Weekly Product Release Notes - July 1, 2020 | XM Community

Weekly Product Release Notes - July 1, 2020

KatharineS
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Entries that are bolded indicate recent product updates. To submit your own support page update requests or feedback, please use the Feedback intercept you can find on the support site.
Special Announcement: We added over 50 translated Survey Platform pages to the Spanish Support Site!

CoreXM


  1. Admin Reports: The “Summary Reports” tab of the Admin page has been renamed to “Reports.” The newer reports now show up by default, and older functions are found under “Legacy Reports.”

  2. Ticket Permissions: New means of controlling who can edit / view certain tickets with “Ticket Groups.”

  3. Reminder & Thank You Emails: Users with XM Directory & new contacts can now download distribution histories for these emails types. Note: This feature is not available to customers on the old version of contacts. See the linked support pages for details.

    4. XM Directory


  4. Multiple Directories: Clarification on max number of directories and how to access.

  5. Outbox: You can now download the distribution histories for reminder and thank you distributions sent via XMD.

    6. Integrations


  6. Soliciting Reviews: For users who’ve purchased Online reputation Management. Solicit survey respondents to review your company on social media.

  7. Linking Qualtrics & Salesforce: Revised for clarity, added FAQ

  8. Triggering & Emailing Surveys in Salesforce Or Updating Contact Information in Qualtrics: Revised for clarity, Salesforce Lightning UI, added troubleshooting tips & FAQs

  9. Salesforce Response Mapping: Revised for clarity, added troubleshooting tips

  10. Other Salesforce Distribution Methods: Revised for clarity

  11. Salesforce Best Practices: Revised for clarity, Salesforce Lightning UI, removed mentions of Salesforce tools → all Salesforce integrations should be set up in the Actions tab.

    12. PX


  12. Frontline Feedback Task: New task in Actions to create a feedback request in a Frontline Feedback project based on a survey response. 


6 replies

B
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How are the 'ticket groups' meant to work with tickets that are assigned to teams under 'owner'? Would members of the team as well as members of the group both have access, with the team members essentially being treated as group members with the 'edit' role? Or is the new groups functionality meant to replace assigning tickets to a team under 'owner'?

KatharineS
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bmcgrath Your assessment is correct! Members of a team and members of a group could both have access. If you aren't the member of a group, but you're part of a team assigned to a ticket in that group, you can still access the ticket. For now, one feature isn't going to replace the other.

Michael_Lehrer
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The Legacy Reports page has messaging that it will soon be unavailable.
1) Do we know when this will be?
2) We currently use the Export function on this page to get a list of users and their User Type in Excel.  The closest functions are either the User Engagement Report, which has no export function, or the Users tab, which also has no export function.  This Excel file is important to us for internal reasons, and we'll lose it if the Legacy Report is retired.  Is there another way to export a list of users which contains their ID/Email address and User Type?  Will there be export capability added to any of the current pages?



KatharineS
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Hi Michael_Lehrer! There is no ETA at this time for when admin reports will be deprecated. For further questions about future functionality, I'd recommend reaching out to support.

U
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Hi KatharineS , when will the ability to download reminder histories become available for people not using XM-Directory?
XM Directory does not work well in a University setting so we have decided against implementing it. I worry that Qualtrics is starting to limit new features to only work with XM Directory.

KatharineS
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uhrxx005 Unfortunately I don't have a date for that at this time

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