2-Minute Tips

Today we will be discussing how to use filters in the Data & Analysis tab. By the end of this video you will know how to Add & Save Filters, Load Saved Filters, and Apply the Basics of Building Conditions.  FAQ for Using Filters in the Data & Analysis Tab How do I get to the filtering tools?Click the Data & Analysis tab in the top-left of the interface. Click the Add Filter button to begin creating a filter.What are the parts of a filter condition? A single condition has three parts:Field: the item to filter on (survey metadata, a survey question, or Embedded Data). Operator: determines how the field relates to the operand (available operators depend on the field type). Operand (value): the specific value you want to isolate.Can you give an example of a simple co

Today we will be discussing how to export your survey data to Google Sheets. You will learn how to manually export your survey data to Google Sheets, how to set up a Google Sheets Task, and how to export Embedded Data to Google Sheets.   FAQ for Exporting to Google Sheets What are the two main methods for exporting survey data to Google Sheets?There are two methods:Manual export (one-time data export) Automated export using Workflows (automatic export per survey response)Why would I use one method over the other?Use manual export for one-time data downloads or historical data. Use Workflows for real-time, automated updates to a Google Sheet as responses come in. Manual Export to Google Sheets How do I manually export my survey data to Google Sheets?O

Today we’re going to talk about using the interview selector feature to interview moderators directly from your survey. Instead of the usual weeks-long scramble to schedule follow-up interviews, our Interviewer Selector feature automates the entire process directly in the survey helping you obtain that 'human element' and make better decisions. Let's learn how to use it!  FAQ for Interview Selector Feature What is the Interview Selector question?The Interview Selector question in Qualtrics is a specialized question type that allows survey participants to schedule a live interview with moderators directly from the survey.When is the Interview Selector automatically added?The Interview Selector is automatically added when you create a Moderated User Testing or In-Depth Interviews project.What

Learn about Manager Assist and the Discover Insights feature  FAQ for Manager Assist What is Manager Assist?Manager Assist is a dedicated workspace within Qualtrics designed specifically for managers. It empowers managers to listen to, understand, and act on feedback from their teams in real time. What are the main features of Manager Assist?Manager Assist includes three main topics:Discover insights Ideate together Turn ideas into actionsWhat will this guide focus on?This guide focuses on discovering insights, but you can also start setting up "Ideate Together" sessions within your platform or create action plans within your projects. Accessing Manager Assist How do I access Manager Assist?Log

By the end of this video you will understand: what Carry Forward Choices is, and how to use it in your survey. Carry Forward Choices is a feature that allows you to copy specific answers choices from one question and bring them into a future question in your survey.  FAQ for Carry Forward Choices What is the Carry Forward Choices feature?Carry Forward Choices is a feature that takes selected answers from one question and displays them in a subsequent question. This allows respondents to further evaluate or rank items they've already selected.When should I use Carry Forward Choices?This feature is very useful when you want to learn more about the hierarchy among popular items. For example, if you display a long list of items in one question and have the respondent choose their five favorite items, you can then use Carry Forward Choices to hav

Hello! By the end of this video you will understand: what piped text is, how to add it to your survey, and different ways of using Piped Text.   FAQ for Piped Text What is piped text?Piped text is a line of code that pulls information from different areas of the survey and displays it to the respondent. This allows you to create dynamic, personalized survey experiences.What are some common uses for piped text?Common examples include:Piping from a previous question Geo IP location (city, state/region, country) Date & time Random number generatorWhat other sources can piped text pull from?In addition to the examples above, piped text can also pull information from:Embedded data Scoring categories Contact lists L

Today we’ll go over how to customize your Next/Back Buttons, how to translate library messages, and how to add a submit button to your survey.  FAQ for Submit Buttons Why should I add a submit button to my survey?By default, Next and Back buttons use arrows to indicate navigation. While these arrows are understood across languages, respondents might not realize they've reached the last page of the survey, leading them to unknowingly submit their responses. A clear "Submit" button solves this problem by signaling that they're completing the survey.What's the best practice for Next/Back buttons?Using arrows for Next/Back buttons is typically a best practice since they're universally understood across languages. However, the final page should use a "Submit" button for clarity. Adding a Submit Button to Your Survey

Today we will be discussing the different ways we can import and export Qualtrics surveys from Word Documents to QSF files.  FAQ for Survey Import/Export  What is QSF?QSF stands for Qualtrics Survey Format. It's the file format Qualtrics uses to export surveys.What does a QSF file contain?A QSF file contains all of your survey formatting and settings, but does NOT contain any response data.What is the main purpose of QSF files?The main use for QSF files is to create copies of a survey to share with other Qualtrics accounts.Can I open or edit a QSF file directly?No, you should NOT try to open or edit QSF files as it can cause them to become corrupted. Exporting Surveys Where do I find the import/export options?Go

Today we will be discussing survey collaboration. By the end of this video you will understand how to collaborate on survey projects, how to access these projects, and how to edit collaboration permissions.  FAQ for Survey Collaboration What is survey collaboration?Survey collaboration allows you to share your survey projects with other users and control what permissions they have — from simply viewing the survey to editing questions and distributing responses.Who can initiate collaboration on a survey?Only the survey owner can invite collaborators to a project. If you don't see the Collaborate option in the Tools menu, you are not the owner and will need to contact the survey owner to request access.What if I'm the owner but still don't see the Collaborate option?If you're certain you own

Insights Explorer is an AI-powered tool that analyzes customer feedback to surface key themes and actionable insights helping teams overcome the data analysis struggles that affect 2/3 of CX practitioners.  FAQ: Insights Explorer What is Insights Explorer?Insights Explorer is an AI-powered tool that analyzes open-ended survey responses to surface key themes, generate summaries, and provide actionable insights from customer feedback.What types of insights can I generate? Key themes with descriptions and supporting quotes – Perfect for deeper analysis and representing customer voices Bold, punchy takeaways with summaries – Ideal for readouts and executive presentations Paragraph-style summaries – Comprehensive o

Today we’re going to talk about creating pre - built CX Benchmarks. You will learn how to  create benchmarks and add them to a dashboard  widget.   FAQ for Pre-Built Benchmarks What is the Benchmarks feature?The Benchmarks feature lets you overlay pre-built industry comparison data onto your dashboard widgets. This allows you to see how your own metrics — such as NPS — stack up against industry standards without any manual data entry.Which metrics can I use with benchmarks?Benchmarks work with any metric that is not a Count metric. NPS (Net Promoter Score) is the most common example. When adding a widget, simply select a non-Count metric to unlock benchmark options.

Learn how to ensure your participation summary widget reflects the correct data, especially after making updates to your participant tab!  FAQ: Participation Summary Widget Why is my participation summary widget showing incorrect data?The participation summary widget may not immediately reflect changes when you add or remove participants from your project. This is a common issue that can be resolved with simple troubleshooting steps.What does the participation summary widget show?The participation summary widget displays the percentage and count of participants who have responded to your survey out of the total number of invited participants.How do I fix incorrect participation data? What are the three steps?Follow these three steps in order:Step 1: Update Invited Counts

Today we will be learning about Quotas. By the end of this video, you will understand what a Quota is and how to use quotas to screen out respondents.  FAQ for Quotas What is a Quota?A Quota is a tool that helps you collect the exact amount of data required for your study by keeping track of responses and checking if they meet conditions you've set in your survey.What is a common use case for quotas?A common use case is ensuring you have a specific number of respondents for each desired demographic group, such as collecting a certain number of responses from different age groups.How do I create a quota?Go to the Survey Tab Click on Quotas on the left-hand side of the screen Select "Add Quota" Choos

Today, we’ll show you how to collect video data in Qualtrics. You will be able to generate transcripts, identify themes, summarize with AI, and clip powerful moments into highlight reels.   FAQ for Video Response Questions How do I collect video feedback from customers?Add a video response question to your survey. This allows you to collect rich, qualitative feedback directly from your customers in video format.Where can I view the video responses I've collected?Once you've collected responses, navigate to Data & Analysis and select Audio & Video to access your video library.What tools are available to help me analyze video responses?Each video response includes:

Today we will be learning how and when to apply Display and Skip Logic to your Qualtricssurvey.  FAQ for Skip and Display Logic What is the difference between Skip Logic and Display Logic?Skip Logic sends respondents forward to a later part of your survey based on their answer choices. Display Logic is more complex and can be applied to both questions and answer choices, with conditions based on previous answers, embedded data, quotas, and more.Can Skip Logic send respondents backward to previous questions?No, Skip Logic only allows you to send respondents forward in the survey, not back to previous questions.Where can Display Logic be applied?Display Logic can be applied to both questions and individual answer choices.What can Display Logic conditions be based on?

Let’s go over how to add an introduction or instructions to your survey.  FAQ for How to Add Instructions to Your Survey How do I add an introduction or instructions to my Qualtrics survey?Use the Text/Graphic question type to add introductions or instructions. Click "Add New Question" at the bottom of your survey, select Text/Graphic, then click "Click to write the question text" to begin typing your content.How do I add a new question to my survey?Scroll to the bottom of your survey and click the blue "Add New Question" button. This will display all available question types for you to choose from.How can I see what my survey looks like to respondents?Use the preview feature to see how your survey appears to respondents before publishing it.Where can I get additional help w

Today we're going over how to randomize questions in your survey.  FAQ for Randomizing Questions and Blocks What is a Block in Qualtrics?A Block is a set of questions within your survey. When you create a new survey, Qualtrics automatically creates a Default Question Block containing an empty question.What is a Randomizer?A Randomizer is an element in your Survey Flow that can be used to randomize other elements such as Blocks, Embedded Data, and Groups. Working with Blocks How do I create a new Block?Click the "Add Block" text underneath your current Block.How do I rename a Block?Click on the Block's current name in the top left corner and type new text in the text box. Question Randomization How

Hey Experience Community! Running pricing studies or testing concepts usually takes weeks to build and execute. XM Guided Solutions changes that—expert methodologies you can launch in minutes.  XM Guided Solutions FAQ What are XM Guided Solutions?XM Guided Solutions are expert-designed research methodologies built into Qualtrics that you can launch in minutes. They eliminate the need for weeks of building and executing pricing studies or concept tests by providing pre-configured, statistically valid research tools.What types of studies can I run with XM Guided Solutions?The platform includes several solutions:Idea Screening Pricing Studies Feature Prioritization Video FeedbackDo I nee

Learn from fellow seasoned XM Community members on how to succeed with Qualtrics and make the most of your XM Community experience! Thank you to ​@vgayraud, ​@Shashi, ​@jlsisthebest, ​@tstamper, ​@jmborzick, ​@MadhurSingh, and all others who shared their knowledge!  ResourcesXM Basecamp 

Let's dive into one of the fastest ways to build reliable, best-practice surveys: Certified Questions. We're talking about expert-designed questions that guarantee better data quality from day one.   FAQ for Personalizing Dashboards with Custom Metrics What kind of data can I use to build a custom metric? You can use a wide variety of data fields from your dashboard, including numeric values (like satisfaction scores or progress), counts of text fields (like open text responses), and survey metadata (like Responses or Duration). You can combine these with mathematical op

Did you know nearly half of customers cut spending after one bad experience? But companies that close the loop on feedback, they reduce churn, resolve issues faster, and build lasting loyalty. Today, we're showing you how to automate that process.  FAQ for for Closed Loop TicketingWhat is the difference between the Inner Loop and Outer Loop? The Inner Loop focuses on immediate, individual follow-up to resolve issues or provide coaching. The Outer Loop uses aggregated insights from many tickets to drive structural improvements and organizational changes.What are common use cases for closed-loop ticketing?Organizations use closed-loop ticketing to automatically act on feedback in three ways: recovering at-risk

Today, we're diving into Research Hub, a knowledge management tool for all your research.   FAQ for Research Hub How do I enable Research Hub?Navigate to the Admin tab and find the Research Hub permissions in your user profile to turn it on.How do I access Research Hub?Click on the waffle menu to open Research Hub.What is Research Hub?Research Hub is a centralized search tool that allows you to search through all of your organization's research knowledge in one place.What can Research Hub search through?Research Hub searches through thousands of research artifacts including surveys, dashboards, video projects, and uploaded files.How does the search work?

Learn about Qualtrics’ 360-degree feedback tool, a powerful way to gather insights from multiple raters around each employee.  FAQ for 360-Degree Feedback How do I create a new 360-degree feedback cycle in Qualtrics?Open the 360-degree feedback project and start by creating a new feedback cycle. You'll select the subjects (employees being evaluated) and their evaluators, which typically include the employee themselves, peers, managers, and direct reports.Who should be included as evaluators in a 360-degree feedback cycle?A comprehensive 360-degree feedback cycle typically includes four groups: the employee (self-evaluation), peers, managers, and direct reports. This multi-perspective approach provides a well-rounded picture of the employe

Today, we're diving into Online Panels—your resource for quality research respondents.  FAQ for Online Panels When does my online panel launch after I purchase it?Panels launch immediately once payment is received. If you choose to pay by invoice, the panel will not launch until it is paid.What project types are compatible with online panels?Online panels are exclusively available for survey project types