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KatharineSQualtrics Employee

posted in Product Release Notes

New Support Sites in French, German, Spanish, & Japanese

Comprehensive Qualtrics Support Sites in French, German, Spanish, & JapaneseThe Qualtrics Support Site is the ultimate guide to Qualtrics products, and provides free resources to users of all skill levels. It has won the Silver Stevie Award 2 years in a row and answered 5.7 million questions to date, so it’s no wonder we wanted to bring this experience to even more of our customers!Now you can enjoy the following benefits on the French, German, Spanish, and Japanese Support Sites:840+ articles eachIntegrated Google searchBiweekly updates to keep up with product innovationsThese resources are mostly powered by machine translation to allow the sheer size and speed of updates, with strategically chosen content reviewed by human translators.To toggle between available languages on the support site, use the globe dropdown in the upper right.We hope these resources will be useful to you, as we hope to provide a high quality support experience for our customers across the globe.

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - June 15, 2022

Released On Or Before June 15, 2022XM PlatformBrowser Compatibility: Starting June 15, 2022, Qualtrics is ending support for the Internet Explorer browser to align with Microsoft’s decision to retire the web browser. Affected users should switch to a compatible web browser to continue accessing the XM Platform. Read more about the Internet Explorer retirement on this Microsoft support page.Email Distribution Error Messages: Help text has been added to provide more information when distributions contain bounced emails.Employee XMImport Survey: Since you can now create EX projects from a QSF file, the import survey function has been removed from the Tools menu of EX projects. This change applies to engagement, lifecycle, ad hoc employee research, and 360 projects.WorkflowsWeb Service Tasks: Web services in workflows can now have mutual TLS enabled.Load B2B Account Data into XM Directory Task: The “Load Data into XM Directory Task” has been renamed to the “Load B2B Account Data into XM Di

KatharineSQualtrics Employee

posted in Platform News

The New Accept Collaboration Button!

Many of you who visited your Shared Folders last week probably noticed a new button appear called Accept Collaboration. You were probably wondering what it was for, so let's talk about it now! When you're sharing a survey with a user who's in the same Qualtrics license as you, and you find them in the address book by name, you _don't_ have to worry about this button. The survey will just go to your colleague's account automatically. ! However, there are other circumstances where we aren't sure of the identity of the recipient, and want to add an extra layer of security. In these cases, you will share with your collaborator's email address. This collaborator will then receive a code that they must enter into the Accept Collaboration window for the survey to appear on their account. ! ! There are three circumstances where a user is going to receive a code to collaborate: 1. The user you invited to collaborate is from outside of your organization or Qualtrics license. (Remember: s

KatharineSQualtrics Employee

posted in Platform News

Upcoming Deprecation of New Survey Triggers [Q1 2021]

We have been busy improving and innovating the Actions tab so that it can act as a hub of all the workflows in your projects. With the introduction of the Email Task to meet the needs of the Email Trigger, the XM Directory Task to meet the needs of a Contact List Trigger, and the Salesforce Workflow Rule Event and Salesforce Task to replace Salesforce triggers, we will be working towards phasing out Triggers.Deprecation of New TriggersStarting January 18, 2021, you will not be able to create new triggers, and will instead see the message displayed above. We advise you to use the corresponding features in the Actions tab instead of triggers. You will still have access to existing triggers, and be able to edit them as needed. Actions vs. TriggersOverall, the Actions tab gives you more flexibility regarding the types of events that can lead to the creation of emails and contact lists, and also offers more tasks and integrations that can result from a survey response being submitted. Howev

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - October 13, 2021

RECENT UPDATES | RELEASED ON OR BEFORE October 13, 2021None.UPCOMING FEATURES* | STARTING ON AND AFTER October 20, 2021CoreXMUsing Your Own SMS Provider: Users can now integrate their own Link Mobility and Sinch LiveLink accounts to send SMS distributions with Qualtrics.EmployeeXMData Isolation for EmployeeXM: Data Isolation is now available for EmployeeXM licenses. Reach out to your Account Executive or Customer Success Representative if you are interested.FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in this list, our support team is happy to help you with your request. If you have questions about what’s on the product roadmap, please see our Product Roadmap page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category.You can provide feedback on the Weekly Product Release Notes here.*Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - October 6, 2021

RECENT UPDATES | RELEASED ON OR BEFORE October 6, 2021XM PlatformProjects Page: The projects page has been redesigned with better file management, organization, and visual design to make it easier to find, organize, and manage your projects and programs.Homepage: The first page you see when logging in. Provides a holistic view of your projects and XM ecosystem, making it easier to take action or dive deeper.WorkflowsImport Salesforce Report Data Task: New task in actions to import data from a Salesforce report; for example, importing a report of recently closed support cases to send follow-up surveys.Sharing Workflows: Added ability to collaborate on workflows with other users within your Qualtrics license. When collaborating on a workflow, you can choose what level of access your collaborators have. This feature will begin gradually rolling out October 6 and may take some time before it reaches all customers.Workflows Based on XM Directory Segments: You can add conditions to your work

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - September 30, 2021

RECENT UPDATES | RELEASED ON OR BEFORE September 30, 2021WorkflowsMarketo Task: Updates to the Marketo task, including a Create or Update a Marketo lead task to create or update a Marketo lead based on a survey response or other Qualtrics data. PXIdea Screening: Updates to the Idea Screening XM Solution, including new best practice recommendations, redesigned widget labels, and a UX refresh.CoreXMSMS Distributions: When sending SMS distributions through API, you can now specify a date and time for the survey links to expire. Anonymous Links: The process of getting an anonymous link is now accessible wherever you go to get it, from the Distributions tab or when first publishing a survey.EngagementMapping Org Hierarchy Units: Now you can automatically map multiple past hierarchies together. In addition, the user interface for mapping has been refreshed. This feature will begin gradually rolling out September 8, 2021. It will be finished rolling out to all eligible customers by October 8,

KatharineSQualtrics Employee

posted in Platform News

New Unified Dashboard Filters Across the XM Platform

Dashboard filters have been unified across the XM Platform into a single consistent experience for dashboards filters in all product lines, so that EX Dashboards will soon be getting some of the filtering features that were originally developed in other product lines, e.g., CX Dashboards. EX customers that migrate to the new filters experience will get the new features and changes outlined here. Existing filters will be converted so you will have the same filters in all of your existing dashboards. The new viewer experience will be almost identical to the previous viewer experience unless explicitly changed by the dashboard editor. New Features _Click to Filter_ Simple Chart, Simple Table, Pie Chart, Word Cloud, and Number Chart widgets allow users to click on a data point to filter the page. Clicking on the data point again will un-apply the filter. For example, clicking on the “North America” bar in this Simple Chart will automatically drill in by applying a page filter for th

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - September 1, 2021

RECENT UPDATES | RELEASED ON OR BEFORE September 1, 2021EmployeeXMDiversity, Equity, & Inclusion (DEI) Solution: Use our validated model to identify Inclusion gaps and have confidence in how to close them. Our guided Diversity, Equity, and Inclusion (DEI) solution includes intersectional demographics and a robust Inclusion metric.TicketsTicket Reminders: Ticket reminders can now be sent to teams.Workflows“Actions” is being renamed to “Workflows.” This change will apply both in the global page and in the tab in the survey. See Workflows Basic Overview for more.UPCOMING FEATURES* | STARTING ON AND AFTER September 8, 2021EngagementMapping Org Hierarchy Units: Now you can automatically map multiple past hierarchies together. In addition, the user interface for mapping has been refreshed. This feature will begin gradually rolling out September 8, 2021. It will be finished rolling out to all eligible customers by October 8, 2021.WorkflowsGoogle Sheets Task: Automatically add new survey respo

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - September 22, 2021

RECENT UPDATES | RELEASED ON OR BEFORE September 22, 2021WorkflowsCalculate Metric Task: Update to the calculate metric task, including a new setup order and new ability to filter by Text iQ sentiments and topics. Extract Data from Google Drive Task: You can now extract data from Google Drive for import elsewhere into Qualtrics, such as for the purpose of adding XM Directory contacts, employees, or CX Dashboard users.EngagementMapping Org Hierarchy Units: Now you can automatically map multiple past hierarchies together. In addition, the user interface for mapping has been refreshed. This feature will begin gradually rolling out September 8, 2021. It will be finished rolling out to all eligible customers by October 8, 2021.Updates for Non-Structural Hierarchy Metadata: Advanced options are now available for level-based hierarchies, including adding additional metadata. This update also includes a UX refresh for generating and managing hierarchies.CX DashboardsCX Journey Chart Widget Upd

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - September 8, 2021

RECENT UPDATES | RELEASED ON OR BEFORE September 8, 2021EngagementMapping Org Hierarchy Units: Now you can automatically map multiple past hierarchies together. In addition, the user interface for mapping has been refreshed. This feature will begin gradually rolling out September 8, 2021. It will be finished rolling out to all eligible customers by October 8, 2021.360Managing Projects: For 360 projects, copied projects will have a status of “New,” a change from the previous behavior of retaining the original project’s status. WorkflowsGoogle Sheets Task: Automatically add new survey responses as new rows to a Google Sheet.Mobile App SDKXM Directory Segments for Digital Intercept Targeting: This feature is now available for the mobile app SDK.XM Directory Contact Frequency Rules for Digital Intercepts: This feature is now available for the mobile app SDK.UPCOMING FEATURES* | STARTING ON AND AFTER September 15, 2021WorkflowsGoogle Calendar Task: Link a Google Calendar account to automati

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - August 25, 2021

RECENT UPDATES | RELEASED ON OR BEFORE August 25, 2021CX DashboardsCoaching Priorities Widget: Shows contact center leaders a summary of their team’s performance, helping them determine where to focus coaching efforts.Actions“Actions” is being renamed to “Workflows.” This change will apply both in the global page and in the tab in the survey. See Workflows Basic Overview for more.UPCOMING FEATURES* | STARTING ON AND AFTER September 1, 2021TicketsTicket Reminders: Ticket reminders can now be sent to teams.FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in this list, our support team is happy to help you with your request. If you have questions about what’s on the product roadmap, please see our Product Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category.You can provide feedback on the Weekly Product Release Notes here.*Disclaimer: Release dates are approximate and are subject to change. Not every fe

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - August 18, 2021

RECENT UPDATES | RELEASED ON OR BEFORE August 18, 2021XM AppQualtrics XM App: Gov1 users can now access the notifications feed in the XM app. Push notifications are still unavailable to gov1 users.CX & BX DashboardsDaylight Savings Time for Dashboards: Previously, dashboards did not support DST, causing discrepancy between times listed there and in other parts of the platform. Now all dashboards will be compatible with DST. This change does not apply to EX dashboards.UPCOMING FEATURES* | STARTING ON AND AFTER August 25, 2021CX DashboardsCoaching Priorities Widget: Shows contact center leaders a summary of their team’s performance, helping them determine where to focus coaching efforts.Actions“Actions” is being renamed to “Workflows.” This change will apply both in the global page and in the tab in the survey. See Workflows Basic Overview for more.FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in this list, our support team is happy to help you with y

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - August 4, 2021

RECENT UPDATES | RELEASED ON OR BEFORE August 4, 2021ActionsExtract Data from SFTP Files Task: New authentication method added for connecting to SFTP servers via SSH keys.CX DashboardsHierarchies in CX Dashboards: You can now add hierarchies to CX Dashboards. Documentation here and here.360360 Dashboards: You will soon be able to add dashboards to 360 projects in order to report on subject data in aggregate.UPCOMING FEATURES* | STARTING ON AND AFTER August 11 2021Data & Analysis PGP Encryption for Response Import & Export Automations: New encryption method optional for response automations. Details on PGP Encryption.ActionsPGP Encryption for Extract Data from SFTP Files Task: New encryption method optional while extracting data from SFTP. Details on PGP Encryption.Brand AdministrationImplementing a Vanity URL: You can now implement your own Qualtrics vanity URLs.FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in this list, our support team is happy to

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - July 28, 2021

RECENT UPDATES | RELEASED ON OR BEFORE July 28, 2021NoneUPCOMING FEATURES* | STARTING ON AND AFTER August 4 2021CX DashboardsHierarchies in CX Dashboards: You will soon be able to add hierarchies to CX Dashboards. Documentation here and here.360360 Dashboards: You will soon be able to add dashboards to 360 projects in order to report on subject data in aggregate.FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in this list, our support team is happy to help you with your request. If you have questions about what’s on the product roadmap, please see our Product Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category.You can provide feedback on the Weekly Product Release Notes here. *Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - July 22, 2021

RECENT UPDATES | RELEASED ON OR BEFORE July 22, 2021EngagementSpotlight Insights Details: When you click on an insight, there is now a pane that will open to the right that will provide additional details on the insight.CX DashboardsCustom Calendars: Allow you to specify when time periods start within your dashboard settings, so you can set a custom fiscal week, month, quarter, and year.XM AppEnabling Dashboard Pages for Mobile Viewing: Once this feature is enabled, you can select specific pages of the dashboard to include with or exclude from the mobile app. EX & CX. UPCOMING FEATURES* | STARTING ON AND AFTER July 28, 2021None.FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in this list, our support team is happy to help you with your request. If you have questions about what’s on the product roadmap, please see our Product Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category.You can provide feedba

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - July 15, 2021

RECENT UPDATES | RELEASED ON OR BEFORE July 15, 2021360Inserting Conditional Text: Insert a text box in 360 reports that displays different text based on subject scores or answers. 360 Report Display Logic: Visualization display logic in 360 reports now support conditions based on person metadata.XM DirectoryTransaction-Based Segments & Relative Date Comparison: Enables the definition of segments, filters, and samples based on transactional data. UPCOMING FEATURES* | STARTING ON AND AFTER July 21, 2021CX DashboardsCustom Calendars: Allow you to specify when time periods start within your dashboard settings, so you can set a custom fiscal week, month, quarter, and year.XM AppEnabling Dashboard Pages for Mobile Viewing: Once this feature is enabled, you can select specific pages of the dashboard to include with or exclude from the mobile app. EX & CX. FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in this list, our support team is happy to help you wit

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - July 1, 2021

RECENT UPDATES | RELEASED ON OR BEFORE July 1, 2021Survey BuilderQuestion Behavior: Options also appear in a right-click menu, which has changed its appearance. Options listed are the same.Trial Sample Projects: New to DesignXM trial users. Premade projects already loaded with data that appear automatically in the account, so it’s easier to try out Qualtrics functionality during the trial period (for features such as Text iQ, Results, Stats iQ, and Crosstabs).XM AppXM App Login Improvements: Small changes to wording on the XM app to reduce confusion when choosing a login method.XM Directory Profile Card: Enables XM App users with XM Directory to see contact data and respondents’ previous customer interactions.Commenting on Responses: Users can now leave comments on response ticker widgets in dashboards, on both desktop and mobile. (CX Dashboards, EX Dashboards)EXText iQ Bubble Widget Integration for EX Dashboards: Analyze, report, and filter on the Bubble Widget in EX dashboards (alrea

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - July 8, 2021

RECENT UPDATES | RELEASED ON OR BEFORE July 8, 2021GeneralAllowlisting External Domains for Qualtrics Use: If there are users in your organization that do not have open internet access, you may need to add the external domains listed on this page to your organization’s domain allowlist.Survey BuilderPublishing Surveys: The publish modal is now more accessible. When publishing new surveys, the final page now has a Copy link button. When publishing already-active surveys, the anonymous link will always be included in the lower-left so it’s easier to find. XM DirectoryTransaction-Based Segments: Enables the definition of segments, filters, and samples based on transactional data. Notifications FeedHealth Connect Task: New task in actions to update medical records based on survey response. UPCOMING FEATURES* | STARTING ON AND AFTER July 14, 2021XM DirectoryRelative Date Comparison: Enables the definition of segments, filters, and samples based on relative date comparisons. For example, you

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - June 25, 2021

RECENT UPDATES | RELEASED ON OR BEFORE JUNE 25, 2021CoreXMProject Approvals: Project approval notifications are now controlled through the notifications feed. Double check your overall / channel subscription settings.Languages in Qualtrics: The XM Platform is now available in Bahasa Indonesia and Bahasa Malaysia. Actions Notifications: New section on support page explaining automatic deduplication rules for action notifications. Mobile App SDKMulti-Intercept Support: A new version of Mobile SDK that enables multiple intercept capabilities. Note: This feature links to the Qualtrics API documentation, which is separate from the Qualtrics Support Site.Mobile Embedded Feedback: This guided setup presents a natively-built, conversational listening solution to gain higher engagement in app users.EXAction Idea Boards: New feature for Lifecycle and Engagement projects. Action idea boards help dashboard owners crowdsource ideas from their team on what they should do to improve employee engageme

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - June 17, 2021

RECENT UPDATES | RELEASED ON OR BEFORE JUNE 17, 2021CoreXMCertified Questions: Standardized demographic questions integrated with XM Directory. Now generally available.SMS Distributions: Customers can request the ability to send SMS from an alphanumeric ID. ActionsTextFlow: You can now trigger actions based on topics and sentiments detected in oncoming responses.Zendesk Event: New event in Actions to trigger a workflow based on events in Zendesk (e.g., ticket assignee is changed).ActionsSegments & Lists Tab: Segments, lists, and samples are being combined into one tab in XM Directory. This feature is rolling out gradually and may not appear in eligible accounts for several daysManaging Multiple Directory Contacts: New section of support page added for opting out contacts in bulk with a file upload.EXActions (EX): Actions is now available for Engagement projects!Multiple Data Sources in New 360 Reports: Visualizations unique to new 360 reporting now support multiple data sources.UPCOMIN

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - June 10, 2021

RECENT UPDATES | RELEASED ON OR BEFORE JUNE 10, 2021Frontline FeedbackFrontline Feedback Form Editor Update: The feedback form editor will soon allow you to add key metadata and other custom information to every piece of feedback submitted.UPCOMING FEATURES* | STARTING ON AND AFTER JUNE 16, 2021CoreXMCertified Questions: Certified demographic questions use prebuilt questions that collect demographic data from your respondents to automatically push that data to the respondent’s contact entry in your XM Directory.ActionsTextFlow: You can now trigger actions based on topics and sentiments detected in oncoming responses.Zendesk Event: New event in Actions to trigger a workflow based on events in Zendesk (e.g., ticket assignee is changed).XM DirectorySegments & Lists Tab: Segments, lists, and samples are being combined into one tab in XM Directory. This feature will start rolling out gradually on June 16.FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in t

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - May 27, 2021

RECENT UPDATES | RELEASED ON OR BEFORE MAY 27, 2021ActionsWeb Service Task: Task updated to include support for XML and for OAuth authentication.EXCandidate Experience: A new offering that enables your organization to measure and act on candidate feedback across recruiting touchpoints.Multi-Select Org Hierarchy: You can now select multiple units at a time when using org hierarchy dashboard filters. This feature began roll-out on May 26 and will conclude on June 4th. Customers enrolled in the Enhanced Anonymity for Org Hierarchy preview will not get access to this feature until Enhanced Anonymity for Org Hierarchy becomes Generally Available. Edit: This release has been temporarily rolled back.UPCOMING FEATURES* | STARTING ON AND AFTER June 2, 2021None.FEEDBACK AND QUESTIONSIf you have any questions about the product updates featured in this list, our support team is happy to help you with your request. If you have questions about what’s on the product roadmap, please see our Product Up

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - May 20, 2021

RECENT UPDATES | RELEASED ON OR BEFORE MAY 20, 2021CX DashboardsXMI Percentiles in Gauge Charts & Number Charts: Now when displaying XMI benchmarks in gauge and number charts, hover-over reveals key percentiles, so you can tell how your company is performing compared to these standards.Stats iQRenaming Variables: You can now easily rename multiple variables by tabbing through the list.EXParticipants Tab (Engagement, Lifecycle): User interface refresh for the Participants tab in Engagement and Lifecycle projects. All functionality retained. (Note: This feature resumed rolling out to users between May 17 and May 21.)UPCOMING FEATURES* | STARTING ON AND AFTER MAY 26, 2021EXCandidate Experience: A new offering that enables your organization to measure and act on candidate feedback across recruiting touchpoints.Multi-Select Org Hierarchy: You can now select multiple units at a time when using org hierarchy dashboard filters. This feature will begin roll-out on May 26 and conclude on June 4t

KatharineSQualtrics Employee

posted in Product Release Notes

Weekly Product Release Notes - June 3, 2021

RECENT UPDATES | RELEASED ON OR BEFORE June 3, 2021CoreXMLoad data into XM Directory task: New functionally added to upload CSV files for mapping field values. CX DashboardsImporting Data as a CX Dashboard Source: New page on how to use an imported data project as a CX dashboard data source. Also contains instructions on how to convert legacy CSV sources to imported data sources.UPCOMING FEATURES* | STARTING ON AND AFTER JUNE 9, 2021CoreXMLoad into Data Project Task: New task in actions to save imported data to an imported data project. CX & BX DashboardsDaylight Savings Time for Dashboards: Previously, dashboards did not support DST, causing discrepancy between times listed there and in other parts of the platform. Now all dashboards will be compatible with DST. This change does not apply to EX dashboards.Frontline FeedbackFrontline Feedback Form Editor Update: The feedback form editor will soon allow you to add key metadata and other custom information to every piece of feedback subm

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