2-Minute Tips

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.

Today we’re going to talk about creating Text iQ Widgets for Dashboard Reporting.  FAQ for Text iQ Widgets in Dashboard Reporting What is the Response Ticker Widget and when should I use it?The Response Ticker Widget displays individual text responses in a scrolling list with real-time feedback and sentiment indicators. It's ideal for live dashboards or sharing customer comments with stakeholders. To add it, go to dashboard > edit > add widget > select "Response Ticker Widget."How does the Text iQ Bubble Chart Widget work?This widget visualizes sentiment breakdown using bubbles, where each bubble represents a topic. Bubble size shows response count, and colored rims indicate sentiment. It's perfect for quickly ide

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

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 Ov

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 detail

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

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 u

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,

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=B

 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

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?You

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

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 t

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"

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