a centralized search tool that allows you to search through all of your organization's research knowledge in one place.What can Research Hub search through?Research Hub searches through thousands of research artifacts including surveys, dashboards, video projects, and uploaded files.How does the search work?

Learn about Qualtrics’ 360-degree feedback tool, a powerful way to gather insights from multiple raters around each employee.  FAQ for 360-Degree Feedback How do I create a new 360-degree feedback cycle in Qualtrics?Open the 360-degree feedback project and start by creating a new feedback cycle. You'll select the subjects (employees being evaluated) and their evaluators, which typically include the employee themselves, peers, managers, and direct reports.Who should be included as evaluators in a 360-degree feedback cycle?A comprehensive 360-degree feedback cycle typically includes four groups: the employee (self-evaluation), peers, managers, and direct reports. This multi-perspective approach provides a well-rounded picture of the employee's per

Today, we're diving into Online Panels—your resource for quality research respondents.  FAQ for Online Panels When does my online panel launch after I purchase it?Panels launch immediately once payment is received. If you choose to pay by invoice, the panel will not launch until it is paid.What project types are compatible with online panels?Online panels are exclusively available for survey project types

Today we’re going over Stats iQ. What it is, how it works, and how it looks inside the Qualtrics platform in a high-level overview. We'll also share some of our favorite tips, best practices, and resources available to you.  FAQ for Stats iQ What is Stats iQ?Stats iQ is a Qualtrics platform tool that helps you analyze data, discover patterns, test hypotheses, and predict future outcomes using automated statistical analysis.What are the main benefits of using Stats iQ?Uncovering Patterns - Discover hidden drivers behind changes in customer engagement or key metrics Supporting Decision-Making - Test hypotheses and validate decisions before executing them Predicti

Lifecycle projects let you capture real-time feedback and create personalized experiences at every stage of the employee journey. Today, you'll learn how to build your own lifecycle project, design an impactful dashboard, and unlock insights from key touchpoints.  FAQ for Lifecycle Projects How do I create a new Lifecycle project?You can create a new project in two ways: choose from pre-built project templates (such as candidate experience, exit, or well-being) or create one from scratch in the survey builder.What types of questions can I add to my survey?You can create your own custom questions or add Qualtrics certified questions. The certified questions were created by Employee Experience scientists and can be benchmarked against your

Follow this quick guide to build, test, and publish a guided intercept for your website. Learn how to configure the appearance, connect a survey, set targeting logic, and deploy it live.  FAQ for Guided Intercepts The video mentions a "new editor." Should I always use it?Yes, the video recommends using the new editor because it acts as a "one-stop shop" and a guided process, making it much easier to implement your intercept correctly.What is "Targeting Logic"?It is the set of rules that determine when and to whom your intercept is shown. For example, you can target visitors who are on a specific webpage,

Welcome to our quick guide on designing effective CX dashboards in Qualtrics. Today, we're focusing on two of the most critical elements: layout and flow.  Additional Tips and Resources More Tips: Keep it simple: Only include the widgets you truly need to tell a story. Use clear labels: Make sure each element is easy to understand at a glance.