Monthly Product Release Notes - February 8, 2024 to March 6, 2024 | XM Community
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Released On Or Before March 6, 2024

 

Customer Success Hub

CX Dashboards

  • Benchmark Editor (CX)The The XMI Customer Ratings Digital benchmark for CX dashboards has been refreshed with 2023 data.

  • Response Ticker Widget Updates: The new “Show Email tab in full response” display option allows you to view the Email tab and send emails from a full response before a ticket is created.

  • Transactional Data in Dashboards: You can now get transactional data into the same dashboard as your customer survey data, allowing you to combine qualitative and quantitative data into a more insightful analysis.

  • Using Segment Data in Dashboards: The way you add segment data to dashboards has been significantly improved. Now you can create both mapper and model datasets with segment membership information, and combine it with the rest of your directory contact data as desired.

EX

  • Benchmark Editor (EX): The EX Healthcare benchmark has been refreshed with new data for Q1 2024.

  • Engagement Headlines Widget: Multiple improvements to the Engagement Headlines widget, including the ability to change the number of displayed strengths and opportunities, and the ability to add a widget-level filter to support multiple data sources.

  • Engagement Headlines Widget: You can now use Engagement Headlines widgets in Pulse projects.

  • Export Filtered Participants List: You can now export a filtered list of participants from your EX directory.

  • Federal Employee Viewpoint Benchmark: A new EX benchmark that uses the Office of Personnel Management Federal Employee Viewpoint Survey (OPM FEVS) to assess how federal employees experience the policies, practices, and procedures characteristic of their agency and its leadership. 

  • Improvements to Scorecard and Question List Export: Now when you export scorecard or question list widgets to JPG or PDF, there’s a setting you can use to make sure none of the results will be cut off. Once “Include all widget content” is enabled, data doesn't have to be visible on the dashboard page to be included in exports.

Studio

  • Spaces Menu: The Spaces menu allows you to navigate to other pages within Studio. These spaces were previously accessed from the Avatar menu. The Avatar menu now contains simplified options.

Workflows

  • Operational Pulse Task: New third-party workflow task that allows you to integrate with SysTrack to update contact data in XM Directory and send surveys based on sensors in SysTrack.

  • Workflow Loops: Execute a set of automated tasks for multiple entries in a list.

New Support Pages

  • Minimizing Personal Data Collection and Use in Qualtrics: Across the XM Platform, there are many ways to help protect your respondents’ personal data, whether you’re collecting data or reporting on it. On this page, we’ve compiled all of the different methods in one place.

 

 

Starting On & After March 13, 2024

 

BX

Workflows

  • Lookup TaskNew task in workflows allowing you to perform a data lookup in your workflow. You can use the returned data in subsequent tasks in your workflow.

XM Directory

  • Touchpoint TimelineThe XM Directory touchpoint timeline is now consolidated into the profile card.

 

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 Monthly Product Release Notes here.

Is the workflow looping feature now open as a non preview task? Its hard to tell from this post. Its in both the March 6th and 13th section and when I go to the documentation it looks like its not in preview mode anymore. Is there certain licenses this should be on for? Or did it get turned on for all CX brands?

 

Thanks in advance!! :) 


@TJMeersman999 There are 2 separate workflow features -- Workflow Loops and the Lookup Task. Workflow Loops are available to everyone with access to workflows as of March 6, and the new Lookup Task will be launching next week on March 13!


@TJMeersman999 There are 2 separate workflow features -- Workflow Loops and the Lookup Task. Workflow Loops are available to everyone with access to workflows as of March 6, and the new Lookup Task will be launching next week on March 13!

I was reading that wrong. And thats great news. Thank you, Caroline! :) 


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