Product Release Notes

  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 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 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 pr

 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 te

  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. Research Hub: Build your own searchable research libr

 Features Released On Or Before July 24, 2024 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. Dashboards Dashboard Updates: This update improves the dashboard editing experience for CX, EX, and Results Dashboards. You can now add dashboard elements anywhere within a dashboard page, duplicate items underneath the original item, hover over a widget to open additional editing options, and have rich text editor widgets automatically adjust their height to fit your dashboard content.  Features Starting On & After 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.  XM Platform Research Hub: Build your own searchabl

  Features Released On Or Before July 17, 2024 EX Candidate Experience Programs: Custom metrics are now compatible with Candidate Experience Programs, enabling the use of custom use-case metrics and the XM Directory Respondent Funnel. New Support Pages Course Evaluations Overview: This new support page provides a basic overview of Course Evaluations. This feature allows you to create course evaluations for individual courses in your organization, and distribute these evaluations to students you upload into your directory.   Features Released On Or Before July 17, 2024 XM Platform Insight Explorer: An AI-powered tool that looks at your open-ended feedback to identify top themes, headlines, and helpful summaries.  Features Starting On & After July 24, 2024 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, usa

 Features Released On Or Before July 10, 2024 Workflows Importing Curl to Web Service Tasks: Web service tasks now let you import curl commands, which populate the task configuration automatically. Given that most Qualtrics and 3rd-party API docs often provide curl commands, this can make web service setup much faster and easier. XM Directory 2 Step Opt-Out for XM Directory: There is now a 2-step process when recipients click the opt-out link within a Qualtrics distribution. This decreases accidental opt-outs caused by email scanning bots using unsubscribe links.  Features Starting On & After July 17, 2024 All None.  Features Starting On & After July 17, 2024 XM Platform Insight Explorer: An AI-powered tool that looks at your open-ended feedback to identify top themes, headlines, and helpful summaries.  *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 liab

   Released On Or Before July 3, 2024 APIAPI Rate Limit Change: To ensure more reliable product performance, limits were updated for a number of XM Directory API calls.Customer Success HubEmail Preferences: Manage and customize your email preferences for Qualtrics communications from the Email Preferences section of the Customer Success Hub.CX DashboardsRespondent Funnel in the Data Modeler (CX): Using the data modeler, you can now build dashboards with respondent, contact, and survey data, all in the same reports.DashboardsCustom Metrics: The interface for custom metrics in dashboards has been updated for an improved user experience. Editable Widgets in PPTX Export: When exporting Results Dashboards and BX Dashboards, there’s an option to download widgets that are editable in powerpoint. Legacy Dashboard Access: The button to access legacy dashboards has been moved to Dashboard Settings and the switch-back banner has been removed. This applies to CX, EX, BX Dashboards, and Results Das

  Features Released On Or Before July 3, 2024 EXCandidate Experience Benchmark: The Candidate Experience benchmark has been added for EX dashboards. This new benchmark allows EX organizations to compare the performance of their candidate program against global norms.Online Reputation ManagementReview Responses in Tickets: You can now respond to customers from Online Reputation Management projects directly within tickets. Features Starting On & After July 10, 2024 WorkflowsImporting Curl to Web Service Tasks: Web service tasks now let you import curl commands, which populate the task configuration automatically. Given that most Qualtrics and 3rd-party API docs often provide curl commands, this can make web service setup much faster and easier. *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 th

  Features Released On Or Before June 26, 2024 DashboardsEditable Widgets in PPTX Export: When exporting Results Dashboards and BX Dashboards, there’s an option to download widgets that are editable in powerpoint.DistributionsOnline Panels: Online panels are a new distribution method for survey projects. Researchers can use online panels to access Qualtrics’ network of panel partners, define targeting criteria for their desired audience, and launch to respondents from directly within the platform.CX DashboardsRespondent Funnel in the Data Modeler (CX): Using the data modeler, you can now build dashboards with respondent, contact, and survey data, all in the same reports.EXGenerating Test Responses (EX): You can now generate test responses for Engagement, Lifecycle, Ad Hoc Employee Research, and Pulse projects. This allows you to build a sample dataset based on your org hierarchy to test your dashboard and roles before launching your program.StatsiQRandomize Conjoint Features: The order

 Features Released On Or Before June 20, 2024 DashboardsCustom Metrics: The interface for custom metrics in dashboards has been updated for an improved user experience. Legacy Dashboard Access: The button to access legacy dashboards has been moved to Dashboard Settings and the switch-back banner has been removed. This applies to CX, EX, BX Dashboards, and Results Dashboards.DiscoverIntelligent Scoring: Intelligent scoring navigator provides a space where you can create, edit, and manage rubrics used in intelligent scoring.ExtensionsArcGIS Integration: The ArcGIS Map question type and extension allows you to collect and analyze geospatial data within your surveys, enhancing the depth and scope of research. Location-based data can be collected with the ArcGIS question, providing precise geographic context to responses. This data can then be sent to ArcGIS using the Update ArcGIS workflow task, allowing for granular visualization and analysis.New Support PagesSMS Credits & Opt-Outs: I

Note: Due to the Juneteenth holiday, release notes will be sent on Thursday next week (June 20th). Features Released On Or Before June 12, 2024 APIAPI Rate Limit Change: To ensure more reliable product performance, limits were updated for a number of XM Directory API calls. Customer Success HubEmail Preferences: Manage and customize your email preferences for Qualtrics communications from the Email Preferences section of the Customer Success Hub. XM PlatformProject Collaboration Permissions: If you invite someone to collaborate on a survey, and give access to “View Restricted Data,” the collaborator must also have the “View Restricted Data” user permission enabled. If not, the user won’t be able to view the survey’s restricted data. Users can reach out to a Brand Administrator to get their permissions changed. This change applies to survey, Engagement, Lifecycle, Ad Hoc Employee Research, and 360 projects. Granting Login Access to Support: Granting login access to Qualtrics Support has

   Released On Or Before June 5, 2024 CX DashboardsData Models (CX): Data models now support derived data (such as custom fields and scoring categories).DashboardsCustom “From” Address for Full Record Views: Some CX widgets allow you to send emails when viewing a full response record. If your brand has a custom from address, this email will send from your brand’s address. This update affects the record grid, record table, and response ticker widgets.EXEX Engagement Benchmark: The EX Engagement benchmark uses a 3-year rolling average to calculate scores. This benchmark has been updated with data from 2021-2023 from 27 million respondents and can be added to your dashboard now using the dashboard benchmark editor. Microsoft Teams Distributions (EX): You can now send Engagement and Ad Hoc Employee Research survey invitations and reminders via Microsoft Teams.ExtensionsAdobe Analytics Extension: To support Adobe’s deprecation of Service Account (JWT) authentication, you can now use OAuth a

Features Released On Or Before June 5, 2024 EXEX Engagement Benchmark: The EX Engagement benchmark uses a 3-year rolling average to calculate scores. This benchmark has been updated with data from 2021-2023 from 27 million respondents and can be added to your dashboard now using the dashboard benchmark editor.WorkflowsExtract Data From SFTP Task: A new option, “Use strict validation,” has been added to automatically reject misconfigured files.  Features Starting On & After June 12, 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 tea

Features Released On Or Before May 29, 2024 DashboardsCustom “From” Address for Full Record Views: Some CX widgets allow you to send emails when viewing a full response record. If your brand has a custom from address, this email will send from your brand’s address. This update affects the record grid, record table, and response ticker widgets. EXMicrosoft Teams Distributions (EX): You can now send Engagement and Ad Hoc Employee Research survey invitations and reminders via Microsoft Teams.NotificationsTypes of Notifications: A new notification has been added to the “Admin” notification. Brand Administrators and users with access to Digital Experience Analytics will now be notified when their license’s session replay usage hits thresholds of 25%, 50%, 75%, 90%, and 100%.Website / App InsightsLinking Website / App Insights Projects with XM Directory: Intercepts within Website / App Insights projects can now only be linked to a single directory. Projects previously linked to multiple dire

Features Released On Or Before May 22, 2024 CX DashboardsData Models (CX): Data models now support derived data (such as custom fields and scoring categories).ExtensionsLocation Directory: The Location Directory can now be accessed from the Directories tab within the Global Navigation menu. It is also still linked when you create a location selector question or when you create a reputation management project based on searching the web.  Features Starting On & After May 29, 2024 EXMicrosoft Teams Distributions (EX): You can now send Engagement and Ad Hoc Employee Research survey invitations and reminders via Microsoft Teams.Website / App InsightsLinking Website / App Insights Projects with XM Directory: Intercepts within Website / App Insights projects can now only be linked to a single directory. Projects previously linked to multiple directories have been moved to a single directory. Features Starting On May 29, 2024 XM DirectoryAI Recommended Segments: The Segments tab within XM

   Released On Or Before May 1, 2024 CX DashboardsDigital Program Data as a CX Dashboard Source: You can now visualize data from your digital programs, such as Page Views, Impressions, and Clicks, within CX dashboards. This allows for a holistic view of the health of your digital programs, with operational and experience data in one place. Dashboards Benchmark Editor (CX): The Patient Experience benchmark for CX dashboards has been refreshed with data for Q2 2024, while also adding support for more benchmark cuts, such as Specialty. StudioAllow User and Group Exports: You can now adjust whether you want all of the users in your organization to be able to export user and group information. Button Widget: A new widget that allows you to add links to other resources in your dashboard, such as surveys or help documents. Widget Menu Changes: Menus on widgets have been consolidated for clarity. This includes copying widgets to other dashboards, moving widgets to the top or bottom of the da

Features Released On Or Before May 15, 2024 Survey ProjectsResponse Clarity Validation: New validation option for text entry questions. When enabled, response clarity validation uses Qualtrics internal large language model to analyze a survey respondent’s answer and prompts them to provide more details if their response is vague or doesn’t fully answer the question.XM PlatformManager Assist: Manager Assist will be enabled by default for all brands created after May 13, 2024. Brands created before this date will have to activate Manager Assist for it to be visible.  Audio & Video Editor Library: The audio & video editor now contains a data table with all audio and video responses. Also, the sentiment, transcript, and clip functionalities have been updated.   Features Starting On & After May 22, 2024 None Features Starting On May 29, 2024 XM DirectoryAI Recommended Segments: The Segments tab within XM Directory will now suggest Ai-generated segments. These segments leverage a