Entries that are bolded indicate recent product updates. To submit your own support page update requests or feedback, please use the Feedback intercept you can find on the support site.
CoreXM
- Viewing Customer Activity on Tickets: If your license has XM Directory and a ticket is generated for a contact from your directory, you can view the contact’s information and touchpoint timeline from the ticket.
- XM Directory Funnel Event: New event in global actions, allows users to start workflows based on events from XM Directory, such as contact opt-out.
- Validation: Page revised for clarify, additional examples.
- Scheduled Actions: Actions can now be triggered on a schedule instead of being based on an event. See Scheduled Actions vs. Event-Based Actions and Scheduled Actions.
- Getting Notified When a Scheduled Action Succeeds: With the release of scheduled actions also comes a unique notification that can be set for them.
- CSV/TSV Upload Issues: Updates to steps and new helpful tips.
- Relevant ID: This Fraud Detection setting has been updated so that you can chose the timeframe after which a respondent is no longer flagged as a duplicate.
- CX COVID-19 Solutions Terms of Use: Updated for Customer Confidence Pulse (including 2.0), Digital Open Door, & Frontline Connect.
- Sending Surveys with the Slack App: Changes to how multiple choice and NPS questions are visualized when embedded in Slack. HTML emojis are now compatible with embedded Slack surveys.
- Finding Qualtrics IDs: New section on finding Survey IDs.
- Return to Work Pulse 2.0: An updated version of the Return to Work Pulse COVID-19 XM Solution. Available to existing EX users.
- Participant Tools (EX): The “Update Invited Counts” job has been moved from the Response Rates widget to the Participant Tools menu. Note: this feature is slowly being rolled out to different data centers over the next week.
- Importing Engagement Participants: There is now an error-checker to detect common file issues when uploading Engagement participants. This update does not impact Lifecycle or General Feedback - their importer is documented here.
- EX COVID-19 Solutions Terms of Use: Updated for Return to Work Pulse (including 2.0), Remote + Onsite Work Pulse, Remote Educator Pulse, and Healthcare Workforce Pulse.