Product Release Notes

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

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Introducing Monthly Product Release Notes
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CarolineH
Introducing Weekly Product Release Notes
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KatharineS

natmaxwellQualtrics Employee

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Michael_CookseyAdministrator

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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 page Find the “subscribe” button here NOTE: 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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1 year ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - March 26, 2025

Features Released On Or Before March 26, 2025 Dashboards Record Table Widgets : If respondents upload files with their response, you can now download all of these files from your record table in a zip file. This option is only available in survey Results Dashboards and CX Dashboards, not EX. Directories Locations Tab: A new “Locations” tab has been added to the Location Directory. This update enables you to efficiently search for, view, and edit locations directly inside Qualtrics without the need for file uploads. Distributions WhatsApp Account Setup Within Qualtrics: Users using the WhatsApp sub-account model can now log in to your WhatsApp account directly from the Admin tab during onboarding. This option will only appear once a Twilio and WhatsApp account has been created by your Account Team. Results Dashboards Heat Map Plot: You can now report on heat map plots in Results Dashboards, achieving full parity for this feature with legacy Results. Workflows Load B2B Account Data into

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1 day ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - December 4, 2024

Features Released On Or Before December 4, 2024 Survey Platform Deprecation of Spell Checker : The spell checker in survey tools and survey tools (ex) is being deprecated. This feature will no longer be available after December 4, 2024. Simple Layout is the New Survey Taking Experience: This update removes the term “Simple layout”, and allows you to opt in to the new survey taking experience, which is mobile friendly, completely accessible, and contains new question types. Once you’ve opted in, layouts will disappear from the Look & Feel . You can return to the old layout structure within Survey Options . XM Platform Authentication Organization Settings : A new section of organization setting used to control the login experience for your Qualtrics users. These settings allow you to enforce two-factor authentication and control your login URL. Two-factor authentication will be enabled by default for all new Qualtrics brands. Additionally, SSO settings for SAML and OAuth 2.0 connections

82611

6 days ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - March 12, 2025

There will be no product release notes next week, March 19th, due to the X4 conference. The support site will not be updated and there are unlikely to be any large product updates. Features Released On Or Before March 12, 2025 Dashboards Percentile Rank in Benchmarks: You can now select percentile rank as a metric within the benchmark editor. This option is also available when configuring one-time benchmarks . Employee Experience Saved Dashboard Filters : When saving a dashboard filter in an EX dashboard, there is now an option to include the org hierarchy filter in the saved filter. Features Starting On & After March 19, 2025 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, 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 f

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16 days ago

CarolineHQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - February 26, 2025

Features Released On Or Before February 26, 2025 Customer Success Hub Customer Success Hub : The Customer Success Hub’s homepage has been redesigned to streamline your access to support and resources. For admins, we've made it easier for you to review your license and preferences. Features Starting On & After March 5, 2025 Employee Experience NPS Questions : NPS Questions can now be used in the following EX project types: Engagement, Lifecycle, Pulse, Ad Hoc Employee Research. *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

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21 days ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Monthly Product Release Notes - February 6, 2025 to March 5, 2025

Released On Or Before March 5, 2025 Customer Success Hub Customer Success Hub : The Customer Success Hub’s homepage has been redesigned to streamline your access to support and resources. For admins, we've made it easier for you to review your license and preferences. Dashboards Benchmark Editor (CX) : The XMI Customer Ratings Overall benchmark for CX dashboards has been refreshed with 2024 data. EX Healthcare Benchmark : The EX Healthcare benchmark has been updated with refreshed customer data from Q4 2024. Discover Smart Query : Use artificial intelligence (AI) to generate category rules based on your use case. This can be helpful for building and developing more complex category models in Designer. Employee Experience NPS Questions : NPS Questions can now be used in the following EX project types: Engagement, Lifecycle, Pulse, Ad Hoc Employee Research. Research Hub Survey Results Widgets for Search in Research Hub : Survey cards that are results in the Research Hub Search will displ

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22 days ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - March 5, 2025

Features Released On Or Before March 5, 2025 Discover Smart Query : Use artificial intelligence (AI) to generate category rules based on your use case. This can be helpful for building and developing more complex category models in Designer. Employee Experience NPS Questions : NPS Questions can now be used in the following EX project types: Engagement, Lifecycle, Pulse, Ad Hoc Employee Research. XM Directory Sorting Contacts : You can now sort your contact data alphabetically by contact information, contact statistics, or embedded data fields. Features Starting On & After March 12, 2025 Dashboards Percentile Rank in Benchmarks: You can now select percentile rank as a metric within the benchmark editor. This option is also available when configuring one-time benchmarks . Employee Experience Saved Dashboard Filters : When saving a dashboard filter in an EX dashboard, there is now an option to include the org hierarchy filter in the saved filter. *Disclaimer: The content provided on this

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22 days ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - February 19, 2025

Features Released On Or Before February 19, 2025 Dashboards Benchmark Editor (CX) : The XMI Customer Ratings Overall benchmark for CX dashboards has been refreshed with 2024 data. EX Healthcare Benchmark : The EX Healthcare benchmark has been updated with refreshed customer data from Q4 2024. Research Hub Survey Results Widgets for Search in Research Hub : Survey cards that are results in the Research Hub Search will display widgets from results dashboards if available. Features Starting On & After February 26, 2025 None Features Released On Or Before February 19, 2025 Research Hub Research Hub Homepage : The Home tab of the Research Hub now includes recent searches, recently updated collections, and recently uploaded files. Research Hub Search : Simple explanations have been added to clarify the search experience. You can now narrow down searches to documents you have access to with a single click. The end of relevant search results will be also indicated with a note, although you can

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1 month ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Monthly Product Release Notes - January 9, 2025 to February 5, 2025

Released On Or Before February 5, 2025 API Setting API Rate Limits : Brand Admins can now enforce API rate limits for individual users, putting a cap on how many requests the user can call per minute. Dashboards Dynamic Text in Rich Text Editor : The Rich Text Editor widget now supports displaying date and metrics data as dynamic text. Healthcare Patient Experience Benchmark : The Patient Experience benchmark has been updated with refreshed customer data from Q4 2024. Directories Digital Intercept Activity Filter : You can now filter by your digital intercept activity in XM Directory search. Updated Directories Landing Page: For users with access to multiple directories, the landing page when selecting Directories from the global navigation menu has been updated. On this page you can select and view the Employee Directory , Contacts Directory , and Location Directory . EX Add Participants from Global Directory : A new method for adding participants to EX projects. You can use this opti

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1 month ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - February 12, 2025

Features Released On Or Before February 12, 2025 Website / App Insights Users Tab Updates: The Users tab within Website / App Insights projects has been updated. The process for adding users has been simplified, you can now bulk edit permissions for multiple users, and you can filter the users page to search for users with specific permissions. Workflows Extract Data from Discover Task : This new data extractor task allows you to import your Discover data into Qualtrics. Rebuild XM Directory Segment Task: With this task you can configure a workflow that refreshes a segment to the most updated version. By default, segments are refreshed twice a day, which can delay when segments reflect changes made to directory data. Using this task allows you to rebuild segments on a more frequent schedule, or after a specific event, such as a survey response. Features Starting On & After February 19, 2025 None. Features Starting On & After February 19, 2025 Research Hub Research Hub Search : Simple e

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1 month ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - February 5, 2025

Features Released On Or Before February 5, 2025 API Setting API Rate Limits : Brand Admins can now enforce API rate limits for individual users, putting a cap on how many requests the user can call per minute. Workflows Building Workflows : The Workflows editor has been updated with a streamlined interface to enhance the way you build workflows. SMS Reminders for Email Invites : Now when you set up a reminder for a “Send survey via email” task, you can choose between emails or SMS (text message) reminders. Features Starting On & After February 12, 2025 Website / App Insights Users Tab Updates: The Users tab within Website / App Insights projects has been updated. The process for adding users has been simplified, you can now bulk edit permissions for multiple users, and you can filter the users page to search for users with specific permissions. Workflows Extract Data from Discover Task : This new data extractor task allows you to import your Discover data into Qualtrics. Rebuild XM Dir

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1 month ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - January 29, 2025

Features Released On Or Before January 29, 2025 EX Add Participants from Global Directory : A new method for adding participants to EX projects. You can use this option to search for individual participants that exist in your EX directory and add them to the project. Survey Platform Limit Theme Customization Option : You can now prevent survey builders from customizing from the survey settings . XM Directory Sampling Segments : You can now create a sample from your segments in XM Directory. XM Platform Interaction Report : Call and chat transcripts in XM Discover will now appear in the interaction report. Features Starting On & After February 5, 2025 Workflows Building Workflows : The Workflows editor has been updated with a streamlined interface to enhance the way you build workflows. SMS Reminders for Email Invites : Now when you set up a reminder for a “Send survey via email” task, you can choose between emails or SMS (text message) reminders. *Disclaimer: The content provided on th

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1 month ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - January 22, 2025

Features Released On Or Before January 22, 2025 Dashboards Dynamic Text in Rich Text Editor : The Rich Text Editor widget now supports displaying date and metrics data as dynamic text. Healthcare Patient Experience Benchmark : The Patient Experience benchmark has been updated with refreshed customer data from Q4 2024. Directories Digital Intercept Activity Filter : You can now filter by your digital intercept activity in XM Directory search. EX Exporting Participants: When exporting participants from the EX Directory (either the full directory or a filtered list ), you can now choose to include project-level data in the export. These project fields include the number of projects the participant has been added to, the number of responses submitted by the participant, and a breakdown of these metrics by each individual project. Workflows AI Assistant for Web Service Tasks : The AI Assistant can configure the API integration in web service tasks by reading publicly available API documenta

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2 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - January 15, 2025

Features Released On Or Before January 15, 2025 Directories Updated Directories Landing Page: For users with access to multiple directories, the landing page when selecting Directories from the global navigation menu has been updated. On this page you can select and view the Employee Directory , Contacts Directory , and Location Directory . Workflows AI Assistant for Web Service Tasks : The AI Assistant can configure the API integration in web service tasks by reading publicly available API documentation and setting up the task automatically. XM Platform Email Limits : Default weekly outgoing email limits will now be set based on your license type and user type. A Brand Administrator can still edit the weekly email limit for individual users, and request an email limit increase for the entire brand. Features Starting On & After January 22, 2025 Dashboards Dynamic Text in Rich Text Editor : The Rich Text Editor widget now supports displaying date and metrics data as dynamic text. Direct

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2 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Monthly Product Release Notes - December 5, 2024 to January 8, 2025

Released On Or Before January 8, 2025 Discover Machine Learning Sentiment (Discover): Machine learning evaluates the positivity/negativity of text and assigns sentiment labels to sentences across all supported languages. If it is enabled, this kind of sentiment replaces the previous rules-based approaches. Pulse Transferring Pulse Programs : You can now transfer ownership of Pulses using Project admin, just like other EX projects. Workflows Is In List Operator: New operator for workflow conditions that evaluates a comma-separated list of values and returns “True” if there is an exact match. Send Survey via Email Task: A new Workflow task to send a survey via email when a workflow is triggered. You can send this survey to individual contacts, an entire mailing list, a sample, a segment, or a transaction group. This task offers improved functionality over the XM Directory task and should be used instead. XM Platform Automatic Survey Closure: This new setting in survey options allows you

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2 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - January 8, 2025

Features Released On Or Before January 8, 2025 Pulse Transferring Pulse Programs : You can now transfer ownership of Pulses using Project admin, just like other EX projects. XM Platform Automatic Survey Closure: This new setting in survey options allows you to close all in-progress survey sessions when the survey availability date (or other survey expiration date) is reached. New Support Pages Employee Experience Journeys : A guide on how to use Journeys features, including journey chart widgets, with Employee Experience projects. Journeys in Qualtrics : A guide on how to understand how stages and outcome metrics work, as well as an overview of how to create Qualtrics journeys. Features Starting On & After January 15, 2025 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, change the timing of any product feature rollout, change the functionalit

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2 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - December 18, 2024

These are the last Weekly Release Notes for 2024. No new content or updates will be published to the Support Site , Customer Success Hub , or Product Roadmap from December 19, 2024 to January 2, 2025. Features Released On Or Before December 18, 2024 Workflows Is In List Operator: New operator for workflow conditions that evaluates a comma-separated list of values and returns “True” if there is an exact match. Send Survey via Email Task: A new Workflow task to send a survey via email when a workflow is triggered. You can send this survey to individual contacts, an entire mailing list, a sample, a segment, or a transaction group. This task offers improved functionality over the XM Directory task and should be used instead. XM Platform Automatic Survey Translation : You can now use Amazon or Google services to automatically translate your survey text. Subdomain Redirects : Starting December 18, 2024, if your survey URL contains a subdomain that you do not own, then the survey URL will red

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3 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - December 11, 2024

Features Released On Or Before December 11, 2024 Discover Machine Learning Sentiment (Discover): Machine learning evaluates the positivity/negativity of text and assigns sentiment labels to sentences across all supported languages. If it is enabled, this kind of sentiment replaces the previous rules-based approaches. New Support Pages XM Directory Triggers in Workflows: XM Directory Triggers are being deprecated in Q1 2025, which includes the deprecation of both Automatic List Enrollment and Message Triggers. You can achieve the same functionality using Experience ID Change Events in Workflows. Features Starting On & After December 18, 2024 Workflows Is In List Operator: New operator for workflow conditions that evaluates a comma-separated list of values and returns “True” if there is an exact match. Send Survey via Email Task: A new Workflow task to send a survey via email when a workflow is triggered. You can send this survey to individual contacts, an entire mailing list, a sample,

4542

3 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Monthly Product Release Notes - November 7, 2024 to December 4, 2024

Released On Or Before December 4, 2024 Directories Location Directory Settings: Location directories now have a location settings menu where you can edit, update, and delete location data sources. EX Employee Led 360 Projects : A new type of 360 project that allows for more individual flexibility. Employees can opt-in to receiving 360 feedback, choose who’d they’d like to receive feedback from, and decide when they’d like to receive feedback based on their individual development goals. Engagement Headlines Widget : The algorithm used to calculate strengths and opportunities has been improved. This update only applies to engagement headlines widgets in newly created dashboards; widgets in existing dashboards have not been updated. Journeys Employee Journey Analytics and CrossXM Analytics: The backend data infrastructure for Employee Journey Analytics and CrossXM Analytics projects has been updated to the new data modeler. Only newly created projects can use the new data modeler. Existin

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3 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - November 20, 2024

Due to the Thanksgiving holiday, there will be no release notes next week. Features Released On Or Before November 20, 2024 Directories Location Directory Settings: Location directories now have a location settings menu where you can edit, update, and delete location data sources. Features Starting On & After November 27, 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, 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 contribut

3950

4 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - November 13, 2024

Features Released On Or Before November 13, 2024 EX Employee Led 360 Projects : A new type of 360 project that allows for more individual flexibility. Employees can opt-in to receiving 360 feedback, choose who’d they’d like to receive feedback from, and decide when they’d like to receive feedback based on their individual development goals. Engagement Headlines Widget : The algorithm used to calculate strengths and opportunities has been improved. This update only applies to engagement headlines widgets in newly created dashboards; widgets in existing dashboards have not been updated. Journeys Employee Journey Analytics and CrossXM Analytics: The backend data infrastructure for Employee Journey Analytics and CrossXM Analytics projects has been updated to the new data modeler. Only newly created projects can use the new data modeler. Existing projects will be placed in an “Archived” state and will have limited functionality. XM Platform Interaction Report : A new report for Brand Admini

4672

4 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Monthly Product Release Notes - October 3, 2024 to November 6, 2024

Released On Or Before November 6, 2024 Administration Admin Reports : You can now export the API Usage Details table as a CSV or TSV file. CX Dashboards Quick Service Restaurants Benchmark: The Quick Service Restaurant benchmark has been added for CX dashboards. With this benchmark, you can use insights from other organizations to analyze customer experiences in an increasingly competitive landscape. Dashboards Healthcare Patient Experience Benchmark : The Patient Experience benchmark has been updated with refreshed customer data from Q3 2024. New dimensions have also been added, including Length of Stay, Trauma Level, and Readmission Rate. Secondary Y-Axis in Line & Bar Chart Widget : You can now set a minimum and maximum for the secondary Y-axis in the Line & Bar Chart widget. EX Drivers of Attrition : This prebuilt employee journey helps you analyze attrition trends in your organization. Engagement Summary Visualization Updates: The Engagement Summary visualization in report templat

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4 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - November 6, 2024

Features Released On Or Before November 6, 2024 Workflows API Usage Threshold Event : A new Workflows event that allows you to monitor your brand’s API usage and trigger a workflow when the usage meets critical levels. Features Starting On & After November 13, 2024 XM Platform Interaction Report : A new report for Brand Administrators that shows the interaction consumption for your current Qualtrics license. This is a detailed view of your data consumption allowing for greater transparency into your license usage. Interactions can be survey responses, online reviews, video screen captures, and more. Please note that this report is currently only available for single product or single suite CX and Strategy & Research licenses on the new simplified pricing and packaging plans . 360 Employee Led 360 Projects : A new type of 360 project that allows for more individual flexibility. Employees can opt-into receiving 360 feedback, choose who’d they’d like to receive feedback from, and decide w

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4 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - October 30, 2024

Features Released On Or Before October 30, 2024 Administration Admin Reports : You can now export the API Usage Details table as a CSV or TSV file. CX Dashboards Quick Service Restaurants Benchmark: The Quick Service Restaurant benchmark has been added for CX dashboards. With this benchmark, you can use insights from other organizations to analyze customer experiences in an increasingly competitive landscape. EX Drivers of Attrition : This prebuilt employee journey helps you analyze attrition trends in your organization. Engagement Summary Visualization Updates: The Engagement Summary visualization in report templates has been updated. A horizontal bar visualization type and the ability to add visualization-level filters have been added, and it is now WCAG 2.1 AA compliant. Participation Summary Visualization Updates: The Participation Summary visualization in report templates has been updated. A horizontal bar visualization type has been added, and the visualization is now WCAG 2.1 AA

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4 months ago

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Product Release Notes

Overview (2)

Introducing Monthly Product Release Notes

Introducing Weekly Product Release Notes

Motivational Playlist

Product Release Notes

Overview (2)

Introducing Monthly Product Release Notes

Introducing Weekly Product Release Notes

Motivational Playlist

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