X4 | Badge of the Month | March 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”

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.

I agree.  Very helpful tips and insights

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

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. 😃

Three best practices I’ve been following over the last couple of years:

1. Basecamp Learning – I make it a point to go through Basecamp courses regularly and try to learn as much as I can from them. It has really helped me strengthen my fundamentals.
2. XM Community – Whenever I face an issue, the first place I check is the XM Community. Most of the time, I either find a direct solution or at least get a direction that helps me figure it out. 
3. Learning from Surveys – Earlier, I used to ignore feedback surveys, but now I actively take as many as I can across different platforms. It gives great insights into how surveys are designed, which I then try to apply in my own work.

Also, if you get a chance, do attend X4. There’s a lot to learn from it and it’s a great experience overall. I’m personally looking forward to attending it someday.

​@bench, this sounds like a powerful use case that many working in HR would want to know more about! Consider creating a post about your strategy and implementation 💡

Share What You're Experimenting With

We learned last week from another PSE user that you can set up a “backway in” for students who can’t find their personalized emailed link! We have two surveys coming up soon where we will try the authenticator using their student ID.

If you are helping others (new to Qualtrics) to build a rather complex survey, check with them on how the survey should be presented first through a call or face-to-face meeting.

It may smoothen the building/tweaking process and save quite a lot of time and effort between the back-and-forth email conversation.