The Beautiful Community | Badge of the Month | June 2026 | Experience Community
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The Beautiful Community | Badge of the Month | June 2026

  • June 1, 2026
  • 36 replies
  • 618 views
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36 replies

vgayraud
QPN Level 7 ●●●●●●●
Forum|alt.badge.img+65
  • QPN Level 7 ●●●●●●●
  • June 9, 2026
  • In my experience, this script will NOT overwrite changes if a variable has already been edited in the Data & Analysis tab

 

To be able to overwrite manual edits, you could make these small changes to your script:

## Overwrite manual edits made in Data & Analysis? TRUE or FALSE
## TRUE = this job removes existing edits on the fields it updates, so the new values stick.
## FALSE (default) = manual edits in Data & Analysis are NOT overwritten.
removeEdits_boolean <- FALSE
payload <- toJSON(list(updates=allResponses, removeEdits=removeEdits_boolean), auto_unbox = TRUE)

 


Temily B
Level 2 ●●
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  • Level 2 ●●
  • June 9, 2026

We are 8 months going live with Qualtrics - and still learning tips and tricks during this first year. One thing that would have been very helpful to know earlier related to my home dashboard view. I recently discovered that when I click results on the home page, it automatically brought me to the results chart. i.e. for Promoters, Passive and Detractors. This is great for reporting to front line managers when I need some quick charts to include in a presentation or email.

 

 

Aaaand you can program/share the reports to any email recipient that you need :)

 

 


Forum|alt.badge.img+28

Qualtrics TIP

 

A helpful tip I wish I had known earlier is that you can easily restore your survey format if something gets deleted by mistake. All you have to do is go to “Versions” and open the “Version History” to recover your survey settings.

There was a time when a new team member accidentally deleted the answer options for a question, and we had to rewrite everything and reconfigure the logic from scratch. If I had known this tip back then, it would have saved me a lot of time.

 

 

This version history feature has been a saver for my colleagues and me for so many times.

And it will be easier to restore to a specific version from a long list of versions based on the description input.


bench
Level 4 ●●●●
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  • Level 4 ●●●●
  • June 10, 2026

Due to employee terminations in SuccessFactors often not being approved until payroll is ready to do their final pay out, a workaround if wanting to automate the sending out of employee exit surveys is to use the termination workflow data.

In the case of SuccessFactors, this means not using the native Qualtrics SuccessFactors integration and opting for employee directory ingestion using a workflow (SFTP step). 


NewHomeCXManager
Level 3 ●●●
Forum|alt.badge.img+8

We are 8 months going live with Qualtrics - and still learning tips and tricks during this first year. One thing that would have been very helpful to know earlier related to my home dashboard view. I recently discovered that when I click results on the home page, it automatically brought me to the results chart. i.e. for Promoters, Passive and Detractors. This is great for reporting to front line managers when I need some quick charts to include in a presentation or email.

 

 

Aaaand you can program/share the reports to any email recipient that you need :)

 

 

Yes!!!! I have used that feature quite a bit which has helped with buy in from front line employees as we’ve launched. 

 


gdyczyak
Level 4 ●●●●
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  • Level 4 ●●●●
  • June 12, 2026

Hey Everyone,

Task: Share a real AI use case using AI tools alongside Qualtrics.

 

Ive recently sent all of my hospital directors an Insights Explorer (AI functionality) breakdown of their results for those patients scoring between 0-7 out of 10 and those scoring 8-10 out of 10. Immediately you can see the difference 

 

 Here is the Insights Explorer summary for those patients scoring between 0-7

 

 


gdyczyak
Level 4 ●●●●
Forum|alt.badge.img+24
  • Level 4 ●●●●
  • June 12, 2026

Hey Everyone,

Task: Share a real AI use case using AI tools alongside Qualtrics.

 

Ive recently sent all of my hospital directors an Insights Explorer (AI functionality) breakdown of their results for those patients scoring between 0-7 out of 10 and those scoring 8-10 out of 10. Immediately you can see the difference 

 

 Here is the Insights Explorer summary for those patients scoring between 0-7

 

 

Apologies on my original post, i think i submitted too quickly, what i was trying to say what that while you can quickly see the difference between the 0-7 vs the 8 or higher scores, i thought it was interesting that both the low and high scoring groups both complained about the facilities, showing that even among the high scoring group there are items that bother them and we could aim to fix.

I also wnated to add some helpful prompts for Qualtrics Assist:

  • Analyze what patients are saying about wait times. Separate root causes from symptoms. (switching “wait times” for another topic like “discharge, cleanliness, medications lets you dive into other topics)
  •  Summarize the patient experience story in 150 words, emphasizing both achievements and key risks.
  •  Group the main topics into strengths and weaknesses and summarize each in 2–3 bullet points.
  •  List the top 5 improvement opportunities based on volume and negative sentiment
  • What patterns stand out when comparing positive and negative comments?
  • Are there any emerging indications of declining patient experience?
  • Identify any emerging or unusual themes.
     

 

 


AlonsoC
Administrator
Forum|alt.badge.img+29
  • Author
  • Administrator
  • June 15, 2026

We’re Halfway Through the Tournament! Here's the Leaderboard…So Far

 

The World Cup is officially underway! We hope you’ve had some time to gather with friends, family, and community to celebrate. We’re officially at halftime for the June BOM and the contributions have been incredible. Here's where everyone stands:

 

@vgayraud — 275 pts
Golden Boot artifact (deprecated widget detector bookmarklet) + video walkthrough + Assist bonus (follow-up on ​@lizb311's R script)

@lizb311 — 250 pts
Golden Boot artifact (R script for bulk API response edits) + Group Stage tip (preview data filter)

@Dukester — 200 pts
Quarterfinals (call center scoring template + dashboard roles)

@joel bautista — 200 pts
Group Stage tip (Version History recovery) + Semifinals recap (Applebee's Experience Score webinar)

@Tom_1842 — 200 pts
Golden Boot artifact (force-watch video QSF with custom MP4 + YouTube controls)

@Sachin Nandikol — 150 pts
Group Stage tip (opt-out deduplication edge case) + Quarterfinals (Salesforce–Qualtrics integration architecture diagram)

@songforisabelle — 150 pts
Group Stage tip (resetting question export tags) + video walkthrough + Host Nation bonus (first BOM ever! 🎉)

@gdyczyak — 150 pts
Round of 16 (Insights Explorer AI use case + Qualtrics Assist prompt library)

@Chee Heng_SZ — 50 pts
Group Stage tip (anonymisation settings in End of Survey elements)

@NewHomeCXManager — 50 pts
Group Stage tip (NPS home dashboard clickthrough for quick reporting)

@hokie404 — 50 pts
Group Stage tip (randomizing 50+ choices across pages without JavaScript)

@gPandey_715 — 50 pts
Group Stage tip (hiding opt-out link via HTML comment)

@Temily B — 50 pts
Group Stage tip (NPS home dashboard + scheduled email reports)

@bench — 50 pts
Group Stage tip (SuccessFactors exit survey automation via SFTP workflow)

 

15 days left.

 

(reach out if you have questions about your points!)


Dukester
Level 3 ●●●
Forum|alt.badge.img+7
  • Level 3 ●●●
  • June 17, 2026

We have an elegant, at least to us, solution for easily allowing our call center agents to see a customized view of all their feedback, call surveys, call notes, and all other data that we have available in files. We simply added an “EmailAddressAgent” fielf to our files and added what we call “Qemail” to our SSO. It was simple for our tech team to do. We did this because the email field we want to match on is different than the SSO version of the email already used to sign into Qualtrics. Then, on the dashboard, we set the following on the Restrict Data portion of role permissions. This way, when an agent signs in, they only see records that pertain directly to them and we don’t need to keep on top of multiple pages for different roles and all the stats adjust automatically. 

 

 


NewHomeCXManager
Level 3 ●●●
Forum|alt.badge.img+8

Qualtrics TIP

 

A helpful tip I wish I had known earlier is that you can easily restore your survey format if something gets deleted by mistake. All you have to do is go to “Versions” and open the “Version History” to recover your survey settings.

There was a time when a new team member accidentally deleted the answer options for a question, and we had to rewrite everything and reconfigure the logic from scratch. If I had known this tip back then, it would have saved me a lot of time.

 

 

Great tip, thank you. 


Sophieroy
QPN Level 4 ●●●●
Forum|alt.badge.img+33
  • QPN Level 4 ●●●●
  • June 18, 2026

“I wish I knew this earlier" — Embedded Data is a game changer!

One of the biggest Qualtrics revelations for me was truly understanding the power of Embedded Data in the Survey Flow.

Once you start using it strategically, it unlocks so much:

  • Pre-populate fields from a contact list or URL parameters — no need for respondents to re-enter info you already have.
  • Drive Display Logic or Skip Logic using data passed before the survey even starts.
  • Tag responses automatically (by region, department, campaign…) for cleaner filtering in reports and dashboards.

The trick most people miss? Where you place the Embedded Data block in your Survey Flow matters enormously. Put it at the top for incoming data — but if you're setting values based on responses, it needs to come after the relevant block.