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2-Minute Tips

Discover our weekly video series answering Qualtrics FAQs, providing product tips, & more.

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AlonsoCAdministrator

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🕑 Share product ideas with Qualtrics | 2-Minute Tips | August 27th 2024

🕑 Share product ideas with Qualtrics | 2-Minute Tips | August 27th 2024

What is 2-Minute Tips? Every week we will focus on an XM Community post or question and provide tips and walkthroughs answering the question. The goal of this weekly video series is to deliver effective solutions to these questions, quickly. 2-Minute Tips | August 27th, 2024Topic: Discover how to share your product ideas with Qualtrics! Question for the XM Community: Which recent product feature has excited you the most?

AlonsoCAdministrator

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🕑 Personalize Your Dashboard with Custom Metrics| 2-Minute Tips | September 16th 2025

🕑 Personalize Your Dashboard with Custom Metrics| 2-Minute Tips | September 16th 2025Tutorial

Today, you’ll learn how to personalize your dashboard by creating and incorporating custom metrics. FAQ for Personalizing Dashboards with Custom MetricsWhat 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 operators like division, multiplication, and addition.How do I troubleshoot a custom metric that isn’t working?The most common issue is an invalid equation. Look for a red triangle with an exclamation mark in your equation box. This often means there is an error in your formula, such as an extra operator or a metric that isn't separated by a function. You should also ensure that your metrics are correctly labeled and filtered.Can I use a custom metric in other dashboards?Custom metrics are only available in the dashboar

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Setting Up Session Capture| 2-Minute Tips | September 8th 2025

🕑 Setting Up Session Capture| 2-Minute Tips | September 8th 2025Tutorial

Learn how to enable session replay to reproduce a user’s website journey. FAQ: Setting Up Session CaptureDo I have to deploy new code for Digital Experience Analytics or session replay?You only need to deploy new code if you are using a new Website / App Insights project. If you’re adding Digital Experience Analytics or session replay to an existing project, you don’t have to deploy new code.How long will my sessions be recorded for?The maximum length of a session is 24 hours. Once a session reaches 24 hours of recording, it'll be closed. Sessions close after 30 minutes of inactivity. Find More Resources here:Digital Experience Analytics OverviewSetting Up Session CaptureData to Collect (DXA)

AlonsoCAdministrator

published in 2-Minute Tips

🕑 AI Insights Series: Ask Personalized Follow-Up Questions| 2-Minute Tips | April 29th 2025

🕑 AI Insights Series: Ask Personalized Follow-Up Questions| 2-Minute Tips | April 29th 2025

In this second installment of our AI Insights Series learn how you can ask personalized follow-up questions for richer insights. FAQ: Adaptive Follow-up Feature What is the Adaptive Follow-up feature?The Adaptive Follow-up feature is an AI-powered tool designed to enhance your survey responses by intelligently identifying key points in open-ended text answers and automatically generating personalized follow-up questions. Who can access the Adaptive Follow-up feature?This feature is currently available only to users on Qualtrics' new AI-powered product suites.How does the Adaptive Follow-up work?When respondents provide open-ended text responses, the Adaptive Follow-up analyzes their comments to identify significant themes or issues. It then generates specific follow-up questions that help clarify these points and gather more detailed information necessary for actionable insights.How do I enable Adaptive Follow-up in my surveys?To turn on Adaptive Follow-up:Select the question you wan

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Build a Text iQ Model with Qualtrics Prebuilt Topics | 2-Minute Tips | September 02nd 2025

🕑 Build a Text iQ Model with Qualtrics Prebuilt Topics | 2-Minute Tips | September 02nd 2025

Get started with Text iQ by leveraging Qualtrics' pre-built topic models. This tip is especially useful for those who want to analyze open-ended feedback efficiently and effectively. FAQ for Building a Text iQ Model What is a Text iQ pre-built topic model?Qualtrics provides pre-built topic models for various industries, such as Airlines, Government, and Retail Banking. These models come with a set of pre-defined topics and sub-topics that you can use as a base for your own analysis. This saves you the time and effort of building a topic model from scratch. For more information on Text iQ, you can visit the Qualtrics support page on Getting Started with Text iQ.How do I access and use a pre-built topic model?You can access Text iQ from the Dashboards page by clicking on the magnifying glass icon. After selecting your open-ended text question, click on "Import topics" and then "Select a Qualtrics topic library." From there, you can choose the library that best fits your needs, preview t

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Enabling Qualtrics AI: A Brand Administrator's Guide| 2-Minute Tips | August 26th 2025Tutorial

Alex will walk you through how to enable AI features in your Qualtrics account: FAQ for AI Administration: Why can't I see the "Admin" or "Organization Settings" options?These settings are only visible to users with Brand Administrator permissions. You will need to contact your organization's Brand Admin to have them make these changes or grant you the necessary permissions.I enabled an AI feature in the main settings, but a user still can't access it. What's wrong?You must also check the user's individual permissions. Go to the Users tab, select the user, and ensure the specific AI feature is enabled in the permission tables under both the General and Survey Platform tabs.What's the difference between the brand-wide settings and user settings?The settings under Organization Settings > AI act as the master controls, making features available to the entire brand. The settings under the Users tab allow you to fine-tune which of those available features a specific individual can actua

AlonsoCAdministrator

published in 2-Minute Tips

Happy Qualtrics employee

🕑 Online Reputation Management| 2-Minute Tips | August 12th 2025Tutorial

Qualtrics Reputation Management projects integrate customer feedback and online review data onto the platform, which can then be used in dashboards to showcase customer insights. FAQ for Online Reputation Management What is online reputation management (ORM)? Online Reputation Management (ORM) in Qualtrics is a feature that allows businesses to integrate online reviews from various platforms into their Qualtrics program. What types of Reputation Management Projects does Qualtrics offer? Qualtrics offers several types of Reputation Management (RM) projects, each designed to help businesses manage their online reputation effectively. These include:Connect to Google Places This solution allows you to import Google Reviews into Qualtrics for dynamic reporting and workflows, and also enables you to respond to reviews directly within the Qualtrics dashboards.Search the WebEven if you don’t have accounts on major review sites, Qualtrics can automatically search the web for reviews about you

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Setting Embedded Data with Query Strings| 2-Minute Tips | August 05th 2025

🕑 Setting Embedded Data with Query Strings| 2-Minute Tips | August 05th 2025Tutorial

Learn how to use query strings to set embedded data values, pass information from one survey to another, and apply your skills to more advanced use cases. FAQ for Embedded Data with Query Strings Can I add more than one query string to a URL?Yes, but there are additional formatting requirements. The very first query string on a URL will begin with “?”, and all subsequent query strings will begin with “&”. For example:[survey URL]?EmployeeID=123&Cohort=BCan I use query strings to pass multiple values for the same field?Yes. For example, you could write:[survey link]?Client=Qualtrics&Client=SAP and the result would be that the field “Client” has a value of “Qualtrics, SAP.”How do I troubleshoot a query string that isn’t working?Make sure the field name in your query string is identical to the field name in the survey flow. This is case-sensitive. If your field name has spaces or special characters, you will need to make sure they are properly URL-encoded. Use a free URL e

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Setting Embedded Data in the Survey Flow| 2-Minute Tips | July 28th 2025

🕑 Setting Embedded Data in the Survey Flow| 2-Minute Tips | July 28th 2025

Learn how to set static and dynamic embedded data values in the survey flow. FAQ for Embedded Data in the Survey Flow Does it matter where in the survey flow my embedded data block is placed?Yes! If an embedded data value relies on the answer to a certain question, you need to make sure the embedded data element is below the block containing that question in the survey flow. Learn more on this page. Where can I learn more about setting embedded data in the survey flow? Learn more and find examples on this page!

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Tips to Troubleshoot SSO Login| 2-Minute Tips | July 22nd 2025

🕑 Tips to Troubleshoot SSO Login| 2-Minute Tips | July 22nd 2025

Tips to troubleshoot logging into your Qualtrics account. FAQ Qualtrics Account Lockout What causes the "Too many failed login attempts" message in Qualtrics?This security feature activates when multiple incorrect login attempts are made on your account. It's designed to protect your account from unauthorized access.How long does the account lockout last?Your account will typically unlock automatically in about one hour, unless your administrator has adjusted this timing. Check with your admin for specific lockout duration settings.I need immediate access to my account. What should I do?Contact your brand administrator right away and ask them to unlock your account manually. This is the fastest way to regain access.Where can I check the lockout timing settings?Your administrator can view and adjust lockout duration settings in the admin panel. Regular users cannot access these settings.Troubleshooting StepsWhat browser troubleshooting steps should I try?Follow these steps in order:Cl

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Basics of Embedded Data| 2-Minute Tips | July 15th 2025

🕑 Basics of Embedded Data| 2-Minute Tips | July 15th 2025Tutorial

Learn what embedded data is and why it's important. This is the first part of our embedded data series. FAQ for Viewing Basics of Embedded Data Can I use embedded data in all types of surveys?Yes, embedded data can be used in all kinds of Qualtrics projects. How do I create an embedded data field?There are many ways to do this, but most commonly, you will create an embedded data field in your survey flow or in a contact list. We will cover these options in a future 2-Minute Tip, but you can learn more now on this page. I tried to pipe an embedded data value into my survey question, but it’s not showing up. Why not?The Embedded Data element in your survey flow needs to be placed above the element where you’re trying to use the embedded data value. We will cover this in a future 2-Minute Tip, but you can learn more now on this page.

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Viewing Your CX Dashboards| 2-Minute Tips | July 1st 2025

🕑 Viewing Your CX Dashboards| 2-Minute Tips | July 1st 2025Tutorial

Learn how to view and manage all the CX Dashboards you have access to. FAQ for Viewing CX Dashboards Why can’t I see my teammate’s dashboard?In order to access a dashboard, you need to be listed as a dashboard viewer in that project’s User Admin tab. If you do not see a dashboard that you were expecting to see, reach out to the owner and ask them to grant you access to it. Why can’t I filter or edit the dashboard I’m viewing?If you are not able to filter or edit the dashboard you’re viewing, that means you do not have permission. If you require permission to do these things, please reach out to the dashboard owner and ask them to grant it for you. I suddenly can’t access a dashboard that I’ve referenced many times in the past. What happened?Access could have been rescinded. Reach out to the dashboard owner and ask them to check that you have permission to access the dashboard. If you do have permission and you still cannot access it, please reach out to Qualtrics Support. Do I have

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Create Field Groups in Your Dashboard| 2-Minute Tips | June 24th 2025

🕑 Create Field Groups in Your Dashboard| 2-Minute Tips | June 24th 2025Tutorial

Wondering how to add field groups to a widget all at once? In this video, Andres will guide you through creating a field group in the dashboard: FAQ: Field Groups What are the different types of groups available?There are three different group types in the data mapper:General Groups - Help you organize your data Measured Groups - Allow you to add multiple fields simultaneously with measurement capabilities Drill Groups - Enable drilling down into grouped data with multiple field supportHow do I create a field group?Open your data mapper Click on "Add Field Group" at the very bottom of the interface Once created, you can add fields to the group in two ways: Drag and drop existing fields from outside the group into the group Add new fields directly to the group using the add field option Click "Save" to finalize your group configurationHow do I use field groups in widgets?Create a new widget (e.g., select "Table" from the widget options) Choose your aggregation method (e.g., "Count")

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Participation Summary Data Not Showing? Quick Troubleshooting Fixes| 2-Minute Tips | June 10th 2025

🕑 Participation Summary Data Not Showing? Quick Troubleshooting Fixes| 2-Minute Tips | June 10th 2025Tutorial

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 CountsNavigate to the Participants tab Click on "Tools" Select "Update Invited Counts" This ensures your participation summary reflects the current number of participants invited to your projectStep 2: Update Responses with C

AlonsoCAdministrator

published in 2-Minute Tips

🕑 AI Insights Series: Insights Explorer| 2-Minute Tips | June 03rd 2025

🕑 AI Insights Series: Insights Explorer| 2-Minute Tips | June 03rd 2025Tutorial

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 format How do I access Insights Explorer?Navigate to the top-right menu in your Qualtrics account and click "Generate an insight" to get started.What data can I analyze?You can analyze any open-ended questions from your surveys. The tool allows you to select specific s

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Tracking a Journey in Your Dashboard| 2-Minute Tips | May 27th 2025

🕑 Tracking a Journey in Your Dashboard| 2-Minute Tips | May 27th 2025Tutorial

Use the Journey Chart Widget to visualize data from each stage of a person’s journey with your organization. FAQ for the Journey Chart Widget What kinds of Journeys can be used in this widget?Journeys made in the Journeys tab and those made in a Customer Experience Program can both be used in the Journey Chart widget. Why isn’t this widget available to be added to my dashboard?Chances are, you don’t have the correct permissions enabled. Reach out to a brand administrator and ask them to enable the permissions outlined on this page. What is a Journey and how do I create one?A Journey consists of multiple surveys asking the same question/s at different stages of a customer or employee’s journey with your organization. They can be used in both EX and CX product suites. Learn more about creating EX Journeys here and CX Journeys here. Find more information about things like data mapping, widget configuration, and more on the Journey Chart widget support page.

AlonsoCAdministrator

published in 2-Minute Tips

🕑 AI Insights Series: GPT Assisted Workflows| 2-Minute Tips | May 20th 2025

🕑 AI Insights Series: GPT Assisted Workflows| 2-Minute Tips | May 20th 2025

Learn how GPT Assisted Workflows automatically provide personalized responses to your customers based on feedback. FAQ: GPT Assisted Workflows What are GPT Assisted Workflows?GPT Assisted Workflows use AI to automatically generate personalized responses to customer feedback and share summaries with the relevant teams, helping translate insights into actionable steps.How do I set up a GPT Assisted Workflow?Open your survey project and go to the Workflows tab. Set your trigger, like a survey response. Click the “+” sign, search for GPT, and link your account. Choose a template (e.g., “compose a reply”) or create one from scratch. Customize your prompt and context based on the feedback. Save your changes and add additional tasks if needed.Can I customize the responses?Yes! You can edit the initial prompts and specify context by including particular survey questions for more tailored responses.

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Everything you need to know about the new merch store!| 2-Minute Tips | February 18th 2025

🕑 Everything you need to know about the new merch store!| 2-Minute Tips | February 18th 2025

Our new merch store is live! Learn how to create your store account, place your order, take advantage of our LinkedIn bonus points, and more! 0:00-0:52 Intro0:52-1:31 Demo of store including new items!1:31-2:10 How to create your store account2:10-2:42 How to earn an additional 50 points!2:42-3:17 Must know FAQs including international shipping3:17-3:37 Outro Question for the XM Community: What items are you most excited to buy in the merch store?

AlonsoCAdministrator

published in 2-Minute Tips

🕑 AI Insights Series: Get Clearer Survey Responses| 2-Minute Tips | April 22nd 2025

🕑 AI Insights Series: Get Clearer Survey Responses| 2-Minute Tips | April 22nd 2025Tutorial

In this first installment of our AI Insights Series learn how to get actionable feedback on your open-text survey questions. FAQ for Survey Response Clarity Validation What is the Survey Response Clarity Validation feature?Survey Response Clarity Validation is an AI-powered feature designed to enhance the quality of open-text survey responses. It prompts respondents to provide more detailed and meaningful answers, reducing the likelihood of receiving vague or incomplete responses.Who can utilize the Survey Response Clarity Validation feature?This feature is currently available only to users on our new AI-powered product suites.Why is Survey Response Clarity Validation important?In situations where survey participation rates are declining, it is especially crucial to obtain useful feedback. This feature helps ensure that responses are informative and actionable, improving the overall quality of your survey data.How does Survey Response Clarity Validation work?When activated, the fea

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Survey Linking| 2-Minute Tips | April 15th 2025

🕑 Survey Linking| 2-Minute Tips | April 15th 2025Tutorial

Learn how to link two separate surveys for better insights. Chapters: 0:00- 0:24 Intro & Learning Outcomes1:18-2:33 Adding query string to the URL2:33-2:55 Configuring end of survey block2:55- 3:23 Setting embedded data on the second survey3:24-3:29 Outro FAQ for Linking Two Surveys What is the purpose of linking two surveys using anonymous links and query strings? Linking two surveys allows you to seamlessly redirect respondents from the first survey to a second survey while transferring relevant data, such as their responses and a unique identifier.How do I begin the process of linking the surveys? First, go to the "Survey Flow" of your first survey. Click on "Add a New Element" and select "Embedded Data".What should I do after adding an embedded data element? Name the embedded data element and set its value using pipe text. You will want How do I create a unique identifier for each respondent? In the first survey, after adding your embedded data elements, you can add a new fiel

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Collaborating With Others on a Survey| 2-Minute Tips | April 08th 2025

🕑 Collaborating With Others on a Survey| 2-Minute Tips | April 08th 2025Tutorial

Use the Collaboration feature to work on a survey alongside your colleagues. FAQ for Collaboration Can I collaborate with someone who doesn’t have a Qualtrics account?Yes, but they will need to create a Qualtrics account in order to access the survey. This can be a free account or an account on an existing license. Why am I not able to share my survey?Only the original owner of a survey can share a survey with others. If you are not the original owner, you will need to reach out to them and ask them to share the survey with your intended collaborator. Why can’t I share my survey with someone outside of my organization?Chances are, you don’t have permission to collaborate externally. Reach out to a Brand Administrator to have that permission enabled. My collaboration invitation contained a collaboration code. What is this?The collaboration code is an extra security measure put in place when sharing a survey with someone outside your Qualtrics organization. On the Projects page, enter

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Responsive Video Questions| 2-Minute Tips | March 25th 2025

🕑 Responsive Video Questions| 2-Minute Tips | March 25th 2025Tutorial

Product Specialist, Eugenia, will walk you through how to create video questions for multiple media types. Chapters: 0:00- 0:23 Intro & What we'll cover0:24- 1:03 How to create video questions & upload videos1:04- 1:30 How to resize videos1:31- 3:08 Creating display logic3:09- 3:48 Testing your videos for desktop and mobile3:49- 3:52 Outro FAQ for Optimizing Video Questions in Surveys What is a “meta info question” and why is it necessary?A meta info question is a hidden question used to collect important data about the respondent's device. It's necessary to tailor the survey experience based on the type of device being used.How do you add a meta info question?In your survey, add a meta info question by selecting the appropriate option in the survey editor. This question won't be visible to respondents, but it will help you gather crucial device information.What steps do I follow to add a video for mobile devices?Add a text graphic question and name it (e.g., “Mobile Video”).

AlonsoCAdministrator

published in 2-Minute Tips

🕑 4 Reasons to Love Qualtrics| 2-Minute Tips | March 11th 2025

🕑 4 Reasons to Love Qualtrics| 2-Minute Tips | March 11th 2025

Our Experience Community grows every day! Learn why members love Qualtrics and the community. Thank you to @pamelalbeck @gdyczyak @jmborzick @c.rose @YenMejia_Voce @Shobhit @nryalls @Jona @jlsisthebest @KristiAand everyone else for your kind words! Question for the Experience Community: We know you love the Experience Community but what would you like to see to make it even better? 👀

JoseSFormer XM Community Team Member

published in 2-Minute Tips

🕑 Replacing Email Triggers with Workflow Tasks | 2-Minute Tips | October 24th 2023

🕑 Replacing Email Triggers with Workflow Tasks | 2-Minute Tips | October 24th 2023

What is 2-Minute Tips?Every week we will focus on an XM Community post or question and provide tips and walkthroughs answering the question. The goal of this weekly video series is to deliver effective solutions to these questions, quickly. 2-Minute Tips | October 24th 2023Question: How can I replace Email Triggers by using Workflows? Today we will learn how to replace your email triggers with email tasks. Want More?Support Pages: Email Triggers Email Task Community Posts:

AlonsoCAdministrator

published in 2-Minute Tips

🕑 Introducing the Community AI Assistant| 2-Minute Tips | February 25th 2025

🕑 Introducing the Community AI Assistant| 2-Minute Tips | February 25th 2025

Use the Community AI Assistant to get quicker answers. The Community AI Assistant searches through Qualtrics' database of support pages, community posts, and YouTube videos within the Community to deliver the most accurate solutions. Discover how to effectively leverage this powerful tool to enhance the experience for everyone. Question for the XM Community: Have you used the Community AI Assistant yet? We want to hear your experience!

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