Monthly Product Release Notes - July 7 to August 10, 2022

BX Dashboards

• BX Custom Metric Filters: If you’ve created a custom metric in a BX program, you will see additional options for specifying the filter behavior when metric-level and page-level filters are simultaneously applied.


• Funnel Widget Enhancements: Percentage indicators between each funnel level are now gray, not red.



Core XM



• Avoid Being Marked as Spam: We have updated our IP ranges. Server admins should adjust allowlists accordingly.


• Quota Web Service Deprecation: The Trigger Web Service option has been removed from quota options. The same functionality can be achieved by setting up a web service element within the survey flow.



CX Dashboards



• Action Plan Metric Tracking (CX): Metric action planning allows users to measure the impact of strategic action-taking with metrics from their customer feedback dashboards.


• Online Reviews Widget: The “Social Ticker” widget in CX Dashboards has been renamed to the “Online Reviews” widget.



Employee XM



• Extract Employees from Workday Task: New task in workflows for importing employee data from Workday to use in your Qualtrics EX programs.


• Heat Map Visualizations (EX): New visualization for EX report templates to quickly analyze for high and low points across your organization or demographic groups.



Free & Trial Accounts



• Look and Feel: The ability to customize project look and feel is currently disabled for all free accounts, including those on free trials of DesignXM.



Reporting



• Blank Pages in Exports: PDF exports of reports will no longer include entirely blank pages. This update applies to 360 subject reports, the Reports tab of a survey project, and report templates in Engagement projects.


• Custom Metrics: You can now create custom metrics and display them in your reports. This update applies to 360 subject reports, the Reports tab of a survey project, and report templates in Engagement projects.


• Data Table Visualization: You can now transpose headers and rows in data tables. This update applies to 360 subject reports, the Reports tab of a survey project, and report templates in Engagement projects.



Stats iQ



• Imputation in Stats iQ Regression: New regression cards will automatically have missing data filled in with estimated values. This results in a regression model with less bias that can better explain the variation in the outcome variable.


• Stats iQ Confidentiality: If your organization administrator has enabled Anonymity Thresholds for the entire organization, Stats iQ will automatically respect these thresholds when you run a Describe, Relate or Regression analysis on your EX dataset.



Workflows



• CC/BCC Fields on Email Tasks: Users can now specify emails to CC and BCC on email tasks.


• Microsoft Excel Task: Automatically add new survey responses as new rows to an Excel Workbook.


• Success Factors Employee Extractor API Deprecation: The Extract Employee Data from SuccessFactors Task can now only be configured using the new SAP API. Any tasks created using the old API will have to be re-configured.


• Task Limit: You can now have up to 20 tasks per workflow.



XM Directory



• Add Contacts and Transactions to XMD Task: New workflows task that allows you to automatically add contact and transaction data to XM Directory.


• Relative Date Filters: Two new operators were added as options for date comparison in XM Directories: “In the past” and “In the next”. Users can now filter data by if the date was within the last X amount of days/weeks/months/years, or is in the next X amount of days/weeks/months/years. This functionality is available for advanced search, sampling, and segments.


• XM Directory Search Based on Survey Responses: Users can now filter contacts within XM Directory based on how these contacts responded to a specific survey. This includes searching based on responses to specific survey questions, survey response date, and number of responses to the survey.



XM Platform



• Support Portal Redesign: The new Support Portal streamlines the ticket submission process and radically improves the user interface for both usability and accessibility. 


• Starting a Survey with a POST Request: New use case page on how to start a survey session using a POST request.



XM Solutions



• ETX Technology Experience Assessment XM Solution: This new guided solution helps organizations understand how employees feel about the service and technology elements of their overall IT experience, enabling leaders to take action and implement improvements.



New Support Pages



• Fields You Can Filter By: There is now a comprehensive list of all fields you can use within filters in XM Directory.


• Guided Solutions: There is now a comprehensive list of CX, EX, and DesignXM solutions available on this page.



Employee XM



• Using an Org Hierarchy Filter: The interface for org hierarchy filters in EX dashboards has been updated. Improvements include: accessibility functionality, an interface that clearly shows what data is displayed, a toggle for dashboard admins to allow the ability to select multiple units, and the ability to reset your filter selections with the click of one button.



Workflows



• Experience ID Segment Events: As contacts are added to or removed from your segments, automatically set off notifications, tickets, and more.



*Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.



• If you have any questions about the product updates featured in this list, our support team is happy to help you with your request. 


• If you have questions about what’s on the product roadmap, please see our Product Roadmap page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category.


• You can provide feedback on the Monthly Product Release Notes here.