New at Qualtrics

 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

  Released On Or Before January 8, 2025 Discover Machine Learning Sentiment (Discover): Machine learning evaluates the positivity/negativity of text and assigns sentiment labels to sentences across all supported languages. If it is enabled, this kind of sentiment replaces the previous rules-based approaches. Pulse Transferring Pulse Programs: You can now transfer ownership of Pulses using Project admin, just like other EX projects. Workflows Is In List Operator: New operator for workflow conditions that evaluates a comma-separated list of values and returns “True” if there is an exact match. Send Survey via Email Task: A new Workflow task to send a survey via email when a workflow is triggered. You can send this survey to individual contacts, an entire mailing list, a sample, a segment, or a transaction group. This task offers improved functionality over the XM Directory task and should be used instead.  XM Platform Automatic Survey Closure: This new setting in survey options allows

 Features Released On Or Before January 8, 2025 Pulse Transferring Pulse Programs: You can now transfer ownership of Pulses using Project admin, just like other EX projects. XM Platform Automatic Survey Closure: This new setting in survey options allows you to close all in-progress survey sessions when the survey availability date (or other survey expiration date) is reached. New Support Pages Employee Experience Journeys: A guide on how to use Journeys features, including journey chart widgets, with Employee Experience projects. Journeys in Qualtrics: A guide on how to understand how stages and outcome metrics work, as well as an overview of how to create Qualtrics journeys.   Features Starting On & After January 15, 2025 All 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 functi

Hello, XM Community members! X4 will be here before you know it -- and we want to make sure we know if we will be seeing YOU at the event in Salt Lake City 🏔️🏔️🏔️Let us know in the poll, and then tell us in the comments if we will have the pleasure of seeing you in person. Without giving too much away just yet, there may be a special opportunity to gather and say hello in person during the event. So, let us know! We’d also like to know in the comments if this will be your first time attending, or if you have attended X4 previously. I wonder who here has attended X4 the most number of times? 🤔If you don’t know your plans yet, or are considering attending, please let us know that, as well!

These are the last Weekly Release Notes for 2024. No new content or updates will be published to the Support Site, Customer Success Hub, or Product Roadmap from December 19, 2024 to January 2, 2025. Features Released On Or Before December 18, 2024 Workflows Is In List Operator: New operator for workflow conditions that evaluates a comma-separated list of values and returns “True” if there is an exact match. Send Survey via Email Task: A new Workflow task to send a survey via email when a workflow is triggered. You can send this survey to individual contacts, an entire mailing list, a sample, a segment, or a transaction group. This task offers improved functionality over the XM Directory task and should be used instead.  XM Platform Automatic Survey Translation: You can now use Amazon or Google services to automatically translate your survey text. Subdomain Redirects: Starting December 18, 2024, if your survey URL contains a subdomain that you do not own, then the survey URL will re

Basecamp will be live at X4 in 2025 🎉 XM Community members know that the Basecamp training day at X4 each year is one of the main highlights of the whole event! ​@joshuadyer explains what to expect:  This year’s Basecamp Live sessions are focused on getting you into the platform and getting value more quickly and confidently. With the technical focus of these sessions, you can expect more opportunities, including:Practice demo environments Technical assessments Q&A with our product and service teamsSeats are limited, so be sure to register in advance!Have you attended Basecamp training at X4 in the past? Or are you planning on attending in 2025? Share your thoughts in the comments 👇

 Features Released On Or Before December 11, 2024 Discover Machine Learning Sentiment (Discover): Machine learning evaluates the positivity/negativity of text and assigns sentiment labels to sentences across all supported languages. If it is enabled, this kind of sentiment replaces the previous rules-based approaches. New Support Pages XM Directory Triggers in Workflows: XM Directory Triggers are being deprecated in Q1 2025, which includes the deprecation of both Automatic List Enrollment and Message Triggers. You can achieve the same functionality using Experience ID Change Events in Workflows.  Features Starting On & After December 18, 2024 Workflows Is In List Operator: New operator for workflow conditions that evaluates a comma-separated list of values and returns “True” if there is an exact match. Send Survey via Email Task: A new Workflow task to send a survey via email when a workflow is triggered. You can send this survey to individual contacts, an entire mailing list, a

  Released On Or Before December 4, 2024 Directories Location Directory Settings: Location directories now have a location settings menu where you can edit, update, and delete location data sources. EX Employee Led 360 Projects: A new type of 360 project that allows for more individual flexibility. Employees can opt-in to receiving 360 feedback, choose who’d they’d like to receive feedback from, and decide when they’d like to receive feedback based on their individual development goals.  Engagement Headlines Widget: The algorithm used to calculate strengths and opportunities has been improved. This update only applies to engagement headlines widgets in newly created dashboards; widgets in existing dashboards have not been updated.Journeys Employee Journey Analytics and CrossXM Analytics: The backend data infrastructure for Employee Journey Analytics and CrossXM Analytics projects has been updated to the new data modeler. Only newly created projects can use the new data modeler. Existi

Due to the Thanksgiving holiday, there will be no release notes next week. Features Released On Or Before November 20, 2024 Directories Location Directory Settings: Location directories now have a location settings menu where you can edit, update, and delete location data sources.   Features Starting On & After November 27, 2024 All 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 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 help you with your request.  If you have questions about what’s on the product roadmap, please see our Product Roadmap page. If you’d like to

 Features Released On Or Before November 13, 2024 EX Employee Led 360 Projects: A new type of 360 project that allows for more individual flexibility. Employees can opt-in to receiving 360 feedback, choose who’d they’d like to receive feedback from, and decide when they’d like to receive feedback based on their individual development goals.  Engagement Headlines Widget: The algorithm used to calculate strengths and opportunities has been improved. This update only applies to engagement headlines widgets in newly created dashboards; widgets in existing dashboards have not been updated. Journeys Employee Journey Analytics and CrossXM Analytics: The backend data infrastructure for Employee Journey Analytics and CrossXM Analytics projects has been updated to the new data modeler. Only newly created projects can use the new data modeler. Existing projects will be placed in an “Archived” state and will have limited functionality. XM Platform Interaction Report: A new report for Brand Admin

  Released On Or Before November 6, 2024 AdministrationAdmin Reports: You can now export the API Usage Details table as a CSV or TSV file.CX DashboardsQuick Service Restaurants Benchmark: The Quick Service Restaurant benchmark has been added for CX dashboards. With this benchmark, you can use insights from other organizations to analyze customer experiences in an increasingly competitive landscape.DashboardsHealthcare Patient Experience Benchmark: The Patient Experience benchmark has been updated with refreshed customer data from Q3 2024. New dimensions have also been added, including Length of Stay, Trauma Level, and Readmission Rate. Secondary Y-Axis in Line & Bar Chart Widget: You can now set a minimum and maximum for the secondary Y-axis in the Line & Bar Chart widget.EXDrivers of Attrition: This prebuilt employee journey helps you analyze attrition trends in your organization. Engagement Summary Visualization Updates: The Engagement Summary visualization in report template

 Features Released On Or Before November 6, 2024 WorkflowsAPI Usage Threshold Event: A new Workflows event that allows you to monitor your brand’s API usage and trigger a workflow when the usage meets critical levels.  Features Starting On & After November 13, 2024 XM PlatformInteraction Report: A new report for Brand Administrators that shows the interaction consumption for your current Qualtrics license. This is a detailed view of your data consumption allowing for greater transparency into your license usage. Interactions can be survey responses, online reviews, video screen captures, and more. Please note that this report is currently only available for single product or single suite CX and Strategy & Research licenses on the new simplified pricing and packaging plans. 360Employee Led 360 Projects: A new type of 360 project that allows for more individual flexibility. Employees can opt-into receiving 360 feedback, choose who’d they’d like to receive feedback from, and decid

 Features Released On Or Before October 30, 2024 AdministrationAdmin Reports: You can now export the API Usage Details table as a CSV or TSV file. CX DashboardsQuick Service Restaurants Benchmark: The Quick Service Restaurant benchmark has been added for CX dashboards. With this benchmark, you can use insights from other organizations to analyze customer experiences in an increasingly competitive landscape.EXDrivers of Attrition: This prebuilt employee journey helps you analyze attrition trends in your organization. Engagement Summary Visualization Updates: The Engagement Summary visualization in report templates has been updated. A horizontal bar visualization type and the ability to add visualization-level filters have been added, and it is now WCAG 2.1 AA compliant. Participation Summary Visualization Updates: The Participation Summary visualization in report templates has been updated. A horizontal bar visualization type has been added, and the visualization is now WCAG 2.1 AA comp

 Features Released On Or Before October 23, 2024 DashboardsSecondary Y-Axis in Line & Bar Chart Widget: You can now set a minimum and maximum for the secondary Y-axis in the Line & Bar Chart widget. WorkflowsViewing Successfully Triggered Workflow Runs: You can now view information about how each individual condition in a workflow was evaluated.  Features Starting On & After October 30, 2024 AllNone. Features Released On Or Before October 23, 2024 Digital AssistDigital Assist: The Digital Assist App provides a centralized view of user behavior on your website, and allows users to view session replays and access diagnostic tools like funnels and heatmaps. This gives stakeholders easy access to insights, and allows you to identify any drop-off points in the user experience to make informed website adjustments. *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 wit

  Features Released On Or Before October 16, 2024 DashboardsHealthcare Patient Experience Benchmark: The Patient Experience benchmark has been updated with refreshed customer data from Q3 2024. New dimensions have also been added, including Length of Stay, Trauma Level, and Readmission Rate. Survey PlatformDeprecation of Qualtrics Surveys for Microsoft Teams: On October 16, 2024 you will no longer be able to use the Qualtrics app to send and complete surveys right in Microsoft Teams. You can still send the anonymous link in Teams, or try our Microsoft Teams task if you’d like to automate distribution to specific recipients. This deprecation does not affect EX Microsoft Teams distributions.WorkflowsExtract Data from Tickets Task: New extractor task for ETL workflows that allows you to extract your Qualtrics ticket data to load into another destination, such as an SFTP server or an imported data project.XM DirectoryImporting Blank Values in XM Directory: You can choose which fields shoul

This event is now available on-demand! You can find the links to each session below. We’re thrilled to bring you another amazing lineup of speakers from across Qualtrics’ Product and Engineering teams! Join our speakers to learn best practices for utilizing Qualtrics, discover new features, and uncover insights for making the most of your Qualtrics license! During the event, you will have the opportunity to join one of three breakout rooms focused on three key product areas: XM for Strategy & Research, XM for Customer Experience, and XM for Employee Experience!This is an event you won’t want to miss! Recordings now available:XM for Strategy & ResearchXM for Customer ExperienceXM for Employee ExperiencePasscode: Qualtrics1! Q&A If you have any questions for our product leaders about topics covered during the event, please comment below. Our Qualtrics experts will actively answer questions on this post! If you have a product support question, please contact support. Comment t

Join us for Community Connect, your opportunity to learn from fellow Qualtrics practitioners who are leaders in XM. During these events, our special guests will share their most impactful use cases, insights into their XM journey, and practical tips for growing an XM program. Plus, you can ask questions of our guests before and after the event in the Experience Community! Please note: the list below automatically adjusts the event times to your browser’s time zone, and may appear differently on the registration page. Past SessionsWe have been pleased to welcome all-star speakers to our Community Connect in the past! Use the links below to access the event recordings! FeedbackWe value your insights and feedback. Please share your feedback on our digital events here.