Survey Platform | XM Community
Skip to main content

Qualtrics Platform

Discuss Qualtrics platform solutions, best practices, & more

10000 Topics
W
Walter Baldeon
asked in Survey Platform
Sending Survey via SMS Using Piped Text

Hello! I was hoping someone would be able to provide some aid with a setup I’m attempting to complete. I started by creating a survey to people where they can provide available dates and times for an appointment. Once they complete this survey I’ll receive an email with the list they provided and determine which date and time works for me. After I have found a good date and time, every email has a link at the bottom to an anonymous survey where I can enter the person’s information and suggested date and time. Once I complete that survey it’ll trigger an SMS message with a link to the appointment reminder survey and they can determine whether to keep the time or reschedule. If they reschedule the process starts over again until they approve. Finally, once the time is approved I’ll either receive a confirmation or a request for a reminder the day prior to the appointment and I can schedule that SMS to go out then. Initially, when completing the second survey where I input the information

420
W
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Survey Platform
SSO User creation not working

Hi everyone,I'm experiencing an issue with the automatic creation of users via SSO. The SSO integration was implemented some time ago, and existing users who have been using SSO can still log in without any problems.However, new users are getting a "User not authorized" error when they try to log in, and their accounts are not being created automatically as expected.I also tried manually creating the user first and then asking them to log in, but the same login error appears.Has anyone else faced this issue? Any idea what could be causing it or how to resolve it?Thanks in advance!

140
E
QPN Level 4 ●●●●
S
SteffenE
asked in CX Dashboards
KPIs in Dashboards

Hello everyone,I have a question and maybe you have had the same challenge before.I would like to create one or more graphs with data that is not contained in the Qualtrics data set.These values are not collected via a study in Qualtrics but by an agency and we get a PowerPoint report.I would now like to display the most important KPIs from the last few years (X= years; Y= values) in a graph in the dashboard.So far I have had no luck with the data presentation - I would be happy to receive advice. Kind regadsSteffen

221
J
QPN Level 3 ●●●
F
Level 3 ●●●
four77Level 3 ●●●
asked in Survey Platform
batch export submissions to PDF

Hi, is there a way to PDF export all individuals responses at ONCE as PDFs from the Data & Analysis page?  Currently, this seems to be one-by-one from this page - is there examples of how this can be done? Thanks

3163
J
Level 2 ●●
okumar
okumar
asked in CX Dashboards
Dashboard Counts are not showing correctly

Hi All,  i have sampleMonth field in my directory contacts list with below detailssampleMonth - 2025-06 » 9076sampleMonth - 2025-07 » 4355total = 13,431records when i am trying to display/apply filter based on this field the counts are not showing up correctly the counts are coming like belowsampleMonth - 2025-06 » 10331sampleMonth - 2025-07 » 3100total = 13,431records  Please let me know what could be issue here. ThanksKumar

203
rochak_khandelwal
Level 4 ●●●●
M
Madhur
asked in XM Directory
Email Workflow

I need to automate my email distribution using an email workflow, based on an embedded data field. While scheduling a specific time-based event, I'm only seeing the option to add a Task - the condition/decision option isn't appearing. Could someone please guide me on how to implement this.  

201
vgayraud
QPN Level 6 ●●●●●●
K
Level 1 ●
KKeizerLevel 1 ●
asked in Survey Platform
Use of Qualtrics for Equipment check in/check out tracking?

Hi there. Not sure if I selected the correct category but here is my question. Has anyone used Qualtrics to create a survey/form for the use of tracking the loaning of equipment. We are looking for an easy to use system of checking out equipment (i.e. Swivl camera, etc) and also checking those same items back in. We like the idea of using Qualtrics due to some of the of the features like the ticketing system, and email reminder actions that we could most likely implement with the tracking of items and their retrieval from those we loan items to.

6082
L
Level 3 ●●●
W
Wispfox
asked in Survey Platform
Randomization within and between blocks

Hello!I’m trying to do somewhat complicated counterbalancing of my questions. I have 4 question and answer combinations to display followed by 2 questions for them. The types of combinations are such that we have some changes to the answer as we are looking at effects of these changes on trust in the answers:no change to the answer adding an indication of certainty (‘probably’) adding a first person indication of uncertainty (“I’m not sure, but”) adding a third person indication of uncertainty (“It’s not clear, but”)Each of these sets of 4 question and answer combinations are themselves within 4 different categories (food, sports, medicine, and acronyms), with 2 items in each of the categories (for example, food has Iron Soy Jelly and Hasperat). (yes, these are all made up items) We want to have each participant have two each of the question and answer combinations (no change, certainty, first person, third person) for all 8 questions (2 for food, 2 for sports, 2 for medicine, and 2 fo

564
W
S
Sviet
asked in Survey Platform
Survey with the same randomized data to be used in 3 similar blocks

Hello team, need your support with proper setting for a survey:I need for each participant to assign randomly 20 adjectives from the list of totals 93 (type of question - Matrix Table). To be precise - here people should assess the role of middle manager in general. For each participant there should be a new set of randomly chosen adjectives. I use stnd randomization function here.     Then the same 20 randomly chosen adjectives for a participant should be used in the next question with the same logic (Likert, 5 options to answer). This time people should assess these descriptions for a men in general. Same as for #2, but for women in general.Would appreciate your advises how to set up such survey.Thank you in advance! 

22
S
dcousineau
Level 1 ●
dcousineauLevel 1 ●
asked in Survey Platform
Compose Email error

I'm using the Compose Email tool to distribute a survey to a list. I am getting an error which is preventing the email from getting sent, but the error just says:"There were validation errors. Correct the errors and try again.”This message is not very helpful…I double-check the content of the message (including in HTML mode); I also double-checked the list but cannot see anything wrong.What should I do?

523
dcousineau
Level 1 ●
MsIreen
Level 5 ●●●●●
MsIreenLevel 5 ●●●●●
asked in Xflow
"(migrated)" in the end of SF accounts connected to Qualtrics

Just noticed that when doing Salesforce integration via the new Workflow setup, in the list of the integrated SF accounts all of them  (sandbox and production ones) have “(migrated)” in the end. What does it mean? 

352
AlonsoC
Administrator
P
Level 2 ●●
PRIYABHARDWAJLevel 2 ●●
asked in Survey Platform
summation from the values of images

I have screenshots of product items with prices, displayed as an image form. I want to add the prices of all the products selected by the participants. Suppose they choose 5 out of 10 items (as shown in the images); the next page should display the summation of all the selected items. Is it possible to execute this?

313
A
Level 7 ●●●●●●●
G
Giging15
asked in Survey Platform
Blank space in data and analysis / missing dat

Hi,I've recently noticed an issue with my survey data. When I check the data and analysis sections, some of the data appears blank, while other parts are still intact.Could you please advise what might be causing this? This survey is for my dissertation, and I'm quite worried about the situation.Thank you in advance for your support.Best regards, 

436
A
Level 7 ●●●●●●●
J
Judith
asked in Survey Platform
Embedded Data | Offline App

Dear Community, We currently have the following situation: we would like our sales colleagues to survey physicians. We are conducting these interviews offline via the Qualtrics app. In some cases, certain physicians will be surveyed multiple times. To save time, we would like to display the answers to the demo questions from the first interview for subsequent interviews. The physicians are selected at random, but we document their identities using a participant ID/physician code. We have defined and saved this question field and the relevant demo questions as embedded data in the survey flow. How should we proceed now, and what steps do we need to take? Thank you in advance!

181
A
Level 7 ●●●●●●●
G
QPN Level 2 ●●
GreyGhostQPN Level 2 ●●
asked in Survey Platform
Simple Layout JS Disabling Forced Response

Hello!I have a question, Q3, where if the user selects recode value 1, hide Q11 and auto-code Q11 = 7. The problem is, Q11 is a Forced Response and I'm having trouble disabling that. Does anyone know how to disable that with javascript?  Qualtrics.SurveyEngine.addOnload(function(){    /*Place your JavaScript here to run when the page loads*/    var qid11 = jQuery("#question-QID11");        function checkAndToggle() {        var selectedChoice = jQuery("input[name='QID3']:checked");        if (selectedChoice.length > 0) {            var choiceId = selectedChoice.attr('id');            var recodeValue = choiceId.split('-').pop();                        if (recodeValue === '1') {                qid11.hide(); // Hide when recode value is '1'            } else {                qid11.show(); // Show for all other values            }        } else {            qid11.show(); // Show if nothing selected        }    }        checkAndToggle();        jQuery("input[name='QID3']").change(functio

362
A
Level 7 ●●●●●●●
S
samf123
asked in Survey Platform
Emailing only individuals who started survey

I am working with a large email list and am hoping to send reminder emails to individuals who started the survey but did not finish. I have tried three ways of doing this, but none of them does what I’m hoping to accomplish. (1) I have tried the reminder option in the email distributions portion of Qualtrics; however, this sends the email to individuals who did not start the survey as well as those who started but did not finish. (2) I have tried sampling from my directory; however, it appears I am unable to use survey status to create a sample. The list is also too large to manually generate the sample.  (3) I have tried downloading the directory, taking only the individuals who started the survey, and re-uploading; however, from my understanding, this creates a new link for each individual, so rather than allowing them to pick up the survey where they left off, they would have to start over.Is there some way to accomplish this that allows people who started the survey to pick up wher

1563
A
Level 7 ●●●●●●●
C
cimkdb
asked in Survey Platform
Can you use dynamic elements in a GET Web Service block?

MY MASTERS DEGREE IS ON THE LINE… I want to generate a tailored message to the participant, generate the message in a third-party software (Zapier), store, GET the message and insert the message mid-survey.What does this look like? A POST Web Service block delivers 4 tokens to Zapier and the survey ReponseID.  Zapier receives and runs an automation to generate a tailored message using those 4 tokens, then stores it according to the ResponseID.  A GET Web Service block runs before the message is needed, and when the participant is at the appropriate descriptive text box, the message “should” appear using embedded data fields and piped texts. Each participant receives a different message based upon their answers, therefore I am organizing them by their ResponseID in the Zapier Storage. As such, the URL I use in my GET Web Service block uses a dynamic element such as key=${e://Field/ResponseID}. Qualtrics AI says this should be functional, but it has yet to deliver a dynamic message and f

91
A
Level 7 ●●●●●●●
S
sunpeaksaaron
asked in CX Dashboards
Combining Essay Box Survey Content to Dashboards and Reports

Hi everyone,This is a question that will likely require to different implementations.I have text box / essay box questions within my survey that I’d like to combine into my Dashboard Reports, and the Survey Reports. Reason - I want to output the full guest survey result as one row of output. I know in survey flow you can create Embedded Data and combine piped text, but the formatting is limited for output. I’ve tried extra spaces, multiple <br> elements, and the combined text is still a run on of results, rather than paragraph breaks.This combined information is more important for the Survey / Reports, as I want to be able to combine each individual survey submission to start with the survey submission first name, then date, then the 3 open text fields, so that it is easier for our Guest Services team to see the submissions via a weekly automated report.Hope this makes sense. Any help/suggestions is much appreciated.Thanks,Aaron

253
J
Level 4 ●●●●
MichaelC
Administrator
MichaelCAdministrator
published in Artificial Intelligence (AI)
Community Poll: AI & Customer Listening Programs
Community Poll: AI & Customer Listening Programs

It’s time for another Experience Community Poll ✔️ We want to hear from YOU! Which of the choices in our latest poll do you think represents the best use for AI in customer listening programs? Vote in the poll, then tell us more in the comments 📣  

432
MichaelC
Administrator
T
Level 1 ●
theresa890Level 1 ●
asked in Survey Platform
Matrix/Likert/Drag and Drop Responses Not Recorded in "View Response"

My survey contains a Likert matrix question with drag and drop answer type. The question is functioning perfect for survey respondents. However, I am not able to view their individual responses to this question in the “Data & Analysis” tab when I select “View Response” or “Export to PDF” for a single respondent. All that appears is a list of all possible answers and empty boxes, as if they did not sort any of the answers.If it is relevant, the question also utilizes display logic and piping for some answer choices. Interestingly, in “View Response,” the piped answers appear, but the display logic is not factored in (i.e. all possible answer choices are listed out in “View Response” rather than the ones that particular respondent would have seen when completing the survey). It is very important that I am able to view individual responses to this particular question. Does anyone know why that is happening or a possible solution?

322
T
Level 1 ●
E
Elaine.Li
asked in Survey Platform
How to set embeded data in bulk?

I have set up a drill down question as below to have the respondents select the provinces and cities they currently live in. Then I need to set embedded data for each city to record the city tier. The problem is that I have hundreds of cities on the list, and manually typing them in could lead to errors and is also quite troublesome. Is there anyway to simplfy this process? Thanks!

464
A
Level 2 ●●
A
Level 2 ●●
ak.piraiaiLevel 2 ●●
posted in Survey Platform
Excel to Qualtrics Advanced Format - New automation tool for bulk survey creation

Hey XM Community! 👋I wanted to share something our team at Pirai AI has been working on and get your thoughts. We've built a Chrome extension that converts Excel survey specifications directly into Qualtrics Advanced Format for bulk import.The problem we're trying to solve: Building complex surveys question by question in Qualtrics can be incredibly time-consuming, especially for large-scale research projects with 50+ questions.Our approach:Design your survey structure in Excel (questions, response options, logic) Convert to Advanced Format in seconds Import directly into Qualtrics as a complete surveyQuick demo: https://youtu.be/vwYRQOsL2pA (58 seconds)Questions for the community:How do you currently handle bulk question creation in Qualtrics? What's your biggest pain point with survey setup workflows? Would a tool like this fit into your research process?The extension launches soon, but I'm really interested in feedback from experienced Qualtrics users. What features would be most v

50
A
Level 2 ●●
A
Level 2 ●●
ak.piraiaiLevel 2 ●●
posted in Survey Platform
Free Qualtrics toolkit + what should we build next?

Fellow Qualtrics users - what utilities do you wish existed? 🤔As Qualtrics practitioners, our team at Pirai AI has built countless small tools to solve recurring workflow challenges.Things like:1) Converting QSF files back to Excel workbook for analysis2) Validate Supplemental Data Sources for Qualtrics. Compare CSV files with up to 100K rows, find duplicates, and ensure perfect data matching.3) Generating embedded data setups faster📥 Install from Chrome Extensions: https://chromewebstore.google.com/detail/qualtrics-embedded-data-g/fkkmlmjhiehciaaodjghecnjojendgfoWe've just made these available as free tools for anyone who might find them useful: https://piraiai.com/qualtrics-toolkitWhat we're curious about: What other small utilities would make your Qualtrics work easier? Always looking for ideas on what to build next.(No signup required, genuinely just trying to help the community)

140
A
Level 2 ●●
A
Level 2 ●●
ak.piraiaiLevel 2 ●●
posted in Survey Platform
Excel to Qualtrics Advanced Format - New automation tool for bulk survey creation

Hey XM Community! 👋I wanted to share something our team at Pirai AI has been working on and get your thoughts. We've built a Chrome extension that converts Excel survey specifications directly into Qualtrics Advanced Format for bulk import.The problem we're trying to solve: Building complex surveys question by question in Qualtrics can be incredibly time-consuming, especially for large-scale research projects with 50+ questions.Our approach:Design your survey structure in Excel (questions, response options, logic) Convert to Advanced Format in seconds Import directly into Qualtrics as a complete surveyQuick demo: https://youtu.be/vwYRQOsL2pA (58 seconds)Questions for the community:How do you currently handle bulk question creation in Qualtrics? What's your biggest pain point with survey setup workflows? Would a tool like this fit into your research process?The extension launches soon, but I'm really interested in feedback from experienced Qualtrics users. What features would be most v

00
A
Level 2 ●●
J
Level 1 ●
jb_lumanityLevel 1 ●
asked in Survey Platform
Quotas not updating?

I have created some very straightforward quotas but they are not updating and all are stuck at 0 and I can’t see why.  They all just look at 2 fields and use AND. The first field in the quota is a single select question so the quota builder just provides a dropdwn for me to choose which response is being measured. The second is an embedded data field and I have checked the spelling and formatting and the value in my quota matches what is set in the survey. When I recreate my quota rules as filters in Data & Analysis I see the matching responses. My embedded data field is a text value “COMPLETED”  and the quota rule says “is equal to” - is “contains” or a regex pattern going to be more reliable (even though “COMPLETED” is the value in my data)? Quota: In Data & Analysis: 

414
rochak_khandelwal
Level 4 ●●●●

Motivational Playlist

Terms & Conditions