Product Release Notes

 Features Released On Or Before December 11, 2024 Discover Machine Learning Sentiment (Discover): Machine learning evaluates the positivity/negativity of text and assigns sentiment labels to sentences across all supported languages. If it is enabled, this kind of sentiment replaces the previous rules-based approaches. New Support Pages XM Directory Triggers in Workflows: XM Directory Triggers are being deprecated in Q1 2025, which includes the deprecation of both Automatic List Enrollment and Message Triggers. You can achieve the same functionality using Experience ID Change Events in Workflows.  Features Starting On & After December 18, 2024 Workflows Is In List Operator: New operator for workflow conditions that evaluates a comma-separated list of values and returns “True” if there is an exact match. Send Survey via Email Task: A new Workflow task to send a survey via email when a workflow is triggered. You can send this survey to individual contacts, an entire mailing list, a

  Released On Or Before December 4, 2024 Directories Location Directory Settings: Location directories now have a location settings menu where you can edit, update, and delete location data sources. EX Employee Led 360 Projects: A new type of 360 project that allows for more individual flexibility. Employees can opt-in to receiving 360 feedback, choose who’d they’d like to receive feedback from, and decide when they’d like to receive feedback based on their individual development goals.  Engagement Headlines Widget: The algorithm used to calculate strengths and opportunities has been improved. This update only applies to engagement headlines widgets in newly created dashboards; widgets in existing dashboards have not been updated.Journeys Employee Journey Analytics and CrossXM Analytics: The backend data infrastructure for Employee Journey Analytics and CrossXM Analytics projects has been updated to the new data modeler. Only newly created projects can use the new data modeler. Existi

Due to the Thanksgiving holiday, there will be no release notes next week. Features Released On Or Before November 20, 2024 Directories Location Directory Settings: Location directories now have a location settings menu where you can edit, update, and delete location data sources.  Features Starting On & After November 27, 2024 All None.  *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. 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 Roadmap page. If you’d like to c

 Features Released On Or Before November 13, 2024 EX Employee Led 360 Projects: A new type of 360 project that allows for more individual flexibility. Employees can opt-in to receiving 360 feedback, choose who’d they’d like to receive feedback from, and decide when they’d like to receive feedback based on their individual development goals.  Engagement Headlines Widget: The algorithm used to calculate strengths and opportunities has been improved. This update only applies to engagement headlines widgets in newly created dashboards; widgets in existing dashboards have not been updated. Journeys Employee Journey Analytics and CrossXM Analytics: The backend data infrastructure for Employee Journey Analytics and CrossXM Analytics projects has been updated to the new data modeler. Only newly created projects can use the new data modeler. Existing projects will be placed in an “Archived” state and will have limited functionality. XM Platform Interaction Report: A new report for Brand Admin

  Released On Or Before November 6, 2024 AdministrationAdmin Reports: You can now export the API Usage Details table as a CSV or TSV file.CX DashboardsQuick Service Restaurants Benchmark: The Quick Service Restaurant benchmark has been added for CX dashboards. With this benchmark, you can use insights from other organizations to analyze customer experiences in an increasingly competitive landscape.DashboardsHealthcare Patient Experience Benchmark: The Patient Experience benchmark has been updated with refreshed customer data from Q3 2024. New dimensions have also been added, including Length of Stay, Trauma Level, and Readmission Rate. Secondary Y-Axis in Line & Bar Chart Widget: You can now set a minimum and maximum for the secondary Y-axis in the Line & Bar Chart widget.EXDrivers of Attrition: This prebuilt employee journey helps you analyze attrition trends in your organization. Engagement Summary Visualization Updates: The Engagement Summary visualization in report template

 Features Released On Or Before November 6, 2024 WorkflowsAPI Usage Threshold Event: A new Workflows event that allows you to monitor your brand’s API usage and trigger a workflow when the usage meets critical levels. Features Starting On & After November 13, 2024 XM PlatformInteraction Report: A new report for Brand Administrators that shows the interaction consumption for your current Qualtrics license. This is a detailed view of your data consumption allowing for greater transparency into your license usage. Interactions can be survey responses, online reviews, video screen captures, and more. Please note that this report is currently only available for single product or single suite CX and Strategy & Research licenses on the new simplified pricing and packaging plans. 360Employee Led 360 Projects: A new type of 360 project that allows for more individual flexibility. Employees can opt-into receiving 360 feedback, choose who’d they’d like to receive feedback from, and decide

 Features Released On Or Before October 30, 2024 AdministrationAdmin Reports: You can now export the API Usage Details table as a CSV or TSV file. CX DashboardsQuick Service Restaurants Benchmark: The Quick Service Restaurant benchmark has been added for CX dashboards. With this benchmark, you can use insights from other organizations to analyze customer experiences in an increasingly competitive landscape.EXDrivers of Attrition: This prebuilt employee journey helps you analyze attrition trends in your organization. Engagement Summary Visualization Updates: The Engagement Summary visualization in report templates has been updated. A horizontal bar visualization type and the ability to add visualization-level filters have been added, and it is now WCAG 2.1 AA compliant. Participation Summary Visualization Updates: The Participation Summary visualization in report templates has been updated. A horizontal bar visualization type has been added, and the visualization is now WCAG 2.1 AA comp

 Features Released On Or Before October 23, 2024 DashboardsSecondary Y-Axis in Line & Bar Chart Widget: You can now set a minimum and maximum for the secondary Y-axis in the Line & Bar Chart widget. WorkflowsViewing Successfully Triggered Workflow Runs: You can now view information about how each individual condition in a workflow was evaluated.  Features Starting On & After October 30, 2024 AllNone. Features Released On Or Before October 23, 2024 Digital AssistDigital Assist: The Digital Assist App provides a centralized view of user behavior on your website, and allows users to view session replays and access diagnostic tools like funnels and heatmaps. This gives stakeholders easy access to insights, and allows you to identify any drop-off points in the user experience to make informed website adjustments. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and wit

  Features Released On Or Before October 16, 2024 DashboardsHealthcare Patient Experience Benchmark: The Patient Experience benchmark has been updated with refreshed customer data from Q3 2024. New dimensions have also been added, including Length of Stay, Trauma Level, and Readmission Rate. Survey PlatformDeprecation of Qualtrics Surveys for Microsoft Teams: On October 16, 2024 you will no longer be able to use the Qualtrics app to send and complete surveys right in Microsoft Teams. You can still send the anonymous link in Teams, or try our Microsoft Teams task if you’d like to automate distribution to specific recipients. This deprecation does not affect EX Microsoft Teams distributions.WorkflowsExtract Data from Tickets Task: New extractor task for ETL workflows that allows you to extract your Qualtrics ticket data to load into another destination, such as an SFTP server or an imported data project.XM DirectoryImporting Blank Values in XM Directory: You can choose which fields shoul

 Features Released On Or Before October 9, 2024 Web / App InsightsCustom CSS for Digital Creatives: The Responsive Dialog and Feedback Button creatives now support custom CSS. XM DirectoryMerging Directory Embedded Data: Now when you edit directory data, Qualtrics will provide you suggestions of fields to merge, helping to keep your data as streamlined as possible.XM PlatformIn-Product Dynamic Help Window: For non-FedRAMP users with their account set to English, you can now ask questions to the Qualtrics Support AI Assistant from directly within the in-product help window.  Features Starting On & After October 16, 2024 Survey PlatformDeprecation of Qualtrics Surveys for Microsoft Teams: On October 16, 2024 you will no longer be able to use the Qualtrics app to send and complete surveys right in Microsoft Teams. You can still send the anonymous link in Teams, or try our Microsoft Teams task if you’d like to automate distribution to specific recipients. This deprecation does not affe

Available now in the ‘Get Technical Support’ section of your Customer Hub Did you know that Qualtrics hosts thousands of technical support resources? That’s A LOT of content! And while these pages are available at your fingertips, we wanted to make it easier for you to get the answers you need.The new Qualtrics Support AI Assistant will be available to you 24/7 in the Get Technical Support section of your Customer Hub. The assistant can answer your trickiest product questions and give you easy step-by-step instructions.If the Assistant doesn’t answer your question, it will connect you with a member of the Qualtrics Support Team. Please note that if you are a Success Package user, you will bypass the Qualtrics Support chatbot. Getting the help you need is easier than ever, and we are so excited to share this innovation with you! Once you've had a chance to try it out, drop us a comment below and let us know how the assistant has helped you. And of course, if you've got any questions, we

The XM Platform is constantly updating and improving. 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 guides. Since 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 or understanding of functionality, we try to include it.How often will posts be added to this category?Weekly on Wednesday.How do I subscribe to these updates?You must be a registered member of the Qualtrics Community before you can subscribe. Luckily, anyone with a Qualtrics account can sign up! Once you're l

   Released On Or Before October 2, 2024 EXPseudonymization for Existing Projects (EX): You can now pseudonymize projects that were activated before the Pseudonymization Policy was enabled. Also, pseudonymization settings are now in the retention policy tab in the Data Privacy settings.  Pulse Programs: Pulses have been given many major improvements, including hierarchy support, SMS invites, workflows, and question rotation.Results DashboardsRecord Table Widget: In results dashboards, you can now view and download uploaded files in a record table widgetSurvey PlatformScoring With Simple Layout: Scoring summaries are now compatible with the simple layout. Audio & Video Library Filters: The Audio & Video Editor now supports filtering using additional fields.Website / App InsightsResizing Custom Embedded Feedback Creatives: You can now have your custom embedded feedback creatives automatically resized to appear dynamically on different-sized desktop browser windows and mobile devi

 Features Released On Or Before October 2, 2024 CX & EX DashboardsBenchmark Explorer (CX & EX): You can now preview and explore what’s included in a benchmark before adding it to your dashboard. Results DashboardsRecord Table Widget: In results dashboards, you can now view and download uploaded files in a record table widget.Website / App InsightsResizing Custom Embedded Feedback Creatives: You can now have your custom embedded feedback creatives automatically resized to appear dynamically on different-sized desktop browser windows and mobile devices. This ensures your survey appears correctly when embedded on your website.XM DirectoryContact Frequency Rules: The UI for the contact frequency rules setting has been updated.  Features Starting On & After October 9, 2024 XM DirectoryMerging Directory Embedded Data: Now when you edit directory data, Qualtrics will provide you suggestions of fields to merge, helping to keep your data as streamlined as possible. Features Starting

  Features Released On Or Before September 25, 2024 EXPseudonymization for Existing Projects (EX): You can now pseudonymize projects that were activated before the Pseudonymization Policy was enabled. Also, pseudonymization settings are now in the retention policy tab in the Data Privacy settings.  Pulse Programs: Pulses have been given many major improvements, including hierarchy support, SMS invites, workflows, and question rotation. Features Starting On & After October 2, 2024 AllNone. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If you have any questions about the product updates featured in this list, our support team is h

 Features Released On Or Before August 28, 2024 AdminAI Administration: Brand Administrators can turn features involving third-party AI generative models on or off for their entire organization. You can also decide whether new third-party generative AI features are enabled by default for your organization.EXExporting EX Report Templates: When exporting an EX report template, dashboard viewers can now export to an editable Powerpoint format.  Features Starting On & After September 4, 2024 AllNone. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If you have any questions about the product updates featured in this list, our support t

 Features Released On Or Before September 4, 2024 DistributionsUpdates to Email Distribution Reminders: The complaint rate of email distributions is now monitored, and reminders cannot be sent for any distributions with a high complaint rate. New reminders cannot be created, and any scheduled reminders will fail.LicensingSelf-Service Licenses: When purchasing a self-service license, you may now confirm and change the datacenter your account will be on. Features Starting On & After September 11, 2024 AllNone. Features Released On Or Before September 4, 2024 Employee Engagement Qualtrics Assist (EX): AI assistant for EX dashboards that guides users through every stage of results analysis.  *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development pro

 Features Released On Or Before September 18, 2024 Survey PlatformScoring With Simple Layout: Scoring summaries are now compatible with the simple layout. Audio & Video Library Filters: The Audio & Video Editor now supports filtering using additional fields.WorkflowsWorkflows Run History: You can change your view on the workflows run history page to view workflows that triggered successfully or workflows that failed to trigger.XM DirectoryAI-Generated Search in XM Directory: You can now enter a text prompt to create AI-generated search criteria when searching directory contacts. Creating Segments: Now you can create segments with all of the same criteria available in directory advanced filtering, including contact activity, relative dates, survey status, and mailing list membership for both number and name of specific lists.360360 Accessibility Updates: Updates to 360 projects for WCAG 2.1 AA accessibility compliance, including a simplified projects list in the Participant Port

   Released On Or Before September 4, 2024 Administration AI Administration: Brand Administrators can turn features involving third-party AI generative models on or off for their entire organization. You can also decide whether new third-party generative AI features are enabled by default for your organization Dashboards Dashboards: Deprecation of the Old Dashboards Experience: The old dashboards experience will be deprecated on August 21, and all dashboards will be automatically updated to the new experience. The option to revert to the old experience will also be removed. This update applies to CX, EX, and BX dashboards, not Results Dashboards or Studio dashboards. DistributionsUpdates to Email Distribution Reminders: The complaint rate of email distributions is now monitored, and reminders cannot be sent for any distributions with a high complaint rate. New reminders cannot be created, and any scheduled reminders will fail.EXExporting EX Report Templates: When exporting an EX report

  Features Released On Or Before August 21, 2024 Dashboards Dashboards: Deprecation of the Old Dashboards Experience: The old dashboards experience will be deprecated on August 21, and all dashboards will be automatically updated to the new experience. The option to revert to the old experience will also be removed. This update applies to CX, EX, and BX dashboards, not Results Dashboards or Studio dashboards. EX DashboardsEX Engagement Benchmark: The EX Engagement benchmark has been updated with refreshed high-performing cut data for 2023, as well as new NPS metrics.  Displaying One-Time Benchmarks: You can now configure one-time benchmarks in EX Dashboards using expert-developed benchmarks, including the new EX Response Rate benchmark.Workflows Custom Cron Expressions in Scheduled Workflows: You can now use custom cron expressions when setting up scheduled workflows. This allows for more personalization and specialized workflow scheduling.   Features Starting On & After August 28,

   Released On Or Before August 7, 2024 Administration Activity Logs: Brand Admins can now audit more actions taken by their users across the Qualtrics platform. In addition, the user interface has improved to make identifying and exporting log data easier than ever. Customer Success Hub: The new Billing Details page is available to all Brand Admins. Here, you can view security and privacy documentation, and seek English-language support for quote and invoice questions. BX Brand Health Tracking (Basic): This guided solution is a reduced version of the classic Brand Health Tracker program. It enables you to understand how your brand stacks up against key competitors on key KPIs like awareness, usage, and equity. Deprecation of Spotlight Insights (BX): Spotlight Insights for BX Global Brand Tracker Programs and related dashboards have been deprecated. Dashboards Dashboard Updates: This update improves the dashboard editing experience for CX, EX, and Results Dashboards. You can now ad

  Features Released On Or Before August 14, 2024 XM Platform Simple Layout: Added support for end of survey response summaries, table of contents, and autocomplete text entry for surveys using Simple layout. New Support Pages Payment, Billing, & Renewals: This page contains information about your financial interactions with Qualtrics, including how to set up Qualtrics as a vendor, update billing contacts, send payments, and more.   Features Starting On & After August 21, 2024 Dashboards Dashboards: Deprecation of the Old Dashboards Experience: The old dashboards experience will be deprecated on August 21, and all dashboards will be automatically updated to the new experience. The option to revert to the old experience will also be removed. This update applies to CX, EX, and BX dashboards, not Results Dashboards or Studio dashboards. Workflows Custom Cron Expressions in Scheduled Workflows: You can now use custom cron expressions when setting up scheduled workflows. This allows

 Features Released On Or Before August 7, 2024 None.  Features Starting On & After August 14, 2024 None.  *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. 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 Roadmap 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.

 Features Released On Or Before July 31, 2024 Admin Activity Logs: Brand Admins can now audit more actions taken by their users across the Qualtrics platform. In addition, the user interface has improved to make identifying and exporting log data easier than ever. Customer Success Hub: The new Billing Details page is available to all Brand Admins. Here, you can view security and privacy documentation, and seek English-language support for quote and invoice questions. BX Deprecation of Spotlight Insights (BX): Spotlight Insights for BX Global Brand Tracker Programs and related dashboards have been deprecated. Workflows Deprecation of Email Received Event: The “email received event” has been removed from the platform. You can no longer use this feature in new workflows, and existing workflows with this event have been removed. XM Platform Shareable Links for Video Highlight Reels: You can now share highlight reels via a web link.  Features Released On Or Before July 31, 2024 XM Platfo