Product Release Notes

Released On Or Before June 1, 2022 XM SolutionsManaging Custom XM Solutions: Custom XM Solutions, such as EX Team Voice, are tailor-made for your organization. This page explains how to control which users in your organization have access to these features.EX Team Voice: Solutions tailor-made for your organization that your users can distribute, but can’t edit, enabling HR teams to maintain a content standard of their choosing.Sta

Released On Or Before May 25, 2022Brand AdministrationCustom From Domains: SPF records and an additional MX record pointing to Qualtrics servers are now required for custom FROM domains configured after May 10, 2022. Custom FROM domains configured prior to May 10, 2022 do not require an additional SPF and MX record.DashboardsEmbedding Dashboard Widgets in Third Party Software: Added ability to embed dashboard widgets into ServiceNow. This functionality is already available for Salesforce. On April 13, 2022, we indicated that you could get a notification when a dash

Released On Or Before April 13, 2022 CX DashboardsSpotlight Insights (CX): A straightforward report that highlights which of your customer segments scored above or below average in their response to key metrics of your choice.LifecycleMessage Automations: New option when setting up message automations. Allows you to update invited counts in the dashboard as messages are sent.Website / App FeedbackWebsite / App Feedback Statistics: Website Feedback “clicks” will now increment when a website visitor interacts with the intercept. Previously, a click was incr

Released On Or Before May 18, 2022 Employee EngagementOrg Hierarchy Editor Improvements (EE): In addition to reliability improvements, uncommonly used unit tools have been removed to reduce redundancy and in-product messaging has improved. These changes are for engagement hierarchies only. This feature will be gradually rolled out to eligible customers starting May 18, 2022 and concluding June 6, 2022.360Importing Evaluators from the Global Directory (360): Evaluators can now be imported to 360 projects from the global directory. All associated evaluator metadata will also

Brand AdministrationUser Types: Updated UI for creating and editing user types from the admin page.CX DashboardsCustom Calendars (CX): The previously launched custom calendars functionality in CX Dashboards has been rolled back. This page has been removed from the support site, and we will include this feature in the weekly release notes when it launches in the future.Employee XMAction Planning 2.0: Action planning in EX projects has an updated UI with more streamlined options and simplified processes.Anonymous Responses (Admin): Brand admins in

Released On Or Before May 11, 2022New Support PagesMigrating to Results Dashboards: New support page on creating Reports in Results-Reports vs. Results Dashboards. Also includes answers to commonly asked migration questions.Website / App FeedbackGoogle Data Layer Targeting for Website Feedback: Google Data Layer variables can now be used within Website Feedback for dynamic targeting and embedded data capture. This feature will be gradually rolled out to eligible customers starting May 11, 2022 and concluding May 17, 2022. WorkflowsFrontline Feedback Task Upda

The XM Platform is constantly updating and improving. Monthly Product Release Notes serve as a way to record recent updates to the product with links to the support site. As an added bonus, we'll include support pages that might've had big edits clarifying how existing features work.What kinds of updates are included here?New products Changes to existing products (both big and small) New support pages and other step-by-step guidesSince this category is more focused on product updates than the support site itself, we will exclude tinier site updates, like rewording a sentence, changing a typo, or a minor screenshot change. However, if a small support site change majorly affects workflow

On April 13, we launched an updated In-Product Dynamic Help Window, accessed by clicking the question mark icon in the upper right corner of the Qualtrics product..The new Dynamic Help Window can help you: Search and view support articles directly in the Dynamic Help Window within the product, improving the previous suboptimal workflow that required switching between the Support Site and product while working.View curated, recommended support articles and searches based on where you are working in the product. Over time, this feature will grow smarter, and improve the ability to provide even better recommendations.Easily find and navigate to other help resources, including Basecamp, Community, 

Released On Or Before May 4, 2022 Employee XMAction Planning 2.0: Action planning in EX projects has an updated UI with more streamlined options and simplified processes.Starting On & After May 11 Website / App FeedbackGoogle Data Layer Targeting for Website Feedback: Google Data Layer variables can now be used within Website Feedback for dynamic targeting and embedded data capture. This feature will be gradually roll

Released On Or Before April 20, 2022Brand AdministrationUser Types: Updated UI for creating and editing user types from the admin page.Employee XMSMS Distribution Reminders (EX): You can now send an SMS reminder to an SMS distribution. This feature was launched last week.Last week, we incorrectly indicated that expiration links were available for SMS distributions in EX projects. Related changes have been removed from the support site, and we will include this feature in the weekly release notes when it launches in the future.

Brand AdministrationRetention Rules: Set a brand-wide policy for how long Qualtrics stores survey response data. Every 24 hours, survey responses older than the configured threshold will be deleted. Exceptions can be set to allow individual surveys to have a different retention period.CX DashboardsNavigating Dashboards on the Projects Page: Update to how CX dashboards are displayed on the Projects page. CX projects can now be expanded to show all dashboards within the project directly from the Projects page.Spotlight Insights (CX): A straightforward report that highlights whic

Released On Or Before April 6, 2022 Brand AdministrationRetention Rules: Set a brand-wide policy for how long Qualtrics stores survey response data. Every 24 hours, survey responses older than the configured threshold will be deleted. Exceptions can be set to allow individual surveys to have a different retention period.ExtensionsDynamics Response Mapping & Web to Lead: Update to the Microsoft Dynamics task interface. No changes in feature functionality.Managing Extension Domains: Allows Brand Admins to determine what domains certain third party extensions can connect

Released On Or Before March 30, 2022ExtensionsSalesforce Response Mapping: Cosmetic changes for Salesforce response mapping. No changes to functionality. Customers will be migrated to the new experience over the coming months. New customers will have the new experience enabled by default. Hubspot Extension: Cosmetic changes for the Hubspot task in workflows. No changes to functionality. ReportsResults Table Visualization: This table now shows line breaks in feedback by default. This feature is included in 360, survey reports, and more.Reputation Ma

Released On Or Before March 23, 2022Website / App FeedbackDigital Feedback vs. CustomerXM for Digital: Website / App Feedback has been split into Digital Feedback and CustomerXM for Digital. Digital Feedback offers an introduction to Website / App Feedback, and limits the number of intercepts you can create, as well as offering limited targeting logic and creative types. WorkflowsAnomaly Detection Events: You can now build workflows based on anomalous behavior (spikes/drops) in the response counts of your surveys.Managing Existing Workflows: Update to wo

Released On Or Before March 16, 2022CX DashboardsNavigating Dashboards on the Projects Page: Update to how CX dashboards are displayed on the Projects page. CX projects can now be expanded to show all dashboards within the project directly from the Projects page. Employee EngagementEX25 XM Solution: New XM solution for establishing a baseline for employee engagement programs. WorkflowsScheduled Workflows: Update to scheduled workflows, adding ability to set start and stop dates. Scheduled workflows created before this update will be set to run imme

CoreXMLook & Feel: The old look & feel editor has been deprecated.AccessibilityAccessibility Check Moved to ExpertReview: The Accessibility Checker has been moved from the Tools menu to ExpertReview. When reviewing a survey users will now see survey error, survey methodology, and accessibility suggestions all in one place.Brand AdministrationSMTP Relay: Users can now set up an SMTP relay without reaching out to Qualtrics Support. SMTP relays allow you to

Released On Or Before March 9, 2022New Support PagesDesignXM Trial: Detailed feature list and common questions about our 30-day free trial of DesignXM offerings.WorkflowsPGP Encryption for Google Drive: Now when extracting data from Google Drive, you can use PGP encryption to protect your files.360Und

Released On Or Before March 2, 2022CoreXMLook & Feel: The old look & feel editor has been deprecated. Employee EngagementEmployee Journey Analytics: A new EX project type that gives users the ability to combine existing employee data from multiple projects for analysis. Includes the option to create a project either from a guided workflow or entirely from scratch.  WorkflowsPiped Text in Calculate Metric Task: The Calculate Metric task now supports the use of piped text when adding filters.XM Directory LiteConsol

Released On Or Before February 16, 2022XM SolutionTesting Status Manager: A solution to help you submit employees who are not fully vaccinated against COVID-19 to weekly testing to demonstrate that they are not infected with the coronavirus.AccessibilityAccessibility Check Moved to ExpertReview: The Accessibility Checker has been moved from the Tools menu to ExpertReview. When reviewing a survey users will now see survey error, survey methodology, and accessibil

Released On Or Before February 23, 2022Brand AdministrationSMTP Relay: Users can now set up an SMTP relay without reaching out to Qualtrics Support. SMTP relays allow you to send distributions in Qualtrics using your own domains. Key Drivers Widget: Analysis Method: Feature that allows you to change the calculation in a key drivers widget to relative importance analysis instead of Pearson, the old default.CX DashboardsAccount Management Command Center (CX): You can now map data from multiple sources to the same account by using the accountExternalReferenceID field

Brand AdministrationConfiguring Organization SSO Settings: User interface refresh. Brand Administrators can now activate multiple connections at once for a brand and separately determine what SSO settings are available for user login vs. survey authenticators. There are also changes to the relay state when

Released On Or Before February 9, 2022Brand AdministrationConfiguring Organization SSO Settings: User interface refresh. Brand Administrators can now activate multiple connections at once for a brand and separately determine what SSO settings are available for user login vs. survey authenticators. There are also changes to the relay state when

RECENT UPDATES | Released On Or Before February 2, 2022LifecycleSMS Distributions (EX): SMS distributions are now available for Lifecycle projects.Spotlight Insights for Lifecycle: Insights are now available in Lifecycle. In place of hierarchy units, you can filter comparisons by a date range.Employee EngagementOrg Hierarchy Updates: Updates to the hierarchy deletion process, including a change for hierarchy generation in which hierarchies in the same project will no longer be allowed to share the same metadata fields. This change only impacts new hierarchies, not existing ones. This update applies to Employee Engagement projects, but not Lifecycle or Ad Hoc Employee Research projects. This update bega

RECENT UPDATES | Released On Or Before January 26, 2022None.UPCOMING FEATURES | Starting On And After February 2, 2022XM DirectoryTransactions: New tab in XM Directory allowing users to view and upload transaction data.CoreXMData Tab Redesign: The Data & Analysis tab has been redesigned to meet accessibility standards. Changes include the ability to edit responses at any time without entering edit mode, a separate “Field Editor” for creating and editing custom fields, and a redesigned column chooser for selecting which columns are displayed in the data table. This feature will begin gradually rolling out on Jan 31, 2022. All customers will have the feature enabled by February 28, 2022.Lifecycle

RECENT UPDATES | RELEASED ON OR BEFORE December 15, 2021XM PlatformAdvanced Catalog Filtering: New filtering options have been added to the Catalog. Users can now use filter criteria to narrow their search, including Type of project, Use case, and XM category.  Question library update: Now when you import questions or blocks to your survey from another library, the user interface has been visually refreshed. Valuable prebuilt content, such as the