Replies posted by Umang Upadhyay | XM Community

Replies posted by Umang Upadhyay

100 Replies

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Level 1 ●
Benjamin_RaiLevel 1 ●
asked in Survey Platform

Multi Select Qn in Ticket Task Follow UP

Hi @Benjamin_Rai,To achieve this in Qualtrics Ticketing task, you can use a combination of single-answer questions and display logic to filter the options for the multi-select question based on the response to the first question. Here's how you can do it:1. Add the Main Single-Answer Question: Start by adding the main single-answer question to your Ticketing task. This will be the question that determines the options available for the multi-select question.2. Add the Multi-Select Question: Next, add the multi-select question to your Ticketing task. This will be the follow-up question that is filtered based on the response to the main question.3. Set Up Display Logic: Configure display logic on the multi-select question to show or hide options based on the response to the main question.   - For each option in the multi-select question, set up display logic to show the option only if the corresponding condition based on the response to the main question is met.4. Test the Survey Flow: Pr

3
O
QPN Level 5 ●●●●●
1 month ago
A
Level 1 ●
AmeliaKMLevel 1 ●
asked in Survey Platform

Combining two survey flows

Hi @AmeliaKM, you can achieve this by using the "Branch" element in the survey flow. 1. Create a New Survey: Start by creating a new survey in Qualtrics, let's call it "Combined Survey."2. Copy Section from Survey A: Open Survey A and locate the section you want to copy into the Combined Survey. Copy the blocks or questions that you want to include.3. Paste into Combined Survey: Go back to the Combined Survey and paste the copied section from Survey A into the desired location in the survey flow.4. Create Branch for Randomization: Add a new branch element in the survey flow. This branch will control the randomization between Survey A and Survey B sections.5. Set Up Randomization: In the branch element, create two branches: one for Survey A and one for Survey B. Use embedded data or randomization features to randomly assign participants to either branch.6. Link to Sections: For each branch, set up conditions to direct participants to the appropriate section copied from Survey A or Surve

2
A
Level 1 ●
1 month ago
A
Level 1 ●
ahughes9Level 1 ●
asked in Survey Platform

Apply skip logic to multiple items at once

Hi @ahughes9 ,Yes, you can apply skip logic to multiple items listed in a multiple choice question in Qualtrics without making it obvious which selection allows the respondent to advance. Here's how you can do it:1. **Create a Multiple Choice Question:** Start by creating a multiple choice question with all the industries listed as options.2. **Apply Skip Logic:** Instead of applying skip logic to each option individually, you can use a combination of skip logic and display logic.3. **Create a Hidden Field:** Add a hidden field to your survey flow. This hidden field will serve as a condition for determining whether to skip to the next question or terminate the survey.4. **Set Up Display Logic:** In the display logic for each industry option, set it to show only if the hidden field does not meet the condition to terminate the survey.5. **Set Up Skip Logic:** Add skip logic to the next question based on the hidden field condition. If the condition to terminate the survey is met, skip to

2
A
Level 1 ●
1 month ago
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PavelH
asked in Employee Engagement

Dashboard data partially shows in wrong language

Hi @PavelH,It seems like you're encountering a language display issue with the page filters in your Qualtrics dashboard. Here are a few steps you can take to troubleshoot and resolve this problem:1. **Check Language Settings:** Ensure that the language settings are correctly configured in your Qualtrics account. Go to the account settings and verify that English (EN) is set as the default language.2. **Dashboard Settings:** Check the language settings specifically for the dashboard where you're experiencing the issue. Make sure that English is selected as the language for the dashboard.3. **Page Filter Language:** Verify the language settings for the page filter itself. Ensure that the page filter is set to display labels and options in English.4. **Data Translation:** Double-check the translations for your dashboard data. Ensure that the translations are accurate and that the English version of the data is correctly mapped to the English labels.5. **Clear Cache:** Sometimes, browser c

1
Umang Upadhyay
QPN Level 3 ●●●
1 month ago
K
kcbro
asked in Custom Code

Custom code to display text in email inbox UI

Hi @kcbro ,To display text instead of a URL for your company logo in the email inbox UI, you can use the ALT attribute in the HTML code of your email template. Here's how you can do it:```html<img src="your_logo_url_here" alt="Your Company Name">```Replace "your_logo_url_here" with the URL of your company logo image, and "Your Company Name" with the text you want to display in the email inbox UI.The ALT attribute provides alternative text that is displayed when the image cannot be loaded or when the email client does not display images by default. By using the ALT attribute effectively, you can ensure that recipients see meaningful text even if the logo image is not displayed.

4
K
1 month ago
H
Level 2 ●●
happychuck77Level 2 ●●
asked in Survey Platform

Sensitive Data Policy: Notification of Flagged Reponses

Hi @happychuck77 , Here's how:1. Go to the "Data & Analysis" section of your Qualtrics account.2. Select "Data & Analysis" from the top navigation menu.3. Choose "Sensitive Data" from the dropdown menu.4. Click on "Add Sensitive Data Policy" if you haven't already created one.5. Select the policy you want to configure notifications for or create a new one.6. Within the policy settings, locate the option for notifications or alerts.7. Enable notifications and specify the email addresses where you want to receive alerts for flagged responses.8. Save your changes.Once notifications are set up, you'll receive alerts via email whenever survey responses containing sensitive data are flagged according to the policy criteria you defined.

3
H
Level 2 ●●
1 month ago
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mhiser1024
asked in Custom Code

Javascript for forcing text response to lowercase

Hi @mhiser1024 ,Add JavaScript to the Survey Flow:   - Go to the Survey Flow section of your survey.   - Add a new element and choose "JavaScript."   - Enter the following JavaScript code:   ```javascript   Qualtrics.SurveyEngine.addOnload(function() {       // Get the input element by its ID       var emailInput = document.getElementById("yourTextBoxID");       // Add an event listener to the input element to convert input to lowercase       emailInput.addEventListener("input", function() {           this.value = this.value.toLowerCase();       });   });   ```   Replace `"yourTextBoxID"` with the actual ID of the text box where participants enter their email. 

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Tom_1842
Level 8 ●●●●●●●●
1 month ago
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Level 5 ●●●●●
parkie_0007Level 5 ●●●●●
asked in Survey Platform

Authenticator - Won’t Pass With Same Email

Hi @parkie_0007 ,Select in the optionsALLOW AUTHENTICATING RESPONDENTS TO RETAKE AUTHENTICATED SECTIONThis will let your respondents complete the authenticated section more than once (i.e., they can finish the survey and then retake it).  

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Umang Upadhyay
QPN Level 3 ●●●
1 month ago
R
rebeccaloades
asked in Survey Platform

Created fields not copying over when survey duplicated

Hi @rebeccaloades,Instead of copying the survey directly each time, create a survey template. In the template, include all the questions, settings, calculated fields, and reports that you want to replicate for each course survey.Make sure that the calculated fields are part of the survey template. These calculated fields should be set up within the survey itself, using embedded data or JavaScript functions.Similarly, if you have specific reports that you want to include for each course survey, save them as report templates. This way, you can easily apply the same report structure to each survey instance.When you need to create a new survey for a specific course, use the survey template you created. This will ensure that all the components, including calculated fields and report templates, are included in the new survey instance.Test the Copied Survey and you can ensure that calculated fields and reports are included when copying the survey for each course instance. 

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Umang Upadhyay
QPN Level 3 ●●●
1 month ago
kgillis
Level 3 ●●●
kgillisLevel 3 ●●●
asked in CX Dashboards

Text iQ, multiple open text fields

Hi @kgillis,To consolidate the responses from the two separate free text questions based on the NPS rating in Qualtrics, you can utilize JavaScript to dynamically display the relevant question based on the respondent's NPS score, and then store their responses in the same place. Here's a general approach you can take:1. Instead of using two separate free text questions, create a single free text question that will dynamically change based on the respondent's NPS score.2. Write JavaScript code to show/hide the appropriate text question based on the NPS score. You can use the Qualtrics JavaScript API to achieve this. Here's a simplified example:```javascriptQualtrics.SurveyEngine.addOnload(function() {    var npsQuestionId = 'QID1'; // Replace with the ID of your NPS question    var primaryRatingQuestionId = 'QID2'; // Replace with the ID of the "Primary Rating" question    var improveQuestionId = 'QID3'; // Replace with the ID of the "What can we do to improve?" question    var npsScore

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kgillis
Level 3 ●●●
1 month ago
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Level 1 ●
dylanpa22Level 1 ●
asked in Discussions About XM Community

Custom Validation for Highghlight Question in JavaScript

Hi @dylanpa22 ,The JavaScript code you provided seems to have a couple of issues. Here's a revised version with two different validation checks for a highlight question:```javascriptQualtrics.SurveyEngine.addOnload(function() {    // Get the highlight question container    var highlightQuestion = this.getQuestionContainer();    // Add an event listener to the container to detect changes in highlighted categories    highlightQuestion.addEventListener('change', function() {        validateCategories();    });    // Validation function for both categories    function validateCategories() {        // Get the number of selected sentences for each category        var mis_sentences = highlightQuestion.querySelectorAll('.ChoiceStructure[data-qcid="most important sentence"].Selected');        var smis_sentences = highlightQuestion.querySelectorAll('.ChoiceStructure[data-qcid="second most important sentence"].Selected');        var mis_count = mis_sentences.length;        var smis_count = smis_s

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Umang Upadhyay
QPN Level 3 ●●●
1 month ago
J
josiwax2020
asked in Survey Platform

How to randomize multiple segments equally?

Hi @josiwax2020 ,To ensure each device type segment is equally divided between the two question sets, you can use embedded data variables and randomization. Here's a step-by-step approach:1. Create Embedded Data Variables: Create embedded data variables to track the assignment of each respondent to a device type segment and a question set. For example, you could create variables like "Device_Type" and "Question_Set" with values indicating the device type and question set assignment.2. Randomize Block Order: Randomize the order of blocks containing the two question sets. This ensures that each respondent has an equal chance of being assigned to either question set.3. Use Embedded Data in Branch Logic: Set up branch logic based on the embedded data variables. Create branch conditions that assign respondents to question sets based on their device type. For example:   - If Device_Type is "Desktop" or "Tablet", assign to Question_Set A.   - If Device_Type is "Mobile" or "Other", assign to Q

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Umang Upadhyay
QPN Level 3 ●●●
1 month ago
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DevA
asked in Survey Platform

Translations not loading

Hi @DevA ,There could be several reasons for this issue. Here are some troubleshooting steps you can try:1. Check Translation Settings: Ensure that translations are enabled for your survey. You can do this by going to the Survey Options > Translations, and make sure that the "Enable Survey Translations" option is selected.2. Verify Language Settings: Double-check that the correct languages are selected for translation. Go to the Translation Overview and ensure that the languages you want to translate your survey into are added and enabled.3. Review Translation Entries: Check the translation entries for each question and answer choice to ensure they are correctly entered and saved. Sometimes, errors or incomplete translations can prevent them from appearing correctly.4. Clear Browser Cache: Clear your browser cache and cookies, then try reloading the translation overview. Sometimes, cached data can interfere with the loading of translations.5. Test in Different Browser: Try accessing

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D
1 month ago
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Level 1 ●
wilpr74Level 1 ●
asked in Discussions About XM Community

question based on a previous choice

Hi @wilpr74 , Here's how you can set it up:1. Create Your Questions: First, create your questions for Q1 and Q2 as you described.2. Set Up Skip Logic: For Q2, you'll use Skip Logic to show specific follow-up questions based on the answer to Q1.   - For example, if the respondent selects "Sandwich" in Q1, you'll want to show follow-up questions related to sandwich options in Q2.   - In the Survey Flow section of your survey, click on the Skip Logic button for Q2.   - Create Skip Logic conditions based on the responses to Q1. For instance, if Q1 equals "Sandwich," then show the follow-up questions related to sandwich options. Repeat this for each option in Q1.3. Repeat for Other Options: Repeat the process for all options in Q1. Create Skip Logic conditions for each option to show the relevant follow-up questions in Q2.By setting up Skip Logic based on the responses to Q1, you can prompt the next choice in Q2 based on the option selected in the previous question. This allows you to custo

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Umang Upadhyay
QPN Level 3 ●●●
1 month ago
N
nathanwu
asked in Survey Platform

Timer help

Hi @nathanwu ,Instead of trying to randomize both timers within the same block, consider separating them into separate blocks. For example, you can have one block containing the 5-second timer and another block containing the 30-second timer.After separating the timers into separate blocks, you can apply randomization to each block individually. This way, each timer will have its own randomized display within its respective block.By separating the timers into separate blocks and applying randomization individually, you should be able to resolve the issue of both timers disappearing when trying to randomize them within the same block.

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Umang Upadhyay
QPN Level 3 ●●●
1 month ago
AmaraW
Qualtrics Employee
AmaraWQualtrics Employee
published in Badge of the Month

🐘 World Wildlife Day | Badge of the Month | March 2024

Two of my favorite plants are lavender and succulents. Lavender's fragrant purple flowers are perfect for relaxation, while succulents add beauty and require minimal care. Both bring joy and greenery to any space.  

40754
IsabelPosada_Voce
QPN Level 4 ●●●●
1 month ago
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davera_0503
asked in iQ Suite

Workflow design of questionnaires

Hi @davera_0503 ,Yes, Qualtrics provides functionality that can help you design a workflow for your surveys with the requirements you've described. Here's a suggested approach to achieve this:**Survey Flow Design**:   - Create your survey with the initial yes/no question that leads to two sets of questions based on the respondent's choice.   - Set up embedded data to track the supervisor's email address for each respondent.   - Use Branch Logic in the survey flow to direct respondents to their respective sets of questions based on their choice. **Partial Completion**:   - Enable the "Save and Continue" feature in your survey settings. This allows respondents to partially complete the survey and return to it later.   - Optionally, you can set up an email trigger to remind respondents to complete the survey if they haven't finished it after a certain period. **Sending Survey to Supervisor**:   - Use the "Send Email" action in the survey flow to send the partially completed survey to the

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Umang Upadhyay
QPN Level 3 ●●●
1 month ago
KBrady
Level 2 ●●
KBradyLevel 2 ●●
asked in Survey Platform

Embedded Data field not populating as expected - Language = AR

Hi @KBrady ,To ensure consistency with Arabic language formatting, you can use the following code to generate a date stamp in the format "yyyy-m-d" within Qualtrics:```${date://CurrentDate/FullYear}-${date://CurrentDate/Month}-${date://CurrentDate/DayOfMonth}```It retrieves the year, month, and day components separately and concatenates them using hyphens ("-") to achieve the specified format.You can replace the existing Embedded Data field in your survey flow with this code to ensure consistent formatting across all languages, including Arabic.

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KBrady
Level 2 ●●
1 month ago
T
Thuy_2024
asked in Survey Platform

Collecting leaders and followers' responses

Hi @Thuy_2024 , you must have created two distinct survey versions - one for leaders and one for followers. Customize each survey version according to the specific questions and requirements for leaders and followers.Segment your email list into two groups - one for leaders and one for followers. Ensure that each group includes the appropriate email addresses for the leaders and their respective followers.In Qualtrics, you can create two distribution lists - one for leaders and one for followers. Add the email addresses of the leaders to the leaders' distribution list and the email addresses of the followers to the followers' distribution list.Generate unique survey links for each survey version (leader survey and follower survey). You can use the same survey but with different parameters in the survey link to identify the role of the respondent (leader or follower).When distributing the surveys, include embedded data in the survey link to identify the team to which the leader and foll

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Nanditha MM
Level 4 ●●●●
1 month ago
M
mm2627
asked in Survey Platform

How to carry over certain responses to the next time a person takes the SAME survey

Hi @mm2627,Once the volunteer submits the survey, store their contact information as embedded data. After storing the contact information as embedded data, generate custom survey links for each volunteer. Append the contact information (such as email or unique identifier) as query parameters to the survey link.

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M
1 month ago
F
Level 3 ●●●
four77Level 3 ●●●
asked in Survey Platform

Count chart in dashboard

Hi @four77 , Within the chart configuration settings, you should have the option to group the data by different time intervals. Look for an option to group by "Week" or "Weekly" intervals.

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Sachin Nandikol
QPN Level 5 ●●●●●
1 month ago
M
Level 2 ●●
MadhurSinghLevel 2 ●●
asked in Survey Platform

Maxdiff

Hi @MadhurSingh, you can hide the label of a MaxDiff question by using custom CSS.```css/* Hide MaxDiff question label */.MaxDiff .QuestionText {    display: none;}

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M
Level 2 ●●
1 month ago
J
James M
asked in Qualtrics API

List Distribution History API call missing contacts?

Hi @James M,There might be a delay in data synchronization between Qualtrics and your system if not also, double-check the settings of the distribution in Qualtrics to ensure that all contacts were successfully sent the email invitation. If there are any issues with the distribution settings, it could result in some contacts being excluded from the distribution history.To troubleshoot this issue further, I recommend verifying the configuration of both API calls and contacting Qualtrics support they can provide more insights into any potential issues with the API calls or data synchronization processes.   

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J
1 month ago
M
Melike
asked in Discussions About XM Community

Info about "sent surveys" to update contacts in Salesforce

Hi @MelikeCreate a workflow or process builder in Salesforce to trigger actions based on the survey response data received from Qualtrics. For example, you can create a workflow rule to update a custom field on the contact record indicating that a survey has been sent to the contact.Set up notifications or reports in Salesforce to alert agents when a survey has been sent to a contact but no response has been received. You can create reports or dashboards to track survey responses and identify contacts who have not yet responded to the survey.By setting up this workflow, your agents will be able to track which contacts have received a survey but have not yet responded, allowing them to follow up with those contacts as needed.

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M
1 month ago
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blairmoore
asked in Survey Platform

Populating multiple choice options from a string

Hi @blairmoore ,Qualtrics.SurveyEngine.addOnload(function() {    // Get the value of the "tool_list" variable for the current respondent    var toolList = "${e://Field/tool_list}";    // Split the tool list string into individual tools    var tools = toolList.split(", ");    // Get the multiple choice question element    var mcQuestion = this.getQuestionContainer();    // Loop through each tool and dynamically add it as an option to the multiple choice question    for (var i = 0; i < tools.length; i++) {        var tool = tools[i].trim(); // Remove leading and trailing whitespace        mcQuestion.querySelector('.QuestionStructure').innerHTML += '<label class="Choice">' +            '<input type="checkbox" name="toolOption" value="' + tool + '">' +            '<span>' + tool + '</span>' +            '</label>';    }}); This code will dynamically generate checkbox options for each tool in the "tool_list" variable. It assumes that the "tool_list" variable

2
B
1 month ago

Productivity playlist

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