Table of contentsTable of contents Introduction Enabling permissions Migrate supplemental data sources to the library Sharing Migrate Survey Flow Migrate Autocomplete Migrate Lookup Task in Workflows Automatic Updates IntroductionSupplemental Data Sources (SDS) are going through a major update while we prepare to make the feature generally available. This post details what is changing and how to migrate legacy SDS integrations to the new SDS implementation. What is changing?Key changes include the location of where the SDS sources are stored/managed and the size/usage limits. SDS will be managed and shared via the Library rather than through Data & Analysis on Imported Data and Survey Projects. Limits are listed below: Name Limit Notes Max SDS sources per brand 200 SDS Sources Max SDS size 10 MB Max records per SDS 100,000 records At least one search field per record must have a value. Max field
Are you a Success Package user looking to empower your team and accelerate impact across your XM journey? Whether you already have a program strategy in place or are just getting started, this guide provides a comprehensive overview of everything you need to know to make the most of your investment in Qualtrics.Learn How to Access Your Services Experience Services Tailored to Your Goals Review Best Practices for Effective Services Conversations Additional Resources Learn How to Access Your ServicesWatch the Two-Minute Tips below for a quick overview of how to effectively use and manage your Success Package services directly from your personalized Customer Success Hub: Experience Services Tailored to Your GoalsOnce you’re ready, you can kick off a conversation from your Customer Success Hub at any time by selecting one of the following options:Note: The options available to you will vary depending on your Success Package. If you’re interested in upgrading your package to access addition
What is 2-Minute Tips?Every week we will focus on an XM Community post or question and provide tips and walkthroughs answering the question. The goal of this weekly video series is to deliver effective solutions to these questions, quickly. 2-Minute Tips | February 21st 2024Topic: Using Your Success Package Services in Your Customer Success Hub Today we will learn how to take charge of your Experience Management journey and maximize the benefits that come with your Success Package via Use My Services in the Customer Success Hub. Want More?Support Page:Using Your ServicesExperience this in the Hub:Use My Services Explore everything your Hub has to offer
What is 2-Minute Tips?Every week we will focus on an XM Community post or question and provide tips and walkthroughs answering the question. The goal of this weekly video series is to deliver effective solutions to these questions, quickly. 2-Minute Tips | February 20th 2024Topic: Managing Your Success Package Services in Your Customer Success Hub Today we will learn how to enhance your Qualtrics experience with curated Success Packages via Manage My Services in your Customer Success Hub. Note: This page of the Hub is only visible to Brand Administrators. Want More?Support Page:Managing Your ServicesExperience this in the Hub:Manage My Services Explore everything your Hub has to offer
Are you ready to take your Qualtrics game to the next level? Whether you're a seasoned pro or just getting started, we've got more fantastic resources lined up to help you navigate the world of Experience Management like a true expert. Our newest step-by-step checklists will empower you to create, customize, and distribute comprehensive CX or EX surveys effortlessly, then reveal valuable insights and take action that will help you drive meaningful impact in your organization.These checklists, designed for all users, walk you through specific topics and milestones so you can grow from beginner to expert while easily tracking your progress along the way.Launch an EX Survey Project: Browse survey templates that get you up and running FAST, enhance your project's impact with expert guidance, learn how to select and create your org hierarchy to set your organization up for success, and learn the best practices and strategies for effectively distributing your survey. Launch a CX Survey Proje
Submit ideas for the Customer Success Hub using our new Feature Request Portal! Introducing the brand new Qualtrics Customer Success Hub Feature Request Portal, powered by you, our customers. Through this Portal, you can submit feature requests — suggested enhancements to the Customer Success Hub — and track their status throughout the review and development process.Now, customers can share Customer Success Hub feature suggestions directly with our product managers. Through this Portal, we have expedited the ideation process, while increasing customer visibility into an idea or feature’s status. What would you like to see us bring to the Hub next? To create an idea, you must…1 | Navigate to Evolve 2 | Search for an Idea 3 | Submit a Feature Request 4 | Track an Idea’s status FAQ1 | Navigate to EvolveThere are two ways to access the Feature Request Portal for the Customer Success Hub:Go directly to the Feature Request Portal and bookmark the link. Click “Ideas” in the top navigation of
The Qualtrics Preview Program gives an exclusive window into Qualtrics' product and solution innovation. By joining, you will have the opportunity to provide input on features in development through direct interactions with Qualtrics Product teams and hands-on product use. We'd like to introduce a new opportunity to have a voice in the development of upcoming Qualtrics Customer Success Hub (CS Hub) features!Qualtrics has evolved the XM Support Portal into the CS Hub, a single place for all customers to engage with Qualtrics services and resources.We created the CS Hub thanks to feedback from customers. Now we’d like to partner with YOU in its evolution to make sure that this digital space is designed with your needs in mind!Sign up to be invited to bimonthly, virtual feedback sessions during which our product managers will share feature demos, ask questions, and respond to your questions, comments, and ideas.Please join us in:Making it easier to self-service and connect with the right
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