Survey Platform

From email transcript: 1. Issue IdentifiedQualtrics' new email experience no longer allows users, including Brand Admins, to delete sent distributions. This creates challenges when performing live survey testing, as test distributions remain in the project and can impact reporting and analytics.2. Qualtrics' ResponseThis is an intentional design change, not a defect. Sent distributions can no longer be deleted in the new experience to preserve distribution history. Qualtrics acknowledged the concern and recommended submitting the enhancement request through the Qualtrics Community for Product Management review.3. Concerns with This DirectionTest distributions can distort response counts, response rates, dashboards, and AI analysis. Administrators must now manually exclude test records from reports and downloads, apply filters throughout dashboards, etc Increased risk of reporting errors if test records are not consistently filtered out. Removes flexibility previously available in the l

Hi everyone,I'd like to share a tool I've been building that may be useful for anyone working with survey migrations.I'm the founder of Pirai AI, which converts survey questionaire (Word, PDF, Excel, and CSV) into Qualtrics QSF. The conversion logic is based on my experience working in survey programming and market research over the past 15 years. The goal has been to automate what is often a time-consuming and manual process while preserving survey structure, question types accurately as possible.I'm continuing to refine the conversion engine and would genuinely appreciate feedback from anyone willing to test it with a real survey. If you encounter any issues or notice unsupported features, I'd be grateful to hear about them so I can continue improving the platform.If anyone has questions about the conversion process or the technical approach behind it, I'm happy to discuss it.Thanks!Arun

As a Qualtrics power user for over a decade, I want to clarify that the widespread community pushback regarding the mandatory transition to the new Results Dashboard is not a simple case of users being resistant to change. This is a fundamental usability issue that severely disrupts established institutional workflows.After investing countless hours troubleshooting the new interface, it is evident that the tool, in its current state, is a major regression from the Legacy Results-Reports.The core issues I have experienced, which echo sentiments across the community, include:Severe Customization Restrictions: The rigid, widget-based layout offers substantially less flexibility for customizing basic data visualizations compared to the legacy platform. Compounded Click Fatigue: Basic tasks that previously took one or two steps now require a tedious number of clicks through nested menus, making the interface inefficient for power users. Migration & Formatting Bugs: Early adoption has re

Hi there,I am essentially dealing with the same issue/question as this topic except that my form is open and has been live and collecting responses for months. It’s “fine” in that if I download responses as a spreadsheet, I can see the date the form was submitted, but if I go to export them as a PDF (which I would like to do for my records) then the piped text (see below) displays the present date (i.e., the date on which I download the PDFs).Is there a way I can get “RecordedDate” into my piped text there?  

I have same survey for Location as Berlin and location others. since Berlin have authenticator so i want to keep it different. How i can show mutually exclusive progressbar so Berlin have its own and other have its own and it not start at 50% and not jum 50 to 100 for other. 

I created a survey flow in Qualtrics for the 1st question. If they don't select certain choices, they get a end of survey custom message. However, since it's the first question, when you go to take the survey you immediately get the custom end of survey message and never see the question. What needs to be fixed?

Hi, I wanted to contribute to the discussion on the new distribution experience, as unfortunately it is causing a lot of problems for my colleagues and I!Email distributions are the sole feature we use for data collection in our ongoing clinical trial and the new distribution experience has significantly lengthened the time needed to schedule questionnaires to go out, which we are doing individually for over 300 participants!The old/legacy experience is much simpler and more user friendly for the following reasons:The pop up window where the entire message and required fields are together (i.e., recipient, from, subject, message, advanced options) is much more cohesive instead of these sections being separated on many entirely different screens The pop up menus with drop down options in their dedicated sections (such as subject and message) helps avoid errors as opposed to these groups being under the same drop-down on the new version The drop downs are wide enough to read easily in th

Hello,I’m new to the Qualtrics platform and need to set up a survey whose results must be reviewed by the appropriate employee from a list of 33. There is high turnover in this list and it needs to be updated very frequently (I anticipate 4 times in the next month), so manual setup is possible but high maintenance. Is there a way to populate a question’s answer bank from a contacts list so the user can select the relevant employee, and then pipe that answer into an email task workflow without relying on 33 manually created if branches and email tasks?

We’re looking at using the same Qualtrics survey across multiple physical locations such as stores, events, counters, and printed materials.Ideally, we want to understand two separate things: Which QR code/location generated the scan? Which location ultimately generated the completed Qualtrics response? One approach I’m considering is creating a different QR code for each location while keeping the destination as the same Qualtrics survey. The location could then be passed into Qualtrics through a query-string parameter or embedded data field.For example:survey-link?location=dubai-storesurvey-link?location=trade-showsurvey-link?location=receptionFor the QR side, we have been looking at IMQRScan because dynamic QR codes can provide scan analytics separately from the completed-response data inside Qualtrics. That could make it possible to compare QR scans against actual survey completions and calculate conversion rates for each physical location.The part I’m unsure about is the best wa

When I create either the QR code or the Link via their tools, it sends the recipient to the template page and not the page where my survey is. How do I resolve this. Thank yo.

Hi Community,I'm looking for guidance on best practices for managing survey changes between Qualtrics sandbox and production environments.In our case, the sandbox and production environments are separate Qualtrics accounts. We would like to develop and validate changes in sandbox and then promote them to production before going live.Typical changes include:Survey questions Survey Flow Branching and display logic Embedded Data Custom JavaScript/CSS New survey versionsAfter discussing this with Qualtrics Support, my understanding is:There is currently no built-in sync capability between sandbox and production instances/accounts. Exporting and importing a QSF transfers the survey structure only, not response data. Importing a survey creates a new survey with a new Survey ID. There is no supported way to automatically synchronize workflows, configurations, or survey changes between sandbox and production while retaining the existing Survey ID. Applying changes via QSF import would require

Hello, I wanted to come on here to join the discussion on the new distribution experience, as my colleagues and I are unfortunately having a really hard time with it!We use this feature as our only method of data collection for our ongoing clinical trial, and the new distribution experience has significantly lengthened the time needed to schedule questionnaires to go out.The old version was much simpler to use and keep track of for the following reasons:the pop up window where the entire message and required fields are together (i.e., recipient, from, subject, message, advance options) is much more cohesive instead of these sections being separated on 10 different screens The pop up menus with drop down options in their dedicated sections (such as subject and message) helps avoid errors as opposed to these groups being under the same drop-down on the new version the drop downs are wide enough to read easily as well on the old version reminders are clustered with the original distribut

Hello, I have a text entry question and I have added validation so that the content type is number only. I have a response that shows “9,000” in the response view but when exporting the data it shows as 9. Does anyone know how I can fix this so in the exported data I see exactly what they have entered?   

Is there functionality within Qualtrics to include as a survey question the ability to intake a list of people with individual line item data elements like Name, Company, Country as one of questions in the survey? If so, how to implement this? Currently we have a free text field as a survey question where submitters enter several names of people together with their company, country, job title, all together in one free text field. We need to parse this out and have the submitter enter into a grid so to speak, Name first column, company second column, country, then Job title, etc.How to create this in a survey? 

I just want to say thank you to Qualtrics for extending the use of the older email distribution UI/process through December 1st. Please incorporate all the feedback we have provided to ensure the new email distribution is as user friendly and efficient as the older one!

I launched a survey that lacked a crucial question and I would like to add that question now. We have already had a few responses so we would like to be able to open up the survey again, including to those who have completed it. For those that have completed it, is it possible to only ask the one new question when they reclick the survey link? There should be a record of who completed the survey given if they have already completed the survey and they re-click the link there is a message that says ‘You have either already completed the survey or your session has expired.’

 I’ve been working on a solution to make this a little easier, and I’d love to get feedback from the community.One thing I’ve found surprisingly tedious is moving content between Qualtrics accounts. For surveys, you can export/import QSF files, but you still have to repeat the process for each survey. Library messages are even more difficult since there isn’t a straightforward export option.I’ve added two migration tools to the Qualtrics API Toolkit Chrome extension:Survey MigrationSelect one or more surveys from your source instance, choose the destination, and migrate them directly. The tool also provides a mapping of the original Survey ID to the new Survey ID, which can be useful when updating references.Library Message MigrationSelect messages from your libraries and migrate them to another instance. The extension loads the available libraries automatically, and you can filter messages by category such as invitations, end-of-survey messages, SMS, etc.Both migrations run directly i

I'm trying to embed a 360-degree YouTube video into a survey question using a standard iframe in the HTML View of the Rich Content Editor: The problem: The video plays and all standard controls (play/pause, volume, fullscreen, progress bar) work correctly, but the 360° drag-to-rotate interaction does not work at all. When I open the exact same video directly on youtube.com, the compass/direction icon appears in the player and I can freely drag to look around, so the video file itself is correctly tagged with spherical metadata.What I've already ruled out:The allow attribute (including gyroscope and accelerometer) is present and preserved in the final rendered page (confirmed via DevTools Elements panel on the published survey link, not just the editor preview) No sandbox attribute is present on the iframe No custom CSS or JavaScript has been added to this survey (it's a brand new project) Increasing the iframe dimensions (tested up to 960x540) does not resolve it, and does not remove t

I am a PhD Student and have recently received IRB approval. I am attempting to create or update the anonymous link for my survey in Qualtrics as the current one does not direct you to the most recent and final version of my survey. Can anyone advise on how to make this change of regenerating a new link address?

 I want videos on the use of the “The new email experience”  

Hi everyone,I'm looking for ideas on how to manage reusable code across a large number of Qualtrics surveys.We currently have around 70 surveys that use essentially the same workflow configuration. Some of these workflows contain Code Tasks with JavaScript that implements shared business logic.The challenge is that the code is copied into each workflow individually. Whenever we need to make a change or fix a bug, we have to update the same code in dozens of places, which is difficult to maintain and error-prone.Ideally, I would like to maintain the code in a single location and have all workflows use that shared version.A few questions:Is there any supported way to reference external/shared code from a Workflow Code Task? Has anyone implemented a centralized approach for workflow logic that is reused across many surveys? Are there recommended patterns using web services, APIs, libraries, or other Qualtrics features to avoid duplicating code? How do organizations manage workflow code wh

I usually don't leave feedback related to user interface designs or decisions, but I have found the new e-mail distribution UI and process to be awful. Prior to the new UI and process, all options related to creating an e-mail distribution—selecting recipients, scheduling a time for the e-mail to be sent, identifying the sender and reply to e-mail addresses—were on one single page. With the new UI and process, I must advance through four or five different web pages, waiting for each to load, to do a simple e-mail distribution. On one page I choose the recipients. Then I must advance to the next page (which takes time) to identify the sender and reply-to. Then I must advance to the next page (which takes time) to schedule, etc. This is a tremendous waste of time. In addition, when I create a new email using the same instrument, I am forced to type a sender name, reply to e-mail address and re-type the subject line I want—every single time. Prior to this new user interface, Qualtrics rem

Hi, I’ve created a survey with a bunch of different question types. For most of them, I managed to recode the values/statements/etc. so the data directly exports with analysable labels.There are a few question types I struggle to achieve this with.My first problem arises when carrying forward multiple choice answers from a previous question (for which I have set labels) as text entry options to a form field. The multiple choice answers export with my set labels in the previous question, but export as _1 to _7 for the form field (instead of, e.g., caregiver_origin_mother, I get caregiver_origin_1). I understand that regular form fields do not allow for recoding, but is there a way to achieve it in this case?The more confusing problem is a matrix table with constant sum, for which I have recoded the choices’ export labels (y-axis) and labelled the statements/answers (x-axis). The exact same matrix table exports the labels when it’s a likert (the answers’ labels being the data points), bu

Hello XM Community,I'm wondering if anyone knows of a way to include a Qualtrics survey URL in an email without it being rendered as a clickable hyperlink.I previously used an invitation template from the Qualtrics Library that achieved this behavior. However, it seems that recent changes—possibly due to AI-powered features in modern email clients—are automatically converting the survey URL into a clickable link.Has anyone encountered this issue or found a reliable workaround? Any suggestions or insights would be greatly appreciated.

I am a longtime Qualtrics user. I feel like I am in expert in most things on the platform but the ‘Results Dashboards’ are not at all intuitive. I have read the online documentation multiple times and still struggle to create results dashboards for basic surveys. It takes so many clicks to customize the widgets in needed ways and it’s very difficult to know what to do to make basic visualizations.This new-ish feature is in no way an upgrade from the previous results-reports page. I understand I can revert back to the old version but worry about it the results-reports being phased out at some point. The dashboard version is clunky, nearly impossible for someone to use efficiently, and offers less customizability than results-reports. As someone who is responsible for encouraging my colleagues to use Qualtrics over other products like Google forms, it makes it even harder when the features are so difficult to learn.It would be great if Qualtrics would either dramatically improve the user