To create an Idea, you must…

1 | Navigate to Evolve

1. Click “Ideas” in the top navigation of the XM Community to access Evolve
2. Read this post, the Product Ideation Overview | Evolve post, and the instructions under the header “Evolve” before accessing the Evolve table

2 | Search for an Idea

1. In the Evolve table, click the search box below the text “Search Ideas”
2. Enter the text you feel describes your idea
3. Above the search box, you will see text that says “Status.” Select the Idea status you would like to filter by. Options include:
   • Open | This idea is under review
   • Moving Forward | We are working on this idea
   • Not Moving Forward | This idea will not be developed
   • Revisit in Future | This idea will be revisited in 9-12 months or the next planning cycle, depending on ideation volume
   • Delivered | We built and published your idea
   • Capability Exists | This is an existing product feature
4. Above the Search box, you will see text that says “Filter by Product Line” Select the product line you would like to filter by. Options include:
   • Brand Program
   • Customer/Frontline Program
   • CrossXM Program
   • Employee Program
   • Research Program
   • Qualtrics Software Platform
5. If the idea you are seeking already exists, upvote the idea by clicking the heart “” button in the “Add Your Vote” column of the row of your desired idea. 

   • Note

     Evolve takes an hour to process a new upvote. If you refresh your browser or access Evolve from a new browser within 1 hour of submitting an upvote, your upvote will not be reflected in the Evolve table. An hour after your submission, the Evolve table will update to reflect your upvote.

3 | Create a Product Idea

1. In the Evolve table, click the button “Submit New Idea Here”
2. Fill out the form in the new browser tab
   • Explain your rationale and need for the request in detail – this helps the product managers review and prioritize ideas

   • Note

     If you are a member of the Qualtrics Partner Network (QPN), please respond to the form question “What is your customer’s primary role” with one of the two answer choices below:

     • Partner developing on Q Platform
     • Partner on behalf of Q Customer 
3. Click the “Submit” button
   • Once an idea is submitted, it will take up to 72+ hours to be live, as the idea needs to be triaged and assigned an initial status

4 | Track an Idea’s status

1. You can track an idea’s progression through the review // development process using statuses in the Evolve table. These statuses can be found in the “Idea Status” column of the table.  Idea statuses include:

   • Open | This idea is under review
   • Moving Forward | We are working on this idea
   • Revisit in Future | This idea will be revisited in 9-12 months or the next planning cycle, depending on ideation volume
   • Not Moving Forward | This idea will not be developed
   • Delivered | We have built and published your idea
   • Capability Exists | This is an existing product feature

FAQ

1. How do I keep track of statuses?

   • We encourage you to make a note of the ideas you submit for tracking purposes! Utilizing the Coda search bar will allow you to find your idea after it has been reviewed. (72+ hour timeline)

2. Do I need a Coda account to submit an idea?

   • No, you do not! Click on the green “Submit New Idea” button in the Evolve Coda table to submit your idea.

3. Can I comment directly on ideas?

   • No, members can only post new ideas, or upvote them.

4. I posted my idea, but I don’t see it in the Evolve Coda table. What should I do?

   • We have a 72+ hour timeline to review ideas and deduplicate requests. We appreciate your patience. Once your idea is reviewed, it will display in the table. 
   • If it has been well over 72+ hours and you still don’t see your idea, your idea is not detailed enough. If an idea is not detailed enough, it will be deleted. Please resubmit the idea with more details.

5. Why haven’t I seen my idea’s status change status?

   • We cannot guarantee that each idea gets reviewed, but the Product Managers will make an effort to review your ideas. We value your time and input on providing your creative and innovative ideas!

6. I upvoted an idea, but I don’t see the upvote. What should I do?

   • You should wait one hour to see an update in the upvote count. 

7. I accidentally submitted an idea without enough details, what should I do?

   • We will delete the initial idea. Please resubmit the idea with more details.

8. How can I share an existing idea with a colleague so they can also upvote it?  

   • In each idea row there is a unique EV-Idea Number specific to that idea. You can share the EV-Idea Number with a colleague. They can then search for an idea by EV-Idea Number using the small search bar on the right hand side of the Evolve table. 

9. What is the difference between the two different search bars in the Evolve Coda table?

   • Large Search Bar: Search the “De Duped Ideas” column by keyword.
   • Small Search Bar: Search the table by Idea ID, Product Line, and Idea Status.

10. How do I share feedback for the Evolve program?

    • Please use the Evolve Feedback survey to submit feedback.

11. I have questions that aren’t listed in the FAQ. How do I ask them?

    •  Please, reach out to us at: evolve-pxm@qualtrics.com.