2-Minute Tips

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. Other project formats are not currently supported.What are the budget limits for self-serve panels?You can purchase panels with costs up to $15,000 USD through the self-serve platform. For larger budget requirements, please contact your Account Executive.How many responses can I collect?Panel response collection ranges from 50 to 10,000 responses per panel, allowing flexibility for both small-scale and large-scale research projects.How does billing and reconciliation work?Please review the complete cost and reconciliation information before launching your panel. This will help you un

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 Predicting Values - Build models to forecast future outcomes (e.g., customer retention)How do I access Stats iQ?You can access it by either:Uploading an external dataset (Imported Data Project), or Opening an existing survey and navigating to the Data & Analysis tabWhat are the three primary analysis types in Stats iQ?Describe - Anal

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 industry during analysis.Can I customize how my survey looks?Yes, you can completely customize the look and feel of your survey. You can also preview the survey before you publish it and distribute it to your employees.How can I automate my Lifecycle p

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, as shown in the video.After I click "Publish," is the intercept live on my website?Not automatically. Publishing makes the intercept active, but the final, crucial step is to give the provided code snippet to your web development team. They need to add this code to your website to make the intercept functional.

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. Maintain a consistent color scheme: Apply the same colors across your entire dashboard for a cohesive look. Review regularly: Periodically assess your dashboard and remove any unnecessary elements.Resources:Using Customer Dashboards for Better CX ROI - QualtricsFour Principles for Action-Centric Dashboard Design | XM InstituteTips for Designing Action-Centric Dashboards for Executives | XM Institute

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 identifying trending topics and their sentiment. You can click bubbles to drill down into subtopics.What is Key Driver Analysis and why is it useful?Key Driver Analysis shows correlations between outcome metrics (like NPS or satisfaction) and feedback topics. It identifi

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

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)

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

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

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

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

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

 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!

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

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.

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

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")

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

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

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.  

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.

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?

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