Product Release Notes

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.