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XM Thought Leadership

Discussions about XM, CX, EX or Strategy and Research.

920 Topics

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MartiQPN Level 2 ●●

asked in CX Dashboards

How to display a "form" question on a dashboard

I have a question in my survey that uses the "form" option, how do I display the answers on my dashboard? I am trying to figure out a widget to use, but I can't seem to figure it out.

4 years ago

DeniseLevel 1 ●

asked in CX Dashboards

How do you correct for a "Error Updating Ticket Status" message?

We have someone on our team who suddenly is unable to update a ticket. He can neither add notes in the Activity section nor can he update the ticket status. No one else on our team is having this issue. Any suggestions for resolution to this problem?

201

4 years ago

AbdulDezkamLevel 2 ●●

asked in CX Dashboards

Different response weighting year over year

Hi there! Every year we conduct an annual survey satisfaction survey. The responses are weighted based on what country the feedback/user is from. e.g. US: 4,3%, China: 10,3%, Estonia 0,04% etc. I have follow question - and I am seeking some best practice here: A) Would I make the weighting in Vocalize or Data&Analysis? My greatest interest is to automate as much as possible. If D&A, how can I provide the weighting information once and for all? B) In our case, the weighting changes year after year. How can I apply new weighting new year to new responses, without replacing the weighting on old responses from 2018? In all cases, the outcome is that we have a Vocalize dashboard showing the results weighted and I can utilize the country filter (and any other filters) to see weighted results . Currently Vocalize can only weight 1 time per dashboard, meaning that I wont be able to apply new weighting to new responses next year without replacing weightings on old responses... Any

542

5 years ago

KatharineSQualtrics Employee

posted in XM Thought Leadership | Community of Practice

Optimizing Website & App Feedback with Our Latest Product Releases!

Today we’re going to talk about Digital Customer Experience innovations at Qualtrics – essentially, the latest and greatest available to Website / App Feedback projects! Simplify managing website feedback tags and track customer feedback and behavior more efficiently with the XM integration for the Adobe Experience Platform Launch. With Adobe Launch, Website Feedback Intercepts can be deployed to your site with a click, empowering users in the organization to create and deploy Intercepts through a self-service interface. This Qualtrics extension is available on the Adobe Launch Catalog for current Launch users to install and configure, but you can also check it out on the XM Marketplace here. If you have questions on set up, don’t forget to consult our Adobe Launch support page! ! Have you tried Website Feedback for mobile apps? (AKA our Mobile App SDK!) Drive improved iOS and Android App reviews within your mobile app while enabling feedback capture from all users. Check out our So

132

5 years ago

DaisyD

asked in CX Dashboards

Showing trended data in widget?

Hello! I am trying to show trended NPS data in a widget. We generally show our data like in the graph below. However my execs would like to see a year over year comparison, by month - so have the dark blue line and light blue line on top of each other, so it's easier to compare NPS by month (ex: May 2018 vs. May 2019). I tried to "play" with the settings but couldn't find a way by myself. Has any of you tried? Any ideas? Thanks so much in advance! !

162

5 years ago

Mohammed

asked in CX Dashboards

How to display large set of attributes sharing the same scale from a matrix table question

In one widget on the dashboard

5 years ago

nlandaLevel 2 ●●

asked in CX Dashboards

Combining Open Text Fields?

I have 5 separate Open Response questions that I would like to display all together in one widget (not divided up by question like in Record Grid). I tried to combine the 5 fields in the Setting mapping screen but it doesn't seem to let me map it as one widget/ all comments in one response ticker.... any advice?

1245

5 years ago

DaisyD

asked in CX Dashboards

Key Drivers widget customization for font size?

Hello, I have added a Key Drivers widget in my CX Dashboard but the font size is rather small and it makes the statement hard to read. I haven't found an option to change the font size in Edit - does it exist? How can I increase my font size? Also, I deactivated the "Scale Data Points by Sample Size" option but now all my bubbles are quite small. How can I increase their size as well (uniformly)? Thanks for the help! Example below (font is too small, bubbles are too small): !

1181

5 years ago

Karlo_Francisco_JD_Power

posted in CX Dashboards

Upload Downloadable Content (e.g., PDF content, static data files)

Hi Everyone, I've explored some of the different Widget options in Vocalize, and I'm trying to see if there is a way to create a page of downloadable content (e.g., PDF content, static excel files, videos) that might be helpful to a client to grab and download. I didn't get the sense that this can be done in Vocalize (besides an Image where we can put it into a Library and get the URL from there to create an Image Widget). Has anyone run into this? The only other options that I can think of is to store the files in an FTP and use the Rich Content Editor to throw in a link to that OR load everything up into a Library on the platform and permission via roles and groups. Any ideas or comments is greatly appreciated! Thanks, Karlo

5 years ago

MsIreenLevel 5 ●●●●●

posted in CX Dashboards

Sources cannot be updated/remapped

I currently have an issue with several dashboards. Cannot add a new field, change the current mapping, add new sources or anything else. Has anyone experienced the same issue? Have contacted support, product manager, CSM, Account Manager, and still nothing has been fixed for almost 2 weeks already, so reaching to the Community for advice. :s

505

5 years ago

DeniseLevel 1 ●

asked in CX Dashboards

Does anyone know if we can view customer usage on dashboards?

We are trying to determine the number of times each user accesses various dashboards. Is there CX usage information anywhere in Qualtrics?

192

5 years ago

AkdashboardLevel 4 ●●●●

asked in CX Dashboards

Photos from Survey in Dashboard

Hi everyone, Has anyone found a way to automatically display photos collected from a survey in a Vocalize dashboard? I am using an upload file question type to collect the photo, but can't find a way to display the photos taken.

162

5 years ago

MartiQPN Level 2 ●●

asked in CX Dashboards

Custom calculation on a dashboard

I have a calculation in my survey flow for a field based on questions answered. Once I get to the dashboard, I need to do a calculation that says if Field Name>5 then make Field Name2 5, otherwise Field Name2 = Field Name. Is this possible? We are trying to calculate the average of 5 dimensions, but not all dimensions will have a value so we want to divide by those that do. This has been a struggle so any help would be appreciated!!

2035

5 years ago

DaisyD

asked in CX Dashboards

Capturing NPS grouping (ex: "Promoter") to use in email triggers subject line

Hello! I am trying to include the NPS Grouping the respondent belongs to as a text (not a score) in order to pipe it in the subject line of my email triggers. Ex. of subject line = "A [Promoter/Detractor] just completed the survey" Is there an easy way to do that, that already exists? Or do I have to create an embedded variable based on the NPS score in the survey flow, and pipe-in that? Ex: create an embedded data "NPS_Grouping" with value "Promoter" and "Detractor" based on NPS score. I have 20 email triggers to create, one per region (as each region has its director) - and have to repeat for Promoters and Detractors. So I'm looking for the most efficient way to create those triggers. Thanks for your help!

167

5 years ago

AxelSQPN Level 2 ●●

asked in CX Dashboards

Response rates by category

Hello, I have the following problem: I have responses from a daily survey where each respondent belongs to one of several categories (more than 60), and I want to know what is the response rate for each one of this categories. For reasons I don't understand, the Distributions Table widget ignores all kinds of dashboard filters, so I only have the general response rate. I created a new column which is a group by and count of each category, so if in a particular day there are 20 rows with category A , 15 with category B, and 30 with category C, then the new column looks like this: rowNumber cat count 1 A 20 2 A 20 3 B 15 4 C 30 5 A 20 And so on. What I wanted to do is to create a Custom Metric consisting of the sum of all the respondents who finished the survey divided by whatever happens to be the count for that category that day. How do I do this last part? In the divisor I can only specify a Count, Min and Max or aggregate measures like Average. Is there any way to create this metri

181

5 years ago

TimLevel 2 ●●

asked in CX Dashboards

how to export a dashboards field names

I have 5 pages of field names in a dashboard. Will someone please let me know how to export a list of the field names?

619

5 years ago

DiannaW

posted in CX Dashboards

Using translated comments in multiple dashboards?

I have an NPS survey with translated comments from multiple languages that is working properly in its own dashboard, but when I import that survey into an executive dashboard with 6-7 other surveys, the comments show up in the response ticker in their original language. While I realize that each dashboard needs to have certain functions (such as Text IQ tagging) done independently for each dashboard, I would think that translated comments would carry over from one dashboard to another. Does anyone have experience with this? I don't see a way to translate these comments from within the second dashboard.

301

5 years ago

CMurphLevel 4 ●●●●

asked in CX Dashboards

Response Count Threshold Limitations with Comments

We recently started a new survey and only want to share scores/comments with our stakeholders that meet a certain response count threshold. Through quite a bit of trial and error and then confirming on the support site, I have learned that the response count threshold isn't actually compatible with any widget including comments (Response Ticker or Record Grid). Nor is there a way to add comments to any of the widgets that are compatible with Response Count Threshold. This results in my having to export ALL comments and manually exclude those that don't meet our threshold. Has anyone had luck finding a work-around to this?

462

5 years ago

vwilkisonLevel 1 ●

asked in CX Dashboards

Scheduled emails through the dashboard

I'm working on setting up a regularly scheduled email from the dashboard to vocalize users. Each user has a set role and permissions. Do I have to setup individual emails for those people with the dashboard setup for them or can I setup one email and it will only show what they are supposed to see? Also, is there a way to have the PDF in a landscape format and not portrait?

481

5 years ago

LeeMer

asked in CX Dashboards

Loading CSV issues

Hi all! Battling a bit and any help provided is appreciated. I need to upload a non-qualtrics CSV file data as data source for CX dashboard. Battled and got to point where it seems to accept the file and map out the columns perfectly. Then I get the following error when clicking on add: :#INCORRECT_UPLOAD_FILE_FORMAT# Everything in file seems fine - comma delimited, no blank columns, CSV UTF 8 etc. Anyone ideas would be appreciated. Much thanks

5 years ago

DaisyD

asked in CX Dashboards

Can I force the background image to be aligned at the top instead of center?

Hello :-) I am currently updating my survey look and feel and changing the image background. One of the images I have is in "portrait mode" and it displays quite nicely on a mobile: ! However it displays poorly on desktop, as Qualtrics centers the image by default: ! Is there a way to force the image to be aligned at the top instead of center? Thanks for your help!

805

5 years ago

jbarkon

asked in CX Dashboards

multiple data fields into the same widget

is there away to have a single Widget in a dashboard show from multiple question data fields? all the questions looking to be combined have the same 4 options (select 1) and i am trying to make the widget show count of specific response and which question it was associated to.

241

5 years ago

MsIreenLevel 5 ●●●●●

posted in CX Dashboards

Executive dashboard

Hi, We are building an executive dashboard for our management to show our main KPIs across all parts of business, and I would like to ask if anyone could share their best practices. Were there any discoveries that some things work better than others, data representation, rolling metrics, trends, etc? We try to have it as simple as possible, but somehow i am afraid it can get complicated for viewers.

332

5 years ago

ana_velezQPN Level 5 ●●●●●

asked in CX Dashboards

Text IQ Filters

Is it possible to filter between different data sources in Text IQ module when accessed from the dashboard?

5 years ago

KatharineSQualtrics Employee

posted in XM Thought Leadership | Community of Practice

This Summer's CX Product Updates

This has been a summer of exciting Customer Experience updates! First and foremost, switching between your dashboards and your tickets got easier with improved navigation. With just a click, you can return to your tickets or select the specific dashboard you'd like to see. ! ! And your ability to report on ticket statuses has become way more dynamic! Instead of just reporting how long it took to resolve a ticket, you can now report on the time between various ticket statuses, gaining insight into the time it takes your team to take action on or resolve issues. For example, you can track your company's unique SLA (service-level agreement) and use this info to flag tickets on your dashboard that have exceeded the SLA. See the Time Between Ticket Statuses support page for more details on configuring these fields. ! Brand Admins can now determine the dashboards their users engage with most with the help of the new Content Engagement reports. Get a breakdown of top dashboards by uniqu

5 years ago

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