Product Release Notes

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: Updated to include General Feedback; table comparing differences; survey removed from list of EX projects. 3. Website / App Feedback for EmployeeXM: New - Website feedback projects available to EX customers! CX Dashboards 1. Filtering CX Dashboards: New section on locking filters.

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. Participant Tools: New section for “Update All Action Plans with Current Metadata” option. CX Dashboards 1. Distribution Reporting: New subsection on which distribution methods are available for distribution reporting. Website / App Feedback 1. Tracking Content Helpfulness: New common use case!

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 Directory limits (Contacts on the old experience do not have this limit) EX 1. Participant Import Automation (EL): Update to participant automation conditions for Date fields.

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 360 projects. 3. Email Messages (EE & EL): New subsections clarifying functionality for participant reminder rules 4. Email Messages (360): New subsections clarifying functionality for subject/evaluator reminder rules Website / App Feedback 1. Website / App Feedback Browser Cookies: New cookie behavior - note at top of linked section.

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 & user restrictions. Website / App Feedback 1. Passing Qualtrics Data to Adobe Analytics: Revised Q_AA_PARAMS steps under Server Side Beacon.

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. 3. Unique Identifiers (360): General improvements. 4. Adding Subjects, Evaluators, & Managers (360): General improvements. Clarification on status / project connections with participant updates. 5. Participant Information Window (360): General improvements. 6. Participants Options (360): Clarifications around the options “Allow Unsolicited Evaluations” and “Anyone not currently in the assessment.” CX Dashboards 1. Text iQ Table Widget: New widget for customers with Text iQ on their dashboards. 2. Focus Areas Widget: Interpreta

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, re-ordered and renamed sections for clarification, changed FAQs, added better warnings. EX 1. Step 2: Building Your 360 Survey: Clarification around when not to use “quick add display logic.” 2. Step 6: Testing & Going Live (360): Added “Testing Reports” section. Website / App Feedback 1. Website Feedback Accessibility: Revised to include new accessibility features & highlight capabilities of the product. XM Directory 1. Contact Import Automations: Scheduling automations and run summary have small additions. 2. Distrib

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. Exporting Response Data to Google Drive: New feature, GA a while. 6. Sentiment Analysis: New section about Overall vs. Topic Sentiment. 7. How to Use Q_PopulateResponse: Moved (with corresponding FAQs) from Embedded Data page to Query Strings page. 8. Embedded Data: Heavy revisions to entire page, plus new sections on removing Embedded Data & Best Practices / Troubleshooting. EX 1. Creating Action Plans (EE): Same content as the Guided Action Planning page, but moved to a new page for clarity. 2. Response Update Banner (EE): New banner warning on Participants tab. 3. Migrating from Email to Unique Identifiers (EE): Clarified that Support will be enabling unique identifiers in brands. 4. M

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: Launched. PX 1. MaxDiff Analysis Reports: TURF Analysis: How to adjust TURF Analysis graphs in a MaxDiff’s reports. 2. Conjoint Analysis Reports: Preference Share: New default report.

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 & clarity. (Types table & compatibility lists untouched.) 2. Significance Testing in Simple Charts & Simple Tables (CX): New feature! BX 1. Correspondence Analysis Widget: Added an interpretation section.

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. Line Chart (Results): See above. 8. Breakdown Bar (Results): See above. 9. Word Cloud (Results): See above. 10. Gauge Chart (Results): See above. 11. Pie Chart (Results): See above. 12. Bar Chart (Results): See above. 13. Simple Table (Results): See above. Stats iQ 1. Stats iQ Templates: New feature, available for all Stats iQ users. CX Dashboards 1. XM App for CX Dashboards: Instructions on new language support. 2. Recoding Dashboard Fields: New section on importing recode values. EX 1. XM App for EX Dashboards: Instructions on new language support.

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. Using Logic: Heavy revisions, new sections, new examples, more detailed step-by-steps. 6. Logging In with Your Organization ID: Several clarifications & updates to info. 7. Contacts Basic Overview: Heavy revisions for clarity, new FAQs & tips. CX Dashboards 1. Benchmark Editor: New feature! 2. Qualtrics XM App for CX Dashboards: Login process changed. EX 1. Qualtrics XM App for EX Dashboards: Login process changed.

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. Scorecard: Significance Testing: See above. Website / App Feedback 1. Translating Feedback Buttons & Responsive Dialogs: New feature! 2. Responsive Dialog Creative: Embedded Target: New feature!

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. Subscribing to Feedback: See above. 4. Comparisons & Collections: See above. 5. Submitting & Managing Feedback: See above. EX 1. Exporting Response Data (EE & EL): Updated to reflect the removal of legacy imports/exports from unique ID brands. Stats iQ 1. Analysis Settings: Updated to reflect consolidation of Statistic Settings into Analysis Settings.

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 tool. Frontline Feedback 1. Frontline Feedback Dashboards: New feature. EX 1. Actions Tab (EX) : New to Lifecycle! 2. Action Planning Basic Overview: On permissions & reporting, clarified Action Planning is now on Lifecycle, but without data restrictions. 3. Action Planning Editor Widget: Only Engagement has access - not Lifecycle. 4. Simple Chart Widget (EE & EL): New section on metric filters.

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. Generating a Parent-Child Hierarchy: See above. 4. Generating a Level-Based Hierarchy: See above. 5. Generating an Ad Hoc Hierarchy: See above. 6. Navigating Hierarchies & Restructuring Units: See above. 7. Unit Tools: See above. 8. Org Hierarchy Tools: See above. 9. Managing Dashboards Within a Project: Consolidated info into 1 new page so it’s easier to find. EX 1. Export Filtered Participants: Launched to all unique identification brands.