Combine ext qualitative insights with Qualtrics insights? | XM Community
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Hi all,
Not sure how to best phrase my question in the title, but I'll try my best here to clarify what I am wondering.
We are about to launch Qualtrics for our brand, the plan is to run surveys on the site collecting user feedback regarding our site and products (CSAT and CES questions), we are also looking to send out an email to our users collecting additional feedback (lots of questions and CSAT rating).
Our goal is not only to gather insights from our users about what pains there are in the user journey but also get a way to prioritise pains.
With the longer survey sent out by email we will structure it so that a user can for example give a low rating to something, lets say 'exploring our product offering' and then connect that the CSAT value they gave us. And thus with that we could prioritise that area ahead of others by comparing that rating with the CSAT rating.
Which is great! But here comes by question where I'd love to hear how others are doing, namely all the other feedback gathered outside of Qualtrics where we are missing such a connection between insight --> CSAT value what can we do to also throw those insights into our prioritisation modell?
But not only external insights but also other types of feedback/insights gathered within Qualtrics that have no connection to a CSAT value, same thing goes there.

So is this something more people have explored? Have you found a way to combine various types of insights coming from different sources and channels into one common list with a way to prioritise your insights?

Hopefully my question was clear enough and I look forward to any suggestions coming through

Thanks!

penglund ,
I'm not sure I follow 100% but is this a matter of leveraging Embedded Data before the survey goes out so that you can tie previously obtained operational data with new experience data being collected by this survey?


To add to ThomasW_IronMountain comment - are you looking to also add additional data points after feedback collection? We do this through APIs so we can report out on trends, correlations, etc.


@ThomasW_IronMountain
Yeah I understand I was a bit vague. Let me try again aye?
So currently we are collecting user feedback and converting those to actionable insights for our business through multiple ways. Such as customer interviews (done outside of Qualtrics), other quantitative studies done outside of Qualtrics, from our customer service team, from online reviews, etc.
All that work leads to a number of insights, of potential user pains that we should look into sorting.
The (potential) issue or rather challenge I can see ahead of us is how to we compare all these insights between each other and prioritise one or two to start with?
Within Qualtrics we will get some nice benefits with the proposed email survey that we will send out, where the respondents can rate different part of our business from a 1-5* rating. We will also in that survey ask the respondents to rate the overall CSAT for our business/brand.
So for example with that in mind we can see "ok so browsing our product offering had a average rating of 1.4 out of 5, and those respondents also gave us a low CSAT value. Therefore our hypothesis is that if we'd fix that issue we could improve our CSAT and thus improve the experience and hopefully lead to more sales.
With all the insights gathered outside of Qualtrics (and maybe within) we won't in most cases be able to connect an insight/pain point to a CSAT value.
So forgive the wall of text but I'm sure this challenge is something others have run into and my general question is how to others go about this?
We do prioritise those insights outside of Qualtrics via other methods, such as is it affecting a key user segment? Is it affecting a high revenue generating product? Etc, but it's not always done as quantitatively.
There might be no one solution just curious if people have tackled this in different ways really. Like for example adding manually user insights into Qualtrics from our user research or customer service notes, etc?


penglund ,
I have a few ideas. You mentioned, "quantitative studies done outside of Qualtrics from our customer service team". If this is numeric data you can export your user data from Qualtrics, append columns of data from your quantitative studies and then import it back into Qualtrics for a more comprehensive look. You can also do this by API, like InessaG mentioned. This approach will work well and offer you additional insights if the people you surveyed are the same people you have quantitative data on.
When you are rating "different part of our business from a 1-5* rating" are these the exact same questions in the survey than outside of it? If so, then this is another area where you can aggregate the data and show it in a more comprehensive way.
You are correct that there is no "one right way" to do this, but in my experience, I find it easier to bring the data into Qualtrics and then have TextIQ, StatsIQ, and Dashboards at my disposal than to aggregate the data anywhere else. One last thing to mention is that when I am bringing in new data to a survey, I usually make new survey and combine the data in the new survey rather than the existing one. Then I export responses from the original survey, append the new columns and rows as needed, adjust the new survey to accommodate the new survey data, and then work with it in the new survey. I hope that makes sense.
Good Luck!
Thomas W



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