Survey Platform

Hello,I am sending daily email distributions to transaction batches. The survey is the same - feedback about a transaction. A contact can have more than one transaction and exist in more than one transaction batch.My question is - how can a contact opt out of receiving invites for this survey? Normally this happens when they opt out of the mailing list associated with the email distribution but here there is no mailing list involved here. And the transaction batch for each distribution is different so even if there is a way to opt out of a transaction batch, it would apply only to the daily batch and not to future batches.And there doesn’t seem to be a way to opt out of a transaction batch. When I tried to unsubscribe using the link in the invite email, it lead me to a Sorry, something went wrong page.

Hi Qualtrics community,Wanted to share something we built that a few people here have been looking for.If you have ever needed to export the Data & Analysis table exactly as it appears, particularly when filtering to Responses in Progress, the built-in Export Data option does not quite cover it. Columns like Survey Session ID, Last Question, Progress and Expires are only visible in the table view and are not part of the standard response export.We built a free browser console script that solves this. You paste it into your browser console while on the Data & Analysis tab, run one command, and it downloads a clean Excel file with every visible column. It respects whatever filter you have applied and auto-paginates through all pages into a single file.No installation, no API key, no coding experience needed.Full guide with the script is here:

The Q_DuplicateRespondent feature does not detect repeat respondents who were screened out. This means that fraudulent respondents can simply retake the survey until the pass the screener. Please add a feature that saves the fingerprints of screened-out users.

Hi, I am having an issue where I can’t access the embedded variables from a previous page. For context, I’m using JS to define embedded variables for address fields, and then displaying a confirmation:Fig. 1. Survey flow embedded variables.Fig. 2. QID55 JS.Fig. 3. QID43 Confirmation Screen.A user will enter their info in some inputs, and then click on the next page and get the confirmation. The issue is that the address fields do not show up.Other info:QID43 and QID55 are

My customer has a question:When the CEO is viewing the dashboard, they may notice some issues that need the CXM team’s attention. The CEO wants to send that specific issue directly and create an email or ticket so it can be assigned for follow-up.This is similar to working on an online Word document, where the CEO can highlight a section, add a comment, and tag a staff member to check it.Now that they are considering purchasing the Qualtrics system, they hope it can support this kind of working process in a convenient way.Do you have any suggested solution?p/s: Using dashboard export or email dashboard does not seem to fully match their expectation. Also, exporting the dashboard may create large email attachments and take up too much email storage.

Hi everyone,We’re currently working with separate Qualtrics instances (Staging and Production), and I’m looking for recommended or proven approaches to reliably transfer assets between them.Specifically, I’m interested in experiences and best practices around moving:Surveys (including Survey Flow, Embedded Data, JS customizations) Workflows (events, conditions, code tasks, email tasks, integrations) Dashboards / Reports (sharing settings, widgets, filters, permissions)Some concrete questions I’m hoping the community can help with:What is the preferred way to promote surveys from Staging to Production? Copy project → export/import → other? Any common pitfalls to watch for (IDs, embedded data dependencies, look & feel, etc.)? How do people typically handle Workflows

I have a question that requires respondents to select one or more options from a list of 100+ items, and I'm trying to find the best way to balance usability with data cleanliness.Here's my dilemma: Autocomplete is ideal for long lists because it dynamically narrows options as the respondent types — but it only supports single selection. Multiple choice with multi-select works for allowing more than one answer, but forcing someone to scroll through 100+ options is a poor experience.The workaround I've considered is stacking multiple autocomplete fields sequentially, using display logic to show each successive field only if the respondent indicates they have another selection to make. The problem is that this could get unwieldy fast — imagine someone needing to make 8–10 selections. I've also thought about achieving something similar through Loop & Merge, but the experience still feels clunky relative to what I'm after.My ideal solution is a true multi-select

I have a form field question with 8 statements. I would like 2 of the statements to have the autocomplete feature - Current Specialty(s) and Desired State(s), is this possible to do in keeping this all in one question and not having to break it out into separate questions to enable autocomplete?  

Lets say I have a feedback survey for courses. I have a CourseID embedded field which gets defined as a 7 digit code in the QR code/URL. So each course uses the same survey but with a different CourseID so that way I can tell which course the student took the survey for. Now I have an excel spreadsheet that has the list of Course IDs and the full title of the courses. Is there a way for me to connect that list to use so that way I can display the course title instead of the CourseID in reports tab, survey title or results tab Some flexibility notes-I would prefer to use the excel spreadsheet but can use other methods for the list-I cannot use the Course name in the URL-I need the course name to be displayed in either the results tab, the survey itself, or reports tab.

In the legacy survey taking experience, I’m able to use the code here: However, this code does not work in the new survey taking experience (NSTB). Can anyone provide code that I can use to do the same thing in NSTB?

Hi EveryoneI am using this code successfully in an essay text box.Qualtrics.SurveyEngine.addOnload(function(){jQuery("#"+this.questionId+" .InputText").attr("placeholder", "500 character limit.");jQuery("#"+this.questionId+"-RemainingChars").css({"color":"#8c8c8c","font-size":"15px","visibility":"collapse"});jQuery("#"+this.questionId+"-RemainingChars span").css({"visibility":"visible","float":"left"});Which gives this me this.How can I do the exact same but for a form field question with x2 fields?

We are getting an error message on our preview link. The survey has been published and trying to do testing on the survey. We keep getting an error message that says “Sorry! We were unable to find this survey.” then a random error code. I cleared all browsing history and cookies, just to see if that would work and it did not. ☹️Any help would be greatly appreciated.Thanks,Amy

How to hide certain questions from 40% of sample ? 

Hi everyone,When using auto-translations for survey responses, what are the best practices or recommended approaches to ensure accurate and reliable reporting?Thanks in advance!

Hello Everyone,I am trying to create a workflow in which I can trigger a single survey twice on the basis of different triggers.Here's the workflow that I need:Trigger survey  to send out.Survey 1 gets answered, i.e., respondent selects Detractor for his NPS response.Now again, same survey gets triggered for the same respondent in the second instance.Respondent gives NPS response other than his previous one, i.e., he becomes a Promoter.Now, I want the response of the second instance to overwrite the previous response.However, if respondent skips responding in the second instance, previous response remains final.So, basically if respondent gives new response, update the response else use the previously saved one.Can anyone suggest how I can do that using QualtricsThanks in advance.

I have a survey where participants will enter in a web link in a open text field, say their favorite website to buy herbs… I then have an email that gets sent out to stakeholds who need to visit the website that the participant stated. I know I can use piped text to have it show exactly how the participant entered it in, but ideally I would love for it to be a clickable hyperlink so that they don’t have to copy & paste to visit the site, they could just click from within the email. You can create hyperlinks within an email, but I am only able to see how to do it for a static site, I need it to change the URL depending on the recipient response.

Hey XM Community,I have been building something over the Easter break that I think many of you will find genuinely useful and wanted to share it here first.XM Analyst is a free Chrome extension that lets you chat with your Qualtrics surveys using AI. Load a survey via the Qualtrics API, ask anything in plain English, and get instant structured answers.What you can ask:List all embedded data fields used in this survey Which questions have display logic? Explain each condition in simple terms Are there any issues with the survey flow logic? Is there any JavaScript used? Print it I am preparing for launch, list all survey settings and options Compare the embedded data fields across both loaded surveysHow it works:It connects directly to your Qualtrics account via API using your existing API token. The full QSF is loaded into an AI session.

I created a command-line tool that lets you create good-looking, customized PDFs from a batch export of survey results (as a CSV). It also lets you create JSON files from the results, which normally isn’t possible without using the API - something that is not accessible to me through my institution.You can download it here: https://github.com/rahji/qualtrexPS - If you’re on Windows and have never used a command-line program, this video I made a bit ago might help:  Good luck,Rob

I would like to send a follow up question to the participant 2 weeks after they submit a survey, the catch is that I would like the question to be within the original survey, not a separate follow up survey, additionally I would like to send it repeatedly, every 2 weeks, until they fill out the 1 question that will be asked.I was thinking about sending out a retake link but would like to make it as easy as possible, wondering if there is a way to do in line question within the email body while hiding the rest of the survey (https://www.qualtrics.com/support/survey-platform/data-and-analysis-module/retake-survey-link/#HidingContentDuring) it appears that it’ll only work if I post the actual retake link and they click on it, not a huge deal, just trying to make this as simple and the least am

blah blah blah don’t give a crap hahaha 

Hello everyone,I’m trying to set up a workflow in Qualtrics where the same survey can be triggered twice based on different events.Here’s what I’m aiming to achieve: The survey is sent the first time, and the respondent answers the NPS question (for example, they select Detractor). Later, the same survey is triggered again for the same respondent. If the respondent completes the second survey and provides a different NPS response (for example, Promoter), I want this latest response to replace the earlier one. However, if the respondent does not respond the second time, the original response should remain as the final value. In short, I want the system to update the NPS response only when a new response is received; otherwise, it should retain the previous one.Has anyone implemented something like this or can suggest the best way to handle it in Qualtrics?

Hey Guys!!Has anyone figured out how to give dynamic groups of users Read access to dashboards without having to touch the permissions of each person individually? We thought about trying to set up our default Security Role to allow everyone to have “read” access to all dashboards (the caveat being they have to be invited to specific surveys of course). The other strange thing we discovered is that creating a User Role to “group” people together via metadata fields only gave you access to the participants who were invited to the survey, not access to everyone in your Global Directory.Use Case:  A survey is going out to 12,000 people in a business unit and the requirement is anyone who is a Manager (has direct reports) or higher should have access to see the aggregated Dashboard results. These are people who are still participants but because of their role will be given Dashboard access. Out of the 12,000 we are talking like 2500 people. Another requirement is that all

Hi allI would like to know if it is possible to create a survey that will display a unique set of options based on the user. I have a different data set per user which Id like them to respond to. Is it possible that when they enter their own name at the start, that then references the data and provides their own corresponding options to then respond to?eg, John Smith has the names of 10 people in the data set that Id like him to provide reviews for. When he enters his name into the Survey, those 10 people will then auto-fill for him to review. Id like to build this for around 50 people who will each be required to review completely different lists of names.Any help appreciated!

Hi, is there a way to PDF export all individuals responses at ONCE as PDFs from the Data & Analysis page?  Currently, this seems to be one-by-one from this page - is there examples of how this can be done? Thanks

Hi XM Community,Sharing a free tool I put together for bulk exporting individual response reports to PDF. The one-at-a-time export workflow comes up fairly often when people need full response documentation for audits, case management, or archiving, so hopefully this saves some of you a few hours.The Challenge: Qualtrics only lets you export individual response PDFs one at a time, with four clicks per response. For a survey with 50 responses that is 200+ clicks and up to 30 minutes of manual work. There is no native bulk export option and no API endpoint for triggering individual response PDF exports.The Solution: Three lightweight browser console scripts that handle the entire workflow automatically:✓ Queue a PDF export for every response row on the page ✓ Download all queued files via the Manage Downloads modal ✓ Clean up completed jobs from the queue after downloadingWatch the demo: