Monthly Product Release Notes - September 7, 2023 to October 11, 2023

Released On Or Before October 11, 2023

Customer Success Hub

• Use My Services: Choices have been clarified and streamlined, and the user interface has been refreshed.

CX Dashboards

• Benchmark Editor (CX): The XMI Consumer Ratings - Overall benchmark for CX dashboards has been refreshed with data for 2023.

• Benchmark Editor (CX): The patient experience benchmark has been updated with data collected from the previous quarter.

CX & EX Dashboards

• Benchmark Editor (EX & CX): The data used to determine NPS benchmarks has been refreshed and updated for 2023. 

• Studio in Qualtrics Dashboards: Combine the powerful reporting and analytical capabilities of the XM Discover and Qualtrics platforms by embedding a Studio dashboard in a Qualtrics dashboard. Compatible with EX and CX dashboards.

Dashboards

• Saving Dashboard Dataset Changes: Now when the dashboard is reindexing, dashboard viewers won’t lose access to the dashboard, seeing the old version until the new data loads. This applies to all dashboard types.

Developer Portal

• Developer Portal: When building custom extensions in the developer portal, you can now use the JWT bearer grant type for extensions that use OAuth2 authentication. 

EX

• Pseudonymization Policy (EX): Location fields are no longer default anonymized fields when the psuedonymization policy is turned on. These fields can be added to the pseudonymization policy from the field selection.

Lifecycle

• Emails (Lifecycle): The interface for sending email messages in Lifecycle projects has been updated with several notable improvements. You can now send emails to a participant’s personal email address and you can include an inline email question in your email. You can still schedule single and recurring project invites and reminders. Please note that this feature replaces Lifecycle Message Automations. 

Online Reviews

• Connecting to Google Places: Now you can use Reputation Management projects to connect to your Google Business account faster and easier than before.

• Search the Web for Reviews: Now Reputation Management projects can search the web for reviews of your business. You don’t even need login credentials for any of these review sites to do this!

Report Templates (EX)

• Scorecard in Reports Templates: Scorecard visualizations now support significance testing, dynamic benchmarks, and all visualization types, such as the histogram and percentile. 

• Question List in Reports Templates: Question lists now support dynamic benchmarks and all visualization types, such as the percentile.

Stats iQ

• R Code Templates for Stats iQ: When using R Coding in Stats iQ, you can select from multiple analysis templates to make using R easier and more efficient.

Studio

• Embedding Qualtrics Dashboards in XM Discover: You can now use Studio as a single reporting platform by adding your dashboards in Studio books if you have access to XM Discover and CX or EX dashboards.

Text iQ

• Additional Enrichments in Text iQ: Advanced Text iQ now includes additional text analysis dimensions by default. Qualtrics has built cross-lingual machine learning models that assign categories to each text response for the following dimensions: actionability, effort, emotion, and emotional intensity.

Ticketing

• Ticket Workflows: You can now skip Saturdays and Sundays when calculating length of time in ticket workflows.

• Ticket Reporting Data: Two new metadata fields have been added to ticket reporting: Activity and Comments.

XM Directory

• Spotlight Insights (CX) for Segments: Using spotlight insights to create XMD segments has been deprecated.  

• XM Directory Manual Import Updates: The user interface for manually importing contacts to XM Directory has been updated. The new manual import experience is WCAG 2.0 accessibility compliant.

Workflows

• Delayed Start Workflows: You can now set workflows to always delay for a specified amount of time every time they’re triggered.

• Merge Task: Combine data from multiple datasets into one merged dataset. This gives users the ability to view data from multiple sources in one convenient place and build dashboards and analyze results across surveys.

• ServiceNow Event: You can now download the Qualtrics Connection Manager as an app in ServiceNow. This app allows you to control which tables your users can access when creating a Qualtrics workflow.

• SSH Key Generation for SFTP Workflows: When setting up a workflow task that uses an SFTP connection, you can use SSH authentication. This update allows you to generate SSH keypairs within the Qualtrics platform so you do not need to manage your own SSH keys. This update affects the extract data from SFTP files task and the load data into SFTP files task.

• Subscription Changes within Experience ID Change Event: You can now configure the Experience ID Change event to trigger tasks as a result of subscription changes in your directory or mailing lists.

• XM Discover Event: You can now start workflows in Qualtrics based on scorecard alerts created in Discover.

360

• Participant Options (360): A new option called “Allow giving feedback” has been added to participant options in 360 projects. This option controls access to the “Give feedback” section in the 360 Participant Portal. Additionally, the “Evaluator settings” section has been renamed to “Give feedback settings”.

Starting On & After October 18, 2023

Dashboards

• New Dashboard Experience: You’ll now be opted into the new dashboards experience by default, although you can switch back as needed. The new and improved experience includes a refreshed interface, simplified page management, more flexible navigation, better accessibility, and more! EX, BX, and CX dashboards are affected. Internal note: No date has been set yet for the retirement of Dashboards 1.0.

Design XM

• Unmoderated User Testing Question: ​​​​This new question type allows survey participants to record and upload a video or audio recording that answers questions about the prototype or live website they are presented.

EX

• Enhanced Anonymity for Data Fields: This update introduces a simplified way to configure enhanced anonymity, including adding a new option to hide data points below the response threshold, improved terminology of anonymity field types, and improved logic when displaying sensitive data fields in widgets with other fields. This update will not change any dashboard data, however it may change the data groupings you see crossing multiple fields in widgets.

• Heat Map Widget (EX): You can now compare breakouts to a historical data source.

Ticketing

• Add Attachments to Tickets: Ticket owners, users with edit access, and brand administrators are able to upload up to 10 files into tickets. This feature is only available in the new ticket owner experience. 

• Ticket Filters: If you leave the follow-up page, the filters applied to that page will save and be automatically enabled when you return. This feature is only available in the new ticket owner experience.

Workflows

• Workflow Loops: Automate the extraction of entries in a list, then use this info to execute other tasks. For example, you can send an NPS summary to each store manager containing the average NPS for their store, or send a monthly employee satisfaction score to each people manager in the organization.

XM Directory

• Updates to Creating Directories: When creating a new directory, directory admins can now choose between creating an XM Directory directory or an XM Directory Lite directory. Depending on your license, existing XMD Lite directories can also be converted to XM Directory directories.

XM Solutions

• Audience Management Updates: Audience Management now includes a Panelist App, a centralized landing page where panelists can view all studies available to them. Brand Admins can customize this app and add individual surveys to it. 

• Guided Solutions: A new guided solution, the UX Research Card Sorting solution, has been added. This guided solution is designed to improve the user experience associated with websites, apps, or other products. Use this solution to help UX researchers learn how users think about their content, which enables UX designers to create products that are intuitive to their users.

• 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.