Hi everyone,
We’re currently working with separate Qualtrics instances (Staging and Production), and I’m looking for recommended or proven approaches to reliably transfer assets between them.
Specifically, I’m interested in experiences and best practices around moving:
- Surveys (including Survey Flow, Embedded Data, JS customizations)
- Workflows (events, conditions, code tasks, email tasks, integrations)
- Dashboards / Reports (sharing settings, widgets, filters, permissions)
Some concrete questions I’m hoping the community can help with:
- What is the preferred way to promote surveys from Staging to Production?
- Copy project → export/import → other?
- Any common pitfalls to watch for (IDs, embedded data dependencies, look & feel, etc.)?
- How do people typically handle Workflows, given that they are tightly coupled to surveys, events, and environments?
- Manual recreation vs. templates vs. API‑driven approaches?
- Are there recommended patterns for keeping Staging and Production aligned over time (naming conventions, versioning, documentation, checklists)?
- For dashboards, is rebuilding still the norm, or are there better options people are using successfully?
We’re aiming for a controlled, repeatable promotion process (similar to what you’d expect in a standard SDLC), but Qualtrics doesn’t seem to have a fully supported “deploy” mechanism across instances.
Any insights from:
- Qualtrics product team members
- Partners / agencies
- Or customers managing multi‑environment setups
would be greatly appreciated.
Thanks in advance!
