Product Release Notes

Entries that are bolded indicate recent product updates. To submit your own support page update requests or feedback, please use the Feedback intercept you can find on the support site. CoreXM 1. COVID-19 Customer Confidence Pulse: Closing the Loop: Added a new section on how to use this COVID-19 XM Solution to close the loop with customers using the email task. 2. Surveys Exempt from Sensitive Data Policies: You can now determine surveys that are exempt from specific (or all) sensitive data policies in your brand. 3. Remote Work + On-site Pulse XM Solution: The Remote Work XM Solu

Pages that are bolded indicate new product features or new support pages. To submit your own update requests or feedback, please use the Feedback intercept you can find on the support site. CoreXM 1. Importing Topics in Text iQ: New topic libraries. 2. Creating an Account & Logging In: Updated to reflect changes to “free accounts”. 3. Free Accounts: See above. 4. Account Settings: “Plans” tab updated. 5.

Pages that are bolded indicate new product features or new support pages. To submit your own update requests or feedback, please use the Feedback intercept you can find on the support site. CoreXM 1. Remote Work Pulse XM Solution: New XM Solution, available to all customers. See also. 2. Authenticator Options: New option, “Require…” listed last. 3. Email Task: Can now use library messages on subject lines and messages. 4.

Pages that are bolded indicate new product features or new support pages. To submit your own update requests or feedback, please use the Feedback intercept you can find on the support site. CoreXM 1. Sending Surveys with the Slack App: Updated functionality that will be live soon. We are required to publish support docs early as part of the approval process with Slack. 2. Getting Help & Providing Feedback: New section on contacting support for FedRAMP users. EX 1. Report Templates Overview (EX): This feature is currently in preview for a large set of customers. Available for Engagement, Lifecycle, and General Feedback projects. Contact your Customer Success representative if you are interested in being added. 2. Report Template

Pages that are bolded indicate new product features or new support pages. To submit your own update requests or feedback, please use the Feedback intercept you can find on the support site. CoreXM 1. Overall Sentiment vs. Topic Sentiment: Topic-level sentiments are now exportable. 2. Email Distribution Error Messages: New section for “invalid domain” error (replacing SPF check fails) EX 1. Participants Basic Overview (360): The Paid column in Participants has been deprecated for 360 projects. 2. Types of Employee Engagement Projects

Pages that are bolded indicate new product features or new support pages. To submit your own update requests or feedback, please use the Feedback intercept you can find on the support site. CoreXM 1. SMS Access by Country: Removed Austria & Hungary, added Singapore. 2. XM Directory Task: New task in Actions. Replacing the Distribute Survey Task. Not available in Lifecycle Actions. 3. Reference Surveys: New section on translating reference surveys. EX 1.

Pages that are bolded indicate new product features or new support pages. To submit your own update requests or feedback, please use the Feedback intercept you can find on the support site. CoreXM 1. User, Group & Division Permissions: 3 new permissions: Manage Screen-Outs, Allow Tallying of Screened Out Responses, & Manage CX Users. 2. SAML Certificate Rotation: Action needed from SAML SSO users. 3. Best Practices and Troubleshooting Embedded Data: Added character limit suggestions for names and values, in accordance with XM Director

Pages that are bolded indicate new product features or new support pages. To submit your own update requests or feedback, please use the Feedback intercept you can find on the support site. CoreXM 1. Browser Cookies & Compatibility: Both QST cookies have a note on third party function. 2. Notifications Feed: Launched. 3. Notifications Feed Task: Launched. CX Dashboards 1. Text iQ for Ticketing: Now launched. EX 1. Survey Flow (EE & EL): Text iQ-powered survey flows are now available in engagement & lifecycle projects. 2. Survey Flow (360): Text iQ-powered survey flows are now available in 3

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Summary Report: User Engagement: New summary report! Launched to all brand admins. 2. Managing Topics: Deleting Multiple Topics at a Time: New bulk topic delete. 3. User, Group, & Division Permissions: Revised for new permissions & to reflect permission availability in UI. CX Dashboards 1. Dashboard Role Data Restrictions: Revised section on interactions between role

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Getting Help & Providing Feedback: Submitting an Idea: Directions on the new ideation process. 2. Collaborating on Projects: Trial accounts can now collaborate. All corresponding sections / notes modified. 3. Trial Accounts: See above. EX 1. Focus Areas Widget: Interpretation: Added a section called “Order of Cards.” 2. Participants Basic Overview (360): General improvements

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Custom Ticket Statuses: Feature completely revamped & live to all relevant customers. 2. Generating a HAR file: New SSO troubleshooting page! 3. Recorded Responses: General rewrites and clarifications; better screenshots; new section on what constitutes a recorded response; instructions on deleting one (1) response. 4. Import & Export Surveys: Better intro, split import instructions,

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Check Survey Accessibility: Likert Matrix updated with note. EX 1. Step 3: Customizing Your Workflow & Uploading Participants (360): Workflow section revised to highlight common configurations. 2. Step 4: Setting Up Your Messages (360): Added guide to message options. 3. Step 5: Designing Your Subject Report (360): Building Your Own Report section now guides on common report format. 4. Email Messages (360): Improvements on Subject Report Ready, sending test emails, and Participant Criteria. 5. Mail History (360): General revisions. 6. Message Options (360): General revisions.

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Creating New Users: Note on account linking. 2. Creating an Account & Logging In: FAQ on account linking. 3. Online Panels: New method for distributing survey via panels. 4. Distribution Basic Overview: See above. 5. Expor

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Recent Projects and Favorites: New feature! GA to all customers. 2. Imported Data Projects: Info previously on Stats iQ overview moved here and expanded. 3. Data Export Formats: Excel: New export format, live to everyone. 4. Scoring: Heavy rewrites, better examples, new FAQs. CX Dashboards 1. XM Directory Respondent Funnel

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Multiple Choice Question: Heavy revisions, added more info on choice positions & multi-select validation, refreshed screenshots. 2. Randomizer: Better explanation of flow IDs. 3. Survey Flow: Completely rewritten! Better introduces new users to the concept of the survey flow. CX Dashboards 1. Field Types & Widget Compatibility: Renamed. Revised for accuracy & c

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Survey Tips & Tricks: New section on making de-selectable single answer multiple choice questions. 2. Text iQ Functionality: Added more supported languages. 3. Recommended Topics: See above. 4. Setting Up the Ticketing Task: New root cause options. 5. Statistics Table (Results): Updated compatibility section. 6. Paginated Table (Results): See above. 7.

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Ambiguous Text: New response quality metric! Launched officially today. 2. Unanswered Questions: See above. 3. Straightlining: See above. 4. Responses in Progress: New section on how Qualtrics handles empty responses. 5.

Pages that are bolded indicate new product features or new support pages. CoreXM 1. App Integrations: Launched to Brand Admins. Integrations 1. Jira Integration: Now launched! Available to customers who purchase the “Chat & Communication Bundle.” 2. Facebook Messenger Integration: See above. EX 1. Question Lists: Significance Testing: Newly launched to all EX customers. 2.

Pages that are bolded indicate new product features or new support pages. CX Dashboards 1. Text iQ for Ticketing: Can now perform Text iQ on ticket fields, but only within a dashboard. 2. Dashboard Notifications: Threshold and relative notifications are launched. Frontline Feedback (New!) 1. Creating a Frontline Feedback Project: New project type! 2. Customizing a Frontline Feedback Project: See above. 3.

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Look & Feel: Rewritten to emphasize new Look & Feel over the old. 2. Survey Theming: See above. 3. General Look & Feel Settings: See above. 4. Survey Style & Motion: See above. CX Dashboards 1. Text iQ for Ticketing: Note added at top of page. 2. Benchmark Editor (CX): Other XMI ratings, not just NPS, now available in this to

Pages that are bolded indicate new product features or new support pages. CoreXM 1. Ticket Workflows: Workflow Action: Updated to include hierarchy escalation. CX Dashboards 1. Hierarchies Basic Overview: CX hierarchies are only available as a ticket workflow reassignment option - there is no dashboard or role change associated. Only CX customers with ticketing have hierarchies. While EX and CX functionality are similar, they are not the same. 2. Preparing a Use File to Make a Hierarchy: See above. 3.