Product Release Notes

  Released On Or Before July 5, 2023 BX Dashboards Filtering Dashboard Pages by Measure Groups: You can now filter BX Dashboard pages by measure group fields. Filtering by specific fields allows for widget consolidation, as fewer widgets are needed to display measure group data. CX Customer Experience Programs: Create a program to organize surveys, dashboards, website feedback projects, and more into one cohesive container. CX Dashboards Custom Calendars: Customize time periods for your dashboard data, such as a fiscal week, month, quarter, or year. Magnet® Submission Report: The Magnet® widget now allows you to export key charts and data for your ANCC submission packet. Support documentation is not yet available, and will be coming soon with additional widget enhancements. Magnet® Widget: You can now use any custom date field in the Magnet widget’s setup (such as discharge date). Twitter Widget Deprecation: You can no longer make new Twitter widgets. Existing Twitter widgets no l

    Weekly Features - Released On Or Before July 5, 2023 CX Dashboards Magnet® Submission Report: The Magnet® widget now allows you to export key charts and data for your ANCC submission packet. Support documentation is not yet available, and will be coming soon with additional widget enhancements. Table Widget: You can now add up to 3 rows and columns to the table widget. Distributions Distribution Health Notification: This setting allows you to receive a weekly email summary of all recent distributions for a particular active survey, including the number of emails sent, failed, or bounced in the last week. This can be useful to see an overview of how effective your distributions are, and if there is anything you can do to improve them in the future. Workflows Basic Transform Task: This  task allows you to edit and validate your raw data automatically in order to export into your preferred format.  Extract Contact List From HubSpot Task: This new workflows task allows you to simpl

    Weekly Features - Released On Or Before June 28, 2023 CX Dashboards Magnet® Widget: You can now use any custom date field in the Magnet widget’s setup (such as discharge date). EX Export Scores by Org Unit: Export a CSV spreadsheet containing all hierarchy units, along with their response count, question and category scores, comparisons, and benchmarks. This data can be useful for audits and quality assurance. Printed Reports (EX & 360): You can now use piped text in the headers and footers of your 360 and EX reports. Workflows Workflow and Task Failures: New setting for workflows that allows you to control if your workflow continues to run if one of its tasks fails. XM Platform Onboarding Checklists: Curated sets of videos, articles, subject matter expertise, and more in the Customer Success Hub, where you can mark your progress with your XM Platform journey.  Weekly Features - Starting On & After July 5, 2023 CX Dashboards Magnet® Submission Report: The Magnet® widget n

    Weekly Features - Released On Or Before June 21, 2023 CX Customer Experience Programs: Create a program to organize surveys, dashboards, website feedback projects, and more into one cohesive container. Dashboards Response Ticker Widget (CX): The new Response Ticker Widget has an updated, simplified configuration panel. This widget is available in CoreXM and CX Dashboards. Ticketing New Ticket Owner Experience: The Tickets follow-up page has been redesigned with an updated ticket configuration, new metrics, and improved navigation. This feature will be gradually rolling out until the end of 2023. Workflows Delayed Start Workflows: Schedule a time period where a workflow should be temporarily held. This is especially useful if you want to pause a workflow automatically over a recurring holiday or outside of working hours. Survey Language Selection in Survey Response Events: Now when you create workflows based on survey responses collected, you can decide what language to translate

  Weekly Features - Released On Or Before June 14, 2023 BX Dashboards Filtering Dashboard Pages by Measure Groups: You can now filter BX Dashboard pages by measure group fields. Filtering by specific fields allows for widget consolidation, as fewer widgets are needed to display measure group data. CX Dashboards Custom Calendars: Customize time periods for your dashboard data, such as a fiscal week, month, quarter, or year. Twitter Widget Deprecation: You can no longer make new Twitter widgets. Existing Twitter widgets no longer display data.  Dashboards Adding Measure Groups to Subset Ratio Metrics: You can now add a measure group as a numerator or denominator within a subset ratio metric. EX Benchmark Editor (EX): The Engagement benchmark for EX dashboards has been refreshed with aggregated data from 2020-2022. Please note that the refreshed benchmark is not automatically applied to existing dashboards. To use the updated benchmark, go to the benchmark editor and select the updated

Product News During the first week of each month, we will post a short video highlighting three Qualtrics product updates. These videos offer members a video overview of selected product updates included in the Monthly Product Release Notes.   May Product Updates Resources: Related Support Pages: Converting Dashboard CSV Sources to Imported Data Project Sources Creating an Imported Data Project Compatibility of Google Sheets Formulas Quotas

  Weekly Features - Released On Or Before June 7, 2023  Workflows GPT Task: New task in workflows. This task integrates with ChatGPT to allow you to build workflows that enable scenarios such as summarizing text, extracting information from text, generating responses based on text, generating code, classifying text, translating text, and more. Load Responses to Survey Task: This task allows you to load data from other data sources into a Qualtrics survey.  Weekly Features - Starting On & After June 14, 2023 BX Dashboards Filtering Dashboard Pages by Measure Groups: You can now filter BX Dashboard pages by measure group fields. Filtering by specific fields allows for widget consolidation, as fewer widgets are needed to display measure group data. CX Dashboards Custom Calendars: Customize time periods for your dashboard data, such as a fiscal week, month, quarter, or year. Dashboards Adding Measure Groups to Subset Ratio Metrics: You can now add a measure group as a numerator or de

  Released On Or Before June 7, 2023 Customer Journey Optimizer Customer Journey Optimizer: The Customer Journey Optimizer is a new set of features that allow you to monitor customer data and events to understand the customer’s experience when interacting with your company, product, or brand.  These sets of experiences, known as journeys, can be used to orchestrate and optimize your customers' experiences. This feature is an add-on to your Qualtrics license.  CX Dashboards Record Table Widget: Introducing new and improved column formatting for dates, durations, and links. Twitter Widget Deprecation: You can no longer make new Twitter widgets. Existing Twitter widgets no longer display data. Dashboards Confirmation for Changing Widget Type: A new confirmation window now appears when you change the widget type of an existing dashboard widget. This ensures that existing widget configurations are not lost unintentionally. This update applies to CX, BX, and EX dashboards. Importing a C

  Weekly Features - Released On Or Before May 31, 2023 All None.  Weekly Features - Starting On & After June 7, 2023 Workflows Load Responses to Survey Task: This task allows you to load data from other data sources into a Qualtrics survey.  Monthly Features - Starting On June 21, 2023 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 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 visi

  Weekly Features - Released On Or Before May 24, 2023 Customer Journey Optimizer Customer Journey Optimizer: The Customer Journey Optimizer is a new set of features that allow you to monitor customer data and events to understand the customer’s experience when interacting with your company, product, or brand.  These sets of experiences, known as journeys, can be used to orchestrate and optimize your customers' experiences. This feature is an add-on to your Qualtrics license.  Dashboards Confirmation for Changing Widget Type: A new confirmation window now appears when you change the widget type of an existing dashboard widget. This ensures that existing widget configurations are not lost unintentionally. This update applies to CX, BX, and EX dashboards. ExtensionsExtract Data from Amazon S3: You can now use workflows to extract data from Amazon S3 for use elsewhere in Qualtrics, such as employee or customer directories. Load Data into Amazon S3: You can now use workflows to load data f

 Weekly Features - Released On Or Before May 17, 2023 Survey Platform Importing & Exporting Surveys: Improvements to the document survey importer. This feature now supports .docx files and has additional file formatting options.  Text iQ Text iQ Interface Update and Hierarchical Topics: The interface for Text iQ has been updated. Additionally, you can now create hierarchical topics with up to 5 levels to show the complex relationships between related topics. This feature will begin rolling out May 10, 2023. All customers will have the feature enabled by May 23, 2023. ​​​​​​Workflows Google Sheets Task: Now when you integrate with Google Sheets, we support most formulas. See linked for a list of incompatible formulas.  Monthly Features - Released On May 17, 2023 CX Dashboards Record Table Widget: Introducing new and improved column formatting for dates, durations, and links. Dashboards Importing a CSV as a CX Dashboard Source: The ability to import a CSV as a data source in CX Dashb

Released On Or Before May 3, 2023 Brand Administration OAuth 2.0: You can now add OAuth 2.0 SSO connections for your organization, including Google. Retention Policies Updates: You can now anonymize any embedded data fields in your directory, not just a few preset fields. Scheduling Retention Policies: When setting up a retention policy, Brand Admins can specify if the policy should run daily, weekly, monthly, quarterly, or yearly.CX Dashboards CX Dashboard Sharing Updates: Updates to the logic used when sharing CX Dashboard projects, including how users and dashboard permissions are displayed when adding Project Administrators as individual dashboard users. Dashboards Deprecated Widgets: There is now a schedule for when deprecated widgets will be removed from the creation menu. This will only affect what new widgets you can create, not existing widgets you have in your dashboard. Engagement Selecting Multiple Org Hierarchy Units: This feature is now compatible with current unit com

  Weekly Features - Released On Or Before May 10, 2023 Employee Experience Pulse: A new employee program type that allows you to gather targeted employee feedback on a regularly scheduled basis. This feature will be rolling out between May 3, 2023 and May 10, 2023. Text iQ Text iQ Interface Update and Hierarchical Topics: The interface for Text iQ has been updated. Additionally, you can now create hierarchical topics with up to 5 levels to show the complex relationships between related topics. This feature will begin rolling out May 10, 2023. All customers will have the feature enabled by May 23, 2023.  ​​​​​​XM Platform Using Your Own SMS Provider: Vonage and MessageBird are now available as SMS providers. XM Solutions EX25 for Healthcare XM Solution: This solution measures the key indicators and topics that drive the employee experience in healthcare, and contains a pre-made survey, message, dashboard, and guided action plans. This enables healthcare organizations to gain insight int

 Weekly Features - Released On Or Before May 3, 2023 Dashboards Patient Experience Benchmark Refresh: The Patient Experience Benchmark has been refreshed to include data from Q1 2023. The data is available within the benchmark editor settings menu in dashboards. Employee Experience Pulse: A new employee program type that allows you to gather targeted employee feedback on a regularly scheduled basis. This feature will be rolling out between May 3, 2023 and May 10, 2023. Extensions Embedding Profile Cards in ServiceNow: You can embed information about XM Directory contacts on your ServiceNow page. XM Platform Custom Organization Resources in the Help Window: Brand administrators can customize the content that appears in the “Your Organization’s Resources” section of the in-product help window for their entire organization.  Weekly Features - Starting On & After May 10, 2023 Text iQ Text iQ Interface Update and Hierarchical Topics: The interface for Text iQ has been updated. Additiona

  Weekly Features - Released On Or Before April 26, 2023 Brand Administration OAuth 2.0: You can now add OAuth 2.0 SSO connections for your organization, including Google. CX Dashboards CX Dashboard Sharing Updates: Updates to the logic used when sharing CX Dashboard projects, including how users and dashboard permissions are displayed when adding Project Administrators as individual dashboard users. EX Employee Record Access Control: New feature for EX directory admins to control the participant data available to project administrators when importing participants from the directory. Extensions Reporting SDK Plugin: This plugin allows partners to use the Developer Portal to build custom widgets that can be added to any Qualtrics dashboard. Workflows Extract Run History Reports from Workflows Task: Update to the extract run history reports from workflows task. You now have more flexibility in choosing which workflows you’d like to be included in your export.  Extract Employee Data fr

Released On Or Before April 5, 2023 BX Brand Tracker Deprecation: Brand Tracker XM Solutions have been replaced by a new and improved Brand Program.    BX Dashboards Distinctive Associations Widget (BX): The “Customize Data Visibility” option can be used for determining which data values to display in your Distinctive Associations Widget.    CX CX Quickstart Program Guidance: Programs created from the CX foundational quickstart now display cards recommending the next best steps to set up your program. These cards further automate the setup process by taking you to specific places in the platform to complete the necessary tasks.  CX Dashboards Frontline Reminders Widget (CX): The frontline reminder widget displays distribution data and allows non-admin users to send survey completion reminders directly from a dashboard with respondent funnel data.  Dashboards Dashboard Viewer: The Dashboard Viewer app provides a standalone workspace for dashboard users to view and engage with the BX, DX

 Monthly Features - Released On April 19, 2023 XM Platform Project Approval: Project approvals can now be set at either a brand level or division level. XM Solutions Location Data Management: You can now create one source of truth for all location-specific data, and then easily reference it on a survey using our new location selector question. Weekly Features - Released On Or Before April 19, 2023 Engagement Selecting Multiple Org Hierarchy Units: This feature is now compatible with current unit comparisons. New Support Pages Response Reports: We will be retiring report.php links in the future. See our migration guide for solutions to common scenarios where this link may appear in your projects. A date of deprecation has not been set yet, but will be communicated in advance. Starting On & After April 26, 2023 Brand Administration OAuth 2.0: You can now add OAuth 2.0 SSO connections for your organization, including Google. EX Employee Record Access Control: New feature for EX direct

  Released On Or Before April 12, 2023Brand Administration Retention Policies Updates: You can now anonymize any embedded data fields in your directory, not just a few preset fields. Scheduling Retention Policies: When setting up a retention policy, Brand Admins can specify if the policy should run daily, weekly, monthly, quarterly, or yearly.Dashboards Deprecated Widgets: There is now a schedule for when deprecated widgets will be removed from the creation menu. This will only affect what new widgets you can create, not existing widgets you have in your dashboard. WorkflowsETL Workflows: A streamlined, guided setup for ETL workflows has been added to the Workflows page. Updates to Add Contacts and Transactions to XMD Task: Data sources for this task now have a limit of 500 MB.   Workflow Run History: The run history for workflows has been updated. You can now drill down into each task in a workflow run to view more information about that specific workflow run.  XM Directory Filtering

 Released On Or Before April 5, 2023EX Heat Map Widget (EX): The heat map widget has been updated to have a new interface and streamlined setup. Text iQ Table Widget (CX + EX): The Text iQ table widget is now available for EX dashboards. Updated Scorecard Widget (EX): The Scorecard widget in Employee Experience projects has been redesigned. The widget also now includes all dashboard data sources by default.  Extensions Adding Extension Accounts: You can now edit the credentials for accounts added in the Admin Extensions page.  Website / App Feedback Renaming Types of Guided Intercepts: After conducting user research, we’ve renamed the following features: Custom HTML is now Custom embedded feedback Embedded feedback is now Templated embedded feedback Mobile embedded feedback is now Embedded app feedback 360 360 Reports: Legacy subject reports have been removed from the platform. For our improved reporting, please see 360 Reports Basic Overview. Starting On & After

 CoreXM Question Actions: The option “Replace from library” has been added to question actions in the survey builder. Dashboards Dashboard Export to PPTX & DOCX: Users can now export CX, BX, and EX dashboard pages as PPTX and DOCX files. For PPTX exports, each widget is saved as an image within a slide. For DOCX exports, all widgets are saved as images within the document. Patient Experience Benchmark Refresh: The Patient Experience Benchmark has been refreshed to include data from Q4 2022. The data is available within the benchmark editor settings menu in dashboards. Design XM Conjoint & Maxdiff Sample Projects: DesignXM trial users will have access to 2 new sample projects that will help them explore Qualtrics’ Conjoint and MaxDiff solutions. Employee XM Manager Assist App: Manager Assist is a centralized hub where managers can view and act on employee experience insights. Within Manager Assist, managers can view all of their team engagement dashboards and access tools, suc

 Released On Or Before March 29, 2023CX CX Quickstart Program Guidance: Programs created from the CX foundational quickstart now display cards recommending the next best steps to set up your program. These cards further automate the setup process by taking you to specific places in the platform to complete the necessary tasks. CX Dashboards Frontline Reminders Widget (CX): The frontline reminder widget displays distribution data and allows non-admin users to send survey completion reminders directly from a dashboard with respondent funnel data. Dashboards Dashboard Viewer: The Dashboard Viewer app provides a standalone workspace for dashboard users to view and engage with the BX, DX, and CX dashboards they have access to. This feature will begin rolling out March 29, 2023. All customers will have the feature enabled by April 5, 2023. EX Gap Charts & Agreement Charts (360): The gap and agreement charts in 360 reporting have been updated. You can now rearrange the order in which item

 Released On Or Before March 22, 2023BX Brand Tracker Deprecation: Brand Tracker XM Solutions have been replaced by a new and improved Brand Program. Extensions Linking Qualtrics & Salesforce: The “Sandbox” and “Production” Salesforce tasks in Workflows have been combined into a single task. You can now specify the type of Salesforce account when adding a new Salesforce connection. Text iQ Sentiment Analysis: Legacy sentiment analysis users have been moved over to the updated 5-label model. XM Directory Transaction Change Events within Experience ID Contact Change Event: You can now create workflows triggered by changes in contact transactions. XM Platform In-Product Dynamic Help Window: The Help Window is now localized into Japanese, French, German, Italian, Spanish (LA), and Brazilian Portuguese.  Starting On & After March 29, 2023CX CX Quickstart Program Guidance: Programs created from the CX foundational quickstart now display cards recommending the next best steps to set u

Released On Or Before March 15, 2023New Support Pages Best Practices for XM Directory Contacts: New page detailing available methods for adding and updating contacts within XM Directory. BX Dashboards Distinctive Associations Widget (BX): The “Customize Data Visibility” option can be used for determining which data values to display in your Distinctive Associations Widget. Extensions Developer Portal: You can now share extensions with organizations that don’t have brand admins. These extensions will be flagged as in “preview” and not officially certified by Qualtrics. XM Platform Logging In With Email: You can now log into your account with either your username or the email address associated with the account. New Dashboards Experience: Dashboards have been redesigned for better accessibility, page management, and overall navigation. Results Dashboards Report Pages: You can now generate a report page with statistics table widgets. You can also select multiple widgets from the avail

 Released On Or Before March 8, 2023Workflows Creating Survey Triggered Workflows Outside Survey Projects: If you create a workflow triggered by a survey response within the stand-alone Workflows page, you will be prompted to move the workflow into your survey project. Survey Response Events for Multi-Language Surveys: New options had been added to the survey response event for handling response data for surveys with multiple languages. XM Platform Bot Manager Cookies: New cookies have been added to the product to help with bot identification and platform security.   Starting On & After March 15, 2023BX Dashboards Distinctive Associations Widget (BX): The “Customize Data Visibility” option can be used for determining which data values to display in your Distinctive Associations Widget. Extensions Developer Portal: You can now share extensions with organizations that don’t have brand admins. These extensions will be flagged as in “preview” and not officially certified by Qualtrics