Product Release Notes | XM Community
Skip to main content
Michael_Cooksey
Administrator
1 month ago

Product Release Notes

Discover weekly and monthly product release notes, featured updates, & more.

  • 338 Topics
  • 325 Replies
338 Topics
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - July 15, 2021

RECENT UPDATES | RELEASED ON OR BEFORE July 15, 2021 360 Inserting Conditional Text : Insert a text box in 360 reports that displays different text based on subject scores or answers. 360 Report Display Logic : Visualization display logic in 360 reports now support conditions based on person metadata. XM Directory Transaction-Based Segments & Relative Date Comparison: Enables the definition of segments, filters, and samples based on transactional data. UPCOMING FEATURES* | STARTING ON AND AFTER July 21, 2021 CX Dashboards Custom Calendars: Allow you to specify when time periods start within your dashboard settings, so you can set a custom fiscal week, month, quarter, and year. XM App Enabling Dashboard Pages for Mobile Viewing : Once this feature is enabled, you can select specific pages of the dashboard to include with or exclude from the mobile app. EX & CX. FEEDBACK AND QUESTIONS If you have any questions about the product updates featured in this list, our support team is happy to

50
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - July 1, 2021

RECENT UPDATES | RELEASED ON OR BEFORE July 1, 2021 Survey Builder Question Behavior : Options also appear in a right-click menu, which has changed its appearance. Options listed are the same. Trial Sample Projects : New to DesignXM trial users. Premade projects already loaded with data that appear automatically in the account, so it’s easier to try out Qualtrics functionality during the trial period (for features such as Text iQ, Results, Stats iQ, and Crosstabs). XM App XM App Login Improvements : Small changes to wording on the XM app to reduce confusion when choosing a login method. XM Directory Profile Card: Enables XM App users with XM Directory to see contact data and respondents’ previous customer interactions. Commenting on Responses: Users can now leave comments on response ticker widgets in dashboards, on both desktop and mobile. (CX Dashboards, EX Dashboards) EX Text iQ Bubble Widget Integration for EX Dashboards : Analyze, report, and filter on the Bubble Widget in EX dash

204
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - July 8, 2021

RECENT UPDATES | RELEASED ON OR BEFORE July 8, 2021 General Allowlisting External Domains for Qualtrics Use: If there are users in your organization that do not have open internet access, you may need to add the external domains listed on this page to your organization’s domain allowlist. Survey Builder Publishing Surveys : The publish modal is now more accessible. When publishing new surveys, the final page now has a Copy link button. When publishing already-active surveys, the anonymous link will always be included in the lower-left so it’s easier to find. XM Directory Transaction-Based Segments: Enables the definition of segments, filters, and samples based on transactional data. Notifications Feed Health Connect Task : New task in actions to update medical records based on survey response. UPCOMING FEATURES* | STARTING ON AND AFTER July 14, 2021 XM Directory Relative Date Comparison: Enables the definition of segments, filters, and samples based on relative date comparisons. For ex

140
KatharineS
Qualtrics Employee
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
New Qualtrics Best Practices Pages

We’re happy to announce that we’ve released ten new best practices pages on the support site. We cover topics like managing Qualtrics users, removing bounced email addresses, using Text iQ, and getting the most out of XM Directory. Keep reading for more on each resource! User Governance Tools The new User Governance Tools section covers all of the tools available to Qualtrics administrators for managing their Qualtrics users. On this page, learn how to control what features users have access to, how to monitor license usage, and how to add extra license security. Removing Frequently Bounced Email Addresses It’s important to remove frequently bounced email addresses from your mailing lists to maintain email deliverability. The Removing Frequently Bounced Emails section walks through how to identify problematic emails. Text iQ Best Practices If you’ve ever needed help performing text analysis, this page is for you! The Text iQ Best Practices page covers the end-to-end process for text an

940
GuinevereM
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - June 25, 2021

RECENT UPDATES | RELEASED ON OR BEFORE JUNE 25, 2021 CoreXM Project Approvals : Project approval notifications are now controlled through the notifications feed. Double check your overall / channel subscription settings. Languages in Qualtrics : The XM Platform is now available in Bahasa Indonesia and Bahasa Malaysia. Actions Notifications : New section on support page explaining automatic deduplication rules for action notifications. Mobile App SDK Multi-Intercept Support : A new version of Mobile SDK that enables multiple intercept capabilities. Note: This feature links to the Qualtrics API documentation , which is separate from the Qualtrics Support Site. Mobile Embedded Feedback : This guided setup presents a natively-built, conversational listening solution to gain higher engagement in app users. EX Action Idea Boards : New feature for Lifecycle and Engagement projects. Action idea boards help dashboard owners crowdsource ideas from their team on what they should do to improve emp

170
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - June 17, 2021

RECENT UPDATES | RELEASED ON OR BEFORE JUNE 17, 2021 CoreXM Certified Questions : Standardized demographic questions integrated with XM Directory. Now generally available. SMS Distributions : Customers can request the ability to send SMS from an alphanumeric ID. Actions TextFlow : You can now trigger actions based on topics and sentiments detected in oncoming responses. Zendesk Event: New event in Actions to trigger a workflow based on events in Zendesk (e.g., ticket assignee is changed). Actions Segments & Lists Tab: Segments, lists, and samples are being combined into one tab in XM Directory. This feature is rolling out gradually and may not appear in eligible accounts for several days Managing Multiple Directory Contacts : New section of support page added for opting out contacts in bulk with a file upload. EX Actions (EX) : Actions is now available for Engagement projects! Multiple Data Sources in New 360 Reports : Visualizations unique to new 360 reporting now support multiple dat

110
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - June 10, 2021

RECENT UPDATES | RELEASED ON OR BEFORE JUNE 10, 2021 Frontline Feedback Frontline Feedback Form Editor Update: The feedback form editor will soon allow you to add key metadata and other custom information to every piece of feedback submitted. UPCOMING FEATURES* | STARTING ON AND AFTER JUNE 16, 2021 CoreXM Certified Questions : Certified demographic questions use prebuilt questions that collect demographic data from your respondents to automatically push that data to the respondent’s contact entry in your XM Directory. Actions TextFlow : You can now trigger actions based on topics and sentiments detected in oncoming responses. Zendesk Event : New event in Actions to trigger a workflow based on events in Zendesk (e.g., ticket assignee is changed). XM Directory Segments & Lists Tab: Segments, lists, and samples are being combined into one tab in XM Directory. This feature will start rolling out gradually on June 16. FEEDBACK AND QUESTIONS If you have any questions about the product update

63
Simonmd14
Level 2 ●●
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - May 27, 2021

RECENT UPDATES | RELEASED ON OR BEFORE MAY 27, 2021 Actions Web Service Task : Task updated to include support for XML and for OAuth authentication. EX Candidate Experience: A new offering that enables your organization to measure and act on candidate feedback across recruiting touchpoints. Multi-Select Org Hierarchy: You can now select multiple units at a time when using org hierarchy dashboard filters. This feature began roll-out on May 26 and will conclude on June 4th. Customers enrolled in the Enhanced Anonymity for Org Hierarchy preview will not get access to this feature until Enhanced Anonymity for Org Hierarchy becomes Generally Available. Edit: This release has been temporarily rolled back. UPCOMING FEATURES* | STARTING ON AND AFTER June 2, 2021 None. FEEDBACK AND QUESTIONS 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

134
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - May 20, 2021

RECENT UPDATES | RELEASED ON OR BEFORE MAY 20, 2021 CX Dashboards XMI Percentiles in Gauge Charts & Number Charts: Now when displaying XMI benchmarks in gauge and number charts, hover-over reveals key percentiles, so you can tell how your company is performing compared to these standards. Stats iQ Renaming Variables : You can now easily rename multiple variables by tabbing through the list. EX Participants Tab (Engagement, Lifecycle): User interface refresh for the Participants tab in Engagement and Lifecycle projects. All functionality retained. (Note: This feature resumed rolling out to users between May 17 and May 21.) UPCOMING FEATURES* | STARTING ON AND AFTER MAY 26, 2021 EX Candidate Experience: A new offering that enables your organization to measure and act on candidate feedback across recruiting touchpoints. Multi-Select Org Hierarchy: You can now select multiple units at a time when using org hierarchy dashboard filters. This feature will begin roll-out on May 26 and conclude

104
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - June 3, 2021

RECENT UPDATES | RELEASED ON OR BEFORE June 3, 2021 CoreXM Load data into XM Directory task : New functionally added to upload CSV files for mapping field values. CX Dashboards Importing Data as a CX Dashboard Source : New page on how to use an imported data project as a CX dashboard data source. Also contains instructions on how to convert legacy CSV sources to imported data sources. UPCOMING FEATURES* | STARTING ON AND AFTER JUNE 9, 2021 CoreXM Load into Data Project Task: New task in actions to save imported data to an imported data project. CX & BX Dashboards Daylight Savings Time for Dashboards: Previously, dashboards did not support DST, causing discrepancy between times listed there and in other parts of the platform. Now all dashboards will be compatible with DST. This change does not apply to EX dashboards. Frontline Feedback Frontline Feedback Form Editor Update: The feedback form editor will soon allow you to add key metadata and other custom information to every piece of fe

180
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - May 13, 2021

RECENT UPDATES | RELEASED ON OR BEFORE MAY 13, 2021 Extensions Slack Task : The Slack task now allows you to send direct messages to Slack users, not just messages to channels. UPCOMING FEATURES* | STARTING ON AND AFTER MAY 19, 2021 None. FEEDBACK AND QUESTIONS 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. You can provide feedback on the Weekly Product Release Notes here. *Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.

50
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes | May 6, 2021

Recent updates | released on or before May 6, 2021 EX Dashboards Tab Update : User interface refresh for the Dashboards tab. Enhanced anonymity and report templates now exclusively accessed in the dashboard settings. Otherwise, most functionality is retained. Subset Ratio Metric : New metric in EX dashboards that allows users to easily visualize proportions in simple chart and simple table widgets. CX Dashboards Load Users into CX Directory Task: New task in actions to save CX user data to Qualtrics. Subset Ratio Metric: New metric in CX dashboards that allows users to easily visualize proportions in simple chart and simple table widgets. Projects Add Existing Projects to Programs: Update to programs allowing you to add existing projects to them. upcoming features* | starting on and after May 12, 2021 None. feedback and questions 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 abou

91
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes | April 29, 2021

Recent Updates | released on or before April 29, 2021 XM App Gov1 App Support: Gov1 users on the XM App can now use ticketing. Upcoming Features | starting on and after May 5, 2021 EX Dashboards Tab Update : User interface refresh for the Dashboards tab. Enhanced anonymity and report templates now exclusively accessed in the dashboard settings. Otherwise, most functionality is retained. CX Dashboards & Actions Load Users into CX Directory Task: New task in actions to save CX user data to Qualtrics. FEEDBACK AND QUESTIONS 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. You can provide feedback on the Weekly Product Release Notes here. *Disclaimer: Release dates are approximate and are subject to change. Not every featu

40
KatharineS
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes | April 22, 2021

Recent Updates | released on or before April 22, 2021 Stats iQ Small UX Update: Regression button is no longer hidden under Advanced; now, Pivot Table is under Advanced instead. UPCOMING FEATURES | starting on and after April 28, 2021 No features to announce. FEEDBACK AND QUESTIONS 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. You can provide feedback on the Weekly Product Release Notes here. *Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.

40
KatharineS
Qualtrics Employee
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - April 7, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. XM Platform Actions Templates : New feature in global Actions! Pre-built templates are available to assist in setting up your workflows. SMS Distributions: New section added with opt-in compliance best practices. This content is relevant for all SMS sent via Qualtrics. Sending Surveys in Microsoft Teams: New feature! The ability to send Qualtrics surveys via Microsoft Teams. Admin Reports: Your Downloads: View files you’ve downloaded from admin reports. CX Dashboards Response Ticker Widget: You can now easily customize content labels, label the ticker value (which now appears on hover without having to enable a sep

71
C
Level 1 ●
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - April 15, 2021

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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. You can provide feedback on the Weekly Product Release Notes here. released on or before April 15, 2021 EX Participants Tab (Engagement, Lifecycle): User interface refresh for the Participants tab in Engagement and Lifecycle projects. All functionality retained. Round Robin (360): New setting in Participant Options to set up round-robin evaluations for subjects. Delegates: New feature for Engagement projects. Participants can be given delegate permissions to view data outside of their org hierarchy unit. See roles and org hierarchy tools. CX Account Management Command Center: Previously called the B2B Command Center. Page revised with additional import data sources and u

41
MikeB
Level 1 ●
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - March 31, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. XM Platform Navigation Changes: Navigation to features like Admin, Projects, Catalog, Directories, Tickets, Journeys, etc. are now under an expandable menu. Catalog: The menu where you create projects has been totally revamped, and is now easy to navigate to no matter where you are in Qualtrics. Survey Builder Redesign: The survey builder has been redesigned to be easier to use and more intuitive. Survey Options: Survey options redesigned with better, clearer naming and different bucketing. Actions Basic Overview: Actions tab in a survey has been updated to align with global actions UI. Additionally, there is a new

162
Simonmd14
Level 2 ●●
ColinC
Qualtrics Employee
ColinCQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - March 24, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. CoreXM Using Your Own SMS Provider: If your company has a preexisting relationship with Twilio, you can now use that to send SMS distributions in Qualtrics. User Permissions : New section of user permissions to control access to 3rd party extensions. Email Organization Settings: New option to enable or disable the length tag in DKIM signatures. Check Survey Accessibility: Page revised with added tips to make surveys accessible & new section about accessible survey themes. Web Service Task: New option added to add a task summary. CX Dashboards Dashboard Notifications Improvements : Added support for roles, user attr

140
ColinC
Qualtrics Employee
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - March 17, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. Core XM Qualtrics Topics from A to Z : Page revised & new terms added for EX, CX, PX, Website / App Feedback, and XM Directory. XM App XM App fedRAMP User Support: Enables the use of the XM Mobile app for US government employees. Currently only supports dashboarding and response-viewing. See linked page for login instructions. EX Map Org Hierarchy Units: New section added for how to clear org hierarchy mappings.

70
GuinevereM
Qualtrics Employee
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - March 10, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. BX Split Axis Chart Widget: New brand tracker widget that allows you to compare any two metrics.

50
GuinevereM
Qualtrics Employee
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - March 3, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. CoreXM Import Responses & Exporting Responses : The legacy response importer and exporter has been deprecated. Languages in Qualtrics: Platform support added for Danish, Swedish, Thai, and Russian. (This is the language you navigate your Qualtrics account in.) Website / App Feedback Responsive Dialog Creative: A small update allowing for automatic resizing of the survey embedded in the responsive dialog creative. Frontline Feedback Customizing A Frontline Feedback Project: New option to add pre-filled text in feedback descriptions.

110
GuinevereM
Qualtrics Employee
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - February 24, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. CoreXM Extensions: New feature in Admin → Extensions that allows Brand Admins to configure which users in their license have access to 3rd party extension accounts. CX Dashboards XMI Customer Ratings - Digital: 2020 data is now available for XMI Digital benchmarks. Going forward, you can choose the year’s worth of data you’d like to include in your dashboard. XM Directory / Website & App Feedback Web and App Feedback Distributions in XM Directory: Distribute through intercepts from right inside the XM Directory user interface. Stats iQ Using Top Box in Stats iQ: Create a Top Box for your data in Stats iQ to make yo

90
GuinevereM
Qualtrics Employee
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - February 3, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. CoreXM Response Weighting : Starting in February, all brands will be directed to the new and improved Response Weighting UX which has been opt-in available for several quarters. There are no actions required by customers as this front-end change does not modify existing weighting configurations in use today. This new experience features improved reporting, categorization, and a guided workflow that will support upcoming features in 2021. Organization Settings: Customers in the FedRAMP environment can now enable access to Basecamp for their users. CX Dashboards Benchmark Editor Enhancements: The benchmark editor now

155
GuinevereM
Qualtrics Employee
GuinevereM
Qualtrics Employee
GuinevereMQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - February 17, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. CoreXM Survey Title and Meta Description: This feature can now be translated. (Also called “display name and description” in the new survey editor.) Actions Basic Overview: New section added in anticipation of UI updates coming to the Actions tab in survey projects. PX Customizing a Frontline Feedback Project: New toggle in sharing options to limit which actions contributors can perform.

60
GuinevereM
Qualtrics Employee
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes
Weekly Product Release Notes - February 10, 2021

Entries that are bolded indicate recent product updates. 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 Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category. CoreXM Uninstall and Remove XM Third Party Extensions: This feature allows you to revert the installation and enablement of third party extensions. Using Actions Tasks to Build ETL Workflows: General guide on using data loader and extractor tasks to build Extract, Transform, Load workflows Extract Data from Salesforce Task: New task in Actions. Extracts data from your Salesforce instance to be imported into Qualtrics. Load Data into XM Directory Task: New task in Actions. Takes extracted data and saves it in your XM Directory.

70
KatharineS
Qualtrics Employee

Read Me: How to use the new Experience Community 💜

Michael_Cooksey
Administrator
1 month ago

Motivational Playlist

Terms & Conditions