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10000 Topics
AlexandreLeduc
QPN Level 4 ●●●●
AlexandreLeducQPN Level 4 ●●●●
asked in Survey Platform
SMS distributions

Hello all,I have a few questions about SMS distributions. Is Qualtrics able to use RCS (Rich Communication Services) to include images for example or only SMS (regular text messages)? I think i know the answer but i prefer to double check When a telco provider, lets say Twilio, is providing a 1-800 XXX-XXXX (long) phone number, is it possible to shorten it in any way via QUaltrics, a bit like we can personnalize the sender’s email or is it Twilio that would provide a short number? Is it possible to configure an automatic No-reply message if respondent writes back to the phone number? If yes, I assum it counts in the SMS credits available?Thanks in advance

160
AlexandreLeduc
QPN Level 4 ●●●●
R
Repo
asked in Survey Platform
How to send data with web service to Salesforce Account Engagement Form Handler?

Has anybody experience on how to send data from qualtrics survey with the web service to the form handler in Account Engagement? 

272
R
T
Level 2 ●●
TimOHLevel 2 ●●
asked in Survey Platform
Manually flag response for follow up

Hiya qualtrics hivemind!I am looking for ways to manually flag a response, or raise a ticket, to follow up on specific feedback. We have a number of always on feedback surveys running. We review the responses regularly and investigate issues raised to close the loop and identify root cause. Currently we have tickets which are raised based on low scores / detractor responses. But we sometimes get positive scores but detailed written feedback that we want to follow up and document too. Wondering if there is a way to do this in qualtrics?

603
T
Level 2 ●●
L
laiyonda
asked in CX Dashboards
Error Message Appearing on multiple CX Dashboard Widgets

Hi everyone,First time poster on this forum and a very novice user of Qualtrics.Over the last month, my CX dashboard has been displaying a “An unexpected error has occurred.” message on some of our widgets, such as a number chart widget we have to display the # of completed surveys and vertical bar widget showing the distribution of 0-10 rating scale. Some other widgets are displaying properly, such as simple charts. When I attempt to even edit the error widgets, the same error message will also appear on the window which does not allow me to even see what metrics I’ve chosen for that specific widget (see image below).All of the data going into this dashboard is owned by the same Brand Administrator and there is only one data source for each dashboard. Has anyone experienced this before and were able to fix it? I have reached out to the Qualtrics Support Team but I still have not received a solution over the past month. Thank you so much in advance!   

938
AlexandreLeduc
QPN Level 4 ●●●●
ccarroll
Level 4 ●●●●
ccarrollLevel 4 ●●●●
posted in XM Directory
Exporting and notifications of unsubscribes from lists

Please helpI have several different lists currently, and am needing to find a way to automatically notify and export contacts who have unsubscribed from any list. Our legal team have mandated that we must unsubscribe these people so I need a way to get them out, that doesn't involve me manually jumping in running a filter in each list and exporting.

8318
ccarroll
Level 4 ●●●●
C
cbowers
asked in Survey Platform
missing item in list of filter options

I’m on the Results Dashboard trying to add a filter that is based on my first question, which is a required multiple choice question with two answer options. When I click the button to add a filter, the first question does not appear in the list of options. Any thoughts on why and how to resolve? (Screen shots of the item and the filter screen are attached.) Thanks so much! 

472
J
Level 3 ●●●
J
Level 1 ●
jb_lumanityLevel 1 ●
asked in Survey Platform
"Old" (a few days) personal links not accepting URL parameters

I am creating personal links to be distributed by a third party and they don’t want me to set the customer values via the contact list and would rather data was appeneded.And they were working with URL parameters but now they aren’t and none of the data added in the URL is being captrued? But if I generate new links now then the new links do work.Does anyone know why this might be?

211
J
Level 1 ●
M
mayurschittaragi
asked in XM Directory
Guidance Needed: Setting Up Candidate Experience Program Surveys Workflow

Hi All,We’re excited to roll out our new Candidate Experience Program from Qualtrics, which includes a series of five pre-defined surveys aligned with key stages in the candidate journey.To enable this, I’m receiving candidate data along with their current stage in the process from the HR system. However, I’m facing some challenges in configuring the workflow to trigger the appropriate survey based on each candidate’s stage.The surveys need to be sent at the following points:When a candidate applies for a role When a candidate is shortlisted When a candidate is not shortlisted After a successful interview After rejection at the interview stage When an offer is accepted When an offer is declinedPreviously, using contact import automations and email distribution automations, we could link multiple distributions to a single contact import and apply metadata filters to ensure emails were sent only to candidates in the relevant stages.In the new workflow setup, I’m unable to locate a task o

351
J
QPN Level 2 ●●
C
cgray19
asked in Survey Platform
Wide export of multiselects - question ID skipping a number?

I’m running into a problem where the automatically generated question labels when I export the data (in wide format for the multiselects, as described in this post) skip a number. See screenshot below for what I’m seeing in the exported CSV, where the options count by one up until RES1_5 and then RES1_6 is skipped and the next option is labeled RES1_7. I think I must have created and later deleted a response option in this question that got assigned RES1_6. However, this was before any Survey Previews or generated Survey Test responses were created. No data are recorded under RES1_6. Is there anything I can do to fix this? I have code in R that works off an assumption that these multiselects are assigned a question ID in numeric order, with no skips, so I really would like to fix this on the Qualtrics side rather than the R side.

322
J
Level 3 ●●●
Mannila
Level 4 ●●●●
MannilaLevel 4 ●●●●
asked in Survey Platform
Assistance Needed – Issue with Qualtrics Account Access and Collaboration Permissions

Hi,I’m hoping someone can help me troubleshoot this issue.My previous Qualtrics account was under an academic Core XM license affiliated with my former workplace. After changing workplaces, I continued using the same account to collaborate at my new workplace, which also holds a licensed account. At that point, I hadn’t yet been removed from my previous organization’s license, nor officially added as a user under the new one—but collaboration still worked, likely due to both institutions having academic licenses with cross-org collaboration permissions (just my assumption).Recently, my former workplace removed me from their license. As a result, I was prompted to reset my password. After doing so and logging in, I lost access to all surveys that had been shared with me by colleagues at my new workplace.They attempted to re-send the collaboration links, but I now receive the following error:"You do not have permission to accept survey collaborations."I checked my account settings and no

712
AlonsoC
Administrator
D
designGNV
asked in Survey Platform
Is there a setting to allow respondents to edit answers after submission?

I would like to allow respondents to edit answers after initial submission, similar to how Google Forms works. Is this possible in Qualtrics? I can't seem to find the setting.

35562
W
C
Level 2 ●●
cgillonLevel 2 ●●
asked in Survey Platform
Autoselecting based on selections from two previous questions

I am having trouble with a bit a script that I was hoping someone could help me with.I have 3 multiple choice questions, all with the same response options. QID1 & QID2 are independent question, where respondents may select any number of different options. Then, when we get to QID3, I want any common options that have been selected across QID1 & QID2 to be autoselected at this question (so that I can use this to control subsequent working). e.g. if ‘Brand 1’, ‘Brand 3’ & ‘Brand 6’ are selected at QID1 AND ‘Brand 3’, ‘Brand 6’, ‘Brand 10’ & ‘Brand 12’ are selected at QID2, then ‘Brand 3’ & ‘Brand 6’ should be automatically selected when QID3 loads.I was thinking something along the lines of the draft below, but this doesn’t work. Does anyone know how to fix this to function as described above? Thanks. Qualtrics.SurveyEngine.addOnReady(function() { var selectedChoices1 = "${q://QID1/SelectedChoicesRecode}".split(",").filter(Boolean); var selectedChoices2 = "${q

363
okumar
P
Level 2 ●●
PRIYABHARDWAJLevel 2 ●●
asked in Survey Platform
count

can we put count on dynamic selection in the same question of graphic options selection question?

534
P
Level 2 ●●
jpham
Qualtrics Employee
jphamQualtrics Employee
published in Survey Platform
Troubleshooting Comparison Value Issues in Employee Engagement Dashboards
Troubleshooting Comparison Value Issues in Employee Engagement Dashboards

The comparison feature is a vital tool within the Engagement dashboard, enabling users to analyze data from the current project against historical data. For instance, it allows for comparing engagement survey scores year-over-year or benchmarking departmental data against the company baseline. Use caseConsider a scenario where you aim to include comparisons with historical projects from 2024 alongside data collected in a 2025 project. Additionally, you wish to enable dashboard filtering based on the organization's Org hierarchy. You have configured the comparison in the Dashboard's Comparison tab, mapping it to the 2024 project, and have ensured the Org hierarchy units are correctly mapped as per our Support documentation.However, when incorporating the comparison into your widget, the comparison value appears as a hyphen, with no data displayed. Root cause & troubleshooting stepsThis is a frequently reported issue. The root cause often lies in the absence of a connection between t

390
jpham
Qualtrics Employee
ccarroll
Level 4 ●●●●
ccarrollLevel 4 ●●●●
asked in XM Directory
SFTP Export of Unsubscribe

We are needing to have the ExternalDataReference exported for anyone who unsubscribes from a list or directory, ideally via SFTP export. Current functionality allows this for survey responses but not for unsubscribes. Any possible solutions here?

463
ccarroll
Level 4 ●●●●
A
Level 2 ●●
Arthur_FletcherLevel 2 ●●
posted in Survey Platform
Counting the number of choices made in a multi select question

I have a survey with many questions which contain brand lists and people are asked which brands they buy.I would like to know how many selections were made by each respondent for each of the multi select questions.Is there a 'Question_Count' variable within Qualtrics?Thanks for any advice

105712
TomG
Level 8 ●●●●●●●●
R
Level 1 ●
rsulliva5Level 1 ●
asked in Survey Platform
I want to limit the choices entered for a text entry Matrix Table.

I want to be able to limit the user’s answering in a matrix table question. There are 11 total statements but I only want them to enter 5 answers out of the 11. They are ranking 1-5, 1 being the top choice and 5 being their less preferred. Is there a way to do this easily? See photo below.  

301
TomG
Level 8 ●●●●●●●●
MeganZich
Level 5 ●●●●●
MeganZichLevel 5 ●●●●●
posted in Survey Platform
Finding the Grand Total of Survey Answers from a Constant Sum Question

Hello! I used multiple Constant Sum questions in a survey.  I am able to make the tables in the Dashboard that I was hoping for to see each response, but what I was hoping to do is get a Grand Total of all of the constant sum answers. For example:  Staff at multiple school buildings are adding the count of “Formal”, “Informal”, and “Other” counts of Disability related discrimination cases.  I can see the totals for each building/survey respondent.  My goal is to be able to see all responses totaled so I can get a school district perspective for state reporting. Is it possible to get a running Grand Total of these categories?  Thanks for any help!

481
MeganZich
Level 5 ●●●●●
S
suburbanbeat
asked in Survey Platform
Asking respondents to select 10 choices from a longer list?

Hi all. I am attempting to build a survey item where respondents would select their top 10 choices from a list of 37. Is that possible? I know I can use a rank order question and just ask respondents to rank their top 10 that way, but I feel like there is a cleaner approach. Ideally, I’d love for respondents to be able to drag and drop an item out of the list of 37 into a rank order list. Is that possible? Thanks in advance!

412
S
M
Level 2 ●●
MartinDLevel 2 ●●
asked in Survey Platform
How to create embedded data field based on completion date?

I want to add a data field to my survey that’s based on the completion date of the participant.Basically, my survey start on day X, so I want to code a data field that tells me if a participant has responded on day 1, day 2, day 3 etc. I thought I could maybe just create a survey flow where I create an embedded data field which I’m applying some logig to, e.g. “if completion date < [dd/mm/yyyy], then day = 1” and so on. However, I realized that the completion date of course is not yet available DURING the survey. So is there any option I can already automatically create such a recoding “script” to my survey?

391
vgayraud
QPN Level 6 ●●●●●●
L
Level 1 ●
Louis1598Level 1 ●
asked in Survey Platform
Product Choice Task

Hello,I want to create a question where participants can choose between 3 products. The presentation order of the products needs to be randomizable. There should be a total of 4 columns: the first one includes the attributes of the products, and the other 3 columns represent the products with their specifications (see image below). The first column should not be selectable, only the 3 to the right of it. I managed to set up a multiple-choice question in column format for choosing the 3 products, but I can't insert the first column (as it would be interpreted as a response option).  Can anyone help me figure out a solution to this problem?Kind regards and thanks in advanceLouis

842
AlonsoC
Administrator
L
LAtkinson
asked in Survey Platform
Device Identifier - Does "Mobile" include tablets?

Hi! I’m trying to limit survey participants to those completing it on a computer, laptop or tablet. I don’t want the survey to be completed on a phone. If I use the Set Embedded Data /  DeviceIdentifier option, and then branch for those whose device type is “Mobile”, will this also exclude those completing it on a tablet? Thanks!

119212
M
Level 2 ●●
MartyK
Level 2 ●●
MartyKLevel 2 ●●
asked in Survey Platform
Trying to use AI to generate/create a QSF

Looking at AI to help with constructing a survey and it’s very helpful. When I’m done, I asked it to create a QSF of the survey so I could upload it to Qualtrics. Unfortunately, the handoff wasn’t clean. I’m thinking it’s because the specifics for Qualtrics are not static, they change occasionally and the AI may not be up-to-date. I think this because the AI actually has the option of saving the work as a QSF! In any case, I’m planning to provide a QSF to the AI and ask it to match/use it as a template. And/or have it replace the questions in the QSF with the questions it generates for me. What does anyone/everyone think? Has anyone already solved this riddle?

1103
MartyK
Level 2 ●●
Dukester
Level 3 ●●●
DukesterLevel 3 ●●●
asked in XM Directory
"XM Directory Contact Data" data type in digital intercept

We are adding embedded data fields in our digital intercept with success.There is a data type called XM Directory Contact Data and every support article I can find must be old because this option is skipped in every one.Can someone tell me what this is and how to use it?

211
Dukester
Level 3 ●●●
Dukester
Level 3 ●●●
DukesterLevel 3 ●●●
asked in XM Directory
Use external data reference to pull directory data into web intercept survey response

Hello! I have an XM contact directory with several embedded data fields. I am trying to pull them in as embedded into a web intercept survey response.  We have followed all the steps here: https://www.qualtrics.com/support/website-app-feedback/common-use-cases/xm-directory-integration-with-digital-intercepts/ When we look at our pages source, we can see the visitors are being identified properly with our internal customer number.  That number matches the External data reference field in the XM directory. We can’t figure out the next step. The support article says it will happen “automatically” but it isn’t. We can see our customer number as embedded data since we set it in the intercept and as an embedded data field in the survey. How do we connect the external data reference from our website to the directory? I am missing something. Thank you for your help. It seems this should be easy!

181
Dukester
Level 3 ●●●

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