2-Minute Tips

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")

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

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

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

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”).

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? 👀

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: 

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!

Product Manager, Shruthi, will walk you through our newly implemented 2FA and the Qualtrics Trust Center. Learn more:  Instructions to switch on 2FA: https://www.qualtrics.com/support/survey-platform/sp-administration/organization-settings/#Authentication Qualtrics Trust Center

Searching for ideas just got easier. Learn how Evolve’s updated search functionality will make it easier to search for and upvote ideas!  FAQ: Evolve's Updated Search Functionality What has changed in the search functionality?The new search filter allows you to search using key words instead of needing an exact phrase match, enabling broader and more flexible results.How can I optimize my search results?Use multiple key words to cover various ways people might describe the same concept. For example, searching "date filter conditions" can return results like "filtering conditions for date" because it matches "conditions" and "date."Will variations of a base word, like "filter," be included in the search?No, searching for "filter" will not return results for "filtering" or "filters." To enhance your search, include these variations in your keywords (e.g., "date conditions condition filter filters filtering").How are the search results organized?Results are sorted based on the number of w

Power skills are the new soft skills. Learn all about them and how to develop them! Question for the XM Community: What power skills are necessary to be a good CX/EX practitioner?  What is 2-Minute Tips? Every week we will focus on a Qualtrics product, experience management best practice, or essential how-to. We’ll walk you through the topic in a quick and fun way!

 Today we will learn how to navigate the Customer Success Hub, including our new Account Services feature. Explore our self-service resources to learn how to find answers to questions ranging from technical issues to invoice requests.  You can use the Customer Success Hub to:Get technical help from our support teams Keep up with and respond to your open support tickets Contact your admin or account team Ask questions related to billing and invoicing And more!Click here to start exploring your Customer Success Hub.

The Account Services team was created to efficiently answer your questions ranging from feature access, vendor forms, invoice issues and payment. Have questions? Ask them below!  What you need to know from this video: How do I access Account Services? You can access this team via the Customer Success Hub by clicking the "Get Account Services Support" tile on the home page.What issues do Account Services handle? Account Services will focus on non-technical inquiries including invoicing issues, vendor forms, product or feature access, and payment questions. Here’s a comprehensive list:Invoice Edits Add PO number, change bill to, add PO Invoice Corrections Did not renew, no PO, Change Contact Information Request Invoice Copy Request Payment Terms Change Vendor Forms + Billing Documents ACH, SOA, W-9, banking Invoice Delivery Instructions Tax Withholding Cash App Tax Certificates, Working with tax team to remove tax on invoices Upload Invoice to Portal  Portal Uploads Invoice Voids 

Our support site helps 12,500 customers every day! Learn how you can make it even better to work for you.  Question for the XM Community: What’s your favorite section/page on the Qualtrics support site?  What is 2-Minute Tips? Every week we will focus on a Qualtrics product, experience management best practice, or essential how-to. We’ll walk you through the topic in a quick and fun way!

Learn why reaching data saturation is a crucial milestone in qualitative research. Question for the XM Community: How do you approach the concept of data saturation in your profession?  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.

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 | November 19th, 2024Topic: Learn all about zero-party data  Question for the XM Community: Have you started collecting zero-party data? How has it complemented your other data collection methods?

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 | November 12th, 2024Topic: Learn how psychographic segmentation can help you better understand your audience.  Question for the XM Community: How has understanding the values, attitudes, and lifestyles of your consumers through psychographic segmentation helped you to connect more deeply with your audience?

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 | November 05th, 2024 Topic: Let’s go over how to transfer single/multiple surveys to a new owner  Question for the Community: What other steps do you recommend for a seamless transition when an employee moves on?

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 29th, 2024 Topic: Let’s review the Qualtrics 2025 Consumer Trends Report  Question for the Community: Which trend identified in the report is your organization currently addressing?

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 01st, 2024Topic: Learn why CX matters and tips to improve it  Question for the XM Community: In your opinion, what are the key elements that contribute to a seamless customer experience??  

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 | September 24th, 2024Topic: Learn how to use custom code to add background color to your form questions! Thank you to @moferro for posing this valuable question and to @chackbusch for providing the custom code solution!  Question for the XM Community: What creative ways have you seen or imagined using custom code to make surveys more engaging for participants?

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 | September 10th, 2024 Topic: Learn how to preview your survey before publishing it!  Question for the XM Community: How has survey preview features contributed to better decision-making within your organization?