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📄 Community Basics & How to Get Started | Instructions

AmaraW
AmaraW Seattle, WA, USA Administrator


How-To Get Started

Read the below 📄 Community Basics & How-Tos 📄 to learn how-to use the XM Community, ordered from simplest to complex.

Table of Contents:

  1. How-To Create Your XM Community Account
  2. How-To Login to Your XM Community Account
  3. How-To Change Your XM Community Username
  4. How To Add or Change Your Profile Picture
  5. How-To Search
    1. Search From the Homepage
    2. Search From Elsewhere
    3. Filter Your Search
    4. Search for Members
    5. Search for Product Ideas
    6. Search for Tags
  6. How-To Comment
  7. How-To Start a Discussion
    1. Starting From the Homepage
    2. Starting From a Discussion Category
  8. How-To Ask a Question
    1. Starting From the Homepage
    2. Starting From a Discussion Category
  9. How-To Accept an Answer
  10. How-To Mark an Answer as Insufficient
  11. How-To Mention a User
  12. How-To Quote a User
  13. How-To Direct Message a User
  14. How-To Set-Up Notification Preferences
  15. How-To Subscribe to Category-Specific Notifications

1 | How-To Create Your XM Community Account

  1. Create your XM Community account by signing in with your Qualtrics product account credentials here.
  2. Fill out your profile information.
  3. Click the "Connect" button.

2 | How-To Login to Your XM Community Account

  1. Login to your XM Community account using your Qualtrics product account credentials here.
    1. Fill out this survey if you are having trouble logging into your XM Community Account.

3 | How-To Change Your XM Community Username

  1. Click your profile icon in the top-right corner of your screen, next to the Messages icon (mail).
  2. Select "Edit Profile," below your username in the corresponding popup.
  3. Update your username in the text entry box below "Username" on the Edit Profile page.
  4. Click the "Save" button in the bottom left corner.

4 | How To Add or Change Your Profile Picture

  1. Click your profile icon in the top-right corner of your screen, next to the Messages icon (mail).
  2. Select "Edit Profile," below your username in the corresponding popup.
  3. Click "Change My Picture" on the right-hand side of the Edit Profile page.
  4. Click the "Upload New Picture" button on the bottom-left of the Change Picture page.
  5. In the corresponding popup window, select the file from your computer that you would like to upload as you profile picture. Compatible file types include jpg, jpeg, gif, png, bmp, & ico.
  6. Click and drag across the picture to define your thumbnail.
  7. Click the "Save Thumbnail" button on the bottom-left of the Change Picture page.

5 | How-To Search

Search From the Homepage:

  1. Begin your search by typing your key words / term in the Search box.
  2. Click the "Search" button.

Search From Elsewhere:

  1. Click the Search icon (magnifying glass) in the top, right corner of your screen, next to the Notifications icon.
  2. Type your search query in the corresponding search box.
  3. Hit the Enter / Return key on your keyboard.

Filter Your Search

  1. Select the type of search you want under the search field.
    1. You have the ability to search the following:
      1. All of Community
      2. Discussions
      3. Categories
      4. Community Members
  2. Select additional filtering options from the Filter Results panel.
    1. You have the ability to narrow down your results by the following:
      1. Title
      2. Author of the post
      3. Date the post was updated
      4. Category, including subcategory, followed categories, and archived categories
      5. Tags
      6. Type of post, including discussions, ideas, questions, and polls
  3. Click the "Filter" button in the bottom right corner of the Filter pane to filter your search.

Search for Members

Search for Product Ideas

Search for Tags

6 | How-To Comment

  1. Navigate to the post you would like to comment on.
  2. Scroll to the section titled "Leave a Comment."
  3. Type your response in the comment box.
  4. Click the "Post Comment" button.

7 | How-To Start a Discussion

Starting From the Homepage:

  1. Click the "+ New Post" button on the right-hand side of the Homepage, below the "I have an urgent request" button.
  2. Select "New Discussion" on the corresponding dropdown list.
  3. Click the "+ Select a Category..." button and chose the discussion category that best fits your discussion from the dropdown list.
  4. Add a title to your discussion in the first text entry box.
  5. Add the body of your discussion in the second, larger text entry box.
  6. Type in the text entry box under "Tags" to add relevant tags, making your discussion more discoverable.
  7. Click the "Post Discussion" button in the bottom, right corner of the screen.

Starting From a Discussion Category:

  1. Click the "+ New Post" button on the right-hand side of the category page, above Quick Links.
  2. Select "New Discussion" on the corresponding dropdown list.
  3. Add a title to your discussion in the first text entry box.
  4. Add the body of your discussion in the second, larger text entry box.
  5. Type in the text entry box under "Tags" to add relevant tags, making your discussion more discoverable.
  6. Click the "Post Discussion" button in the bottom, right corner of the screen.

8 | How-To Ask a Question

Starting From the Homepage:

  1. Click the "+ New Post" button on the right-hand side of the Homepage, below the "I have an urgent request" button.
  2. Select "Ask a Question" on the corresponding dropdown list.
  3. Click the "+ Select a Category..." button and chose the discussion category that best fits your question from the dropdown list.
  4. Add a title to your question in the first text entry box.
  5. Add the body of your question in the second, larger text entry box.
  6. Type in the text entry box under "Tags" to add relevant tags, making your question more discoverable.
  7. Click the "Ask Question" button in the bottom, right corner of the screen.

Starting From a Discussion Category:

  1. Click the "+ New Post" button on the right-hand side of the category page, above Quick Links.
  2. Select "Ask a Question" on the corresponding dropdown list.
  3. Add a title to your question in the first text entry box.
  4. Add the body of your question in the second, larger text entry box.
  5. Type in the text entry box under "Tags" to add relevant tags, making your question more discoverable.
  6. Click the "Ask Question" button in the bottom, right corner of the screen.

9 | How-To Accept an Answer

  1. Navigate to the comment that you would like to accept as an Answer.
    1. Please note, you can only accept answers on Questions you posted. You will not see "Did this answer the question?"on comments on posts that you did not create yourself.
  2. Click the "Yes" button at the bottom of the aforementioned comment, where it says, "Did this answer the question?"
    1. The Accepted Answer will move to the top of the discussion thread, below the post and other Accepted Answers, if there are any.
    2. The Accepted Answer will now have a green tag that says, "Accepted Answer."

10 | How-To Mark an Answer as Insufficient

  1. Navigate to the comment that you would like to accept as an Answer.
    1. Please note, you can only mark comments as Insufficient on Questions you posted. You will not see "Did this answer the question?"on comments on posts that you did not create yourself.
  2. Click the "No" button at the bottom of the aforementioned comment, where it says, "Did this answer the question?"
    1. The comment will now have a gray tag that says, "Insufficient."

11 | How-To Mention a User

  1. In the post or comment, type "@" and the first letter, (at the minimum), of the username of the user you would like to mention.
  2. Select the username you would like to mention from the corresponding dropdown list of usernames.
    1. Once a username is properly mentioned, it will turn blue and notify the mentioned user.

12 | How-To Quote a User

  1. Select "Quote" on the post or comment you would like to quote.
    1. Once a comment or post is quoted, the user who created the post or comment will be notified.
  2. Type your response in the comment box.
  3. Click the "Post Comment" button in the bottom, right corner of the screen.

13 | How-To Direct Message a User

  1. Click the Messages icon (mail) in the top, right corner of your screen, next to your profile icon.
  2. Select the New Message icon (the paper and pencil) in the top right corner of the corresponding popup.
  3. In the text entry box under "Recipients," type the username of the user that you would like to send your message to and select the appropriate username from the resulting list.
    1. You may add multiple recipients to create a group message.
  4. Type in the body of your message in the second, larger text entry box.
  5. Click the "Post Message" button, below the second text entry box.

14 | How-To Set-Up Notification Preferences

Subscribe to XM Community email or popup notifications using Notification Preferences.

  1.  Click the Notifications icon (bell) in the top-right corner of your screen, next to the Search icon and the Messages icon.
  2. Click the Notification Preferences icon (slider menu) in the top-right corner of the corresponding pop-up.
  3. Use the checkboxes in in the Email and Popup columns to subscribe or unsubscribe from a notification.
    1. Email notifications will send an email to the address associated with your community account.
    2. Popup notifications will appear in the bottom left corner when you are browsing the community.
  4. Click the "Save General Preferences" button to save your notifications.

15 | How-To Subscribe to Category-Specific Notifications

Subscribe to XM Community email or popup category-specific notifications using Notification Preferences.

  1. Navigate to the discussion category you would like to subscribe to.
  2. Click the Notifications icon (bell) towards the upper right-hand side of the category.
  3. Select your subscription preference in the corresponding popup menu:
    1. Follow
    2. Discussions
    3. Discussions & Comments
    4. Unfollow
  4. To specify whether you want to email or popup notifications, click the Notification Preferences icon (slider menu) in the top-right corner of the corresponding popup.
  5. Adjust your notifications to your liking under "Followed Categories" in your Notification Preferences.