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 Features Released On Or Before April 16, 2025 CX Dashboards Dashboard Export Permission: For CX dashboards, a new dashboard setting has been added to enable or disable visualized aggregated data exports to CSV, TSV, and XLSX format. Patient Experience Benchmark: The Patient Experience benchmark has been updated with refreshed customer data from Q1 2025.WorkflowsExperience ID Change Event: You can now initiate a workflow whenever an email or SMS message bounces in a specific mailing list or in a directory. Run Now for Event-Based Workflows: Event-based workflows can now be run immediately. You can enter sample data or automatically generate test data to be used in the task run. XM Directory Event App: The XM Directory Event App (AKA the XM Directory Funnel Event) is being deprecated on June 30, 2025. See this linked guide on how to retain functioning workflows once this feature is removed. Features Starting On & After April 23, 2025 Qualtrics App in Salesforce Custom Domains in th

The XM Community is becoming the Qualtrics Experience Community  Experience Community FAQs 1. What’s changing?The Qualtrics XM Community is relaunching as the Experience Community, a single destination for both product help, as well as XM thought leadership. The Experience Community will represent the best of two worlds -- Qualtrics product help, custom code solutions, product release notes, and everything else you love about the current XM Community -- but *also* a brand new, thought leadership side of the Community, separate from product help, and dedicated to high-level XM best practices, voice of the customer programs, XM theory, and more.  Tl;dr: This means our Community will now have two main content pillars: Product content, and thought leadership content. 2. What do you mean by “thought leadership?Qualtrics’ XM Pros community is joining forces with the XM Community here on this platform. The XM Pros community is a global, free community for XM professionals who want to learn ab

 Features Released On Or Before December 4, 2024 Survey Platform Deprecation of Spell Checker: The spell checker in survey tools and survey tools (ex) is being deprecated. This feature will no longer be available after December 4, 2024. Simple Layout is the New Survey Taking Experience: This update removes the term “Simple layout”, and allows you to opt in to the new survey taking experience, which is mobile friendly, completely accessible, and contains new question types. Once you’ve opted in, layouts will disappear from the Look & Feel. You can return to the old layout structure within Survey Options.XM PlatformAuthentication Organization Settings: A new section of organization setting used to control the login experience for your Qualtrics users. These settings allow you to enforce two-factor authentication and control your login URL. Two-factor authentication will be enabled by default for all new Qualtrics brands. Additionally, SSO settings for SAML and OAuth 2.0 connections

 Features Released On Or Before April 9, 2025 Distributions Complaint Metrics in Distributions: Spam rate statistics for each email distribution are now displayed in the Distributions tab. Spam rate is the ratio of complaints received to the number of emails sent for a given distribution, and is calculated for each email provider. The Avoid Being Marked as Spam support page has also been updated with information and best practices for avoiding complaints. EX Delegate Updates: You can now import up to 100,000 delegates into an org hierarchy. The UI for importing, exporting, and managing org hierarchy units has also been updated. Pulse Custom Sampling: Now when you set up a Pulse program, you can decide to manually assign participants to each survey. Strategic Research Moderated User Testing Updates: You can now generate a live stream link for Moderated User Testing interviews. Outlook calendar sync is also now available when configuring your project. Survey PlatformCompatibility Filter

  Released On Or Before April 2, 2025 CX Dashbords Improved Premade Benchmark Creation: By switching to the new benchmark editor, you get faster benchmark creation, new industry and regional filters you can save, improved version updates, and better benchmark widget-editing capabilities. Available in CX Dashboards only, not yet in EX. Dashboards Percentile Rank in Benchmarks: You can now select percentile rank as a metric within the benchmark editor. This option is also available when configuring one-time benchmarks. Record Table Widgets: If respondents upload files with their response, you can now download all of these files from your record table in a zip file. This option is only available in survey Results Dashboards and CX Dashboards, not EX. Directories Locations Tab: A new “Locations” tab has been added to the Location Directory. This update enables you to efficiently search for, view, and edit locations directly inside Qualtrics without the need for file uploads. Distribution

 Features Released On Or Before April 2, 2025 CX Dashboards Improved Premade Benchmark Creation: By switching to the new benchmark editor, you get faster benchmark creation, new industry and regional filters you can save, improved version updates, and better benchmark widget-editing capabilities. Available in CX Dashboards only, not yet in EX. Distributions WhatsApp Distributions: When creating a WhatsApp template message, you can now request approval for the message from directly within Qualtrics. Free / Trial Accounts Plans: The Plans tab in account settings has been updated to highlight Qualtrics’ current offerings and provide a streamlined upgrade experience.  Strategic UX Chapters and Interview Notes: The Audio & Video Editor can now display responses from Moderated User Testing projects, the Unmoderated User Testing Question, and Imported Video & Audio projects in AI-generated chapters that make it easier to analyze transcripts. AI-generated interview notes are also avai

 Features Released On Or Before March 26, 2025 Dashboards Record Table Widgets: If respondents upload files with their response, you can now download all of these files from your record table in a zip file. This option is only available in survey Results Dashboards and CX Dashboards, not EX. Directories Locations Tab: A new “Locations” tab has been added to the Location Directory. This update enables you to efficiently search for, view, and edit locations directly inside Qualtrics without the need for file uploads. Distributions WhatsApp Account Setup Within Qualtrics: Users using the WhatsApp sub-account model can now log in to your WhatsApp account directly from the Admin tab during onboarding. This option will only appear once a Twilio and WhatsApp account has been created by your Account Team. Results Dashboards Heat Map Plot: You can now report on heat map plots in Results Dashboards, achieving full parity for this feature with legacy Results. Workflows Load B2B Account Data in

There will be no product release notes next week, March 19th, due to the X4 conference. The support site will not be updated and there are unlikely to be any large product updates.Features Released On Or Before March 12, 2025 Dashboards Percentile Rank in Benchmarks: You can now select percentile rank as a metric within the benchmark editor. This option is also available when configuring one-time benchmarks. Employee Experience Saved Dashboard Filters: When saving a dashboard filter in an EX dashboard, there is now an option to include the org hierarchy filter in the saved filter.  Features Starting On & After March 19, 2025 None *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or

Hey hey, XM Community 👋We’ve got some special things planned for our community members at X4 this year (including a special event discount, just for you). If you are not already attending, you should be! In addition to having a dedicated Community space at X4, ​@AlonsoC and I will be on site, and we can’t wait to welcome you in person, and talk to you about exciting changes coming to the XM Community (an announcement post is coming on that, soon). Community Exclusives at X4:Community meet-ups at the event Newly branded, exclusive Community merch (free!) at X4 only Bonus community points for attending to be used in our new Merch Store (2500 points)Those of you who have attended know that X4 is community in action. It’s an opportunity to meet and network with Qualtrics customers you may not have met before, as well as Qualtrics leaders and staff you normally wouldn’t encounter in your day-to-day here on the XM Community.Special Community Discount Available: X4CONNECT25Price: $1199 ($100

 Features Released On Or Before February 26, 2025 Customer Success Hub Customer Success Hub: The Customer Success Hub’s homepage has been redesigned to streamline your access to support and resources. For admins, we've made it easier for you to review your license and preferences.   Features Starting On & After March 5, 2025 Employee Experience NPS Questions: NPS Questions can now be used in the following EX project types: Engagement, Lifecycle, Pulse, Ad Hoc Employee Research. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If you have any questions about the product updates featured in this list, our support team is happy to hel

Building a best-in-class Community, together The Qualtrics XM Community has grown so much since its inception in 2017. What was initially intended to be a basic forum to connect XM practitioners has developed into a thriving, global Community, with members on every single continent (yes, even Antarctica)! Together, Community members have posted thousands of product answers, insights into XM best practices, custom code solutions, and grown their professional networks through participation in special Community groups.  In 2025, we want to improve the Community experience for everyone who comes here, and also facilitate easy, direct access to the whole spectrum of XM expertise – including thought leadership from XM experts, Qualtrics product and solution knowledge, as well as customer networking opportunities – both virtually, and in-person. To this end, we are joining forces with Qualtrics’ thought leadership experts, as well as the XM Advocates, to create one combined Community for ever

  Released On Or Before March 5, 2025 Customer Success Hub Customer Success Hub: The Customer Success Hub’s homepage has been redesigned to streamline your access to support and resources. For admins, we've made it easier for you to review your license and preferences. Dashboards Benchmark Editor (CX): The XMI Customer Ratings Overall benchmark for CX dashboards has been refreshed with 2024 data. EX Healthcare Benchmark: The EX Healthcare benchmark has been updated with refreshed customer data from Q4 2024. Discover Smart Query: Use artificial intelligence (AI) to generate category rules based on your use case. This can be helpful for building and developing more complex category models in Designer. Employee Experience NPS Questions: NPS Questions can now be used in the following EX project types: Engagement, Lifecycle, Pulse, Ad Hoc Employee Research. Research Hub Survey Results Widgets for Search in Research Hub: Survey cards that are results in the Research Hub Search will display

 Features Released On Or Before March 5, 2025 Discover Smart Query: Use artificial intelligence (AI) to generate category rules based on your use case. This can be helpful for building and developing more complex category models in Designer. Employee Experience NPS Questions: NPS Questions can now be used in the following EX project types: Engagement, Lifecycle, Pulse, Ad Hoc Employee Research. XM Directory Sorting Contacts: You can now sort your contact data alphabetically by contact information, contact statistics, or embedded data fields.  Features Starting On & After March 12, 2025 Dashboards Percentile Rank in Benchmarks: You can now select percentile rank as a metric within the benchmark editor. This option is also available when configuring one-time benchmarks. Employee Experience Saved Dashboard Filters: When saving a dashboard filter in an EX dashboard, there is now an option to include the org hierarchy filter in the saved filter.  *Disclaimer: The content provided on th

In March 2025, we are thrilled to welcome David Horan (LinkedIn), Quality Intelligence Manager at LinkedIn to our Community Connect event! Guest speaker backgroundDavid Horan is the Senior Manager of Quality Intelligence at LinkedIn, where he brings over 12 years’ experience in the tech industry to drive product excellence and enhance user experience. He has held roles at organizations such as Google and MLI International Schools. Throughout his career, he has developed a strong skill set in leadership, project management, marketing, analytics, operations, and customer experience. David has a passion for continuous learning which has led to him hold a Bachelors degree, Post Graduate diploma as well as a Master’s degree in Management of Information Systems Strategy from Dublin City University. At LinkedIn, he combines his extensive expertise and educational background to help shape the platform that connects professionals around the world. Company backgroundLinkedIn is the world's large

There’s a lot to experience at X4 in just 48 hours, but we’re making sure you have time to let loose, and enjoy time with your peers!  Join us for our X4 Block Party on Thursday night at 6:30 pm. Dance to the beats of our live DJ, savor bites from neighborhood food trucks, contribute to a vibrant street mural, and capture unforgettable moments in our photo booths!We’re “getting everybody fired up,” so bring your colleagues, make new friends, and maybe even rediscover a piece of yourself from way back when.See you there!

Renowned for his minimalist philosophy and shaping some of music’s most iconic moments. Rick Rubin is a nine-time GRAMMY-winning producer, named one of the 100 most influential people in the world by Time and the most successful producer in any genre by Rolling Stone. He has collaborated with artists from Tom Petty to Adele, Johnny Cash to the Red Hot Chili Peppers, Beastie Boys to Slayer, and System of a Down to Jay-Z. Creativity isn’t just for artists—it’s a driving force for innovation in business, leadership, and life. At X4, legendary music producer and Def Jam Recordings co-founder Rick Rubin takes the stage to reveal his unique approach to crafting extraordinary experiences.Renowned for his minimalist philosophy and ability to distill ideas to their purest form, Rubin has shaped some of the most iconic moments in music history. His bestselling book, The Creative Act: A Way of Being, explores the power of awareness, presence, and breaking free from convention—insights that transc

 Features Released On Or Before February 19, 2025 Dashboards Benchmark Editor (CX): The XMI Customer Ratings Overall benchmark for CX dashboards has been refreshed with 2024 data. EX Healthcare Benchmark: The EX Healthcare benchmark has been updated with refreshed customer data from Q4 2024. Research Hub Survey Results Widgets for Search in Research Hub: Survey cards that are results in the Research Hub Search will display widgets from results dashboards if available.  Features Starting On & After February 26, 2025 None Features Released On Or Before February 19, 2025 Research Hub Research Hub Homepage: The Home tab of the Research Hub now includes recent searches, recently updated collections, and recently uploaded files. Research Hub Search: Simple explanations have been added to clarify the search experience. You can now narrow down searches to documents you have access to with a single click. The end of relevant search results will be also indicated with a note, although yo

  Released On Or Before February 5, 2025 API Setting API Rate Limits: Brand Admins can now enforce API rate limits for individual users, putting a cap on how many requests the user can call per minute. Dashboards Dynamic Text in Rich Text Editor: The Rich Text Editor widget now supports displaying date and metrics data as dynamic text. Healthcare Patient Experience Benchmark: The Patient Experience benchmark has been updated with refreshed customer data from Q4 2024. Directories Digital Intercept Activity Filter: You can now filter by your digital intercept activity in XM Directory search. Updated Directories Landing Page: For users with access to multiple directories, the landing page when selecting Directories from the global navigation menu has been updated. On this page you can select and view the Employee Directory, Contacts Directory, and Location Directory. EX Add Participants from Global Directory: A new method for adding participants to EX projects. You can use this option

 Features Released On Or Before February 12, 2025 Website / App Insights Users Tab Updates: The Users tab within Website / App Insights projects has been updated. The process for adding users has been simplified, you can now bulk edit permissions for multiple users, and you can filter the users page to search for users with specific permissions. Workflows Extract Data from Discover Task: This new data extractor task allows you to import your Discover data into Qualtrics. Rebuild XM Directory Segment Task: With this task you can configure a workflow that refreshes a segment to the most updated version. By default, segments are refreshed twice a day, which can delay when segments reflect changes made to directory data. Using this task allows you to rebuild segments on a more frequent schedule, or after a specific event, such as a survey response.  Features Starting On & After February 19, 2025 None. Features Starting On & After February 19, 2025 Research Hub Research Hub Search:

 Features Released On Or Before February 5, 2025 API Setting API Rate Limits: Brand Admins can now enforce API rate limits for individual users, putting a cap on how many requests the user can call per minute. Workflows Building Workflows: The Workflows editor has been updated with a streamlined interface to enhance the way you build workflows. SMS Reminders for Email Invites: Now when you set up a reminder for a “Send survey via email” task, you can choose between emails or SMS (text message) reminders. Features Starting On & After February 12, 2025 Website / App Insights Users Tab Updates: The Users tab within Website / App Insights projects has been updated. The process for adding users has been simplified, you can now bulk edit permissions for multiple users, and you can filter the users page to search for users with specific permissions. Workflows Extract Data from Discover Task: This new data extractor task allows you to import your Discover data into Qualtrics. Rebuild XM

 Features Released On Or Before January 29, 2025 EX Add Participants from Global Directory: A new method for adding participants to EX projects. You can use this option to search for individual participants that exist in your EX directory and add them to the project. Survey Platform Limit Theme Customization Option: You can now prevent survey builders from customizing from the survey settings. XM Directory Sampling Segments: You can now create a sample from your segments in XM Directory. XM Platform Interaction Report: Call and chat transcripts in XM Discover will now appear in the interaction report.  Features Starting On & After February 5, 2025 Workflows Building Workflows: The Workflows editor has been updated with a streamlined interface to enhance the way you build workflows. SMS Reminders for Email Invites: Now when you set up a reminder for a “Send survey via email” task, you can choose between emails or SMS (text message) reminders. *Disclaimer: The content provided on

 Features Released On Or Before January 22, 2025 Dashboards Dynamic Text in Rich Text Editor: The Rich Text Editor widget now supports displaying date and metrics data as dynamic text. Healthcare Patient Experience Benchmark: The Patient Experience benchmark has been updated with refreshed customer data from Q4 2024. Directories Digital Intercept Activity Filter: You can now filter by your digital intercept activity in XM Directory search. EX Exporting Participants: When exporting participants from the EX Directory (either the full directory or a filtered list), you can now choose to include project-level data in the export. These project fields include the number of projects the participant has been added to, the number of responses submitted by the participant, and a breakdown of these metrics by each individual project. Workflows AI Assistant for Web Service Tasks: The AI Assistant can configure the API integration in web service tasks by reading publicly available API documentati

 Features Released On Or Before January 15, 2025 Directories Updated Directories Landing Page: For users with access to multiple directories, the landing page when selecting Directories from the global navigation menu has been updated. On this page you can select and view the Employee Directory, Contacts Directory, and Location Directory. Workflows AI Assistant for Web Service Tasks: The AI Assistant can configure the API integration in web service tasks by reading publicly available API documentation and setting up the task automatically. XM Platform Email Limits: Default weekly outgoing email limits will now be set based on your license type and user type. A Brand Administrator can still edit the weekly email limit for individual users, and request an email limit increase for the entire brand.   Features Starting On & After January 22, 2025 Dashboards Dynamic Text in Rich Text Editor: The Rich Text Editor widget now supports displaying date and metrics data as dynamic text. Dire

At X4 2025, you’ll have the chance to hear from leading brands who have successfully scaled their experience management programs to keep ahead of trends and outpace their competition.Community, live and in real timeXM Community members know the value of connecting with others. X4 is community, personified. Connect in person with customers and XM practitioners from around the world. And, you’ll learn how to immediately evolve your own programs—increasing your ability to do more with less, to foster broad cooperation and alignment, and to deliver transformational impact.Unlock success in your role and industryEnjoy a learning experience that’s tailored to your role and objectives— attend sessions led by brands you know, get the latest advice from the XM Institute, and participate in interactive workshops. Main StageJoining us on the main stage are ServiceNow’s Chairman and Chief Executive Officer Bill McDermott; Walmart Inc’s Executive Vice President & Chief People Officer, Donna Mor

We here on the Qualtrics XM Community team would like to wish everyone a very Happy New Year! 🎉 2024 has truly been a banner year for our Community, and all thanks to our amazing Community of members around the globe. In numbers, this is what 2024 looked like:41,000+ registered members on the Community 13,000+ posts created 75,000+ Two-Minute Tip video viewsAnd, those are just a few of the impressive metrics demonstrating the power of community in 2024. The Qualtrics XM Community is so unique, in many ways. Our global Community of members internationally support one another across continents and time zones to help one another succeed in their respective XM programs. This shows a clear commitment within the XM industry to making sure we are collectively improving customer and employee experiences, daily. Many members celebrated important milestones in 2024, including new roles, promotions, new levels on the Community, and even multi-year anniversaries as members! One member in particul