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Weekly Product Release Notes - July 24, 2024

Features Released On Or Before July 24, 2024 BX Brand Health Tracking (Basic): This guided solution is a reduced version of the classic Brand Health Tracker program. It enables you to understand how your brand stacks up against key competitors on key KPIs like awareness, usage, and equity. Dashboards Dashboard Updates: This update improves the dashboard editing experience for CX, EX, and Results Dashboards. You can now add dashboard elements anywhere within a dashboard page, duplicate items underneath the original item, hover over a widget to open additional editing options, and have rich text editor widgets automatically adjust their height to fit your dashboard content. Features Starting On & After July 31, 2024 Admin Activity Logs: Brand Admins can now audit more actions taken by their users across the Qualtrics platform. In addition, the user interface has improved to make identifying and exporting log data easier than ever. Features Starting On & After July 31, 2024 XM

4792

9 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - July 17, 2024

Features Released On Or Before July 17, 2024 EX Candidate Experience Programs: Custom metrics are now compatible with Candidate Experience Programs, enabling the use of custom use-case metrics and the XM Directory Respondent Funnel. New Support Pages Course Evaluations Overview: This new support page provides a basic overview of Course Evaluations. This feature allows you to create course evaluations for individual courses in your organization, and distribute these evaluations to students you upload into your directory. Features Released On Or Before July 17, 2024 XM Platform Insight Explorer: An AI-powered tool that looks at your open-ended feedback to identify top themes, headlines, and helpful summaries. Features Starting On & After July 24, 2024 BX Brand Health Tracking (Basic): This guided solution is a reduced version of the classic Brand Health Tracker program. It enables you to understand how your brand stacks up against key competitors on key KPIs like awareness, us

4670

9 months ago

SeanSQualtrics Employee

published in Announcements

XM Community Connect ft. Zach Carlson, PGA TOUR

This event is now available on-demand! You can find the links to the session below. In July 2024, we were pleased to welcome Zach Carlson, Director of Fan Research at PGA TOUR to our Community Connect event! Event speakerZach Carlson, LinkedIn Director of Fan Research, Data & Decision Sciences at PGA TOURCompany backgroundAs a leading organizer of professional golf tours in North America, PGA TOUR showcases golf's greatest players, while engaging, inspiring and positively impacting fans, partners and communities worldwide. This session will focus on PGA TOUR’s approach to driving change and incredible experiences through XM programs, fan feedback, and metrics. Access the recorded eventQualtrics Community Connect Event Featuring PGA TOURPasscode: PGA&Qualtrics1! Q&A This is your opportunity to ask Zach questions! Be sure to comment and share your favorite insight from Zach!

201412

9 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - July 10, 2024

Features Released On Or Before July 10, 2024 Workflows Importing Curl to Web Service Tasks: Web service tasks now let you import curl commands, which populate the task configuration automatically. Given that most Qualtrics and 3rd-party API docs often provide curl commands, this can make web service setup much faster and easier. XM Directory 2 Step Opt-Out for XM Directory: There is now a 2-step process when recipients click the opt-out link within a Qualtrics distribution. This decreases accidental opt-outs caused by email scanning bots using unsubscribe links. Features Starting On & After July 17, 2024 All None. Features Starting On & After July 17, 2024 XM Platform Insight Explorer: An AI-powered tool that looks at your open-ended feedback to identify top themes, headlines, and helpful summaries. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liab

4400

9 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Monthly Product Release Notes - June 6, 2024 to July 3, 2024

Released On Or Before July 3, 2024 APIAPI Rate Limit Change: To ensure more reliable product performance, limits were updated for a number of XM Directory API calls.Customer Success HubEmail Preferences: Manage and customize your email preferences for Qualtrics communications from the Email Preferences section of the Customer Success Hub.CX DashboardsRespondent Funnel in the Data Modeler (CX): Using the data modeler, you can now build dashboards with respondent, contact, and survey data, all in the same reports.DashboardsCustom Metrics: The interface for custom metrics in dashboards has been updated for an improved user experience. Editable Widgets in PPTX Export: When exporting Results Dashboards and BX Dashboards, there’s an option to download widgets that are editable in powerpoint. Legacy Dashboard Access: The button to access legacy dashboards has been moved to Dashboard Settings and the switch-back banner has been removed. This applies to CX, EX, BX Dashboards, and Results Das

5260

10 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - July 3, 2024

Features Released On Or Before July 3, 2024 EXCandidate Experience Benchmark: The Candidate Experience benchmark has been added for EX dashboards. This new benchmark allows EX organizations to compare the performance of their candidate program against global norms.Online Reputation ManagementReview Responses in Tickets: You can now respond to customers from Online Reputation Management projects directly within tickets. Features Starting On & After July 10, 2024 WorkflowsImporting Curl to Web Service Tasks: Web service tasks now let you import curl commands, which populate the task configuration automatically. Given that most Qualtrics and 3rd-party API docs often provide curl commands, this can make web service setup much faster and easier. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change th

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10 months ago

AmaraWFormer XM Community Team Member

published in Announcements

Announcing the Full Lineup of Qualtrics’ Customer Events! 🎉

We are thrilled to announce two brand-new events, exclusive to Qualtrics customers: XM Excellence and Onboarding Office Hours! These events join our event lineup alongside Learn Qualtrics Live and Community Connect. Registration for all of these events is open now! All of these events are free, and are designed to help you learn the platform, get inspiration and guidance for your XM program, and maximize the ROI from your Qualtrics license. Space is limited, so be sure to secure your spot early. Let’s take a closer look at each of these events:Onboarding Office Hours - These 45-minute sessions will help you understand your Qualtrics resources and how to take your first steps in the platform. Don’t miss Q&A with our XM Success team at the end of the event! Learn Qualtrics Live: During this 60-minute event, our experts provide product training covering a variety of topics and features. You’ll have the opportunity to join the breakout session of your choice! Community Connect: Dur

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10 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - June 26, 2024

Features Released On Or Before June 26, 2024 DashboardsEditable Widgets in PPTX Export: When exporting Results Dashboards and BX Dashboards, there’s an option to download widgets that are editable in powerpoint.DistributionsOnline Panels: Online panels are a new distribution method for survey projects. Researchers can use online panels to access Qualtrics’ network of panel partners, define targeting criteria for their desired audience, and launch to respondents from directly within the platform.CX DashboardsRespondent Funnel in the Data Modeler (CX): Using the data modeler, you can now build dashboards with respondent, contact, and survey data, all in the same reports.EXGenerating Test Responses (EX): You can now generate test responses for Engagement, Lifecycle, Ad Hoc Employee Research, and Pulse projects. This allows you to build a sample dataset based on your org hierarchy to test your dashboard and roles before launching your program.StatsiQRandomize Conjoint Features: The order

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10 months ago

AmaraWFormer XM Community Team Member

published in Announcements

XM Excellence Q&A ft. Qualtrics Product Leaders - June 2024

This event is now available on-demand! You can find the links to each session below. We’ve got a stellar lineup of speakers AND topics prepared for our XM Excellence event! Join our product leaders to learn best practices for utilizing Qualtrics features and how to make the most of your license! Recordings now available:XM for Strategy & ResearchXM for Customer ExperienceXM for Employee ExperiencePasscode: Qualtrics1! Q&A If you have any questions for our product leaders about topics covered during the event, please comment below. Our Qualtrics experts will actively answer questions on this post. If you have a product support question, please contact support. Comment telling us what you learned from the event!

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10 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - June 20, 2024

Features Released On Or Before June 20, 2024 DashboardsCustom Metrics: The interface for custom metrics in dashboards has been updated for an improved user experience. Legacy Dashboard Access: The button to access legacy dashboards has been moved to Dashboard Settings and the switch-back banner has been removed. This applies to CX, EX, BX Dashboards, and Results Dashboards.DiscoverIntelligent Scoring: Intelligent scoring navigator provides a space where you can create, edit, and manage rubrics used in intelligent scoring.ExtensionsArcGIS Integration: The ArcGIS Map question type and extension allows you to collect and analyze geospatial data within your surveys, enhancing the depth and scope of research. Location-based data can be collected with the ArcGIS question, providing precise geographic context to responses. This data can then be sent to ArcGIS using the Update ArcGIS workflow task, allowing for granular visualization and analysis.New Support PagesSMS Credits & Opt-Outs: I

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10 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - June 12, 2024

Note: Due to the Juneteenth holiday, release notes will be sent on Thursday next week (June 20th). Features Released On Or Before June 12, 2024 APIAPI Rate Limit Change: To ensure more reliable product performance, limits were updated for a number of XM Directory API calls. Customer Success HubEmail Preferences: Manage and customize your email preferences for Qualtrics communications from the Email Preferences section of the Customer Success Hub. XM PlatformProject Collaboration Permissions: If you invite someone to collaborate on a survey, and give access to “View Restricted Data,” the collaborator must also have the “View Restricted Data” user permission enabled. If not, the user won’t be able to view the survey’s restricted data. Users can reach out to a Brand Administrator to get their permissions changed. This change applies to survey, Engagement, Lifecycle, Ad Hoc Employee Research, and 360 projects. Granting Login Access to Support: Granting login access to Qualtrics Support has

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10 months ago

SeanSQualtrics Employee

published in Announcements

Customize your communication preferences and never miss a beat!

The XM Success team is excited to announce the all-new Email Preferences page in your Customer Success Hub! This update makes it easier than ever to receive learning recommendations, event invites, the latest news, and more, all curated just for you! And the best part? This update gives most Qualtrics users the ability to receive XM Success communications, not just Brand Administrators!You can expect to hear from the XM Success team around a few times a month. If you ever change your mind, you can adjust your communication preferences any time.Be sure to opt-in to each category to get the latest help and resources from our XM Success team:Personalized learning: Curated resources, tools, and recommendations to help you excel with Qualtrics. We’ll share helpful tips and information customized to your license and skill level. News & updates: Product updates, announcements, customer stories, newsletters, and more. This includes product innovation announcements as well as the quarterly

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10 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Monthly Product Release Notes - May 2, 2024 to June 5, 2024

Released On Or Before June 5, 2024 CX DashboardsData Models (CX): Data models now support derived data (such as custom fields and scoring categories).DashboardsCustom “From” Address for Full Record Views: Some CX widgets allow you to send emails when viewing a full response record. If your brand has a custom from address, this email will send from your brand’s address. This update affects the record grid, record table, and response ticker widgets.EXEX Engagement Benchmark: The EX Engagement benchmark uses a 3-year rolling average to calculate scores. This benchmark has been updated with data from 2021-2023 from 27 million respondents and can be added to your dashboard now using the dashboard benchmark editor. Microsoft Teams Distributions (EX): You can now send Engagement and Ad Hoc Employee Research survey invitations and reminders via Microsoft Teams.ExtensionsAdobe Analytics Extension: To support Adobe’s deprecation of Service Account (JWT) authentication, you can now use OAuth a

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11 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - June 5, 2024

Features Released On Or Before June 5, 2024 EXEX Engagement Benchmark: The EX Engagement benchmark uses a 3-year rolling average to calculate scores. This benchmark has been updated with data from 2021-2023 from 27 million respondents and can be added to your dashboard now using the dashboard benchmark editor.WorkflowsExtract Data From SFTP Task: A new option, “Use strict validation,” has been added to automatically reject misconfigured files. Features Starting On & After June 12, 2024 AllNone *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If you have any questions about the product updates featured in this list, our support tea

3370

11 months ago

QualtricsReleaseNotesQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - May 29, 2024

Features Released On Or Before May 29, 2024 DashboardsCustom “From” Address for Full Record Views: Some CX widgets allow you to send emails when viewing a full response record. If your brand has a custom from address, this email will send from your brand’s address. This update affects the record grid, record table, and response ticker widgets. EXMicrosoft Teams Distributions (EX): You can now send Engagement and Ad Hoc Employee Research survey invitations and reminders via Microsoft Teams.NotificationsTypes of Notifications: A new notification has been added to the “Admin” notification. Brand Administrators and users with access to Digital Experience Analytics will now be notified when their license’s session replay usage hits thresholds of 25%, 50%, 75%, 90%, and 100%.Website / App InsightsLinking Website / App Insights Projects with XM Directory: Intercepts within Website / App Insights projects can now only be linked to a single directory. Projects previously linked to multiple dire

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11 months ago

CarolineHQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - May 22, 2024

Features Released On Or Before May 22, 2024 CX DashboardsData Models (CX): Data models now support derived data (such as custom fields and scoring categories).ExtensionsLocation Directory: The Location Directory can now be accessed from the Directories tab within the Global Navigation menu. It is also still linked when you create a location selector question or when you create a reputation management project based on searching the web. Features Starting On & After May 29, 2024 EXMicrosoft Teams Distributions (EX): You can now send Engagement and Ad Hoc Employee Research survey invitations and reminders via Microsoft Teams.Website / App InsightsLinking Website / App Insights Projects with XM Directory: Intercepts within Website / App Insights projects can now only be linked to a single directory. Projects previously linked to multiple directories have been moved to a single directory. Features Starting On May 29, 2024 XM DirectoryAI Recommended Segments: The Segments tab within XM D

4850

11 months ago

CarolineHQualtrics Employee

published in Product Release Notes

Monthly Product Release Notes - April 4, 2024 to May 1, 2024

Released On Or Before May 1, 2024 CX DashboardsDigital Program Data as a CX Dashboard Source: You can now visualize data from your digital programs, such as Page Views, Impressions, and Clicks, within CX dashboards. This allows for a holistic view of the health of your digital programs, with operational and experience data in one place. Dashboards Benchmark Editor (CX): The Patient Experience benchmark for CX dashboards has been refreshed with data for Q2 2024, while also adding support for more benchmark cuts, such as Specialty. StudioAllow User and Group Exports: You can now adjust whether you want all of the users in your organization to be able to export user and group information. Button Widget: A new widget that allows you to add links to other resources in your dashboard, such as surveys or help documents. Widget Menu Changes: Menus on widgets have been consolidated for clarity. This includes copying widgets to other dashboards, moving widgets to the top or bottom of the da

4882

11 months ago

CarolineHQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - May 15, 2024

Features Released On Or Before May 15, 2024 Survey ProjectsResponse Clarity Validation: New validation option for text entry questions. When enabled, response clarity validation uses Qualtrics internal large language model to analyze a survey respondent’s answer and prompts them to provide more details if their response is vague or doesn’t fully answer the question.XM PlatformManager Assist: Manager Assist will be enabled by default for all brands created after May 13, 2024. Brands created before this date will have to activate Manager Assist for it to be visible. Audio & Video Editor Library: The audio & video editor now contains a data table with all audio and video responses. Also, the sentiment, transcript, and clip functionalities have been updated. Features Starting On & After May 22, 2024 None Features Starting On May 29, 2024 XM DirectoryAI Recommended Segments: The Segments tab within XM Directory will now suggest Ai-generated segments. These segments leverage ar

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11 months ago

SeanSQualtrics Employee

published in Announcements

XM Excellence Virtual Event Series

Join us for our biannual XM Excellence event series. The session will discuss Qualtrics best practices you can use today to improve your programs. This free session is designed for all Qualtrics users. Space for this event is limited — please only register if you plan to attend live. Please note: the list below automatically adjusts the event times to your browser’s time zone, and may appear differently on the registration page. Past SessionsFeedbackWe value your insights and feedback. Please share your feedback on our digital events here.

72572

11 months ago

CarolineHQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - May 8, 2024

Weekly Features - Released On Or Before May 8, 2024 ExtensionsAdobe Analytics Extension: To support Adobe’s deprecation of Service Account (JWT) authentication, you can now use OAuth authentication for the Adobe Analytics extension. Existing JWT connections will be supported through the end of 2024. Weekly Features - Starting On & After May 15, 2024 None *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If 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.

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1 year ago

Michael_CookseyAdministrator

published in Product Release Notes

Become An Expert With Grow My Skills Checklists in the Customer Success Hub

What are Grow My Skills checklists? These checklists provide a structured, step-by-step approach to learning all things Qualtrics, making them an ideal resource for both new and experienced users. This concise, organized format ensures that training is not only thorough, but also accessible at your convenience. These checklists demystify complex processes and empower you with the confidence to apply best practices in your projects. By integrating the Grow My Skills checklists into regular training routines, your organization can ensure that everyone is well-equipped to leverage all that Qualtrics has to offer. Here’s a list of the checklists you can check out now:Explore My Qualtrics Resources: Explore the vast array of resources Qualtrics offers, ensuring you can leverage the software to its full potential for impactful results. Want to stay in the know on product updates, network with experts, or even get technical support? This checklist will provide you with the resource that you’r

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1 year ago

Michael_CookseyAdministrator

posted in Announcements

🎟 FREE X4 PASSES: Want one? Comment on this post!

X4 is fast approaching, and we want the XM Community to be well represented at the event! We have a number free passes to give exclusively to XM Community members 🎟 Want one? All you have to do is comment on this thread and tell us what most excites you about X4! All commenters will be added to a raffle to win a free pass (worth $1799).Can't wait to read your comments -- and hopefully send a free pass your way!

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1 year ago

CarolineHQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - May 1, 2024

Weekly Features - Released On Or Before May 1, 2024 XM DirectoryStandard Contact Timeline View: The timeline view within XM Directory Lite, Tickets, and Transactions has been updated, and now matches the XM Directory timeline view. Weekly Features - Starting On & After May 8, 2024 AllNone. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If 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

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1 year ago

CarolineHQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - April 24, 2024

Weekly Features - Released On Or Before April 24, 2024 CX DashboardsDigital Program Data as a CX Dashboard Source: You can now visualize data from your digital programs, such as Page Views, Impressions, and Clicks, within CX dashboards. This allows for a holistic view of the health of your digital programs, with operational and experience data in one place. Weekly Features - Starting On & After May 1, 2024 AllNone. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If 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’

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1 year ago

CarolineHQualtrics Employee

published in Product Release Notes

Weekly Product Release Notes - April 17, 2024

Weekly Features - Released On Or Before April 17, 2024 StudioAllow User and Group Exports: You can now adjust whether you want all of the users in your organization to be able to export user and group information. Widget Menu Changes: Menus on widgets have been consolidated for clarity. This includes copying widgets to other dashboards, moving widgets to the top or bottom of the dashboard, entering widget stats and data table mode, and saving widget data to Excel or as a PNG. All resulting functionality is the same.Survey ProjectsResults Dashboards Updates: A new side panel allows you to view a list of all pages and widgets within your dashboard, as well as search for specific widgets by name. This panel can be pinned or hidden. Simple Layout: The simple layout now supports constant sum questions. Slider Question: Slider and bar questions have a new and improved interface. “Graph lines” are now “increments.”XM Platform Total XM Reports: A new project type where you can build and share

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1 year ago

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