Product Release Notes

Brand AdministrationRetention Policies: New ability to create an anonymization policy, which automatically anonymizes survey responses once they reach a certain age.User Divisions: The Divisions page has been updated with a new and improved interface.DashboardsConfiguring One-time Benchmarks: One-time benchmarks can now be created and filtered within CX and EX dashboards to quickly visualize benchmark datasets.Line and Bar Chart Widgets: The Simple Chart is being split into three different charts: Line, Horizontal Bar, and Vertical Bar.Unified Benchmark Editor: Relaunch of the Benchmark Editor for Dashboards. The user interface is now the same across CX and EX dashboards, and self-service access is now available for EX benchmarks.Employee XMImport Survey: Since you can now create EX projects from a QSF file, the import survey function has been removed from the Tools menu of EX projects. This change applies to engagement, lifecycle, ad hoc employee research, and 360 projects.ExtensionsF

Released On Or Before July 6, 2022 Brand AdministrationRetention Policies: New ability to create an anonymization policy, which automatically anonymizes survey responses once they reach a certain age. DashboardsConfiguring One-time Benchmarks: One-time benchmarks can now be created and filtered within CX and EX dashboards to quickly visualize benchmark datasets.Line and Bar Chart Widgets: The Simple Chart is being split into three different charts: Line, Horizontal Bar, and Vertical Bar. WorkflowsJira Task Updates: The UI for the Jira task has been updated to be consistent with the appearance of other workflow tasks.Starting On & After July 13, 2022 CX DashboardsAction Plan Metric Tracking (CX): Metric action planning allows users to measure the impact of strategic action-taking with metrics from their customer feedback dashboards.XM SolutionsETX Technology Experience Assessment XM Solution: This new guided solution helps organizations understand how employees feel about the service an

Released On Or Before June 29, 2022 XM DirectorySurvey Link Expiration for SMS in XMD Automations: Survey link expiration now applies to SMS invitations and SMS surveys sent through XM Directory automations.XM PlatformCX Relationship Health Collection: This new collection in the catalog groups together existing projects that assess customer health, and contains information about methodology and expected outcomes for relationship health programs.Sample Projects Update: The number of steps & features within the sample project guidance has been reduced.Translate Survey: Update to the survey translation experience, including a new overview page, streamlined translation imports, and accessibility improvements.XM SolutionsAudience Management Program: Improvements to the program, including regionalized demographics questions, a customizable thank you message, and additional dashboard widgets to track panel health over time.Starting On & After July 6, 2022Brand AdministrationRetention Policies

Released On Or Before June 22, 2022Brand AdministrationUser Divisions: The Divisions page has been updated with a new and improved interface.DashboardsUnified Benchmark Editor: Relaunch of the Benchmark Editor for Dashboards. The user interface is now the same across CX and EX dashboards, and self-service access is now available for EX benchmarks.ExtensionsFacebook Messenger Extension Deprecation: The Facebook Messenger Extension has been deprecated. Reputation ManagementSoliciting Reviews with ReviewTrackers Deprecation: Soliciting Reviews with ReviewTrackers has been deprecated. The same functionality is available with the Solicit Reviews question.Website / App FeedbackThemed Templates for Website Feedback: You can now import themes as templates for website feedback configuration. This functionality is available for the following intercepts: Responsive Dialog, Feedback Button, Embedded Feedback, Mobile Embedded Feedback, and Mobile App Prompt.XM DirectoryTime Window for SMS Distribut

Released On Or Before June 15, 2022XM PlatformBrowser Compatibility: Starting June 15, 2022, Qualtrics is ending support for the Internet Explorer browser to align with Microsoft’s decision to retire the web browser. Affected users should switch to a compatible web browser to continue accessing the XM Platform. Read more about the Internet Explorer retirement on this Microsoft support page.Email Distribution Error Messages: Help text has been added to provide more information when distributions contain bounced emails.Employee XMImport Survey: Since you can now create EX projects from a QSF file, the import survey function has been removed from the Tools menu of EX projects. This change applies to engagement, lifecycle, ad hoc employee research, and 360 projects.WorkflowsWeb Service Tasks: Web services in workflows can now have mutual TLS enabled.Load B2B Account Data into XM Directory Task: The “Load Data into XM Directory Task” has been renamed to the “Load B2B Account Data into XM Di

Brand AdministrationCustom From Domains: SPF records and an additional MX record pointing to Qualtrics servers are now required for custom FROM domains configured after May 10, 2022. Custom FROM domains configured prior to May 10, 2022 do not require an additional SPF and MX record.CoreXMSample Project User Testing: Starting March 24, some CoreXM users may see a sample project called “Product Tour & Sample Project” in the catalog. This change is in user testing and is not GA to all.DashboardsEmbedding Dashboard Widgets in Third Party Software: Added ability to embed dashboard widgets into ServiceNow. This functionality is already available for Salesforce. Employee EngagementJapanese Stress Check Solution: This new guided solution allows companies operating in Japan to run a stress check survey as mandated by the Japanese government. The solution contains a stress check survey, an individual report, and a dashboard for managers and admins to view aggregate scores.Org Hierarchy Editor Im

Released On Or Before June 8, 2022Website / App FeedbackAutomatic Contact Creation for Digital Intercepts: Digital intercepts can automatically create XMD contacts when an intercept is evaluated.Improvements to Guided Workflow Creatives: UI updates for creatives created using a guided workflow, including the addition of global navigation at the top of the creative editor, a footer indicating the number of steps remaining to set up the creative, and the removal of the deployment page from the guided workflow setup. Starting On & After June 15WorkflowsWeb Service Tasks: Web services in workflows can now have mutual TLS enabled.*Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.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. I

We are excited to announce a new status page at status.qualtrics.com! This page offers several improvements, including the ability to subscribe to notifications of major incidents via email and a history of past incidents.To subscribe to our new page, please visit status.qualtrics.com and click on the “Subscribe to Updates” button in the top right. From there you can enter your email address and choose which product areas you would like to receive updates on.

Released On Or Before June 1, 2022 XM SolutionsManaging Custom XM Solutions: Custom XM Solutions, such as EX Team Voice, are tailor-made for your organization. This page explains how to control which users in your organization have access to these features.EX Team Voice: Solutions tailor-made for your organization that your users can distribute, but can’t edit, enabling HR teams to maintain a content standard of their choosing.Starting On & After June 8*Website / App FeedbackAutomatic Contact Creation for Digital Intercepts: Digital intercepts can automatically create XMD contacts when an intercept is evaluated. *Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.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

Released On Or Before May 25, 2022Brand AdministrationCustom From Domains: SPF records and an additional MX record pointing to Qualtrics servers are now required for custom FROM domains configured after May 10, 2022. Custom FROM domains configured prior to May 10, 2022 do not require an additional SPF and MX record.DashboardsEmbedding Dashboard Widgets in Third Party Software: Added ability to embed dashboard widgets into ServiceNow. This functionality is already available for Salesforce. On April 13, 2022, we indicated that you could get a notification when a dashboard export is ready for download. This change has been rolled back. Related changes have been removed from the support site, and we will include this feature in the weekly release notes when it launches in the future.Employee EngagementJapanese Stress Check Solution: This new guided solution allows companies operating in Japan to run a stress check survey as mandated by the Japanese government. The solution contains a stres

Released On Or Before May 18, 2022 Employee EngagementOrg Hierarchy Editor Improvements (EE): In addition to reliability improvements, uncommonly used unit tools have been removed to reduce redundancy and in-product messaging has improved. These changes are for engagement hierarchies only. This feature will be gradually rolled out to eligible customers starting May 18, 2022 and concluding June 6, 2022.360Importing Evaluators from the Global Directory (360): Evaluators can now be imported to 360 projects from the global directory. All associated evaluator metadata will also be imported.Starting On & After May 25 DashboardsEmbedding Dashboard Widgets in Third Party Software: Added ability to embed dashboard widgets into ServiceNow. This functionality is already available for Salesforce. Employee EngagementJapanese Stress Check Solution: This new guided solution allows companies operating in Japan to run a stress check survey as mandated by the Japanese government. The solution contains a

Brand AdministrationUser Types: Updated UI for creating and editing user types from the admin page.CX DashboardsCustom Calendars (CX): The previously launched custom calendars functionality in CX Dashboards has been rolled back. This page has been removed from the support site, and we will include this feature in the weekly release notes when it launches in the future.Employee XMAction Planning 2.0: Action planning in EX projects has an updated UI with more streamlined options and simplified processes.Anonymous Responses (Admin): Brand admins in organizations with EX licenses can now set brand-wide minimums for anonymity thresholds.SMS Distributions (EX): SMS distributions are now available for Lifecycle projects.SMS Distribution Reminders (EX): You can now send an SMS reminder to an SMS distribution. New Support PagesMigrating to Results Dashboards: New support page on creating Reports in Results-Reports vs. Results Dashboards. Also includes answers to commonly asked migration questio

Released On Or Before May 11, 2022New Support PagesMigrating to Results Dashboards: New support page on creating Reports in Results-Reports vs. Results Dashboards. Also includes answers to commonly asked migration questions.Website / App FeedbackGoogle Data Layer Targeting for Website Feedback: Google Data Layer variables can now be used within Website Feedback for dynamic targeting and embedded data capture. This feature will be gradually rolled out to eligible customers starting May 11, 2022 and concluding May 17, 2022. WorkflowsFrontline Feedback Task Updates: New fields have been added to the frontline feedback task, including Assignee, Client, Status, and Tags. Custom Fields set up within a Frontline Feedback project can also be added to the task. Starting On & After May 18CoreXMSample Project User Testing: Starting March 24, some CoreXM users may see a sample project called “Product Tour & Sample Project” in the catalog. This change is in user testing and is not GA to all.Employe

The XM Platform is constantly updating and improving. Monthly Product Release Notes serve as a way to record recent updates to the product with links to the support site. As an added bonus, we'll include support pages that might've had big edits clarifying how existing features work.What kinds of updates are included here?New products Changes to existing products (both big and small) New support pages and other step-by-step guidesSince this category is more focused on product updates than the support site itself, we will exclude tinier site updates, like rewording a sentence, changing a typo, or a minor screenshot change. However, if a small support site change majorly affects workflow or understanding of functionality, we try to include it. How often will posts be added to this category? Monthly on the first Wednesday of every month. How do I subscribe to these updates?You must be a registered member of the Qualtrics Community before you can subscribe. Luckily, anyone with a Qualtrics

Released On Or Before May 4, 2022 Employee XMAction Planning 2.0: Action planning in EX projects has an updated UI with more streamlined options and simplified processes.Starting On & After May 11 Website / App FeedbackGoogle Data Layer Targeting for Website Feedback: Google Data Layer variables can now be used within Website Feedback for dynamic targeting and embedded data capture. This feature will be gradually rolled out to eligible customers starting May 11, 2022 and concluding May 17, 2022. WorkflowsFrontline Feedback Task Updates: New fields have been added to the frontline feedback task, including Assignee, Client, Status, and Tags. Custom Fields set up within a Frontline Feedback project can also be added to the task. *Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.If you have any questions about the product updates featured in this list, our support team is happy to help you with your req

Released On Or Before April 27, 2022CX DashboardsCustom Calendars (CX): The previously launched custom calendars functionality in CX Dashboards has been rolled back. This page has been removed from the support site, and we will include this feature in the weekly release notes when it launches in the future.Employee XMSMS Distributions (EX): SMS distributions are now available for Lifecycle projects.Anonymous Responses (Admin): Brand admins in organizations with EX licenses can now set brand-wide minimums for anonymity thresholds.XM PlatformNew User Navigation Tour: A brief tour showing new users how to use the platform. At the end of the tour, users will have the option to access short introductory videos in Basecamp. Brand administrators can enable and disable this tour for their users under user, user type, or group permissions.Starting On & After May 4 Employee XMAction Planning 2.0: Action planning in EX projects has an updated UI with more streamlined options and simplified proces

Released On Or Before April 20, 2022Brand AdministrationUser Types: Updated UI for creating and editing user types from the admin page.Employee XMSMS Distribution Reminders (EX): You can now send an SMS reminder to an SMS distribution. This feature was launched last week.Last week, we incorrectly indicated that expiration links were available for SMS distributions in EX projects. Related changes have been removed from the support site, and we will include this feature in the weekly release notes when it launches in the future.Starting On & After April 27Employee XMSMS Distributions (EX): SMS distributions are now available for Lifecycle projects.Anonymous Responses (Admin): Brand admins in organizations with EX licenses can now set brand-wide minimums for anonymity thresholds.XM PlatformNew User Navigation Tour: A brief tour showing new users how to use the platform. At the end of the tour, users will have the option to access short introductory videos in Basecamp. Brand administrators

Released On Or Before April 13, 2022 CX DashboardsSpotlight Insights (CX): A straightforward report that highlights which of your customer segments scored above or below average in their response to key metrics of your choice.LifecycleMessage Automations: New option when setting up message automations. Allows you to update invited counts in the dashboard as messages are sent.Website / App FeedbackWebsite / App Feedback Statistics: Website Feedback “clicks” will now increment when a website visitor interacts with the intercept. Previously, a click was incremented when the survey loaded, regardless if the respondent clicked it or not. Additionally, starting May 2022, Page View, Impression and Click metrics will only show data for the past 2 years. WorkflowsGoogle Sheets Task Updates: In addition to adding data to a Google Sheet, the Google Sheets task can now be used to look up data within an existing Google Sheet. This data can be used in subsequent workflow tasks. XM DirectoryXM Direct

Brand AdministrationRetention Rules: Set a brand-wide policy for how long Qualtrics stores survey response data. Every 24 hours, survey responses older than the configured threshold will be deleted. Exceptions can be set to allow individual surveys to have a different retention period.CX DashboardsNavigating Dashboards on the Projects Page: Update to how CX dashboards are displayed on the Projects page. CX projects can now be expanded to show all dashboards within the project directly from the Projects page.Spotlight Insights (CX): A straightforward report that highlights which of your customer segments scored above or below average in their response to key metrics of your choice.Data & AnalysisEmployee EngagementEX25 XM Solution: New XM solution for establishing a baseline for employee engagement programs.Employee XMExpiration links for SMS (EX): You can now set expiration dates on the links sent through SMS (text messages).ExtensionsDynamics Response Mapping & Web to Lead: Update to

On April 13, we launched an updated In-Product Dynamic Help Window, accessed by clicking the question mark icon in the upper right corner of the Qualtrics product..The new Dynamic Help Window can help you: Search and view support articles directly in the Dynamic Help Window within the product, improving the previous suboptimal workflow that required switching between the Support Site and product while working.View curated, recommended support articles and searches based on where you are working in the product. Over time, this feature will grow smarter, and improve the ability to provide even better recommendations.Easily find and navigate to other help resources, including Basecamp, Community, Weekly Product Release Notes, and more.Get in contact with support via the Support Portal without needing to re-enter your credential.The new Help experience is now available to all users who have their Qualtrics account language set to English (EN-US). Additional languages are planned for the fu

Released On Or Before April 6, 2022 Brand AdministrationRetention Rules: Set a brand-wide policy for how long Qualtrics stores survey response data. Every 24 hours, survey responses older than the configured threshold will be deleted. Exceptions can be set to allow individual surveys to have a different retention period.ExtensionsDynamics Response Mapping & Web to Lead: Update to the Microsoft Dynamics task interface. No changes in feature functionality.Managing Extension Domains: Allows Brand Admins to determine what domains certain third party extensions can connect to.Free AccountsFree Accounts: Can now export data. Free accounts will be deleted after 13 months of inactivity, but we will send reminder emails leading up to this time, and logging in resets this timer.XM DirectoryFile Import Sources for Contact Automations: The list of supported ciphers for SFTP sources has changed.360Multiple Data Sources in New 360 Reports: Data sources in 360 report visualizations can be reordered.S

Released On Or Before March 30, 2022ExtensionsSalesforce Response Mapping: Cosmetic changes for Salesforce response mapping. No changes to functionality. Customers will be migrated to the new experience over the coming months. New customers will have the new experience enabled by default. Hubspot Extension: Cosmetic changes for the Hubspot task in workflows. No changes to functionality. ReportsResults Table Visualization: This table now shows line breaks in feedback by default. This feature is included in 360, survey reports, and more.Reputation ManagementSolicit Reviews Question: A new question type that makes it easier than ever to solicit reviews for popular apps like Google Reviews, Facebook, G2, and more.WorkflowsWorkflows: Update to editing workflows, including access to run history, revision history, notification settings, and sharing settings directly while editing a workflow. Microsoft Teams Task: The UI for creating Microsoft Teams tasks in the workflows tab has been updated.

Released On Or Before March 23, 2022Website / App FeedbackDigital Feedback vs. CustomerXM for Digital: Website / App Feedback has been split into Digital Feedback and CustomerXM for Digital. Digital Feedback offers an introduction to Website / App Feedback, and limits the number of intercepts you can create, as well as offering limited targeting logic and creative types. WorkflowsAnomaly Detection Events: You can now build workflows based on anomalous behavior (spikes/drops) in the response counts of your surveys.Managing Existing Workflows: Update to workflows management. You can now enable, disable, or delete workflows in bulk. XM DirectoryRegion Specific Certified Questions: Region specific demographic questions are now available when adding certified questions to a survey. Data collected from these questions is automatically mapped back to XM Directory.XM SolutionWell-being at Work Solution: The Well-being at Work Solution is a pre-built engagement program that allows you to unders

Released On Or Before March 16, 2022CX DashboardsNavigating Dashboards on the Projects Page: Update to how CX dashboards are displayed on the Projects page. CX projects can now be expanded to show all dashboards within the project directly from the Projects page. Employee EngagementEX25 XM Solution: New XM solution for establishing a baseline for employee engagement programs. WorkflowsScheduled Workflows: Update to scheduled workflows, adding ability to set start and stop dates. Scheduled workflows created before this update will be set to run immediately and never stop by default, but they can be edited to include start/stop dates.Starting On & After March 23 WorkflowsAnomaly Detection Events: You can now build workflows based on anomalous behavior (spikes/drops) in the response counts of your surveys.Managing Existing Workflows: Update to workflows management. You can now enable, disable, or delete workflows in bulk. XM DirectoryRegion Specific Certified Questions: Region specific de

CoreXMLook & Feel: The old look & feel editor has been deprecated.AccessibilityAccessibility Check Moved to ExpertReview: The Accessibility Checker has been moved from the Tools menu to ExpertReview. When reviewing a survey users will now see survey error, survey methodology, and accessibility suggestions all in one place.Brand AdministrationSMTP Relay: Users can now set up an SMTP relay without reaching out to Qualtrics Support. SMTP relays allow you to send distributions in Qualtrics using your own domains.CX DashboardsAccount Management Command Center (CX): You can now map data from multiple sources to the same account by using the accountExternalReferenceID field.Key Drivers Widget: Analysis Method: Feature that allows you to change the calculation in a key drivers widget to relative importance analysis instead of Pearson, the old default.DistributionsUsing Your Own SMS Provider: Infobip is now available as an SMS provider.Employee EngagementEmployee Journey Analytics: A new EX pro