X4 | Badge of the Month | March 2026 | Experience Community
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X4 | Badge of the Month | March 2026

  • March 2, 2026
  • 30 replies
  • 270 views
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30 replies

CarolK
Level 5 ●●●●●
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  • Level 5 ●●●●●
  • March 12, 2026

Get XM Expert certified! 
Making the investment to get certified, and stay that way, is a good way to ensure you know all the little nuances (even the ones you might not be leveraging today, but could in future) as well as stay abreast of the little nitty things that change as the platform is enhanced… so you’re less likely to find yourself on the wrong side of “oh wait it doesn’t work that way anymore”


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  • Level 2 ●●
  • March 13, 2026

Best Practice: Always test your survey multiple times (covering all possibilities) before launching—especially when scripting and complex logic are involved.

Make sure to gather all dashboard requirements upfront, as complex dashboards may require adjustments to embedded data or survey question design. Planning ahead helps avoid rework and ensures smoother reporting later.


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Whenever you struck somewhere with Qualtrics, this community will help at max. Everyone will come up with different solution. Best part is that, you can use the solution to fix different issues.

I agree.  Very helpful tips and insights


rochak_khandelwal
Level 5 ●●●●●
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Best practice: I use the below check list before running all my surveys (I use Qualtrics for academic research):

  • Include attention check
  • Check images size should be within 100kb
  • Check monetary denomination alligns with your participants
  • Ensure Force response for all questions
  • Ensure correct coding for all answer options
  • Run pilot
  • Clear all data and Rrset all counts to zero

 


bench
Level 3 ●●●
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  • Level 3 ●●●
  • March 16, 2026

Share What You're Experimenting With
One of my initial experiments post-Qualtrics implementation was to find a way to send leaver checklists to our people who were leaving the company. At the time, a limitation was that our HRIS could only send notifications once a termination was approved, which didn’t happen until a few days before a person’s last day. 

This wasn’t ideal as we wanted to person to get the checklist as soon as HR confirmed their were leaving. Using a combination of Qualtrics workflows and pulling workflow data from our HRIS, I was able to provide Qualtrics with a list of those who were leaving as soon as HR approved, which was weeks before they left. 

A perfect use case for both a leaving checklist and an exit survey. 😃