Product Release Notes | XM Community

Product Release Notes

Discover weekly and monthly product release notes, featured updates, & more.

  • 280 Topics
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280 Topics

AmaraW
Administrator
AmaraWAdministrator
published in Product Release Notes

📰 Product News | February and March 2024

Product NewsDuring 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.   February Product Updates Resources   Support page related to the CX Benchmarks Support page related to EX Benchmarks Support page related to minimizing personal data

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AmaraW
Administrator
1 month ago
natmaxwell
Qualtrics Employee
natmaxwellQualtrics Employee
published in Product Release Notes

🚀 Maximize your Program Impact with your Qualtrics Success Package

Are you a Success Package user looking to empower your team and accelerate impact across your XM journey? Whether you already have a program strategy in place or are just getting started, this guide provides a comprehensive overview of everything you need to know to make the most of your investment in Qualtrics.Learn How to Access Your Services Experience Services Tailored to Your Goals Review Best Practices for Effective Services Conversations Additional Resources Learn How to Access Your ServicesWatch the Two-Minute Tips below for a quick overview of how to effectively use and manage your Success Package services directly from your personalized Customer Success Hub: Experience Services Tailored to Your GoalsOnce you’re ready, you can kick off a conversation from your Customer Success Hub at any time by selecting one of the following options:Note: The options available to you will vary depending on your Success Package. If you’re interested in upgrading your package to access addition

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natmaxwell
Qualtrics Employee
2 months ago
Michael_Cooksey
Administrator
Michael_CookseyAdministrator
published in Product Release Notes

Resubscribe to Product Release Notes Now ⚠️

Important Announcement 👈We recently reorganized and consolidated categories on the XM Community! To streamline information and make product announcements easier to find, we now have one, single product release notes category.Because of these changes, your subscription to the release notes category may no longer be valid. Please resubscribe to the product release notes by following these quick steps:Navigate to the product release notes category Click the SUBSCRIBE button at the top of the pageFind the “subscribe” button hereNOTE: If the button says “UNSUBSCRIBE,” that means you are already subscribed, and no action is required. Questions? Ask me in the comments and tag me: @Michael_Cooksey 🤓

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Michael_Cooksey
Administrator
7 months ago
Michael_Cooksey
Administrator
Michael_CookseyAdministrator
published in Product Release Notes

Become An Expert With Grow My Skills Checklists in the Customer Success Hub

What are Grow My Skills checklists? These checklists provide a structured, step-by-step approach to learning all things Qualtrics, making them an ideal resource for both new and experienced users. This concise, organized format ensures that training is not only thorough, but also accessible at your convenience. These checklists demystify complex processes and empower you with the confidence to apply best practices in your projects. By integrating the Grow My Skills checklists into regular training routines, your organization can ensure that everyone is well-equipped to leverage all that Qualtrics has to offer. Here’s a list of the checklists you can check out now:Explore My Qualtrics Resources: Explore the vast array of resources Qualtrics offers, ensuring you can leverage the software to its full potential for impactful results. Want to stay in the know on product updates, network with experts, or even get technical support? This checklist will provide you with the resource that you’r

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Michael_Cooksey
Administrator
1 day ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - May 1, 2024

 Weekly Features - Released On Or Before May 1, 2024 XM DirectoryStandard Contact Timeline View: The timeline view within XM Directory Lite, Tickets, and Transactions has been updated, and now matches the XM Directory timeline view.   Weekly Features - Starting On & After May 8, 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 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

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CarolineH
Qualtrics Employee
7 days ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Monthly Product Release Notes - April 4, 2024 to May 1, 2024

   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

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CarolineH
Qualtrics Employee
7 days ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - April 24, 2024

 Weekly Features - Released On Or Before April 24, 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.   Weekly Features - Starting On & After May 1, 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 happy to help you with your request.  If you have questions about what’

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M
7 days ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - April 17, 2024

 Weekly Features - Released On Or Before April 17, 2024 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. 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 dashboard, entering widget stats and data table mode, and saving widget data to Excel or as a PNG. All resulting functionality is the same.Survey ProjectsResults Dashboards Updates: A new side panel allows you to view a list of all pages and widgets within your dashboard, as well as search for specific widgets by name. This panel can be pinned or hidden. Simple Layout: The simple layout now supports constant sum questions. Slider Question: Slider and bar questions have a new and improved interface. “Graph lines” are now “increments.”XM Platform Total XM Reports: A new project type where you can build and share

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CarolineH
Qualtrics Employee
20 days ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - April 10, 2024

  Weekly Features - Released On Or Before April 10, 2024 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. Studio Button Widget: A new widget that allows you to add links to other resources in your dashboard, such as surveys or help documents. Website / App Insights Frustration Targeting Logic: Display intercepts on your website when visitors show common frustration behaviors (such as rage click, mouse thrash, error click, or dead click). This lets you collect website feedback in the moments that matter most for faster and more precise resolutions.   Weekly Features - Starting On & After April 17, 2024 CoreXMResults Dashboards Updates: A new side panel allows you to view a list of all pages and widgets within your dashboard, as well as search for specific widgets by name. This panel can be pinned or hidden.XM Platform Total XM Reports: A

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CarolineH
Qualtrics Employee
27 days ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Monthly Product Release Notes - March 7, 2024 to April 3, 2024

   Released On Or Before March 6, 2024 BX BX Competitive Benchmarking Solution: Guided Solution for understanding how your brand performs against competitors by measuring how customers rate the brands they use. Customer Success Hub Qualtrics Support AI Assistant: Some users will now see a chatbot in the Customer Success Hub that can answer all manner of product questions. CX Dashboards Credit Union Benchmark: This new CX benchmark allows U.S. credit unions to see how their member experiences compare to other credit unions. Data filters can be used to compare credit unions on measures like member size and total assets. Star Rating Widget: You can choose to display total response count next to the overall average in the star rating widget. Dashboards Legacy Rich Text Editor Widget: You can no longer create new widgets of this type. Existing widgets are not affected, but will be migrated to a new widget type at a future date. We will send communications to customers using the old widget

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CarolineH
Qualtrics Employee
1 month ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - April 3, 2024

  Weekly Features - Released On Or Before April 3, 2024 Employee Experience Data Access Settings: Create Data access tags to flag sensitive fields, then Data access roles to determine who gets to view those fields from the Data Privacy tab of Admin settings. EX Dashboards RN Satisfaction Widget: This new widget calculates nurse satisfaction according to Magnet’s eligibility criteria, allowing organizations to see if they are meeting or exceeding Magnet’s requirements. Website / App Insights Detailed Error Messages in Digital Experience Analytics: You can now view specific information about error messages a user saw during their website session. This can help diagnose issues more accurately and expedite the troubleshooting process. Workflows The Order of Tasks in a Workflow: You can now rearrange the tasks and conditions in a workflow. When your workflow runs, tasks will be executed in order from top to bottom. XM Directory Private Embedded Data in Lists: You can now create mailing li

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CarolineH
Qualtrics Employee
1 month ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - March 27, 2024

  Weekly Features - Released On Or Before March 27, 2024 Customer Success Hub Qualtrics Support AI Assistant: Some users will now see a chatbot in the Customer Success Hub that can answer all manner of product questions. CX Dashboards Star Rating Widget: You can choose to display total response count next to the overall average in the star rating widget. XM Directory Workflows Tab in XM Directory: The Workflows tab within XM Directory allows you to create, edit, and manage workflows. XM Solutions Panel Contact List: The Panel contact list tab of the Audience Management program allows you to filter, import contacts, and create samples for the contact lists in your audience management program.   Weekly Features - Starting On & After April 3, 2024 EX Dashboards RN Satisfaction Widget: This new widget calculates nurse satisfaction according to Magnet’s eligibility criteria, allowing organizations to see if they are meeting or exceeding Magnet’s requirements. XM Directory Private Embed

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CarolineH
Qualtrics Employee
1 month ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - March 20, 2024

  Weekly Features - Released On Or Before March 20, 2024 Dashboards Legacy Rich Text Editor Widget: You can no longer create new widgets of this type. Existing widgets are not affected, but will be migrated to a new widget type at a future date. We will send communications to customers using the old widget type in advance. Going forward, we recommend using our new and improved rich text editor widget. Employee Experience Certified Question Recommendations: In Employee Experience projects, ExpertReview analyzes your survey content and recommends Certified Questions that match your intent, so you can leverage expert-designed best practices. Extensions Tableau Extension: The Tableau extension has been updated to use the Web Data Connector 3.0 version. Follow the instructions in this section for more information on migrating legacy setups. Tickets Ticket Feedback Surveys: You can now create a ticket feedback survey to use in the follow up details of the Ticket Task. XM Directory Deleting

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CarolineH
Qualtrics Employee
1 month ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - March 13, 2024

  Weekly Features - Released On Or Before March 13, 2024 BX BX Competitive Benchmarking Solution: Guided Solution for understanding how your brand performs against competitors by measuring how customers rate the brands they use. CX Dashboards Credit Union Benchmark: This new CX benchmark allows U.S. credit unions to see how their member experiences compare to other credit unions. Data filters can be used to compare credit unions on measures like member size and total assets. Employee Experience Widget Compatibility: Comparison and Demographic Breakout Widgets can no longer be added to either Employee Journey Analytics or CrossXM Analytics. Workflows Lookup Task: New 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 Timeline: The XM Directory touchpoint timeline is now consolidated into the profile card.   Weekly Features - Starting On & After March 20, 2024 Dashboards

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CarolineH
Qualtrics Employee
1 month ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Monthly Product Release Notes - February 8, 2024 to March 6, 2024

   Released On Or Before March 6, 2024 Customer Success Hub Adding File Attachments to Support Tickets: You can now attach files when you respond to an open support ticket in the Customer Success Hub. See the linked support page for file requirements. 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 com

3243
TJMeersman999
QPN Level 2 ●●
2 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - March 6, 2024

  Weekly Features - Released On Or Before March 6, 2024 CX Dashboards Benchmark Editor (CX): The The XMI Customer Ratings Digital benchmark for CX dashboards has been refreshed with 2023 data. EX Dashboards Benchmark Editor (EX): The EX Healthcare benchmark has been refreshed with new data for Q1 2024. Workflows Workflow Loops: Execute a set of automated tasks for multiple entries in a list.   Weekly Features - Starting On & After March 13, 2024 BX BX Competitive Benchmarking Solution: Guided Solution for understanding how your brand performs against competitors by measuring how customers rate the brands they use. Workflows Lookup Task: New 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 Timeline: The XM Directory touchpoint timeline is now consolidated into the profile card.  *Disclaimer: The content provided on this webpage is for informational purposes only an

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CarolineH
Qualtrics Employee
2 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - February 28, 2024

  Weekly Features - Released On Or Before February 28, 2024 EX 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.  Export Filtered Participants List: You can now export a filtered list of participants from your EX directory.  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.   Weekly Features - Starting On & After March 6, 2024 All 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

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CarolineH
Qualtrics Employee
2 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - February 21, 2024

  Weekly Features - Released On Or Before February 21, 2024 CX Dashboards 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. EX 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. 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.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 Ava

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CarolineH
Qualtrics Employee
2 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - February 14, 2024

  Weekly Features - Released On Or Before February 14, 2024 CX Dashboards 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. Customer Success Hub Adding File Attachments to Support Tickets: You can now attach files when you respond to an open support ticket in the Customer Success Hub. See the linked support page for file requirements.   Weekly Features - Starting On & After February 21, 2024 EX Improvements to Scorecard and Question List Export: Soon, you’ll be able to apply “Include all widget content” to scorecard and question list widgets, too. Monthly

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CarolineH
Qualtrics Employee
2 months ago
AmaraW
Administrator
AmaraWAdministrator
published in Product Release Notes

📰 Product News | January and February 2024

Product NewsDuring 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.   January Product Updates Resources Support page related to Dashboard Notifications: https://xmcommunity.info/3Uy5oxf Support page related to SMS / WhatsApp Domains: https://xmcommunity.info/3Szquc9 Support page related to Ticket Workflows: https://xmcommunity.info/3Sv0cYf

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AmaraW
Administrator
2 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Monthly Product Release Notes - January 4, 2024 to February 7, 2024

  Released On Or Before February 7, 2024 Brand Administration SMS/WhatsApp Domain Management: You can now shorten, select, and manage survey links for SMS and WhatsApp distributions in the organization settings. CX Dashboards Benchmark Editor (CX): The Patient Experience benchmark for CX dashboards has been refreshed with data for Q1 2024. Dashboard Notifications: Because much of the same functionality is available in Workflows, dashboard notifications located in the dashboard settings are being deprecated. Learn more about what’s being affected, when, and how to create new notifications going forward. Distributions Custom From Domain Updates: DMARC compliance is now verified by Qualtrics when adding a new Custom FROM domain. The distribution outbox will also display a specific error message for any distributions that fail due to invalid domain configuration. Look & Feel Simple Layout: Drill down questions, external CSS support, and password protection are now compatible with the

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CarolineH
Qualtrics Employee
3 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - February 7, 2024

  Weekly Features - Released On Or Before February 7, 2024 Look & Feel Simple Layout: Drill down questions, external CSS support, and password protection are now compatible with the simple layout. Workflows Contact List Workflows: Set up contact list workflows from the post-survey options to automatically update your contact lists using survey results. Connecting to AWS: When connecting to AWS, you can now connect using cross account resource access. This update affects the Extract data from Amazon S3 and Load data to Amazon S3 workflow tasks. XM Platform Account Settings Update: Account Settings has been redesigned to improve accessibility. To access account usage, view Qualtrics IDs, and grant login access to support, you will need to revert to the legacy Account Settings. You will be able to revert to the legacy version until all legacy settings have been redesigned. 360 Display Logic for 360 Report Visualizations: A new type of display logic based on “rankable items” has bee

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CarolineH
Qualtrics Employee
3 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - January 31, 2024

  Weekly Features - Released On Or Before January 31, 2024 DistributionsCustom From Domain Updates: DMARC compliance is now verified by Qualtrics when adding a new Custom FROM domain. The distribution outbox will also display a specific error message for any distributions that fail due to invalid domain configuration.WorkflowsLoad to SDS Task: This new task updates your supplemental data source automatically on a schedule of your choice.XM PlatformSupplemental Data Sources (SDS): Create a dataset you can reference in autocomplete questions and use to customize survey flows. CSAT Feedback in the Customer Success Hub: You can now leave feedback on your closed support tickets right inside the Customer Success Hub. Tree Testing: A new question type has been added for certain licenses that allow you to measure the efficacy of your website’s information architecture.   Weekly Features - Starting On & After February 7, 2024 Core XMContact List Workflows: Set up contact list workflows from

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CarolineH
Qualtrics Employee
3 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - January 24, 2024

  Weekly Features - Released On Or Before January 24, 2024 CX DashboardsBenchmark Editor (CX): The Patient Experience benchmark for CX dashboards has been refreshed with data for Q1 2024.  Weekly Features - Starting On & After January 31, 2024 WorkflowsLoad to SDS Task: This new task updates your supplemental data source automatically on a schedule of your choice.XM PlatformSupplemental Data Sources (SDS): Create a dataset you can reference in autocomplete questions and use to customize survey flows. *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 suppo

2471
K
3 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - January 17, 2024

  Weekly Features - Released On Or Before January 17, 2024 CX DashboardsDashboard Notifications: Because much of the same functionality is available in Workflows, dashboard notifications located in the dashboard settings are being deprecated. Learn more about what’s being affected, when, and how to create new notifications going forward.TicketingScheduling Settings in Ticket Workflows: Customize which days count towards your ticket workflows. This is helpful if you only want to count business days or if you want to exclude public holidays. Weekly Features - Starting On & After January 24, 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 reaso

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vgayraud
QPN Level 5 ●●●●●
3 months ago

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