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Discuss Qualtrics platform solutions, best practices, & more

10000 Topics
M
Level 2 ●●
MartinDLevel 2 ●●
asked in Survey Platform
CSS code from theme vs. custom CSS code in survey

In QUaltrics, one can create a survey theme to be used in surveys. Themes can be built by using CSS code. However, when I go into my survey and select a theme, I would still have the option to add additional/other CSS code. My question is, which of the CSS codes takes precedence? The one from the theme or the one directly added in the survey?

663
vgayraud
QPN Level 6 ●●●●●●
A
aashishnegi
posted in Survey Platform
IP restrictions for users only work while logging in

Hello communityI was wondering if someone else has bumped into a similar issue described below? If so, how did you address it/any workarounds?Basically, one of our clients has very strict security requirements. Part of which is only allowing users to access Qualtrics from a certain IP address/Range.So we did the obvious thing. i.e. set IP restrictions inside user permissions as described in this support article.Now the issue - as briefly mentioned in the article above, this check only happens on login. So, if a client user logs in (say with work VPN or onsite), they are able to log in as expected, but then if they disconnect to work VPN/connect to a hotspot, for example, Qualtrics session continues uninterrupted.For most orgs, this is probably not even an issue but with certain clients (particularly govt agencies), they treat it like a gaping security hole.Keen to hear everyone's thoughts.

7131
max_meinhardt2020
tonydonato
Level 1 ●
tonydonatoLevel 1 ●
asked in Survey Platform
How can I display a randomized subset of images in separate questions with no overlap?

Hi, I’m having some trouble with randomization and display of images in a sequence of questions. I made the attached diagram to lay out what I’m trying to do. Basically, I would like to randomly select three images from a set of six (defined in embedded data) and then display those images one at a time in three separate questions, randomly displaying those images (without repeating any) but not randomizing the questions. Any help would be appreciated, thanks.

233
J
Level 4 ●●●●
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Survey Platform
StatsIQ application and recomendations

Hi everyone 😊I'm currently exploring the use of Stats iQ and would love to better understand its real-world value and limitations.Could you share any use cases or project scenarios where Stats iQ was especially helpful?For example, situations where it uncovered key insights or supported important business decisions?Also, I’d really appreciate hearing about any limitations, challenges, or things to watch out for when using Stats iQ — whether related to data, usability, interpretation, or integration.I'm looking to get a balanced view of how Stats iQ performs in practice — both its strengths and areas to be cautious about.Thanks in advance for your insights!

170
E
QPN Level 4 ●●●●
J
Jason2025
asked in Survey Platform
survey to randomly choose and list user provided dog names with loop & merge

Hi Community.  Suspect (hope) this will be an easy solve for some of you.  I’m struggling so would greatly appreciate the help. I'm putting together a survey for dog owners.  Part of the survey allows them to answer a set of questions for each of their dogs (ie. if they have 4 dogs they would answer those set of questions 4 different times).  Recognizing that people may have more dogs than they are willing to answer questions about, I want the survey to randomly select which of the dogs they answer questions about first, second, and so on.  This will mean I’ll need the respondent to provide the names of their dogs so the survey can prompt them as to which dog to answer the questions about.  I also want them to be able to exit that part of the survey after answering for a specific dog (e.g., have 4 dogs but completed the survey for 3 and would like to move on).  Here’s what I’ve done and where I’m running into problems.I asked how many dogs they have and have stored this as embedded dat

525
J
R
Romain31
asked in Survey Platform
New survey taking experience and brand theme

Hi all, I am facing an issue when I try in my survey to use a brand theme. Everything, I mean both the survey option and theme are set to use in the “new experience,” however when I made a survey preview, it seems that my custom brand theme is not taken into account.Do you have any idea about the issue. ThanksRomain B 

381
J
Level 4 ●●●●
C
Level 2 ●●
CristianPinzettaLevel 2 ●●
posted in CX Dashboards
Dynamic date stamp on dashboards

Hi there, I've been asked to add a date stamp to recurring reports, for example "Data from xx/xx/xxxx to xx/xx/xxxx" but I see no widget that can do this, nor dynamic text that can be inserted.Is there any way? If no, how can I request this feature?Thanks all in advance.

28610
R
Level 4 ●●●●
M
Level 2 ●●
MartinDLevel 2 ●●
asked in Survey Platform
end of survey page: Customize text AND show page for response summary

Qualtrics offers to customize the “end of survey” page bei either showing a custom message OR by showing a response summary. However, I do not see any option to show the “response summary” page and at the same time customize the message that’s shown on that page. What can I do? … 

623
AlonsoC
Administrator
V
Level 1 ●
vanecarliniLevel 1 ●
asked in Survey Platform
How to display multiple choice question horizontally on mobile?

Hello everyone! :)I've been looking for a way to display a multiple choice question with five options horizontally on mobile devices—similar to how the NPS question is shown in the web version.So far, I haven’t found a solution. As far as I understand, there’s no direct setting to disable the “mobile compatibility” layout for this question type :( Has anyone here managed to achieve something similar or found an effective workaround?Thank you in advance!UPDATE: resolved! 😂You just need to set "Alignment" to Column and choose "Number of Columns" as 5.At least for me, it looks good because my options are short (not long text in each choice). 

440
V
Level 1 ●
Tim
Level 2 ●●
TimLevel 2 ●●
asked in Survey Platform (Before March 2021)
what is the finite set of values for a Text Set

The support documentation (https://www.qualtrics.com/support/employee-experience/creating-ee-project/dashboards-tab/dashboard-management/dashboard-settings/field-types-ee/) says there is a finite set of values for a Field Type of Text Set. Where can I see what the limit is? Thanks

284
DharmilRathod
jamesbyrne
Level 1 ●
jamesbyrneLevel 1 ●
asked in Survey Platform
Release survey in stages?

Is it possible to enable survey sections in stages, like the survey is in 2 parts but we only want the second part to be available at a later date in the future? We would like to run a survey where the first section is a “screener” which will be open to all for X days and only after X days have passed do we want the second section to be available at which point we will recontact the participants to take the 2nd stage of the survey. We want this to be in one survey because we will pipe in responses from the screener section into the main section. My first thought was to try and disable the next button based on an embedded data field and then see if we can update the embedded data field value via a URL parameter or in the contact list part way through but it didn’t seem to work for me. Has anyone done anything like this before, or does anyone know whether this can be achieved? Thanks! 

161
Tom_1842
Level 8 ●●●●●●●●
MichaelC
Administrator
MichaelCAdministrator
published in Survey Platform
Skeptical of Survey Data? Community Poll Open Now ✔️
Skeptical of Survey Data? Community Poll Open Now ✔️Poll

Are you or your stakeholders skeptical of survey data? Many are becoming increasingly skeptical of survey data, in terms of relevance, inherent bias, and retrospective views. How can a broader cross-section of distribution methods can improve this sampling? Do you have any examples of how broadening your sampling methods across multiple channels improved data quality and reduced bias? Has anyone done this analysis across your own internal or external customer base? Tell us in the comments how one can improve the integrity of survey results 🤔

32211
S
Level 6 ●●●●●●
tonydonato
Level 1 ●
tonydonatoLevel 1 ●
asked in Survey Platform
How can I apply a discontinued/legacy layout to my survey?

I have been using the attached layout for years, however, it is no longer available in “Look and Feel.” I manage to keep using it by copying old surveys, but I would like to know if there is a way to apply it to a new survey that I want to develop from scratch and/or whether I can apply it to other surveys that currently have a different layout. Thanks!

653
C
Level 5 ●●●●●
D
Level 2 ●●
danfaraciLevel 2 ●●
asked in Survey Platform
How to Get Original Answers and Total Correct Score in One Export

QUESTION:We want to calculate the total number of correct answers by recoding responses as 1 for correct and 0 for incorrect. But is there a way to still keep the participants’ original responses too, not just the recoded scores? We know that in Excel, we can download either the recoded values or the original answer labels, but we’re trying to avoid managing two separate downloads. For the rest of our data, we use participants’ actual answers, so we’re hoping there’s a way to get both the original responses and the sum of correct answers in one export. Is that possible?

356
D
Level 2 ●●
N
Level 1 ●
Nathan GatesLevel 1 ●
asked in Survey Platform
Preventing more than one survey response per email distribution

Hello XM Community!We are running an ongoing evaluation form and created a survey project that will be sent to multiple people within a predefined distribution list saved in our XM directory.  Each invitation will go to 5 or 6 recipients via email with unique survey links, which will be manually triggered from the project’s distribution tab.  Once the first person has fully completed the survey, I want to prevent responses for any other recipients of that particular distribution.  Is this possible? I don’t want to prevent multiple responses specific to the survey, because it will be used continually.  Additionally, we will send invitations to the same distribution list on an ongoing basis.  So, I’m looking to prevent multiple response specific to each distribution.   Look forward to any advice on how to set this up.

213
TomG
Level 8 ●●●●●●●●
kgillis
Level 6 ●●●●●●
kgillisLevel 6 ●●●●●●
asked in Survey Platform
Device type: metadata on which phone (ig iPhone 12)

I have metadata set up and embedded data set to determine mobile device type (ie mobile: android, mobile: iPhone) but am wanting to drill down further to the exact device type (phone model ie iPhone12, Samsung Note 20, etc...). I do not want to ask the respondent to enter in their device info, rather I would like to passively collect that data. 

100
kgillis
Level 6 ●●●●●●
M
Level 1 ●
MakgomesLevel 1 ●
asked in XM Directory
Unique Codes XM Directory Lite

Hi All, I am trying to assign unique IDs for participants filling out my survey. I am storing first name, last name, last name, email and phone number to an XM Directory Lite Contact List. I want Qualtrics to search this list before assigning IDs to participants.  Basically, If someone fills out the survey and reports an email that already exists on the XM contact list (i.e., they are trying to fill out the survey again), they will be assigned a value of -55. If someone fills out the survey and reports an email that doesn’t exist on the contact list (i.e, they have NOT filled out the survey already), they will be assigned a new unique ID. I have asked the Qualtrics AI, but nothing seems to be working. Please see the image for what I have tried.Where “emaile” = email that the participant reported in the survey Where “Email” is the embedded email from the XM Directory Contact List.  

70
M
Level 1 ●
J
Level 1 ●
JodiDLevel 1 ●
asked in Survey Platform
Using an inputted code in Text entry to load the associated company name on another page

I have a spreadsheet of almost 1000 company names in column A and their associated codes in column B.  I want to setup a survey so that when someone enters the branch code into a text entry question on page one, their company’s name is piped into a question on the next page. Using auto-complete almost does what I need.  The issue is that I don’t want customers to see the names of any other companies auto-populate as they’re typing.  My company doesn’t like making their client list easy to find.  If it was a smaller list, I’d just use branching choices/display logic, but I can’t think of a quick way to set that up for almost 1000 entries.

70
J
Level 1 ●
L
liz.lim2609
asked in Survey Platform
Survey Response phone number to be extracted to directory as External Data Reference in workflow

I’m creating a survey where I am disseminating it via various platforms - face to face and via online social media platforms. The eligible participants can only answer the survey once. I found some solutions which required me to put in an authenticator and then a workflow. The workflow is set up such that each time a survey response is sent, data will be extracted to upload to the contact directory automatically. This is so that there is an external data reference to determine if the contact number has been input before. Authenticator in the survey first asks participant to enter their contact number. If the contact number is in the contact list, then participants will be told that they are not eligible for the survey. Now, I am sure that I have set up the authenticator correctly. I am just not sure how I can correctly extract the data from the survey to the contacts directory. Currently, what i did was trigger based on even when survey response is received or updated extract responses

282
L
K
Level 2 ●●
kepkamLevel 2 ●●
asked in Survey Platform
Reverse Autheneticator - prevent multiple responses from the same participant using their mail in anonymous surbey.

I have a survey built which will be going out via anonymous link. We will not be collecting any identifiable data. Because the survey will be distributed by many participating organizations - we know that there will likely be overlap in respondents. To prevent duplicate responses - we are working on setting up an email authenticator which (when programmed correctly) will ask for an email - add that email to a directory through workflow at the completion of the survey and then use that directory as a source for the authenticator - not allowing someone who has been added to the directory (by completing the survey) to start the survey again.However - the survey currently is not allowing anyone to move past the email input - immediately displaying a ‘Unable to log in with the information provided.’ error message (even in incognito mode). I checked the directory and it is not adding emails there either. Please help!-Marta 

566
B
Q
qualksen
asked in Survey Platform
Qualtrics Intercept Pop Up - appear lower right corner, do not block background interaction?

Greetings. I am looking for some custom code customization help. Looking to (1) have a Qualtrics survey pop up in the lower right corner of the screen, and (2) do not block interaction with the background, (3) create some smiley faces using custom CSS. How would you do this? Background: we historically did not use any custom JS or custom CSS. looking for where to insert this custom code, and best ways to go about it Example of what we are looking for:instead of being in the center of the page (the default) it is in the lower right corner instead of blocking content underneath it, until you close it (the default), it still lets you take actions on the page instead of text only (the default), it has smiley faces and custom CSS   

120
Q
O
Level 2 ●●
OkkarLevel 2 ●●
asked in Survey Platform
Disqualify by duration of the survey

Hi all,I am trying to figure out how to disqualify the participants by duration.My survey is designed for 30 mins.It’s a paid survey. Distribution is handled by third party recruitment agency.I am trying to disqualify the participants if duration is less than 15 mins at the end of the survey.I set the branch > End survey (condition - Duration < 900)I didn’t set the embedded - “Duration” at the start of the survey flow since I believe it’s default embedded data.Please see screenshot of my flow. Thank you for help. 

302
O
Level 2 ●●
D
Level 1 ●
DaniDLevel 1 ●
asked in Survey Platform
Code Task Error Help

Hi everyone!I have a Workflow with a Code Task that was running fine this morning.But now I am getting an error: “SyntaxError: Invalid or unexpected token”I don’t think it is related to my code because it works with another workflow. Any idea how I can fix it?   

428
D
Level 1 ●
M
Level 1 ●
MohsenLevel 1 ●
asked in CX Dashboards
Optimal Settings for PDF dashboard export

Hi everyone,We sometimes need to export dashboards to pdf. As you might know, the default settings aren’t ideal for visibility, so we try out different settings that look better. However, we haven’t yet landed on an optimal setting config.Do you have any suggestions to optimise export settings (e.g. combination of paper size, orientation, zoom)? This is for a standard dashboard using the entire page space.Thanks in advance for your inputs.Mohsen

665
AlonsoC
Administrator
jamesbyrne
Level 1 ●
jamesbyrneLevel 1 ●
asked in Survey Platform
Hide "other text" box from other option in constant sum table

I have a constant sum table where the last option is an “Other” option with an other text option. How can I hide this when then input value for the “other” option is 0 or empty, and also force a response when other is greater than 0? Is this even possible?  I can manage to hide it by default when opening the page with getElementById, but I’ve no idea how to then show it once a value for other is provided and also hide it again if the other value is removed. Thanks!

171
TomG
Level 8 ●●●●●●●●

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