XM Product Roadmap

Updated on the first Wednesday of every month.

Do you want to follow weekly product updates? Login to Qualtrics XM Community to subscribe to weekly updates.

Do you want to contribute to the Qualtrics product roadmap? Login to Qualtrics XM Community and post your ideas in the Product Ideas category.

Collection & Conversations

CC/BCC on an Email Task

Last modified: August 3, 2022

Users can now specify emails to CC and BCC on email tasks. The CC field, like in standard email platforms, will be visible to all recipients. The BCC field, like in standard email platforms, will not be visible to all recipients.

To learn more about this feature release click here.

Email Distribution Error Messages

Last modified: July 6, 2022

Help text has been added to help when distributions contain bounced emails.

To learn more about this feature release click here.

Survey Link Expiration Date for SMS in XMD Automations

Last modified: July 6, 2022

Survey link expiration now applies to SMS invitations and SMS surveys sent through XM Directory automations.

To learn more about this feature release click here.

Automatic XM Directory Contact Creation from Digital Intercepts

Last modified: July 6, 2022

This feature introduces the ability to automatically create XM Directory contacts via Website feedback intercepts. This enables dynamic population of your directory, as contacts are added on demand as they show up on your websites or mobile apps.

Audience Management v2

Last modified: July 6, 2022

Audience Management V1 contains a pre-built survey for inviting people to join your panel, a survey with piped XiD data to update your profile as a panelist, a dashboard to show the makeup and demographics of your panel, plus an overview page that includes opt-in rates, opt-out rates, panel size, gender and age breakouts.


Audience Management V2 gives organizations the additional ability to see engagement, churn, and contact frequency at a glance.

To learn more about this feature release click here.

Time window for SMS distributions

Last modified: July 6, 2022

This update affects SMS distributions sent within an XM Directory Automation. Users can now define a delivery window during which contacts can receive SMS messages. Messages outside of the time window can be rescheduled for the next time window.

To learn more about this feature release click here.

Templated Themes for Website Intercepts

Last modified: July 6, 2022

Qualtrics Website Feedback now allows for intercept users to reference Qualtrics Survey Themes as part of the intercept build process, allowing for an easier and more consistent look and feel across all customer-facing invitations.

ETX Service Desk Experience XM Solution

Last modified: July 6, 2022

This XM Solution will enable customers to launch service desk Employee Experience listening programs. This feedback program - built specifically to support clients who have the Employee Technology Experience (ETX) solution - helps IT leaders, Service Desk managers and Service Desk Agents to better support service operations.

Frontline Feedback: Workflow Field Mapping

Last modified: June 1, 2022

The Frontline Feedback task allows you to create new feedback requests in your Frontline Feedback projects based on different Qualtrics events. Currently users can only set title/description. This update allows for more fields to be populated into the frontline feedback request.

To learn more about this feature release click here.

Google Data Layer Targeting for Website Feedback

Last modified: June 1, 2022

This feature will introduce the ability to connect directly from a Google Data Layer on websites, allowing for dynamic targeting and embedded data capture.

SMS Reminders in EX

Last modified: May 4, 2022

This feature allows users to send SMS reminders for SMS invites within EX projects.

To learn more about this feature release click here.

Audience Management

Last modified: May 4, 2022

This new solution will allow users to easily create their own first party panels, so they can conduct ad-hoc studies and get quick, valuable feedback. It also allows the user to manage the panel, understand panel makeup (gender, age, attitudes, etc), understand contact frequency and opt-out rates, and manage rewards.

SMS distributions for Employee Lifecycle

Last modified: May 4, 2022

Text Messages (SMS) can now be used as a distribution method for Employee Lifecycle projects. This gives users the ability to collect experience feedback through mobile devices.

To learn more about this feature release click here.

Soliciting Corporate Reviews from Surveys

Last modified: April 6, 2022

67% of customers are influenced by online reviews, and a one-star improvement can increase revenue by as much as 39%. Qualtrics can help improve the online presence by making it easy to solicit reviews from important corporate sites, starting with Consumer Affairs, Better Business Bureau, and G2 Crowd.


This feature will allow survey takers to copy the open text feedback they provided earlier in the survey and then redirect them to the relevant website to leave a review. For survey builders, this is as easy as adding a new question to the end of a survey (specifically, the Solicit Reviews question).

To learn more about this feature release click here.

Soliciting Google Reviews from Surveys

Last modified: April 6, 2022

67% of customers are influenced by online reviews, and a one-star improvement can increase revenue by as much as 39%. Now we're helping improve your online presence by making it easy to solicit reviews via the new Google Places Reviews widget. This widget enables respondents to create a Google review directly from the survey, and it pre-populates the content based on answers from the survey to make it easy and frictionless for the consumer.

Infobip Available as an SMS provider

Last modified: March 2, 2022

With SMS distributions, you can send surveys or survey links directly to your respondents’ phones through text. Many customers elect to use Qualtrics’ preconfigured setup, but if your company has a preexisting relationship with an SMS provider, you can use that provider to send SMS distributions instead. With this update, we support using InfoBip as an SMS provider.

To learn more about this feature release click here.

Transactional batch distributions in XMD

Last modified: March 2, 2022

This feature introduces the ability to distribute surveys using Email, SMS, and Personal Links to a new or existing group of transactions. Relevant data from each interaction can be added to surveys by targeting the specific group that contains the transaction information.

Users will be able to personalize feedback requests for each interaction a customer has with their business. These interactions could be a purchase, a customer service call, a store visit, or any other specific event in the customer journey.

selecting a transaction group for distribution

This feature will be launching on Feb 9, 2022.

 

To learn more about this feature release click here.

Redesigned Survey-Taking Experience

Last modified: February 2, 2022

We're seeking to meet evolving company needs, cater to more diverse end-users, and help increase survey-taking success rates for more end-user segments. That's why we're working on introducing accessibility improvements to the survey-taking experience. The Simple layout is designed to simplify your tools while making the resulting survey more mobile-friendly, easy to use, and accessible for your respondents.

SMS for Employee Engagement and Ad Hoc Employee Research

Last modified: December 1, 2021

Engagement and Ad Hoc Employee Research projects now support 1-way SMS distributions, helping you collect feedback from your employees via their mobile devices. 


invite to an employee survey on mobile device

To learn more about this feature release click here.

Integrate with Link Mobility and Sinch LiveLink 365 accounts to send SMS distributions

Last modified: November 3, 2021

Users can now integrate their own Link Mobility and Sinch LiveLink 365 accounts to send SMS distributions with Qualtrics. This gives users the ability to manager their own SMS provider account, instead of using the preconfigured setup within Qualtrics.

To learn more about this feature release click here.

Adobe Analytics Integration Update

Last modified: November 3, 2021

Digital CX teams will soon take advantage of a new integration between Qualtrics and Adobe Analytics, allowing for the two-way transfer of operational and experience data.

To learn more about this feature release click here.

Opting out of an SMS Distribution

Last modified: October 6, 2021

At any point in time, survey respondents can respond with “STOP” to opt themselves out of the contact list and stop the survey. If unsure of the exact wording, respondents can also text HELP to receive instructions on how to opt out.

XM Directory respondents can also respond with “STOP ALL” to opt themselves out of the whole directory.

STOP, STOP ALL, and HELP are now available in every language, with their corresponding messages.

To learn more about this feature release click here.

Anonymous links

Last modified: October 6, 2021

The process of getting an anonymous link is now accessible wherever you go to get it, both within the Distributions tab or each time you publish a survey.

To learn more about this feature release click here.

SMS Survey link expiration (API only)

Last modified: October 6, 2021

Setting a survey link expiration date allows you to define the fixed amount of time a recipient has to complete the survey. If a respondent attempts to initiate the survey session after the link has expired, they will not be able to take the survey.

This functionality is available for Email distributions, and is now also available for SMS distributions to configure via API.

To learn more about this feature release click here.

Sending SMS from Multiple Alphanumeric IDs

Last modified: October 6, 2021

Setting up multiple alphanumeric IDs gives you the ability to send SMS distributions from multiple sender IDs instead of using the same alphanumeric ID for your whole organization.

Visit our the SMS distributions page to find out more about enabling multiple sender ids.

To learn more about this feature release click here.

Consistency in EmployeeXM Project Activation

Last modified: October 6, 2021

Two changes that will make the activation of EmployeeXM projects more consistent with all other parts of the platform:




  1. Copied 360 projects will always have a status of New, as opposed to the current workflow, where the copy retains the original project's status.

  2. When an EmployeeXM project is created, the survey associated with the project will not be active and eligible for response collection until the EmployeeXM project is activated.

To learn more about this feature release click here.

XM Directory Contact Frequency and Segment Targeting for Mobile App Feedback

Last modified: October 6, 2021

Leverage XM Directory contact frequency rules and user segments in order to personalize engagement with users on your mobile apps.

To learn more about this feature release click here.

Dedicated Phone Numbers for Advanced SMS Capabilities

Last modified: September 1, 2021

Brands that need advanced SMS capabilities like higher throughput, shortcode distributions, or dedicated phone numbers now have the ability to purchase dedicated phone numbers in Twilio that support these scenarios. 

To learn more about this feature release click here.

Response Summary Enhancement in Email Task

Last modified: September 1, 2021

When creating an email task, you have the option to select Include Response Report to send a summary of the questions and the respondent’s answers. With this update, once response reports are disabled by the brand administrator in Organization Settings, Email task recipients that have the include response report option already selected will get precise information about this change.

response summary email saying you no longer have access to the response report

To learn more about this feature release click here.

Alphanumeric Sender ID for SMS (Text Message) distributions

Last modified: July 7, 2021

If you want to increase the deliverability of your SMS distributions, avoid increased carrier filtering in many markets, and increase your brand’s recognition, try using an Alphanumeric Sender ID. With the Alphanumeric Sender IDs, you can send SMS messages to supported countries from a personalized Sender ID - for example, the name of a business or organization - instead of from a standard phone number.











Alphanumeric Sender ID Standard phone number
A message sent from "Qualtrics XM," rather than a phone number A message sent from a standard phone number

If you want to get more information about the benefits, limitations, and onboarding steps for this feature, then visit the Sending SMS from an Alphanumeric ID support page.

Multiple Intercept Support for Mobile SDK

Last modified: July 7, 2021

By updating our Digital Experience mobile app SDKs to use the same targeting engine that powers our Website Feedback solution, we're enabling you to use project-level targeting, thus allowing your dev teams to far more easily enable multiple intercepts in your mobile applications.

To learn more about this feature release click here.

Frontline Feedback Form Editor

Last modified: July 7, 2021

Previously, the feedback form in Frontline Feedback only included a title and description, with additional fields only available after feedback is submitted. That's why we improved the form editor for Frontline Feedback. This new editor allows project admins to customize the feedback form to their needs, improving the form experience and ensuring the feedback received is detailed and thus a much higher quality.

To learn more about this feature release click here.

Mobile Embedded Feedback

Last modified: July 7, 2021

Benefit from elegant and embedded feedback engagement for mobile app users using the Qualtrics Mobile App SDK.

To learn more about this feature release click here.

SMS & WhatsApp Messages Pricing

Last modified: June 2, 2021

The Qualtrics support documentation has been extended with information about SMS & WhatsApp messages pricing.

Distribution History Improvements

Last modified: June 2, 2021

We have introduced a new status, "Session Expired," in the distribution history file. This status represents recipients that did not finish the survey before the session expired.

SMS Opt-in Compliance Guidelines

Last modified: June 2, 2021

Lack of proper opt-in procedures in text message (SMS) distributions could violate carrier rules and result in the number being blocked by the carrier. It could also violate applicable national and state laws and result in legal liability for the sender. To comply with legal and carrier requirements, SMS distributions should have an opt-in message.

The Qualtrics support documentation has been extended of the new SMS Opt-In Compliance Guidelines, to help distributions creators to define the correct opt-in messages that confirms a respondent’s enrollment in your program or survey.

Deletion of Over Quota Responses

Last modified: April 7, 2021

The ability to automatically delete responses that are deemed as over quota once a participant has completed their response.

To learn more about this feature release click here.

360 Round Robin Improvements

Last modified: April 7, 2021

The interface where 360 participants make Round Robin nominations will be updated to allow  more control of how many and which nominations will be created in a Round Robin generation. The process will also be made asynchronous to provide better customer experience.


360 project with the participants options open. There's an extensive menu for setting round robins

To learn more about this feature release click here.

Single Page Application Support for Website Feedback

Last modified: April 7, 2021

Introducing the ability for digital teams to easily incorporate voice-of-the-customer touchpoints on a single page application (SPA) based website, without the need for any additional web development.

To learn more about this feature release click here.

Use Your Own SMS Provider

Last modified: April 7, 2021

With SMS distributions, you can send surveys or survey links directly to your respondents’ phones through text. Many customers elect to use Qualtrics’ preconfigured setup, but if your company has a preexisting relationship with an SMS provider, you will soon be able to use that to send SMS distributions in Qualtrics instead.

To learn more about this feature release click here.

Simple Chart Widget Improvements

Last modified: April 7, 2021

We’re updating the visual design of simple chart widgets to ensure consistent and streamlined data visualization. Here are a few of the changes we’re introducing:

Line Charts

  1. Points and other indicators (such as statistical significance or anonymity) are removed from the chart and only rendered on hover, to reduce visual noise.
    A graph with tons of points and grid lines. Legend shown off to the right, color code but not positioned near indicated lines
    Saem graph, but fewer grids and no points, making it easier to read. Line labels are closer to lines, which clarifies which is which for those with visual impairments related to color

  2. For graphs with multiple lines, direct line labeling option to the right or inline with each line.

  3. For graphs with multiple lines, ability to focus on selected lines (and de-focus the rest).

  4. X and Y axes can now be labeled.

  5. Axis labels no longer collide for data dense charts; they also wrap and truncate for easier reading.
    A simple chart with tons of bars. The country names runs together, making them illegible
    A simple chart with tons of bars; this time, the labels are reformatted horizontally so the can be easily read

  6. X and Y gridlines toned down to reduce noise.


Bar Charts

  1. Bar chart widths are now consistent and don’t scale with widget size, for a more consistent dashboard look & feel.
    Bar charts before - bars vary in width
    Bar charts after- bars are all equally thin

  2. Stacked bar charts that display data labels now render labels outside the bar in order to have an accessible color contrast ratio. This applies to both vertical and horizontal layouts.
    Stacked bar charts before, with labels inside the colorful portions
    Stacked bar charts now, the labels to the left for accessibility

  3. X and Y axes can now be labeled.

  4. Axis labels no longer collide for data dense charts; they also wrap and truncate for easier reading.

  5. X and Y gridlines toned down to reduce noise.

To learn more about this feature release click here.

Distributing Surveys in Microsoft Teams

Last modified: April 7, 2021

Allows users to distribute surveys within Microsoft Teams, and allows end users to take surveys directly within the Microsoft Teams Interface. When available, this will easily be enabled in the MS Teams App Store.

To learn more about this feature release click here.

Sending Engagement Surveys in Slack

Last modified: April 7, 2021

Adds the ability for EmployeeXM admins to send engagement surveys to Slack users, so the Qualtrics system knows who they are and can:

  • Prevent individual employees from filling out the survey multiple times.

  • Use employee metadata for dashboard reporting.

  • Use employee metadata for survey branching.

To learn more about this feature release click here.

Website / App Feedback Distributions through XM Directory

Last modified: March 3, 2021

With the combination of the XM Directory and Website Feedback, you can automatically link site survey responses to contacts, use contact frequency rules to moderate what intercepts visitors see, and target specific high-value customer segments with the intercepts on your site. Now, you can also create intercept distributions from right inside the XM Directory user interface.

Web and app intercept distribution through XM Directory Distributions tab

To learn more about this feature release click here.

Platform support for Danish, Russian, Swedish, and Thai languages

Last modified: March 2, 2021

Currently, Danish, Russian, Swedish, and Thai are supported in our 360, Dashboards, and Tickets products. This change will broaden support for these languages across user interface of the entire Qualtrics platform. For more details on current language support across the platform, see Languages in Qualtrics.

Intercept Targeting & Personalization with XM Directory Segments

Last modified: February 3, 2021

Website feedback targeting logic is now enhanced to include XM Directory segments. This allows for more personalized and targeted engagement with your website users and enables customer feedback to be associated with specific XM Directory contacts. The insights can then be visualized on Qualtrics CX Dashboards to enable deeper segment-based analysis to drive further experience optimization.

Settings that say "Link with XM Directory" and then let you choose from your multitude of directories

Configuring intercept targeting conditions, and seeing options for XM Directory segments

WhatsApp Sub-Account Model

Last modified: January 8, 2021

WhatsApp distributions just got a whole lot easier. With the sub-account model, you can leverage the help of the Qualtrics team  in getting started and seeking approval for WhatsApp distribution.

This is now the default offering. See a comparison to the self-service model here. Reach out to your Account Executive with questions about pricing.

Layered screenshots showing the steps to send a WhatsApp distribution

Emojis in WhatsApp Distributions

Last modified: January 7, 2021

WhatsApp distributions now support emojis! Make sure you include the emojis in your message template before sending them on for approval. See support page for details.

A WhatsApp conversation on an iphone. In the introductory message that asks for the respondent's consent, there's a blue heart emoji

To learn more about this feature release click here.

Better Visibility of Distribution Channels in XM Directory

Last modified: January 6, 2021

In order to increase the visibility of distribution channels other than email - such as SMS, WhatsApp, and unique links - all channels are now presented when selecting a distribution method in XM Directory. The user can select from available channels while also seeing helpful instructions on how to make additional channels available for their brand.

Distributions tab of Directories. Colorful icons show options for email, text, whatsapp, and more, with the page split into available channels and those you can activate

Improvements to Partial Response Deletion

Last modified: January 6, 2021

Partial completion settings allow you to determine what happens to responses that are left incomplete for long periods of time. For partial response deletion, you can now select from a wide variety of timeframes, including 1 hour, 4 hours, 24 hours, 48 hours, 72 hours, 1 week, 2 weeks, 1 month, 3 months, 6 months, or a year. Previously, you could only choose one week.

In the survey options, last section, named "partial completion settings." It says to delete responses in progress, then gives a huge list of timeframes, then says “after respondent’s last activity.”

("Partial completion" is called "Incomplete survey responses" in the new survey options.)

To learn more about this feature release click here.

Embedded Feedback

Last modified: January 6, 2021

Whether you run a marketing blog, support documentation, developer resources, or another site, your content needs to be kept up-to-date. As a website grows in size, it can get harder to focus your improvement efforts. It’s also important to determine whether the content you’re producing is effective and measure its impact.

Embedded Feedback makes it very easy to collect data on the content you run. You can embed a simple helpfulness question on your site content, so visitors can rate the content and even provide feedback right on the page.

A question about article helpfulness is embedded right onto the page

To learn more about this feature release click here.

Extract Data from SFTP Task

Last modified: January 6, 2021

The "Extract data from SFTP files" task allows you to import data from your SFTP server to use in Qualtrics. You can combine this task with other tasks, such as the "Load data to XM Directory" task, to import data into the B2B Command Center and other places in Qualtrics.

Adding a task in actions, there's one named extract data

To learn more about this feature release click here.

Distribution History Reporting for SMS and WhatsApp

Last modified: December 3, 2020

Distribution history can now be downloaded for SMS and WhatsApp distributions! Information on distribution history is critical for understanding the progress of the distribution and troubleshooting potential blockers.

SMS distribution expanded to show download history option

Action Planning v2

Last modified: November 4, 2020

A refresh to CX Action Planning that provides new features and performance improvements to the experience.

New action plan creation

To learn more about this feature release click here.

Dashboards Mobile App Preview

Last modified: November 4, 2020

Keeping multiple dashboards in sync across desktop and mobile can be difficult without the right tools. Luckily, dashboard editors can now preview how a dashboard will look in the mobile app, optimize the design for mobile, and optionally disable it from showing in the app. This feature includes:

  • The ability for editors to toggle between their desktop view and mobile app preview in the web application.

  • The ability for editors to disable or enable a dashboard to show in the mobile app.


Mobile preview button on a dashboard

To learn more about this feature release click here.

Mutual TLS (Transport Layer Security) for Public API

Last modified: October 5, 2020

Allows for the use of certificates to verify client caller identity for Public API calls. See:



New Guided Workflow for Website / App Feedback

Last modified: October 2, 2020

Guided Intercept Authoring provides a new intuitive workflow to build and launch elegant website listening posts across the digital journey.

To learn more about this feature release click here.

SMS Distribution in XM Directory

Last modified: October 2, 2020

SMS distributions are now available XM Directory, allowing for directory-specific management.

To learn more about this feature release click here.

Frontline Feedback Field Management

Last modified: October 1, 2020

This feature enables Frontline Feedback admins to create custom tags, filter feedback on custom tags, sort feedback on custom tags, and create a customized overview page.

a custom field on a feedback request

To learn more about this feature release click here.

Transaction Batch Distributions for SMS via API

Last modified: September 2, 2020

Transaction Batch Distributions through API are now available for SMS distributions, not just emails.

To learn more about this feature release click here.

XM Mobile: Mobile Responses

Last modified: August 1, 2020

One-click access to the latest customer verbatims in the XM Mobile app with a mobile-friendly interface, a possibility to share and see the full response for more context.

To learn more about this feature release click here.

Download Mailing History for Reminder and Thank You Distributions

Last modified: July 1, 2020

Similar to the existing functionality for survey invitations, users now have the ability to download the contact-level mail history for reminder and thank-you distributions.

To learn more about this feature release click here.

Engagement Participant Upload Improvements

Last modified: July 1, 2020

Now when you're uploading participants to an engagement project, each row of the file will be evaluated and preview what changes will be made before you submit them. Includes helpful advice on file formatting and the ability to catch common issues before the file is uploaded to the project.


Newly updated importer window

To learn more about this feature release click here.

XM Directory Contact Frequency for Digital Intercepts

Last modified: April 1, 2020

XM Directory contact frequency rules will now also govern Digital intercepts, allowing customers to have omni-channel contact frequency control for their end user outreach.

To learn more about this feature release click here.

EX Always On Feedback

Last modified: March 4, 2020

Always-on feedback helps organizations gather continuous and targeted employee feedback in real-time by meeting employees where they already are — such as company intranet sites or internal mobile apps.

Enable and encourage employees to proactively share anonymous feedback in the flow of work by offering a digital suggestion box/button on internal web portals or mobile apps, where feedback on any topic or experience can be initiated by the employee. (Examples: employee mood tracker on intranet homepage, daily open-ended question, employee suggestion box.)

Or, capture feedback on specific topics and important everyday experiences by triggering a targeted feedback tab/pop-up on specific intranet pages, internal mobile experiences, or even external sites, where feedback can be initiated by an organization's program owner for a persistent or limited amount of time. (Examples: external candidate page, internal benefits page, HR services portal, post-learning module, IT self-service page.)

Anonymous employee feedback is analyzed and directed to the appropriate internal teams so they can take strategic action. In addition, centralized dashboards provide an overview of insights and open-text comment analysis, making it easy for continuous employee feedback to be synthesized over time and automatically funneled to the right teams.

To learn more about this feature release click here.

Built-in Localization Capabilities for Website Feedback Intercepts

Last modified: January 8, 2020

Configure translated text for your Feedback Button and Responsive Dialog creatives so that end users will automatically see text in their browser language, without the need to have additional duplicate creatives per language.

To learn more about this feature release click here.

Embedded Targets for Responsive Dialog

Last modified: November 6, 2019

We will enable Website/App Feedback customers to directly embed survey questions into the Responsive Dialog instead of showing a feedback prompt first, thereby potentially improving their visitor response rates. Additionally, we will give our customers the option to launch surveys in a new responsive window, which should improve the experience for their mobile visitors.

To learn more about this feature release click here.

Responsive Feedback Button

Last modified: October 2, 2019

Customers can now deploy elegant, mobile responsive and accessibility-compliant feedback tab intercepts, with a simple to use and intuitive authoring workflow.

XMD Automations SMS Distribution

Last modified: October 2, 2019

Automation users can configure an automation to distribute surveys via SMS.

Collaboration for Conjoint/MaxDiff

Last modified: September 4, 2019

Collaboration for Conjoint/MaxDiff allows a user to share his/her Conjoint/MaxDiff project to another person within the organization and collaborate on it.

Anchored MaxDiff

Last modified: September 4, 2019

Anchored MaxDiff adds an additional follow-up question after each regular MaxDiff question. This follow-up question will be or similar to this one: "Are the option shown... ...all important ...some important ...none important?". The answer to this follow-up question will be part of the input to the MaxDiff model. It allows us to provide an anchored point in the report that differentiates the important and unimportant features.

Conjoint/Maxdiff Image support

Last modified: September 4, 2019

For both Conjoint and MaxDiff, users want the ability to show images along with the conjoint levels and the maxdiff features in the survey to help their customers understand the options that are being presented.

Session Storage Option for Website Feedback Intercepts Page History Tracking

Last modified: May 1, 2019

Customers can now choose to either use cookies or browser session storage in order to track the end user's page visit behavior on their sites. This provides an additional option for storage which can be helpful in cases where there are concerns around cookie sizes.

For an overview of Cookies used with Website feedback intercepts, please refer here.

Multiple Quotas Creation

Last modified: May 1, 2019

This feature extends the current quota feature by allowing survey editors to create subgroups based on multiple questions and embedded data fields and then apply collection quotas to those subgroups. Before this feature, quotas were based on individual questions or fields, not the combination of answers to multiple questions.

Reusable Choice List in Survey Creation

Last modified: April 16, 2019

The Survey editor will support a master list of choices. Any choice based question can reference the choices from this master list. This feature is very helpful for Brand related studies that ask for feedback on a large set of choices (e.g. satisfaction and competitive analysis on various automotive brands)

Adobe Launch Integration for Website Intercepts

Last modified: April 3, 2019

It is now easier than ever to capture and measure the digital customer experience. With the Qualtrics + Adobe Launch integration, users can quickly create and deploy feedback intercepts across all of your digital properties.

Qualtrics Website Feedback is now available as a configurable extension within the Adobe Launch Catalog. Users can now enable the Launch extension and follow simple steps to configure the Website Feedback project code and deploy it to their web properties.

Multiple Responses Support for EX Lifecycle Projects

Last modified: April 3, 2019

HR teams can now configure their Employee Lifecycle projects to allow participants to submit multiple responses depending on specific criteria. This is particularly useful when there are legitimate reasons for the same participant to submit multiple responses. For example, when an employee takes an Onboarding Lifecycle survey, leaves the company and then rejoins, she should be allowed to take the Onboarding survey again.

Users can enable this functionality by going to Survey options and choosing specific metadata criteria that will govern a participant’s ability to submit another response for the Employee Lifecycle project.

Multiple Responses

Note:

  • This feature is only available for Employee Lifecycle projects.

  • Once you set the metadata field for the Multiple Responses in Survey Options, you cannot change it (though you can disable Multiple responses functionality)

  • The Update Response with Current Metadata functionality will only update the most recent response in cases where participants have multiple responses

Public V3 Survey REST API

Last modified: April 3, 2019

Public APIs for programmatically managing surveys.

App Reviews Support for Mobile App SDK

Last modified: April 3, 2019

Digital teams can now use the Qualtrics Mobile App SDK to solicit app review feedback in addition to direct experience feedback. At configurable points in the App journey, intercepts can be triggered that can provide prompts for:

  • App review only

  • App review or experience feedback (survey)


Users who wish to take advantage of the new feature will need to ensure that they update their app to integrate with the latest version of the Qualtrics Mobile SDK (for both iOS and Android)

SDK App

Mobile Web Responsive Creatives for Website Feedback

Last modified: January 2, 2019

Qualtrics Website and App Feedback users can now take advantage of a new creative (called the Responsive Dialog) that is mobile web optimized and supports accessibility-compliance out of the box. This new creative is most similar to the existing Pop Over and Slider creatives, but adds mobile web responsive support.

There is also a new interface for designing this creative that will make it easier for users to build mobile responsive creatives.

Responsive creative

iQ Directory Automations Multiple Surveys

Last modified: December 5, 2018

Import Automation users will be able to trigger multiple survey distributions from single file imports based on criteria in the imported records.

Notifications Support for Mobile App SDK

Last modified: November 7, 2018

Users can now use the Qualtrics Mobile App SDK to solicit app feedback via local notifications. Qualtrics has introduced a new Notification creative type specific to mobile apps, and similar to other creatives it can be associated with an intercept that contains targeting rules. With this new creative type, app visitors can be contacted even when the app is not in the foreground (e.g., for app exit surveys).

Users who wish to take advantage of the new Notifications feature will need to ensure that they update their app to integrate with version 1.3 of the Qualtrics Mobile SDK (for both iOS and Android).
SDK local notifications mobile

SDK local notifications creative settings

ReactNative support for Mobile In-App SDK

Last modified: November 7, 2018

Users can now use the Qualtrics Mobile App SDK to solicit app feedback for apps built with the React Native framework.

Users will need to integrate their app with the React Native version of the Qualtrics Mobile App SDK. Full documentation on the React Native SDK is also available.

Employee Lifecycle

Last modified: November 7, 2018

HR teams can now start measuring the employee experience at key lifecycle touch points, such as Onboarding and Exit. They can also benefit from automated triggering for survey invites and automated ingestion of employee lists from 3rd party HRIS systems. Once the end-to-end workflow is configured and automated, teams can focus their energy on the insights surfaced on EX dashboards.

The full end-to-end solution encompasses three key areas:

1. Automation to import employee list from 3rd party HRIS.

Automated employee list import

Note: Please be aware that the Unique ID feature will need to be enabled prior to using the People Import automation.

2. New Lifecycle Project type with triggers for events such as onboarding and exit.

Blank employee life cycle projectEmployee life cycle triggers

3. Certified XM solution content for Onboarding and Exit (pre-configured dashboard, survey, messages).

Employee life cycle XM solution

EX integration with Survey Publish and Expert Review

Last modified: November 7, 2018

The EX survey editor has been integrated with the XM Platform survey editor so EX programs can now use all of the new XM platform editor features including Survey Publish and Expert Review.

Look and Feel Editor

Last modified: November 7, 2018

DIY configurability and easy-to-use interface to modify the look and feel of surveys. Key features include:

  1. Mobile preview when styling the survey and easy navigation.
  2. Ability to add logo and background images.
  3. Motion features, including Auto-Advance and Auto-Focus.
  4. Automatic updates to themes on the latest web design styles and bug fixes.
Look and feel editor
Look and feel mobile editor

SMS Reminders & Thank You Messages

Last modified: October 3, 2018

SMS reminders & thank you messages enable clients to send out reminder messages following an SMS distribution and thank you messages following a survey response.

Custom DKIM Signature

Last modified: October 3, 2018

Qualtrics will sign emails using a custom DKIM signature per organization to verify for recipients that emails coming from our servers using non-Qualtrics domains haven’t been spoofed, improving email deliverability.

AutoAdvance

Last modified: September 3, 2018

This allows users to automatically advance to next question and focus on the question while blurring the other questions on the page.

Contact Import + Distribution Automation

Last modified: September 3, 2018

Enables research programs to be streamlined through participant data import and survey distributions automation.

ExpertReview

Last modified: July 18, 2018

ExpertReview, powered by iQ, is like having a Ph.D research methodologist on-staff to personally review every research question and project. It automatically predicts if you’re at risk of poor response rates or low data quality, scores your research project, and offers professional recommendations to improve the research quality.

It harnesses the power of data to predict how likely will users drop off, straight line, or become disengaged while taking the survey. Based on these predictions, it recommends optimizations to your survey. For example, it will recommend the optimal number of text entry questions you should have in your survey or the number of choices you should stay below to ensure high completion rates.

It will also flag potential errors such as incorrect logic or incorrect usage of piped text and tell you how to fix it. This avoids costly errors that would have resulted in multiple support calls at best and invalid data at worst.

Lastly, it also checks for whether the survey meets certain industry requirements such as WCAG Accessibility compliance. It will recommend changes so you can ensure the survey meets those standards. While acting on those recommendations would help improve the quality of the data, it is designed to be a recommended and not obstruct your regular workflow. You can always choose to ignore recommendations and launch the survey at any point you like. ExpertReview is your digital research assistant that’s available when you need it! You can find additional information on the Qualtrics support site.

Expert quality score
Expert recommendations

Survey Versioning and Publishing

Last modified: July 11, 2018


Survey Versions allow you to save multiple iterations of your survey. You can preview or even restore old versions of your survey at your convenience. Publishing enables greater control over response data quality, as it is now possible for users to control the timing of publishing new versions of a survey.

Publishing a New Survey

When you publish a survey, it’ll be a little different if your survey is active and open to responses than if it is new. If your survey is new, the first time you publish will also activate a survey.

1. When you are ready to save your changes and present them to your respondents, click Publish.

Publish survey

2. Read the description and note that your survey is about to be activated. This means you will have to press publish after making changes, or else the active survey will look like the last published version.

Publish description

3. In addition to publishing your survey, you are saving a new version of it. Add a Description of the changes you’ve made. This can be whatever you like. Dates will automatically be stored with the version, so don’t worry about adding date labels.

4. Click Publish.

Your survey has now been activated! On this window is the Anonymous Link. Learn more about how this link functions in the linked support page.

Survey activated

Publishing Changes to Active Surveys

Sometimes after sending your survey out, you’ll notice you need to fix something, or that there’s some important content you left out. If you edit your survey after it has been distributed, the changes will not go live until you publish the survey. This allows you to carefully review all of your changes before your participants see them.


Click the Publish button when you decide that you want the edits you made to be pushed to the active survey.

The publication status will appear to inform you which version of the survey you are currently viewing. Here, it says Published.

Publication status

Saving vs. Publishing

Your changes are always saved automatically in Qualtrics, and they work exactly as explained in the Automatic vs. Manual Saving support page. Publishing just determines when your respondents see your saved changes.

Mobile App Feedback Support for "Survey Has Been Taken"

Last modified: July 11, 2018

Qualtrics has added functionality to the Mobile In-app SDK to allow users to show intercepts depending on whether the app visitor has or has not seen a specific survey. With this feature, users can add intercept targeting logic to ensure that an app visitor who has already taken a specific survey will not be shown the survey prompt intercept again.

Note: To use this feature, please ensure that you update to using the SDK version 1.2 for Android or iOS.

Survey has been taken

Distribution Reporting for Salesforce Distributions

Last modified: July 11, 2018

Distribution reporting on CX dashboards will include distributions done via Salesforce.

WCAG AA Web Accessibility

Last modified: July 11, 2018


The Qualtrics survey platform is now certified by WebAIM.org, a third-party authority in web accessibility. This is important for any commercial, academic and federal organization whose survey takers may have hearing, vision, motor or cognitive disabilities. Qualtrics is now the only leading survey platform that is WCAG AA certified.

Survey Creation APIs for Solutions and Conjoint Teams

Last modified: July 11, 2018

Enables Solutions and Conjoint Teams to create questions, surveys logic and experience blocks to build solutions.

Headless Conversational APIs for Surveys

Last modified: July 11, 2018

APIs for enabling conversational interfaces, like messenger bots, to collect feedback using Qualtrics surveys.

Mobile In-App SDK

Last modified: June 5, 2018


Qualtrics has released the mobile app SDK, available for iOS and Android platforms, which enables users to quickly and easily build branded customer feedback experiences that originate directly from their own mobile app. Along with the SDK, the intercept authoring portal has also been updated to enable creation of mobile app-specific intercepts.


Mobile app SDK
Mobile app intercept

My Tasks List for Survey Projects

Last modified: May 2, 2018

Newly created survey projects will feature a “My Tasks” list to guide users through the steps to complete the project from survey setup through distributions and viewing results. The task list is especially useful for users new to Qualtrics to learn the steps needed to launch a successful survey but is also valuable as a checklist for experienced users to ensure they have not forgotten to do something.

System events will automatically mark steps as complete (e.g., activating a survey for distribution will complete the “Distribute Survey” step), and users can also manually mark steps as complete or incomplete. This flexibility gives users the power to ensure the task list always presents a valid snapshot of the current state of their projects. Click here to learn more about how to use this feature.

My tasks

The task list is available for survey projects only at this time. If desired, users can dismiss the task list by hiding it when it is no longer necessary, or reopen it at a later date when it becomes useful again.

Dashboard Response Count Thresholds

Last modified: April 4, 2018


Qualtrics now allows setting thresholds on widgets or at the page level on CX dashboards, to hide data if the number of responses does not meet a minimum value. This is particularly useful to maintain responder privacy when using filters or when looking at team rankings to avoid seeing folks with too few responses to consider a representative score. The threshold can be applied at the page or widget level.


Response count threshold
Widget response count threshold

Website Feedback Integration into the XM Platform

Last modified: April 4, 2018


Qualtrics has released a deeper integration of their Website Feedback offering (formerly Site Intercept) with the Experience Management (XM) platform. Digital Managers and Researchers can now create rich, targeted intercepts using the same consistent user interface as that used for authoring surveys, creating dashboards and performing experience data analysis. Additionally, new users will benefit from a first run experience to get up and running with digital intercepts.

Note: Existing customers of Site Intercept will be moved to the new UI in a phased manner. Please contact your Client Success representative if you would like to be moved to the new UI sooner.

Website Feedback UI

Survey Collaboration

Last modified: February 7, 2018


Qualtrics now provides a Collaborate option in the Survey Editor through which users can easily share the survey with any other user or group in their brand. Additionally, if the user wants, she can also share the other modules, such as Distribution, Results, and Contacts with her colleagues through the “Collaborate” option in the Survey Editor.

Our studies have shown that our users are already finding this feature extremely useful! They are 77% more likely to collaborate on the survey and ask for feedback from their peers, and 50% more peers are being asked to provide feedback on a survey before it is launched.

Collaborate survey editor

View Edited Responses

Last modified: February 7, 2018

Responses edited through the Data tool are now available in the single response report. Data that’s edited live in the Qualtrics administrative tools can now be accessed in any single response report.

Online Review Monitoring

Last modified: January 3, 2018

A business can track its online reputation on various online social review sites across its physical or online locations in a CX Dashboard.

Next Generation Reports

Last modified: January 3, 2018

Qualtrics unveils the next generation of data visualization and insight sharing to all Experience Management users. Editors can control report layouts, tweak individual visualizations, add data from additional studies, update the report’s look and feel, and add text, images, or other branding elements to increase the report’s effectiveness. Click here to view support documentation on this feature.

Next gen reporting

New Logic Statements Pre-Populate

Last modified: January 3, 2018

The first logic statement in logic will continue to work as it has in the past (blank). Now when you add a new statement in display logic or branch logic, it will pre-populate with the values from the previous statement which you can then easily adjust.

Auto-Number Skip Custom Export Tags

Last modified: January 3, 2018

This option will allow users to auto-number questions but skip any questions that have a custom tag (i.e. tags that don’t match Qualtrics’ default formats).


Skip export tags

Logic Support for True|False Condition

Last modified: January 3, 2018

Have you ever had to set up condition that was always false to hide an old question choice? Soon you will be able to apply a simple boolean condition to make logic always true or always false without messing around with random embedded data fields.

True false logic

Link to Survey Flow from Block Options

Last modified: January 3, 2018

Selecting “View Block in Survey Flow” will open up the Survey Flow Editor and navigate the user to the specified block.

View block survey flow

Search and Select Embedded Data

Last modified: January 3, 2018

Users now have the ability to search and select any Embedded Data set in the Survey Flow from the Display Logic and Piped Text menus.

Click here to view support documentation on this feature.


Select embedded data

Survey Flow Editor Remembers Scroll Position

Last modified: January 3, 2018

Now when you enter the Survey Flow, you will be automatically navigated to the last Survey Flow element you were working on the last time the Survey Flow was accessed.

Survey Question Editor Remembers Scroll Position

Last modified: January 3, 2018

As you navigate out of the Survey Flow, you are now navigated to the part of the page you were on before accessing the Survey Flow.

Sticky Header in Survey Question Editor

Last modified: January 3, 2018

As you scroll down on long surveys, the header will now stay at the top of the page leaving all menus available without having to scroll to the top of the page.

Sticky header question editor

Survey Flow Integrated UX

Last modified: January 3, 2018


The key area Qualtrics has innovated on is to integrate the survey flow which houses the complex logic in the surveys with the survey editor. Key benefits are:


  1. Avoid Context Switch: Like any programming language, survey programming involves going back and forth between the survey logic and the survey editor. This switch often results in loss of context, wasting valuable time for the survey programmer. This waste is eliminated.
  2. Reuse: Like global variables in survey code programming, Embedded Data variables and the logic associated with it is called multiple times in the survey. Survey programmers can now easily view these from a drop down or with a simple click.

Public Quota Dashboards

Last modified: September 6, 2017

Users can access publicly-accessible, elegant dashboards that report on the status of the quotas for a survey.

Professional Design Templates

Last modified: September 6, 2017

We are launching a survey theme template. This is vetted by Qualtrics industry experts for high data quality and user engagement.

Offline App Enhancement

Last modified: September 6, 2017

Enhancements to our offline app includes several new features including the ability to manage panel members and launch surveys to specific members in addition to several reporting improvements.

Analysis & Decisions

Printed Reports - Breakouts for Filter Groups on Data Table

Last modified: August 3, 2022

This feature allows Filter Groups to be selected as options for Breakout on the Data Table visualization in Printed Reports.

Printed Reports - Math Operations

Last modified: August 3, 2022

This feature gives users the ability to build operations into Printed Reports. This allows users to make their own calculations on aggregate data and have those defined operations appear inside of the reports, which will be implemented using one of two options:




  1. Custom Metrics (like in CX dashboards)

  2. The same Piped Text syntax that appears in Legacy Reports and our Survey Editor

ETX Technology Experience Assessment XM Solution

Last modified: August 3, 2022

This feature will provide customers an effective way to quickly launch a program to understand their employees technology experience with a solid product science methodology.

360 Printed Reports - Color Palette within Scoring Overview Widget

Last modified: July 6, 2022

This feature introduces the ability to change the colors of the bars on the Scoring Overview widget.

Hybrid Workspace Future of Work XM Solution

Last modified: July 6, 2022

The Hybrid Workspace Design XM solution will allow leadership and HR teams to consider employee feedback when making decisions about the development and implementation of flexible work policies.

Office Workspace Future of Work XM Solution

Last modified: July 6, 2022

The Office Workspace Future of Work XM Solution will allow leadership and HR teams to consider employee feedback in the development and implementation of an office location, as well as real estate and facilities planning strategy.

Segment Membership Trends

Last modified: June 1, 2022

This feature allows users to see trends across their XM Directory segments. Segment trend visualization helps users a) increase engagement, b) improve sentiment, c) reduce churn, and d) maximize affinity. After segments have been identified, the at-a-glance view of the trends in those segments allows users to make decisions to take quick actions to course correct or ride uptrends to improve both the customer experiences and the business outcomes.

To learn more about this feature release click here.

Spotlight Insights (CX)

Last modified: May 4, 2022

Spotlight Insights is a tool for discovering the naturally occurring customer segments based on how they respond to key metrics and their demographic or behavioral data. It allows CX admins with limited time to easily analyze many combinations of customer attributes and demographics to see which segments have significantly lower or higher scores.

To learn more about this feature release click here.

Printed Reports - Line Breaks Persist in Results Table Widget

Last modified: April 6, 2022

This feature adds a toggle to the Results Table widget in Printed Reports. When this toggle is enabled, any Line Breaks that appear in responses will appear in the Results Table widget as well, which should improve readability.


This change is available for Printed Reports across all product lines, including DesignXM/CoreXM, CX, EX, and 360.

To learn more about this feature release click here.

Composite Data Table in 360 Printed Reports

Last modified: February 2, 2022

This feature will give users the ability to add a secondary metric to the Scoring Overview table in New 360 Reports. This allows for comparison of two metrics together in a single chart, which can be done to show historical changes or compare two related metrics.

XMI Consumer NPS Benchmarks 2021 Dataset Available in Benchmark Editor

Last modified: December 1, 2021

The 2019 and 2020 XMI Consumer NPS Benchmarks are available in the CX Benchmark Editor for eligible brands to add to their dashboards. After the 2021 study is published in October 2021, the dataset will be available in the product as the default study year for NPS benchmarks added.


The default study year will not be updated automatically in dashboards where the benchmark is already added - users must update existing widgets to include the new 2021 dataset.

Hiding Empty Results in Printed Reports

Last modified: December 1, 2021

This release will add an option to automatically hide all null responses in Results Table widgets. This option is only available if a single metric is applied to the table, and will disappear if two or more metrics have been selected.


Conjoint Dynamic Image Testing

Last modified: December 1, 2021

This update will allow you to test a variety of visual variables in a single conjoint study. You could use this feature to test components such as packaging color, logo, and tagline, in order to get the optimal combination for your package.

Response Based Segments

Last modified: December 1, 2021

Update to XM Directory Segments, allowing you to segment your customers based on their experiences to better understand the drivers creating promoters and demoters. For example, you can create cohorts of contacts with Low or High CSAT scores in addition to the existing behavior and demographics based conditions.

First Choice Simulation for Conjoint

Last modified: November 3, 2021

Conjoint has a new simulation option that allows you to see what respondents would choose as their first choice to purchase. This method assumes the respondent will choose the product with the highest overall utility.

Spotlight Insights for Org Hierarchies

Last modified: October 6, 2021

With this feature, admins are able to select a particular org hierarchy unit they would like to see the spotlight insights for.

To learn more about this feature release click here.

Imported Data Project - File Import

Last modified: October 6, 2021

The convenient, platform-supported way to analyze any data (even data not collected on Qualtrics) easily with the fabulous Qualtrics Data and Analysis tools.

To learn more about this feature release click here.

Imported Data Projects

Last modified: October 6, 2021

Imported data projects allow you to upload a file of data directly to Qualtrics that you can analyze in Stats iQ, rather than having to create a matching survey before you upload data.

To learn more about this feature release click here.

Diversity, Equity & Inclusion Solution

Last modified: September 1, 2021

Use our validated model to identify Inclusion gaps and have confidence in how to close them. Our guided solution includes intersectional demographics and a robust Inclusion metric.

Best used for

  • Identifying where Inclusion gaps exist in your organization.

  • Confidently understanding what interventions are needed to close gaps.

  • Understanding the experience of Inclusion for different employee groups.


What's included

  • Guided setup to customize the right demographics for your organization.

  • Pre-built 30 item survey, built around a validated model of Inclusion.

  • Pre-built dashboard, including an Intersections heatmap.


Related Links

Spotlight Insights Details Pane

Last modified: August 4, 2021

When you click on an insight, there is now a pane that will open to the right providing additional details on the insight.

An image of the spotlight insights section of an employee dashboard; an insight is selected, opening a pane on the right

To learn more about this feature release click here.

Multi-Select Org Hierarchy

Last modified: August 4, 2021

Introducing the ability to select multiple units in the org hierarchy in order to see their aggregate results on an engagement dashboard.

To learn more about this feature release click here.

Relationship Health Solution for CX Foundational

Last modified: July 7, 2021

The Relationship Health Solution is an automated XM Program that helps organizations continuously assess, understand, and improve the health of customer relationships.

Your solution comes with a set of base modules and a set of advanced modules. The base modules are included in your default survey and are the building blocks of your Relationship Health Solution. They help you understand loyalty behavior and identify pain points in your customer journey.

You may select advanced modules to add on top of your base solution. These modules allow you to deep dive into experience areas, better contextualize data and compare your performance to competitors.

Relationship Health is an automated XM Solution available in the catalog for CX Foundational SKU customers.

Qualtrics DesignXM

Last modified: May 5, 2021

Uncover market trends, changing behaviors, and unmet needs, then take the right actions to design the experiences people want next. With real-time insights, advanced analytics, and automated actions embedded into every business workflow, DesignXM gives everyone the tools to design experiences that power breakthrough products, services, cultures, and brands.

To learn more about this feature release click here.

5-Level Sentiment Classification in Text iQ

Last modified: April 7, 2021

Qualtrics customers love how Text iQ automatically detects sentiment in open text comments, and how it provides various tools to analyze and visualize the output of sentiment classification. Since sentiment classification is subjective and heavily depends on the context, we strive to improve classification quality on an ongoing basis. Businesses want to make rapid decisions, and cannot waste time rationalizing and arguing about subtle differences between numeric sentiment scores.

Qualtrics has made substantial enhancements to the sentiment classification algorithm to significantly improve classification quality for unstructured XM data. This new model continues delivering the unique value of Text iQ, tuned and optimized for XM scenarios.

Starting in Q4, we will be gradually rolling out the new sentiment model and user experience. This update will introduce two new sentiment labels - “very positive” and “very negative” - to indicate the strongest sentiment in each comment. This helps customers like you focus on the most critical opportunities and strengths. The 5 underlying numerical scores will be aligned with the sentiment labels, which will not only make the analysis more efficient, but also reduce the false sense of precision and complexity experienced by many of our customers using numerical scores in their analysis.

A text iQ bubble widget, with colorful borders around each topic to represent different sentiments

To learn more about this feature release click here.

Ticket Reporting Datasets

Last modified: December 2, 2020

Ticket reporting datasets are the ticket fields that can be imported into dashboards. Enabling multiple datasets allows users to manage and organize tickets for different programs or teams.

Where ticket reporting datasets are configured in the Ticket Tools

To learn more about this feature release click here.

2020 CX Benchmark Update: "XMI Customer Ratings - Overall" and "XMI Customer Ratings - Consumer NPS®"

Last modified: November 4, 2020

New 2020 XMI benchmark data is now available across 20 industries for "XMI Customer Ratings – Consumer NPS®" and "XMI Customer Ratings – Overall." You can use this benchmark data to establish company standards and compare your company to the industry average and leader.

If you've used XMI benchmarks in the past, you'll be notified and given an easy, one-click means of updating your benchmarks to the new 2020 data.

To learn more about this feature release click here.

Conjoint Demand & Revenue Prediction

Last modified: October 2, 2020

Demand, revenue, and profit prediction are the ultimate reporting capabilities, which bring together our Conjoint pricing offerings into a powerful new suite of reports.

the vary prices to get feedback on price sensitivity option in conditional pricing

To learn more about this feature release click here.

Addition of Relative Importance to Regression Output in Stats iQ

Last modified: September 1, 2020

Relative Importance is also known as Johnson's Relative Weights and is functionally equivalent to Dominance Analysis and Shapley Analysis. Stats iQ's regression interface is now updated to highlight Relative Importance, an extension of regression that is best practice for survey data analysis. This is an easy and approachable implementation of Relative Importance, and it will put this analysis (and regression as a whole) in many more analysts' hands.


To learn more about this feature release click here.

Cost Analysis for Conjoint

Last modified: September 1, 2020

Conjoint users will be able to perform advanced cost analysis using the results from their conjoint study. This feature allows users to configure the cost associated with each conjoint level, and view a cost-benefit analysis chart. Users will also be able to view the optimal package within their desired maximum cost value.


To learn more about this feature release click here.

Multi-variable Raked Weighting Updates

Last modified: July 1, 2020

This update concerns response weighting in a survey project and in a CX dashboard. Raked Weighting now has the ability to support more than two variables and enhanced weighting diagnostics.

To learn more about this feature release click here.

Employee Engagement Printed Reports

Last modified: June 3, 2020

Users of the Employee Engagement dashboards can now get an offline printed report in Powerpoint or PDF format. This will help teams producing executive presentations and managers meeting with their teams to have an offline report they can easily present, share, or print.

To learn more about this feature release click here.

EX Enhanced Anonymity

Last modified: June 3, 2020

Enhanced Anonymity provides additional protection that will ensure confidentiality by constraining views of the data that would allow feedback to be tied to an individual employee via inference or calculations from multiple data points. Data from groups that don’t meet the Anonymity Threshold is combined with the next smallest group to hide their answers when breaking out data or using filters. Combining values that would fall below the anonymity threshold into a larger group prevents use of filters or breakouts to try to back calculate data that was not shown directly.

To learn more about this feature release click here.

Improved Exports for Crosstabs

Last modified: April 1, 2020

Many Crosstabs users spend a lot of time formatting Crosstab exports to make them clear and aesthetically pleasing enough to send to their clients. We've collected feedback and examples from some users who routinely go through this process, so future Crosstabs exports will contain nice styling and formatting from the very start.

To learn more about this feature release click here.

Topic Libraries in Text iQ

Last modified: April 1, 2020

Text iQ topics are the way in which you organize the things your customers and employees are talking about. Text iQ now offers topic libraries to help you get started setting up your topics and the queries that define those topics. Simply click "import topic library" and choose from the list of available topic libraries. Text iQ will then sort your responses into those topics, analyze the sentiment for each response, and display a chart that shows you the topics and sentiment.

To learn more about this feature release click here.

Customizable Full Record View in CX Dashboards

Last modified: April 1, 2020

Allows Brand Admins to configure what fields are visible to dashboard users and group fields in a logical fashion from the dashboard that will be displayed to the users upon opening the full record view.

The new full record view can be invoked from either the Record Grid or Response Ticker. If Ticketing is enabled on the brand, the 'Ticket' tab can be used to update status or add notes to the ticket. Based on configuration, 'Email' tab can be used to close the loop with the customer.

Advanced Stats iQ Analysis of Text iQ Results

Last modified: April 1, 2020

Stats iQ currently pulls in comment-level sentiment from Text iQ. This work will expand to pull in topic-level sentiment, then automatically combine topic mentions and their sentiment into one simple, powerful, easy-to-analyze variable: "Mentioned positively," "Mentioned negatively," or "Neutral or no mention."

Significance Testing for Heatmap Widgets

Last modified: April 1, 2020

The Significance Testing feature identifies when there is a statistically significant difference between a manager’s current results and a benchmark or comparison in the Heat Map widget in EX dashboards. This helps dashboard users more easily focus on the right areas, where there is a statistically meaningful gap.

To learn more about this feature release click here.

New Data Mapper and Datasets in Employee Engagement Dashboards

Last modified: February 5, 2020

A new, more delightful and performant experience for combining multiple surveys into a single dataset for Employee Engagement dashboards, analysis, and reporting.

To learn more about this feature release click here.

Significance Testing for Question List and Scorecard Widgets

Last modified: January 8, 2020

The Significance Testing feature identifies when there is a statistically significant difference between a manager’s current results and a benchmark or comparison in the Question List and Scorecard widgets in EX dashboards. This helps dashboard users more easily focus on the right areas, where there is a statistically meaningful gap.

CX Benchmark Editor

Last modified: November 6, 2019

Adds the ability for dashboard editors to upload benchmarks so they can be viewed on a dashboard and brings in XMI benchmarks.

To learn more about this feature release click here.

TURF Analysis

Last modified: November 6, 2019

TURF Analysis or Total Unduplicated Reach and Frequency Analysis, is a statistical research methodology that are used in a MaxDiff XM solution to assess potential market reach for a combination of products or services.

Conjoint Preference Share Report

Last modified: November 6, 2019

Use Preference Share as the default metrics on the Conjoint Summary instead of the utility scores. This makes it easier to understand for the majority of our users.

Track Time Between Ticket Statuses

Last modified: August 7, 2019

Enhancement to Ticket Reporting which will allow brands to track the amount of time between different ticket statuses.

Conjoint: Willingness to Pay

Last modified: August 7, 2019

Conjoint analysis is a powerful tool for understanding the underlying preferences behind an individual’s choices. In its traditional form, the output of conjoint analysis is a set of unitless measures of level importance called utility scores. An individual’s utility scores tell us which levels that individual prefers and dislikes, and by how much. Willingness to pay (WTP) is a feature which allows us to convert utility score into dollar value. A price feature must be included in the conjoint setup with a range of price options. As part of the conjoint analysis, the utility scores associated with the price feature will be converted into a price per utility ratio. Using the price to utility ratio, we can determine how much an individual is willing to pay for a particular level when compared to another level. We can also determine how much an individual is willing to pay for a specific package in the simulator compared to other packages.

Conjoint Conditional Pricing

Last modified: July 3, 2019

Conjoint conditional pricing enables customers to associate a price to each level in a Conjoint to determine actual prices to show in the questionnaire, based on the levels chosen for each package.

Conjoint Specific Design

Last modified: July 3, 2019

Conjoint Specific Design makes it very intuitive for users to specify which levels can show up together and which levels shouldn’t. Among all the features in a Conjoint project, users will designate a “primary feature” and the “conditional features”, with the remaining features being “common features”. For each level in the primary feature, users will tell us which levels in those conditional features can go with this level in the primary feature, and which ones can’t.

Mean Comparisons

Last modified: June 5, 2019

Allow customers to add Comparisons and Benchmarks using the Average metric for EE widgets. Currently, they only support the scales top-bottom-box metric.

Focus Areas for EX

Last modified: June 5, 2019

Prescriptive Insights are like Key Drivers on steroids. The admin sets up a series of drivers of some outcome (like Overall Engagement), and Prescriptive Insights outputs a personalized set of next steps for a dashboard user to take.

CX Reputation Management MVP

Last modified: May 1, 2019

Connect to review sources and analyze trends alongside your CX data. Close the loop by linking directly to the specific review on the specific site. Solicit reviews by routing feedback to a review site.

Dashboard Distribution Reporting

Last modified: May 1, 2019

CX dashboards will provide more intuitive views of distribution statistics and filters when viewing response rates and other statistics over a selected period of time for a survey.

XM Workflows Integrations: Wave 1

Last modified: April 3, 2019

Set of outbound integrations with external SaaS Products within the Actions Platform: Zendesk, FreshDesk.

Focus Areas for CX

Last modified: April 3, 2019

Prescriptive Insights are like Key Drivers on steroids. The admin sets up a series of drivers of some outcome (like Overall Customer Satisfaction), and Prescriptive Insights outputs a personalized set of next steps for a dashboard user to take.

Scheduled Emails for Reports

Last modified: April 3, 2019

To make sharing insights and updates even easier, Reports now has a Scheduled Email feature. Dynamically updated reports can be emailed automatically by any Report creator, and the attached reports always show the very latest data collected at the time the email was sent.

Improved Text iQ Sentiment Model

Last modified: March 14, 2019

Improved sentiment model trained with correction data and questions.

Dynamic Update of Response Data from Multiple Sources in EX Dashboards

Last modified: March 14, 2019

You can now see response data from multiple EX project sources dynamically update in dashboards, without the need to manually refresh data. This change is focused on project sources that do not use organizational hierarchies.

Multiple Source Support for EX Widgets

Last modified: March 14, 2019

Enables selection of multiple EX projects as the source for dashboard widgets.

New EX Dashboard Experience

Last modified: February 6, 2019

The new EX dashboards have been completely redesigned to provide an improved user experience, including modern look and feel, cleaner visualizations, intuitive navigation and filtering, and new ways of exploring and understanding your results.

Reports: Multiple Sources Per Visualization

Last modified: February 6, 2019

Easily add additional metrics to a visualization to report on multiple sources or metrics within the same chart or table.

Enhanced Crosstabs

Last modified: January 2, 2019

Qualtrics Crosstabs tool will have an enhanced integration with Qualtrics reports, and access to all of the new data and analysis fields in the XM platform.

Simple Rolling Metrics Support in Dashboards

Last modified: January 2, 2019

Users of the CX dashboard can track new simple rolling metrics for average and NPS scores. For example, a user can create a widget for tracking rolling NPS score for a 3-month window or create a widget for tracking rolling average for a 2-week window.

Full CX integration into the XM Platform

Last modified: December 5, 2018

Access all the unique features and workflows of CX dashboards easily from the XM Platform without having to navigate to separate Qualtrics tools.

EX Demographic Breakout Widget

Last modified: November 7, 2018

The Demographic Breakout Widget provides a new visualization in EX dashboards that helps easily identify high and low scoring groups broken out across any demographic dimension.

Rolling Averages in CX Dashboards

Last modified: November 7, 2018

Rolling Averages has been updated to pull in prior data into the first periods of the rolling window to improve the results by making each data point equivalent. For example, If you are calculating a rolling 3 month average on a year of data, previously the simple rolling average value first month, January, would only have been computed from data in January. Going Forward, it will be computed from data in November, December, and January, assuming that data exists.

In addition, we soon plan to roll out a new function called Rolling Metrics which enables the rolling algorithm to be applied to any metric and weights every data point in that rolling metric equally. Both features will be released for a time, and then we plan to deprecate Rolling Averages.


Stats iQ: Cluster Analysis

Last modified: October 7, 2018

Cluster analysis allows users to segment their respondents by hidden patterns and relationships in their data.

Reports: Conditional Visualization Display

Last modified: October 3, 2018

Selectively suppress visualizations in reports based on custom rules defined for each visualization. Hide charts and tables based on the number of records included or any metric-based filter criteria such as mean, max, min, or the sum of any numeric field.Conditional visualization displayConditional visualization display logic

New Dashboards Look and Feel

Last modified: October 3, 2018

Completely redesigned dashboards for CX and EX. Qualtrics’ new dashboards strike the perfect balance of being powerful and flexible while maintaining elegance and simplicity.Dashboards look and feel

New Data Mapper and Datasets in Customer Experience Dashboards

Last modified: October 3, 2018

A new, more delightful and performant experience for combining multiple surveys, blended with Operational Data, into a single dataset for Customer Experience dashboards, analysis, and reporting.Data mapper datasets

Email Private Pages from CX Dashboards

Last modified: October 3, 2018

CX Dashboard users who create private sandbox dashboard pages can now email these pages out to themselves or others for even greater data sharing and transparency.Email private pages

V2 Distribution Reporting

Last modified: October 3, 2018

Enhanced reporting and statistics on all communications: additional reporting fields, with support for customer-defined embedded data fields.

Reports: Configurable Table Styles

Last modified: September 3, 2018

To give Report creators even better control over table display, a Styles tab has been added to each table visualization. Now in addition to global control over table styles, Report creators can optionally override global styles for the table header and body per table visualization.

Reports table styles

XM Mobile

Last modified: September 3, 2018

A mobile app that can be used to view Dashboards for a user's CX or EX program.

Reports: Conditional Widget Display

Last modified: August 1, 2018

Report creators can now choose to display or suppress widgets based the number of responses included in the widget. This gives each report creator the ability to suppress widgets that have incomplete, confusing, or insignificant numbers of records so that every report viewer sees a clean and clear view of the data presented.
Conditional display logic

Reports: Rolling Metrics

Last modified: August 1, 2018

Reports adds the ability to calculate rolling averages over their data. Rolling averages are a great way to smooth short-term fluctuations in data and see more general long term trends.
Rolling average chart

Rolling average

Reports: Font Options

Last modified: August 1, 2018

Reports are storytelling and need to reflect the brand style of the data being presented. Reports now contains a full font library of 38 styles to give every report creator more flexibility than ever before to customize each report.

Reports: Blank Space and Divider Widgets

Last modified: August 1, 2018

Reports adds a new line and spacer widgets for more custom and flexible layouts. Now report creators can add blank space, horizontal, and vertical lines easily to their reports.
Spacer widget

Divider type

Reports: Saved Filters

Last modified: August 1, 2018

To make Reports even easier to use, Qualtrics introduces the ability to create and save filters to re-use throughout Research Core. Rather than re-creating filters to switch between frequently used data views, save a filter once and use it throughout the platform - in Data Processing, Results, and now in Reports.Saved filtersCreate saved filterSelect saved filter

Reports: Denominator Choice for Multi-Select Fields

Last modified: August 1, 2018

For multi-select questions, many users prefer to report percent-based metrics based on the number of total selections made, some prefer to report based on the number of respondents who answered the question. Now Reports users can choose whichever denominator is best for any situation as well as show percentages alongside data points. This feature is also available as a report setting.
Total count selection

Conjoint Analysis (Self Service)

Last modified: August 1, 2018

A self-service tool that can be used to conduct Choice Based Conjoint analysis.

Reports: Row/Column Total Controls

Last modified: August 1, 2018

Since different data wants to be reported different ways, Reports users can now enable totals and choose between row or column totals in Data Tables. This feature is also available as a report setting.
Show totals control

Saved Filters on CX Dashboards

Last modified: August 1, 2018

To make CX dashboards even easier to use, Qualtrics introduces the ability to save commonly used filters, so users can quickly see the data they are most interested in.

Text iQ in EX

Last modified: August 1, 2018

Qualtrics EX users can now analyze open text responses at scale by leveraging TextiQ. Topic tagging and sentiment analysis will allow users to see what their employees are saying and how they feel. TextiQ data can also be mapped into dashboards, to view TextiQ data alongside response data and share results out widely to managers.Text iQ in EX

EX Dashboard Widget Export Improvements

Last modified: August 1, 2018

Export EX dashboard widgets for further analysis and reporting. The following widgets are now supported for export via CSV or TSV files: Gauge Chart, Pie Chart, Simple Chart, Number Chart, Simple Table, and Key Driver - Plot.

Text iQ Next Gen Preview

Last modified: June 5, 2018

The next generation of the Qualtrics Text iQ tool is now available in Preview for all Text iQ users. Users can opt in and out of the preview experience at will, and new features will be added until the experience is complete. Features in the initial preview include and updated look and feel in the comment list for easier reading, the first release of topic hierarchies in Text iQ, and the ability to add additional fields to the comment list for a richer at-a-glance record view.

Text iQ Preview

Denominator Choice for Multi-Select Fields

Last modified: May 2, 2018

For multi-select questions, many users prefer to report percent-based metrics based on the number of total selections made, some prefer to report based on the number of respondents who answered the question. Now Reports users can choose whichever denominator is best for any situation as well as show percentages alongside data points. This feature is also available as a report setting.

Reporting multi-select denominator

Row/Column Total Controls

Last modified: May 2, 2018

Since different data wants to be reported different ways, Reports users can now enable totals and choose between row or column totals in Data Tables. This feature is also available as a report setting.

Reporting total controls

Images from Libraries

Last modified: May 2, 2018

Images can now be added from a user’s personal or brand-level library to any report. Click here to learn more about how to use this feature.

Reporting insert image

Dynamic Piped Text for Reports

Last modified: May 2, 2018

Piped Text reduces repeatable reporting tasks such as inserting question text or total number of respondents directly from the source project. Instead of inserting elements that otherwise need to be re-inserted or updated every reporting cycle into a new report, the report creator can easily insert a variable to represent the data then use the variable in place of the element in the report. Click here to learn more about how to use this feature.

Reporting piped text

Text iQ Larger Dataset Support

Last modified: May 2, 2018

These improvements to Text Tools responsiveness are now available to Basic Text clients as well as all Text iQ clients. In the past, topic changes were made and applied each time a single topic was updated, resulting in frustrating delays between completing one change and starting another. Now Text iQ includes a new layer between the Text iQ UI and the phase where responses are updated with topic changes so that a large number of changes can be immediately made in the Text UI and then applied as one big batch to responses.

Batch changes

Improved PDF Exports

Last modified: April 4, 2018

Everyone exporting a Results Report to PDF to print, email, or share it now has a dramatically improved export experience. PDF exports are now cleaner and more attractive, and generating those reports in Qualtrics is more reliable than ever before.

Text iQ Sentiment Analysis Update

Last modified: April 4, 2018

Qualtrics is committed to always expanding and improving every part of Text iQ, from the visualizations to the topic model, to the accuracy and reliability of Sentiment Analysis. Today, Qualtrics is proud to announce a major update to its Sentiment Analysis engine. We have added a new neural network-based classifier to the lexicon-based classifier already in Text iQ. Text iQ automatically chooses the classifier that gives the highest confidence sentiment score, resulting in an accuracy increase of up to 23%. Qualtrics Text iQ now performs better than any benchmarked competitor in the sentiment analysis of Qualtrics-collected English-language.


Dynamic Filters

Last modified: April 4, 2018

Qualtrics now enables dynamic filters on dashboards. Users rarely use a single filter on their data and in the past users had no idea what filter options would result in no data due to other filters applied on the page. Now when using filters, there is clear demarcation in the options that do have data available, vs. those that do not.

Dynamic filter

Stats iQ Automatic Sampling of Large Datasets

Last modified: March 5, 2018

Analyses of large datasets can take a long time. Stats iQ now automatically samples large datasets on the fly to reduce analysis weight times.

For example, an analysis in a dataset of 1M rows might be sampled down to only 50K rows. It will complete much faster, and in the vast majority of cases the statistical finding will be the same as if the full dataset had been used.

Users will have the ability to change the sample size or turn off sampling entirely in a given card or across the entire dataset.

Learn more in the sampling section of our support pages.

Automatic sampling

Text iQ Numeric Sentiment Update

Last modified: March 5, 2018

To make reporting on sentiment analysis even easier and more flexible, Qualtrics adds two new numeric fields for Sentiment Analysis that can be acted and reported on in Results, Reports, and Dashboards. This allows users of Qualtrics reporting to more easily report on certain metrics, such as mean and distribution, driver/correlation analysis, top/bottom box, and other numeric calculations.

Numeric sentiment

Static Response Weighting for Dashboards

Last modified: March 5, 2018

Users now have more choices for Qualtrics response weighting. Users can choose dynamic weights, which are calculated on-the-fly to make sure that the weights meet the desired proportions (legacy functionality) or specify a static weighting value for each population they want to weight. This new option, Static Weighting, will not be recalculated by Qualtrics. For more information on response weighting, see this help article.

Static response weighting

Reports Response Weighting

Last modified: February 7, 2018

If Response Weighting has been configured for a project in the Data & Analysis tools, reports will now optionally show weighted metrics. Use Settings to turn weighting off or on for the entire report, and add or remove weighting from individual visualizations in that visualizations’ options. Click here to view support documentation on this feature.

Passcode-Protected Public Reports

Last modified: February 7, 2018

For reports that benefit from public sharing but need a little extra protection, Reports now offers optional passcode protection on public report links. Specify the unique passcode for a shared report and Qualtrics will require the viewer to enter the passcode before they can view that public report. Click here to view support documentation on this feature.

Passcode protected public reports

User-Specific Report Preferences

Last modified: February 7, 2018

Report creators can now save and apply their own personal report style defaults to every report they create. Rather than applying default settings per report, the report creator’s settings will be automatically applied to each report created, and can then be customized per report or per visualization. Default setting include color palettes, decimal precision, spacing preferences, default visualizations, and more. Click here to view support documentation on this feature.

User specific report settings

Copy Dashboards within Employee Experience Projects

Last modified: February 7, 2018

Now with a single click you can create a copy of your entire dashboard within your Employee Engagement projects. Previously users had no way to copy dashboards within an existing project and were required to build unique dashboards. This new feature empowers you to simply navigate to the dashboard you would like to duplicate and choose the “Copy dashboard” option from the dashboard menu. By clicking this button, Qualtrics will create an exact copy of that dashboard with all of the same pages, layouts, and content. Click here to view support documentation on this feature.

Copy EX dashboards

Number Chart Allows Comparison to Previous Time Period

Last modified: February 7, 2018

Number Charts allow comparing results to a previous time period so users can quickly determine if performance is declining or improving. It respects the page page filters as well so users can explore different time periods. Click here to view support documentation on this feature.

Number chart page filter

CSV Upload for External Data or Benchmarks

Last modified: February 7, 2018

Qualtrics now allows uploading external data directly through a .csv in the fieldset. So when users need to bring in external data (e.g. benchmarks) to supplement data collected in the survey, it’s now easier than ever. No need to create a fake survey to import the data, just import it to the fieldset directly. Click here to view support documentation on this feature.

CSV upload

Text iQ Speed Enhancements

Last modified: January 3, 2018

These improvements to Text iQ responsiveness help all Text iQ clients but are especially designed to make the UI for Text iQ snappier for analyzing 100k-10MM responses. In the past, topic changes were made and applied each time a single topic was updated, resulting in frustrating delays of moments up to hours between edits for very large response sets. Now Text iQ includes a new layer between the Text iQ UI and the phase where responses are updated with topic changes so that a large number of changes can be immediately made in the Text UI and then applied as one big batch to responses.

Apply changes

Text iQ Extended Query Operators

Last modified: January 3, 2018

For even more control over the scope of every text analysis topic, all Text iQ users will be able to use "near", search phrases, and exact search phrases in topic queries. In addition to the existing “and”, “or”, and “not” operators in queries, the order and proximity of text between operators will be considered. In addition, these order and proximity restrictions can be softened using the near operator, “~#”, where # is a number between 0 and 99. Furthermore, results can be narrowed by exact match searches using double quotes. All new operators can be combined with the existing query options. Click here to view support documentation on this feature.

Extended query parameters

Upgraded Import Capability

Last modified: September 6, 2017

This new importer is a more flexible, responsive, intuitive way to import responses into Qualtrics surveys than previous versions.

Employee Engagement and Employee Pulse Integration into the XM Platform

Last modified: August 16, 2017

With Employee Engagement and Pulse project types integrated into the XM platform, EE and Pulse users gain access to a newly updated user interface and various feature upgrades including survey library access, expanded survey options, and the ability to localize admin views and dashboards into any language.

XM Reporting Enhancement

Last modified: August 16, 2017

The next generation of data visualization and insight sharing. Editors can control report layouts, tweak individual visualizations, add data from additional studies, update the report’s look and feel, and add text, images, or other branding elements to increase the report’s effectiveness.

Static Response Weighting for Reports

Last modified: March 5, 2017


Users now have more choices for Qualtrics response weighting. Users can choose dynamic weights, which are calculated on-the-fly to make sure that the weights meet the desired proportions (legacy functionality) or specify a static weighting value for each population they want to weight. This new option, Static Weighting, will not be recalculated by Qualtrics. For more information on response weighting, see this help article.

Static response weighting

Action & Improvements

Transactions Support in XM Directory Loader Task

Last modified: August 3, 2022

The Load data into XM Directory task allows you to map data imported into Qualtrics to your XM Directory. This update will extend the tasks's support to import transactional data.

EX Action Planning 2.0

Last modified: June 1, 2022

This feature will update the EX action planning feature, including updates to the action planning UI.

Restrict Ticket Reassignments to be within a Ticket Group

Last modified: June 1, 2022

Adding the ability to restrict ticket reassignment so it can only happen within the same ticket group.

Improvements to Load to Data Project Task

Last modified: April 6, 2022

This update introduces the ability to export surveys from a different brand with either the Extract Responses from Survey Task or Load to Data Project Task. Users will be able to use survey data that was shared from another brand as an always up-to-date source of supplemental data in an imported data project that can be used across multiple programs and dashboards.

Start and Stop Times for Scheduled Workflows

Last modified: April 6, 2022

Users can currently schedule a workflow to be run at a certain day and time on a daily, weekly or monthly frequency. However, there are situations when you may want more options and fine-grained control to schedule a workflow. Workflow start and stop time options will provide additional control and flexibility, so you don’t have to remember to start or stop running workflows.

Workflow Response Export Automation

Last modified: March 2, 2022

Extract responses from surveys and load them to your SFTP server automatically.

Load to SFTP Task

Last modified: March 2, 2022

When brands are exporting data from Qualtrics using Workflows, they can use the "Load to SFTP Task" to automate bulk data transfer to SFTP using Workflows.

To learn more about this feature release click here.

Concept Testing

Last modified: February 2, 2022

Before you enter the product prototyping phase, our new Concept Testing feature will help you assess customer appeal of specific product concepts and their competitive offers.

Ticket Groups Auto Role Assignment with Multiple User Attribute Values

Last modified: December 1, 2021

This feature introduces the ability to use Ticket Groups auto role assignment with multiple user attribute values. Ticket Groups will now be created both when a single attribute or a user attribute contained in a list matches the conditions set up for the Ticket Group.

Email Templates in XM App Ticketing

Last modified: October 6, 2021

When sending following up emails to tickets in the XM app, you can now easily use messages previously saved to your library.

To learn more about this feature release click here.

Ticket Reminders for Teams Assigned as the Ticket's Owner

Last modified: October 6, 2021

Ticket reminders allows a brand to keep interested parties up to date on their tickets, as identified by a series of email addresses. This release will introduce the ability to also share ticket reminders with teams, allowing for much easier mass-communication of ticket updates.

Consolidate Existing Directory Contacts

Last modified: October 6, 2021

Extension of the Automatic Deduplication feature to allow users to deduplicate existing directory contacts to manage their directory.

To learn more about this feature release click here.

Journeys Widget Improvements

Last modified: October 6, 2021

Journey widgets now support top box scoring.

Calculate Metric Task with Topics & Sentiment Filtering

Last modified: October 6, 2021

The existing calculate metric task can be used to calculate trends on the survey data. With this improvement, we will allow filtering based on Text iQ custom topics and sentiments. This will allow you to create workflows that address data trends in existing topics.

PGP Encryption for SFTP File Extraction in xFlow

Last modified: September 1, 2021

This update will allow for the PGP encryption of files processed by the Extract data from SFTP files task.

To learn more about this feature release click here.

New Type of Authentication for SFTP File Extraction in xFlow

Last modified: September 1, 2021

Right now, the Extract data from SFTP files task requires you to use the SFTP server's username and password. However, with this update, you will be allowed to specify an SSH key instead.

"Actions" to be renamed "Workflows"

Last modified: September 1, 2021

Going forward, "Actions" will be renamed "Workflows." Both the user interface and online resources will be updated to reflect this change. (This applies on both the project level and on the global level.)

The actions page of an account, with "Workflows" instead of "Actions" in the upper-left

To learn more about this feature release click here.

Actions Tab in Engagement Projects

Last modified: July 7, 2021

Introducing the Actions tab in Engagement projects, so that users can set up Actions (send emails, update HRIS system using an API task, and more). Users can already set up Actions for Engagement projects in the Global Actions page, but adding the Actions tab directly in an Engagement project increases the visibility and ease-of-use of this feature.

Some examples of actions that EmployeeXM users may want to set up:

  • Alert HR if a survey response contains mention of harassment, or other sensitive key words.

  • Alert HR if an employee wants HR to follow up on their response about a sensitive issue.

  • If an employee opts in to receive emails about CSR initiatives at the company in the engagement survey, send a followup email to the employee about CSR initiatives.

  • Update HRIS system from demographic questions in the survey using the web services task.

  • If an employee opts to participate as a mentor/mentee in an internal mentorship program, notify HR.

To learn more about this feature release click here.

Calculate Metric Task Support for CX Dashboards

Last modified: July 7, 2021

The calculate metric task can now be used to calculate trends on CX Dashboard fieldsets.

To learn more about this feature release click here.

TextFlow (Text iQ-based Actions)

Last modified: July 7, 2021

Trigger automated actions based on topics in customer feedback.




  • Send a Slack message or file a Zendesk ticket when feedback comes in pertaining to one of your Text iQ topics.

  • Trigger actions when a topic’s occurrence exceeds user-defined thresholds. For example, set up an alert when more than 10 feedback is received on “safety hazard” within a week.

  • Trigger actions based on certain sentiments detected when responses come in for particular topics.

  • Send weekly summary notifications about the frequency at which topics of interest were detected in feedback.

To learn more about this feature release click here.

Action Idea Boards

Last modified: July 7, 2021

Action idea boards enable managers to crowdsource ideas for action from their teams. Teams can enter managers' idea boards, create ideas, and vote on others ideas for action. When managers create action plans, the ideas from their idea boards will show up under suggested actions (along with HR suggested actions from guided action planning).

To learn more about this feature release click here.

Commenting On & Tagging Responses

Last modified: July 7, 2021

Introducing the ability for users to comment on survey responses and tag other users on those comments on both desktop dashboards and on mobile. See linked pages for setup details.

Detailed Status for API Contact Transactions and Imports

Last modified: April 7, 2021

View a detailed statuses for file-based contact imports and transactions conducted over API.

To learn more about this feature release click here.

Detailed Status for XM Directory Contact Imports

Last modified: April 7, 2021

View a detailed row-by-row status for the file-based contact imports in XM Directory.

To learn more about this feature release click here.

Automated Action Templates

Last modified: April 7, 2021

A collection of pre-made Automated Action templates for different experience use case scenarios and industry verticals. This will enable customers to:

  1. Easily create new, useful actions.

  2. Leverage expert opinions about industry standards for automated actions in different scenarios.

  3. Assist with GTM.


Users will be able to click on each template, see help content, and complete configuration of the template in easy steps.

To learn more about this feature release click here.

Bulk Ticketing Permissions

Last modified: January 6, 2021

Builds on top of advanced ticketing permissions and enables enterprises of any size to configure their ticketing system in bulk to meet their customized permissioning needs. This includes two new features: the ability to upload a CSV file to create and assign ticket groups in bulk and the ability to delete ticket groups.

To learn more about this feature release click here.

XM Mobile: Response Filters

Last modified: January 6, 2021

Bringing filters to the responses in the XM Mobile app, so users can apply page-level filters to the latest customer feedback.

To learn more about this feature release click here.

Custom Javascript Task

Last modified: January 6, 2021

A new task in Actions that will enable you to setup a scripting task, which can be used for data transformations.


To learn more about this feature release click here.

Web Service Task Updates

Last modified: January 6, 2021

Since the Web Service Task is a popular choice for scheduled actions, it now has the following improvements:

  1. The ability to capture response data for piped text.

  2. Credential manager integration.

  3. Clearer JSON authoring.

  4. A new and refreshed user experience.

To learn more about this feature release click here.

Manual Execution Option for Scheduled Actions

Last modified: November 4, 2020

Adding the ability to manually execute scheduled actions. This can help you test the action after creation and re-run actions as you make changes during troubleshooting.

Have a scheduled aciton opened in the global actions page, and from a dropdown, there's an option to "run immediately"

To learn more about this feature release click here.

Ticketing in the XM App

Last modified: October 5, 2020

You can now perform ticketing functionality in the XM app.

To learn more about this feature release click here.

Response Volume Notifications

Last modified: October 2, 2020

Qualtrics will monitor the number of responses coming into your active surveys, and send you notifications  when significantly high or low response volume is detected, reminding you to check out your collected data or distribution statuses. These notifications will require no setup from the user.

An email that says "Yesterday, you received higher responses than usual on your survey named X"

To learn more about this feature release click here.

Survey Definition Event

Last modified: September 2, 2020

Allows you to trigger Actions based on changes to survey definitions, such as survey activation, deactivation, or publication. For example, you could send a response summary notification when a survey closes, or send notice to an administrator when a survey is activated or published.


To learn more about this feature release click here.

Ticket Permissions

Last modified: July 1, 2020

Advanced Ticketing permissions introduces a more robust permissioning system for the closed loop ticketing offering. The feature extends Qualtrics' advanced identity services to the ticketing platform, in order to allow customers to implement role-based access control to all elements of ticketing.

To learn more about this feature release click here.

Frontline Feedback: Create Request Action

Last modified: July 1, 2020

Frontline Feedback is now part of the Qualtrics Actions Framework. Create a new Frontline Feedback request from any survey, or other event in Qualtrics. This allows Frontline Feedback to be used anonymously for public suggestions, or compliment an existing relationship survey to allow for action planning.


To learn more about this feature release click here.

Text iQ for Tickets

Last modified: March 4, 2020

Using Text iQ, CX analysts will be able to get richer insights from their open ended follow-up detail responses in Tickets.

To learn more about this feature release click here.

Ticket Escalations Using Org Hierarchy

Last modified: February 3, 2020

This feature introduces Org Hierarchies to the CX product for the first time. The first feature to use org hierarchies will be ticket workflows, which will allow you to setup dynamic ticket escalations using the org hierarchy relative to the ticket owner.

To learn more about this feature release click here.

Dynamic Ticket Status Options

Last modified: November 6, 2019

The functionality included in this feature allows admins to choose which statuses a ticket should be allowed to be changed to based on the current status of a ticket.

Advanced Ticketing Root Cause Enforcement

Last modified: November 2, 2019

This will expand the current enforcement of mandatory root causes. This feature will allows for mandatory root causes for any custom statuses, as well as restricting in which status, you can update a root cause.

EX Action Planning User List Widget

Last modified: October 2, 2019

This new widget in engagement dashboards will help organizations track managers that are using action planning and managers who have not created or do not own action plans, and be able to drive more accountability and action. This widget will show a table of managers who have permission to create action plans, and the number of action plans they have created or own. The widget will also allow admins to add other helpful columns to the table like email and other person metadata, so that the admin can send a message to managers reminding them to create action plans if they have not created any.

EX Guided Action Planning

Last modified: September 4, 2019

Guided action planning helps managers in creating action plans to improve upon their engagement results. Managers can use suggested tasks, guidance descriptions, and resource links to help them get started in creating an action plan. The content that populates a guided action plan comes either from the admin or Qualtrics XM Scientists in our XM Solution.

Ability to Disable Ticket Exports for a Brand

Last modified: August 7, 2019

This feature will enable brands to disable CSV exports in their ticketing application for all of their non-admin users.

Ability to Disable Subtickets for a Brand

Last modified: August 7, 2019

This feature will enable brands to disable subtickets in their ticketing application for all of their users.

Actions Platform - JSON Event

Last modified: June 5, 2019

The new feature JSON Event is built towards a generic event-trigger and API interface that will allow building IFTTT integrations with external SaaS products. The JSON/Custom Event and API enable arbitrary external software to start workflows via HTTP request. Without this functionality, users are limited to a small set of purpose-built event handlers by Qualtrics eg: Survey Response Event, Salesforce Workflow Rule, Dynamics Inbound Integration.

Email Templates for Ticketing

Last modified: April 16, 2019

Enables Ticketing users to create and save email templates to use when closing the loop with customers in the ticketing application.

MS Dynamics CRM Integration

Last modified: April 3, 2019

Qualtrics integration (add-on, paid) with Microsoft Dynamics CRM - Allows Qualtrics customers to sync Dynamics object data (O-data) with Experience data (X-data); Brings X+O data together through an events-driven interface that works seamlessly between Qualtrics Actions platform and Dynamics by sending events to MS Dynamics.

Action Planning for Customer Experience

Last modified: March 14, 2019

Qualtrics Customer Experience Management now supports enhanced action planning and tracking for longer-term, cross-team initiatives, all within the XM Platform.

EX Action Plan Reporting

Last modified: January 2, 2019

Leaders are now able to report on how action plans are progressing across the organizaion. Administrators can create dashboard pages and widgets using action plan data, and download this data for further analysis and reporting. This feature is only available in Employee Engagement project types.

Action plan reporting

Ticketing Email Composer Update

Last modified: January 2, 2019

Update to the user experience for the email composer in ticketing that allows users to view and interact with ticket information while composing the email.

Ticket Reminders

Last modified: January 2, 2019

Sends automated email reminders for tickets based on conditions.

Ticketing Templates

Last modified: November 7, 2018

Use templates to easily setup ticket actions.

Distribute Survey Task

Last modified: October 3, 2018

A new task type in the actions page that allows a user to configure a survey distribution to a single recipient based on the user selected event/trigger criteria.

Tickets Event

Last modified: September 3, 2018

Qualtrics user can set up an event trigger in Actions Page based on a ticketing event such as status change that meets a certain condition to perform a task (eg. send email, distribute survey).

Ticketing 2-Way Email Status Change

Last modified: August 1, 2018


For brands with 2-way email enabled: This functionality allows for ticket statuses to automatically be changed when an inbound email is received. This is useful for organizations that want to ensure tickets show up in an “active status” view when a ticket requires a response.Email status

Ticket Highlight Summary

Last modified: August 1, 2018


With Highlight Summaries, Qualtrics automatically shows ticketing users why the ticket is important to them and gives them critical information upfront. The summary provides users with the key information they need to know about why they are closing the loop with the customer.
Highlight summary
When creating a ticket task, there is now an optional section to pipe in a score and open text comment for a banner at the top tickets.
Ticket summary

Ticket Notifications - Turn On/Off by Brand

Last modified: August 1, 2018

Give brands more granular control of when email notifications are sent to their users.

Closed Loop Assignment Notification Settings

Last modified: August 1, 2018

Brand admins now have the ability to turn off all standard email notifications for ticket creation and reassignment. This allows for custom email notifications to be created for ticket creation and reassignment when using the “Email Task” in the same action as the ticket creation.Disable ticket notifications

Closed Loop Mobile App Email Support

Last modified: August 1, 2018

The Follow Up mobile app now supports closing the loop via email with customers. When emails are sent through the app, the email history is tracked and attached to the activity history. The app also now supports the 2-way email functionality if enabled for the brand.
Closed loop app email support

Recode Values for Ticket Reporting

Last modified: August 1, 2018

Recode values are now supported in Ticket Reporting fieldsets.The functionality is the same as the recode editors for CX dashboards - more information about this can be found on this support page.Recode editor

Ticket Forwarding

Last modified: August 1, 2018

Ticket Forwarding allows individual users to enable automatic ticket reassignment to another user when they are out of the office. This enables customers with time-sensitive closed-loop processes to ensure tickets do not get assigned to someone who may be out of the office, but rather get reassigned to someone available to follow up with customers.
Ticket forwarding
Individual users can enable forwarding by selecting “Ticket Forwarding” in the “Tools” menu on the ticketing application. The user will then see a bar at the top of their ticketing page indicating that their tickets are being sent to another user. By default, this feature is enabled for brands. Brand Admins can turn off the ability for their users to use this feature by selecting the option “Disabled Ticket Forwarding for Users” in the “Ticket Settings” menu under “Tools”.

CX Bulk User Management - User Directory

Last modified: July 11, 2018

Bulk user management for CX dashboards. Will add user directory in CX project that will allow bulk import and export of users and user metadata and supports search/filtering of users based on metadata. Will also include automatic role assignment and dashboard permissions management.

Recode Editor for Ticket Reporting Fieldsets

Last modified: July 11, 2018

Support for the recode editor for ticket reporting fieldsets.

Ticket Forwarding

Last modified: July 11, 2018

Allows users to automatically reassign tickets that are assigned to them to another user when they are not available to take new tickets.

Ticket Queues

Last modified: April 4, 2018

Creates a queue of tickets for large teams to use to allow assignment based on when a ticket operator is ready to work on a ticket.

Closed Loop Follow-Up Mobile App SSO Support

Last modified: April 4, 2018

The Qualtrics mobile app for Closed-Loop Follow-Up now supports SSO so users that are part of an enterprise license using single sign-on can now use the app. The app is available via the app store.

Mobile app sso

Disable Email for Closing the Loop

Last modified: April 4, 2018

While some customers use email to close the loop, others customers prefer to use phone calls only. Using the new setting in Closed Loop Follow-Up, brand admins can remove the “Send Email” button from their tickets, to customize the workflows to their organization’s needs.

Disable email closed loop

2-Way Email in Ticketing

Last modified: February 7, 2018

Qualtrics now allows customers to track entire email conversations through the ticketing product. Previously, users could send an initial email from the ticketing app, however, responses would come back to their regular email inbox. With this feature, email responses will go straight into the ticket so that the entire conversation is tracked in the ticket activity, including any attachments that the customer added to the email. Click here to view support documentation on this feature.

2-way ticketing
2-way ticketing email attachments

Salesforce Integration V2

Last modified: February 6, 2018

New Qualtrics clients interested in Qualtrics-Salesforce integration, can use Salesforce v2 integration which now has feature parity with v1 legacy integration

Email Task in Actions Page

Last modified: February 6, 2018

Any Qualtrics User can now use the new Email task in Actions Page to set up event-driven Emails.

Actions Reporting

Last modified: February 6, 2018

Actions Page users can now view information and metadata (eg: timestamp, duration and status) regarding each executed action. Filter this list based on an action name and a task status (only one at a time) or search for workflow executions using the event ID that triggered them to get basic reporting on my triggered Actions

Integrations

Facebook Messenger Workflow Event & Task Deprecation

Last modified: August 3, 2022

This update will deprecate the Facebook messenger Workflow event and task.

To learn more about this feature release click here.

Microsoft Excel Task

Last modified: August 3, 2022

This task will provide a reliable Microsoft Excel integration with Qualtrics, allowing users to use Excel to store and analyze their survey data.

Security Improvements for Webservice Task

Last modified: July 6, 2022

Customers will be able to add more security mechanisms when using the Webservice Task. These include using the new secure mTLS authentication and the ability to permit or limit certain domains.

To learn more about this feature release click here.

Salesforce Response Mapping User Experience Improvements

Last modified: April 6, 2022

Introducing a new user experience for the Salesforce Response Mapping Task. This update will have all the same functionality, but with an improved look and feel.

ServiceNow Event Enhancements

Last modified: March 2, 2022

This update gives users more options to add conditions when editing ServiceNow events, preventing unnecessary events happening in Qualtrics workflows.

To learn more about this feature release click here.

Extract Data From SuccessFactors Task API Migration

Last modified: January 5, 2022

The Extract Data from SuccessFactors task is being updated to use a different API. This will require users to update their configurations and may result in some fields that are no longer supported.

Marketo Extension Update

Last modified: December 1, 2021

This update to the Marketo extension improves the existing activity update functionality to meet our new design standard. We will also add the ability to create a new lead in Marketo, rather than simply updating leads.

Google Drive Data Import with xFlow

Last modified: October 6, 2021

This update will allow you to import data from your Google Drive account to create or update records in XM Directory. The data imported can be a Google Sheet, CSV file, or TSV file.

To learn more about this feature release click here.

Google Sheets Integration

Last modified: October 6, 2021

Introducing the ability to transfer survey results into rows in Google Sheets. This integration provides an automated workflow using actions to make it easy to transfer results as they come in into Google Sheets in real-time.


This integration will also contain lookup capabilities; for example, let's say you have another sheet with a list of gift cards you want to assign by email. You can use the Google Sheets task to look up the gift card code in that sheet so you can send this gift card information in an email.

To learn more about this feature release click here.

Google Calendar Extension

Last modified: October 6, 2021

This feature will allow Qualtrics users to select available times on a user's Google Calendar.

To learn more about this feature release click here.

Zendesk Event Trigger

Last modified: July 7, 2021

You can now trigger a workflow based on events in Zendesk (e.g., ticket assignee is changed).

To learn more about this feature release click here.

Slack Task Direct Messaging

Last modified: June 2, 2021

The Slack task now allows individual users to be sent messages directly, rather than to just channels.

XML & Multi-Credential Support for the Web Service Action Task

Last modified: June 2, 2021

The web service action task now supports XML syntax and highlighting when calling out, extracting chained piped text from responses, and multiple credentials.

SAP SuccessFactors Employee Sync

Last modified: April 7, 2021

This update will allow users who use both Qualtrics and SuccessFactors Employee Central to set up a sync action within Qualtrics to ensure that the Employee Global Directory always contains the most up to date employee data.

See the Extract Data from SuccessFactors Task and Load Users into EX Directory Task support pages.

SSO Self-Serve for SAML

Last modified: January 6, 2021

Brand Administrators will soon have the ability to create and manage their organization's SAML Single Sign-On (SSO) connections with Qualtrics. Add new connections, update certificates on existing connections, modify settings such as Just In Time provisioning, and more.

New SSO tab inside Org Settings. Filling out fields to create a SAML connection

To learn more about this feature release click here.

ServiceNow Actions Event

Last modified: January 6, 2021

An advanced integration between Qualtrics and ServiceNow, this feature enables users of both systems to configure an action in ServiceNow that triggers a workflow in Qualtrics.

To learn more about this feature release click here.

Automated Response Imports

Last modified: June 3, 2020

Response Import Automations can be used to automatically import data into Qualtrics on a regular schedule. Responses are imported through a Secure File Transfer Protocol (SFTP) from your SFTP server to Qualtrics. This is particularly useful when you’re collecting data outside of Qualtrics and would like to import that data into an existing project. 

Inside the data and analysis tab of a survey project, the export / import menu is expanded to show an import automation option

To learn more about this feature release click here.

Facebook Messenger Integration

Last modified: January 8, 2020

More channels and changes in consumer communication preferences means more opportunities to engage with customers on their own terms. The integration with Facebook Messenger makes it easy to trigger surveys directly in Facebook Messenger to capture feedback in the moment.

To learn more about this feature release click here.

XMD Automations Scheduling Enhancements

Last modified: November 6, 2019

XM Directory Automations now supports more precise scheduling, on-demand scheduling, and mapping the TransactionDate standard field. We have updated the Run History view to simplify viewing results by aggregating automation runs.

XMD Gigya Integration

Last modified: November 6, 2019

Customers of Gigya / the SAP Customer Data Cloud can enable auto-creation of their contact master data in XM Directory through a one-click integration that makes it extremely simple for mutual customers or new customers to leverage combined value from Qualtrics and Gigya.

To learn more about this feature release click here.

XMD Automations Run Management Phase 1

Last modified: October 2, 2019

As an XM Directory Automations user, I can clearly see pending files that will be processed the next time my automation runs. Also, if an automation fails, I can easily re-run it.

Response Exports Google Sheets Integration

Last modified: June 5, 2019

The Google Sheets integration for data exports extends transparency and accessibility of all data. In addition to CSV, TSV, SPSS, and XML exports, Qualtrics will export directly to Google Sheets.

Updated Raw Data Export APIs for Research Core

Last modified: October 3, 2018

A new Response Export API that exposes the increased scale, new fields, and faster speed of the new export services available in the UI to integrations and other API use cases.

Salesforce Integration Improvements

Last modified: July 10, 2017

Salesforce Integration now allows users to enter embedded data directly instead of using the piped text format.

Salesforce integration embedded data

Salesforce Integration triggers can now handle anonymous link distributions.

Salesforce integration anonymous distributions

Predictive Intelligence Engine

Text iQ Bubble Widget Integration for Employee Experience Dashboards

Last modified: July 7, 2021

Analyze, report, and filter on the Text iQ bubble widget in EX dashboards, which shows topics, topic-level sentiment, and topic hierarchies.

To learn more about this feature release click here.

CX Dashboard Notifications: Enterprise Features

Last modified: April 7, 2021

With this release, we expand our dashboard notifications with support for roles, user attributes, group-by and customer metrics to make the dashboard notification setup even easier. CX programs cater to many different people with different levels of access and need for data. Our weekly digest breaks this down to make sure you see the right data in the right place.

To learn more about this feature release click here.

Stats iQ: Overhaul of Ranks concept

Last modified: April 1, 2020

Many survey questions have response options like 1 - Happy, 2 - Okay, and 3 - Sad. These variables have both a numeric and a categorical nature - users might want to know the average score, and users might want to know what proportion of respondents answered Happy. Stats iQ does not allow users to analyze both natures of the variable at one time. This feature will enable this, solving the top user complaint about Stats iQ.

To learn more about this feature release click here.

Stats iQ: Localization

Last modified: January 8, 2020

Stats iQ will be localized in all the languages that Qualtrics supports.

Text iQ Support for Dutch, Thai, Simplified Chinese, and Korean

Last modified: December 4, 2019

Comments recorded in Dutch, Thai, Simplified Chinese, and Korean receive native language recommended topics, sentiment analysis, and query support.

Stats iQ: Integration with Text iQ

Last modified: November 7, 2019

This feature will allow Stats iQ to use the results of analysis in Text iQ. For example, a user might note that many customers discuss "responsiveness" in their open-ended comments. Stats iQ will now take in that theme as a new variable, allowing the user to see how that relates to a host of other variables.

To learn more about this feature release click here.

Text iQ Bubble Widget Integration in CX Dashboards

Last modified: October 2, 2019

Analyze, report, and filter on Next-Gen Text iQ visualizations, topic-level sentiment, topic hierarchies, and other Text iQ data side-by-side with any other fields in a CX Dashboard.

Text iQ-powered Survey Flows

Last modified: July 3, 2019

Text iQ powers real-time survey flows based on comment sentiment, topics mentioned, and the sentiment of topics mentioned.

Stats iQ: Integration with CX Dashboards

Last modified: April 16, 2019

This work will allow users who have both Stats iQ and CX dashboard to analyze a dashboard-specific dataset directly instead of exporting it and then reimporting it into Stats iQ.

To learn more about this feature release click here.

Text iQ Multi-Language Sentiment

Last modified: February 6, 2019

All features of Qualtrics Sentiment analysis are now available in 9 additional languages. Within Text iQ and all across the XM Platform, use Sentiment Analysis to understand, analyze, and take action on how respondents are feeling.

Text iQ Customer Experience Dashboard Integration (Link to Next Gen Text iQ)

Last modified: November 7, 2018

Text Analysis is a key phase in CX program analysis - and now it's easier than ever to navigate between your dashboards and Text iQ.

Next-Gen Text iQ Preview Experience for Basic Text Users

Last modified: October 3, 2018

Basic Text users now have the ability to opt into the next-gen Basic Text experience. Features available in this release include:
  • Hierarchical Topics: Organize topics into parent groupings
  • Adding Fields to Record Grid: View other fields from a survey right next to the text being analyzing in the record grid
  • Sort Responses by Recorded Date
  • Default to Selected Question: After choosing a field to analyze, that question will be the default upon returning to Text iQ.
Text iQ preview for basic

Manual Topic Editing and Sweeper View for the New Text iQ

Last modified: September 3, 2018

Feature description: For ultimate precision control over topics, the Text iQ Preview experience now supports manual topic addition and removal. Use the full topic grid or sweeper experience in edit mode to manually add or remove any topic from any comment.

Manual topic editing

Topic Export and Import for the New Text iQ Preview Environment

Last modified: September 3, 2018

It’s now even easier to share Text iQ topic definitions between projects using Topic Export and Import. In the New Text iQ Preview, topic definitions can be exported from any field and then imported into any other field as a convenient starting point for analysis or an easy way to keep topic sets aligned across projects.

Topic export and import

EX - Text iQ Integration

Last modified: September 3, 2018

EX users now have access to Text iQ, Qualtrics’ advanced text and sentiment analytics features. Text iQ automatically uncovers open-text insights and identifies trending topics, allowing users to easily filter, analyze and share deep insights within their data.

Text iQ Next Gen Preview

Last modified: August 1, 2018

Qualtrics continues to deliver rapid updates to the next generation of the Text iQ tool. Users can opt in and out of the Preview experience at will, and features are consistently added to the Preview experience. Recently delivered features include:


  • Bubble Chart
  • Constellation Chart for Exploring Recommendations
  • Improved Recommendations Engine
  • Topic-level Sentiment
Bubble chart

Keyword chart

Stats iQ: Relative Weights Analysis

Last modified: July 11, 2018

Relative Weights Analysis gives a clear sense of which drivers have the greatest impact on an output, even if the input variables are highly correlated. The results of a Relative Weights Analysis will be added to the Stats iQ regression output.

Stats iQ: Workspace-level Privacy and Sharing Controls

Last modified: July 11, 2018

Currently in Stats iQ anyone with access to the project being analyzed can see any workspaces created. For large companies, this creates a too-long list of workspaces to choose from (and potentially interfere with accidentally). Workspaces will now be default private and only shared to collaborators when explicitly changed to shared.

Next-Gen Text iQ: Model Exploration, Topic Hierarchies, and Topic-Level Sentiment

Last modified: April 3, 2018

Group topics together into hierarchies and report on each topic's sentiment in Text iQ and specialized reporting and dashboard visualizations.

Stats iQ: Sampling of Very Large Datasets

Last modified: October 16, 2017

This feature will allow Stats iQ to analyze very large datasets, even those that have tens of millions of rows. Very large datasets will be sampled down to more manageable numbers on the fly. Users will be able to decide whether they'd like to sample down to anywhere from 10,000 rows to 1,000,000.

EX - Stats iQ Integration

Last modified: September 6, 2017

EX users now have access to Stats iQ, Qualtrics’ built-in statistical analysis tool. StatsiQ automatically runs the right statistical tests and visualizations, translating results into simple language any can put into action. Additionally, Stats iQ easily produces predictive models so EX users can identify actions to prevent and shape the employee experience proactively.

Text iQ Speed Enhancements

Last modified: September 6, 2017

Improvements to Text iQ responsiveness that will help all Text clients but are especially designed to make the UI for Text iQ snappier for analyzing 100k-10MM text fields.

Platform Technology

Schedule Automated Job to Anonymize Responses

Last modified: August 3, 2022

This feature allows the Data Compliance Administrator (DCA) to anonymize the common metadata fields in survey responses and break the connection between the recipient record and the response records being anonymized. DCAs will be able to set up anonymization rules that can be started manually or scheduled to run automatically.

Expanded Free Features

Last modified: July 6, 2022

Qualtrics free accounts will begin to offer survey logic, look & feel options, and expanded usage thresholds.

To learn more about this feature release click here.

Unified Benchmark Editor

Last modified: July 6, 2022

This update contains improvements for the Benchmark Editor for CX and EX dashboards.

Pinned Widgets on Home Page

Last modified: July 6, 2022

Users will be able to pin a widget from a Survey Results dashboard or a CX dashboard to their Home Page.

To learn more about this feature release click here.

Segment Templates

Last modified: June 1, 2022

Segment templates allow users to create core segments that are valuable to track across the company. Specifically, the following segment templates will be available:

  • High Value: Value focused segment (transaction amount)

  • New: Time/Journey Focused segments (eg early/late/after-sales customers)

  • High Volume: Engagement focused segments (transaction count)

  • At-Risk: Experience-focused segments (promoters/detractors)

To learn more about this feature release click here.

xFlows Based on Segments

Last modified: June 1, 2022

Introducing the ability to create workflows based on XM Directory segments.

Onboarding Tour

Last modified: May 4, 2022

This feature will add a brief tour for how to navigate the platform (e.g., menu, account settings, help) to new users after they accept the Terms of Service. The tour will end with some general suggestions on how to get started, depending on what the user is in the product to do, and will link to a new user landing page in XM Basecamp.


Brand Admins will have the ability to disable this.

In-Product Dynamic Help Window

Last modified: May 4, 2022

In its current state, the in-product help modal is merely a landing page that provides links to support resources that take the user outside of the product and requires additional work for the user to find a helpful resource from there. Updates to the in-product help modal will provide users with curated content based on where they are on the product and allow users to search and view support pages directly in the help modal.

To learn more about this feature release click here.

Response Retention Policy

Last modified: May 4, 2022

This feature introduces the Retention Policy tab within the Admin tab. Here you can set a retention policy to automatically delete responses of a specified age.

To learn more about this feature release click here.

Well-being at Work XM Solution

Last modified: April 6, 2022

This XM solution helps individual employees, managers, and teams be at their absolute best at work. Enable every employee to better understand their well-being at work, combined with suggested actions for improvement. The fully validated Well-being at Work solution puts the employee at the center of change to drive positive productivity, engagement, and retention.

To learn more about this feature release click here.

Termination of Inactive Free Accounts

Last modified: April 6, 2022

Qualtrics will delete free accounts that have been inactive for 12+ months. If a free account owner has not logged in for 12 months, they will be notified that their account will be terminated, and their surveys and response data will be deleted in 30 days. To retain access to their accounts, users will simply need to login before the 30 days is up. Users will receive follow-up alerts at 15 days and 5 days in advance of deletion to provide ample opportunities to retain access.

To learn more about this feature release click here.

Importing 360 Responses

Last modified: April 6, 2022

Users no longer have to rely on the legacy importer to upload responses to their 360 projects.

Multi-Select Workflows for Bulk Operations

Last modified: April 6, 2022

This feature introduces the ability to multi-select a set of workflows and apply bulk operations (disabling, enabling, or deleting) in one click.


To learn more about this feature release click here.

Display Dashboards within Dashboards Projects on Projects Page

Last modified: April 6, 2022

This feature displays all the dashboards under a specific dashboard project on the Projects page. Users will also be able to see these dashboards displayed on the Recent projects list on the Home page, and be able to search for them on both the Projects page and Home page.

To learn more about this feature release click here.

EX25 XM Solution

Last modified: April 6, 2022

This XM Solution is a guided XM solution offered to EX clients using the engagement project type. The solution offers guided setup, pre-built survey content, email content and dashboard content.

To learn more about this feature release click here.

Self-service SMTP configuration

Last modified: March 2, 2022

This update introduces a credential-only extension for SMTP configuration that allows users to set up or modify a SMTP connection without the need to share credentials.

To learn more about this feature release click here.

Transaction Imports in the XM Directory User Interface

Last modified: March 2, 2022

This feature enables users to import and view transactions and groups of transactions right in the XM Directory user interface, using file-based imports.

To learn more about this feature release click here.

Flagging xFlow Event Failures

Last modified: March 2, 2022

Users will be able to receive email notifications when a workflow trigger fails to initiate an automation. Users can currently receive notifications for failed workflow tasks - this update will extend the same notification options for events.

To learn more about this feature release click here.

Advanced Identity Resolution and Consolidation

Last modified: February 2, 2022

This feature extends the capabilities of the automatic deduplication feature in XM Directory settings to allow users to configure up to three rules to consolidate the profiles across distributed imports. This will help build a comprehensive profile of a contact, allowing you to better understand your contacts and maintain good directory hygiene.

Search on Homepage

Last modified: February 2, 2022

Currently users can only see the top 6 recent projects they have accessed on the left side on the Homepage. This update adds a search box to the Homepage so users can quickly find or get to a project when they first log in without having to go to the Projects page.

DX Guided Workflow Intercept Approval Process

Last modified: January 5, 2022

This release will introduce an intercept approval process into the new guided DX workflow. In the previous iteration, the intercept approval process required users to seek approval for changes made to intercepts before they could be published and thus pushed to live code.

Display Workflow Template Catalog in Survey Projects

Last modified: December 1, 2021

Currently, when a user clicks the button to create a new automated workflow in Global Actions, the catalog is displayed, allowing the user to create a workflow from scratch or from a template. This work will add this experience to users creating workflows in a survey project context.

Mobile SDK Developer Enhancements

Last modified: December 1, 2021

Adding support for Flutter framework, Swift Package manager, and an auto notification when new versions are available.

EX Dashboard Translations

Last modified: November 3, 2021

For EX dashboards, you can now translate data mapper fields once per dashboard instead of multiple times per widget; you can also translate categories. For CX/BX/PX dashboards, you can now translate data mapper fields separately, meaning you can now translate dashboard page filters.

Workflows Sharing

Last modified: November 3, 2021

This feature introduces the ability to share workflows with other users from the global Workflows page.

PGP Encryption for File-based Data Automations

Last modified: September 1, 2021

Adding support for PGP encryption in file-based data export and import automations, which enables better data privacy.

To learn more about this feature release click here.

Person Metadata Display Logic in 360 Reports

Last modified: August 4, 2021

You can now use person metadata to limit who sees a given visualization in their subject report in the 360 portal. This allows you to add visualizations exclusive to certain groups, such as a department or location-specific table.

To learn more about this feature release click here.

Page-Level Dashboard Enablement for XM App

Last modified: August 4, 2021

Introducing the ability to enable only a subset of dashboard pages for the XM App, rather than a whole dashboard. This will optimize your experience so you and your users only see only the pages that are designed with mobile in mind.

To learn more about this feature release click here.

Platform support for Bahasa Indonesia and Bahasa Malaysia

Last modified: July 7, 2021

Currently Bahasa Indonesia and Bahasa Malaysia were supported as languages in dashboards, tickets, 360, and surveys. We've now broadened support for these languages to include the user interface of the entire platform. This does not include native Text iQ support.

To learn more about this feature release click here.

Improvements to Engagement Dashboard Data Permissions

Last modified: June 2, 2021

Delegated permissions let you assign dashboard permissions for individuals allowed to view data outside of their hierarchy unit. After being added, delegates will appear in their assigned units in the hierarchy. Delegate responses will not be tied to the unit for reporting purposes, but the inclusion of the delegate position will aid in quickly and dynamically permissioning these employees to see the appropriate dashboard data. After adding delegates, you can assign them dashboard permissions using roles.

To learn more about this feature release click here.

Improved Response Ticker Widget

Last modified: April 7, 2021

The Response Ticker widget has been updated with improved colors and contrast ratios; better align with the mobile app; provide user context for the content and ticker value; and improved full record access.

Customizing label names


We’ve added the ability to customize the labels that are applied to the content that is in the ticker so that users don’t have to use the default labels in the fieldset.  This allows editors to add context to their content, e.g., what question was asked, without exposing backend fields to the end user or needing to recache a dashboard to fix wording.

Before

Response ticker with no fields for editing labels

After

Response ticker with fields for editing labels

Ability to apply a ticker value label


We’ve added the ability for editors to add a label to their ticker value so that consumers have context for what the ticker value represents; for example, overall sentiment or CSAT score.  Consumers will see this label when they hover over the ticker value.

Shows the hover label and where it can be set in the editing pane

"View full record" moved under a menu


To get ready for future improvements that will allow users to take more actions on responses they see in widgets, we’ve moved "View full record" behind a menu ( ⋯ ) that shows on each ticker card.  This option will only show for users that have the “Show full response when clicked” option is enabled in the widget editing pane.

Shows menu where more options are hidden

Shows a full record

Show ticker value on hover option is removed


In order to make the widget more accessible, the option to show value on hover has been removed from the widget editing pane.  Widgets that currently have this option selected will show the ticker value by default.

Before

Option mentioned is in pane

After

Option removed from pane

One File for All of a Survey's Distributions

Last modified: April 7, 2021

The distribution history is a list of all the recipients in a distribution along with the current status of each survey invitation and the individual link generated for them. This downloadable history helps you determine which recipients have started the survey, which have finished, and which did not receive the invitation.


Previously, the distribution history was only available per each specific email, SMS, or WhatsApp distribution. However, due to popular request, we're now introducing the ability to consolidate all of a survey's distributions into one file, saving the time and effort needed to assess your survey's success.

To learn more about this feature release click here.

Respondent Funnel Improvements

Last modified: February 3, 2021

The XM Directory Respondent Funnel recently got two major improvements. It used to be that the funnel had to be mapped alone in its own dashboard; now it can be combined with up to 5 additional survey data sources. We also raised the tracking fields limit up to 50 fields.

New XM Program: Digital XM Solution for Commerce

Last modified: January 6, 2021

We’ve just made Digital Experience a turnkey program in Qualtrics. Now in less than 30 minutes, you can be gathering feedback from your entire website - understanding CSAT through each point along your customers’ journey, improving cart abandonment, and more.


In one program, Digital Experience managers will know the health and status of their program and have all the expert Qualtrics methodology set up and included in-the-box.


Digital Experience program - has a list of projects to the left, with survey and intercept statistics reported in the middle of the page

To learn more about this feature release click here.

Segmentation in XM Directory

Last modified: November 4, 2020

Users can define dynamic segments of contacts based on criteria to be used in various applications throughout the platform. In this version, users can manually define segments, view and manage existing segments and contacts in those segments, as well as distribute to segments through a Distribution Automation or from directly inside a survey.

Sending a distribution and selecting a segment you've built to send it to

To learn more about this feature release click here.

Export Personal Data

Last modified: October 7, 2020

Admins can now export customer response records at scale through the Admin page. Export customer response data records (including metadata) in JSON format to respond to user’s CCPA requests quickly and efficiently, reducing administrative burden and eliminating compliance violation risks.

To learn more about this feature release click here.

WhatsApp Survey Distribution

Last modified: October 7, 2020

WhatsApp is a mobile messaging application that provides users an alternative to traditional text messaging, SMS. To help our customers reach a broader audience and increase response rates, we are partnering with Twilio (our primary SMS vendor) to enable WhatsApp functionality. By enabling WhatsApp, we take a step towards building the “ultimate listening system,” essentially opening up a new channel where our customers can capture real-time feedback from the very channel where conversations are already taking place.

Layered screenshots showing the steps to send a WhatsApp distribution

To learn more about this feature release click here.

Bulk User Responses Export API

Last modified: October 4, 2020

Using the Public API and the Brand Admin's API Token, customers can submit a list of users' emails (up to 500) and download a file containing all users' responses data for the emails given. This will be helpful for businesses to fulfill CCPA access requests.

To learn more about this feature release click here.

Project Approval Workflow

Last modified: October 1, 2020

Allows brand admins to set up rules for when surveys must be approved before they can be published. Admins can configure who is required to get approval, and who can approve surveys.

To learn more about this feature release click here.

New 360 Subject Reports

Last modified: September 3, 2020

This will be a brand-new version of 360 Subject Reports, based on Qualtrics' latest reporting platform. These reports will be easier to configure, look far more modern, and contain new widgets specific to the 360 experience.

Visibility into Remaining SMS Credits

Last modified: September 2, 2020

Your remaining SMS credits can now be easily identified right inside Qualtrics, where you would go to distribute SMS distributions.



SMS credits for a whole license are also visible to brand administrators.

License usage report has remaining SMS credits at bottom

 

To learn more about this feature release click here.

Updated Gauge Chart User Experience

Last modified: September 2, 2020

This release updates the chart styling to have accessible default color contrast ratios and consistent (minimum and maximum) typography sizing to reduce visual noise on the dashboard, especially when there are multiple charts, and for accessibility compliance.

The new chart also includes updated interactive styling to reduce noise and confusion about the state of the metric. The design fills with the color that the primary metric currently resides in. For example, if CSAT is 4.3 and green represents values above 4.2, the gauge fill is colored green.

When the consumer hovers on the chart, the range thresholds are revealed so that encoded data is included in the experience to help the consumer understand where they are with respect to the thresholds and their goal. This effect is to mitigate the problem that many charts have threshold ranges with 60% or more of the range represented as "red," which gives the visual impression that there is a problem when in fact the gauge sits in a "green" position. The interactive state also includes a tooltip that explains the numeric, colored threshold ranges. The hover state is displayed on export so that the threshold ranges are available in a non interactive state (e.g., PDF or print).

Before:

Example of a Gauge Chart in a dashboard

After:

Example of a Gauge Chart in a dashboard

Same gauge chart, with mouse hovered over to show range in a tooltip

XM Directory Role-Based Access Control - Directory Management

Last modified: September 1, 2020

Role-based Access Control for XM Directory gives administrators control over which users have access to and management control over each directory in an organization.

To learn more about this feature release click here.

Changes to Number Chart Widget UX

Last modified: September 1, 2020

This release updates the number chart's styling to have accessible default color contrast ratios and consistent (minimum and maximum) typography sizing to reduce visual noise on the dashboard, especially when there are multiple charts, and for accessibility compliance. The new style also aligns the "Show change since" comparison with upcoming releases for benchmark comparisons, where multiple comparisons could be stacked.

XM Directory Role-Based Access Control - Directory Access

Last modified: August 3, 2020

Role-based access control for XM Directory will give administrators control over which users have access to each directory in an organization.

Dataset - Public API

Last modified: July 1, 2020

The initial version of the new Dataset Rest API will provide methods for defining a dataset, as well as read/write record level support.

Conjoint / MaxDiff Report Sharing

Last modified: May 6, 2020

Users can publicly share all the reports on their Conjoint and MaxDiff project, protected by access code. The publishing feature can be used to to save the configuration of their report, such as configured simulator options. The report will always default to the saved configuration when opened, allowing users to share a structured version of the Conjoint or MaxDiff report.


A public conjoint report where you can switch between the simulator and the general analysis

To learn more about this feature release click here.

Enable Free Accounts Deactivation

Last modified: May 6, 2020

Allow free users to deactivate their own user account through their Account Settings page.

To learn more about this feature release click here.

XM Mobile: Touch / Face ID Lockscreen

Last modified: April 1, 2020

Additional protection of customers’ data using their devices’ authorization methods when the app is sent to background.

To learn more about this feature release click here.

EX - Deprecate Legacy Response Import and Legacy Response Export

Last modified: February 4, 2020

Deprecate Legacy Response Import and Legacy Response Export.

To learn more about this feature release click here.

ExpertReview: Response Quality V2

Last modified: January 8, 2020

After the launch of ExpertReview Response Quality V1, we added all-new metrics and refreshed the look and feel based on customer feedback.

To learn more about this feature release click here.

XM Mobile app: Sign in without a password

Last modified: January 8, 2020

Enable password-less login experience in mobile apps in which users can login with just their email address. Users get the email with login link which after clicked from a mobile device logs them automatically in to associated Qualtrics account in the Qualtrics XM Mobile app.

XM Mobile App Localization

Last modified: December 4, 2019

Support for other languages than just English in the Qualtrics XM Mobile app (iOS & Android). The initial language list: English US, English UK, Spanish, French, German, Dutch, Italian, Portuguese, Brazilian Portuguese, Finnish, Korean, Japanese, Chinese (Simplified), and Chinese (Traditional).

XMD Data Isolation Phase 1

Last modified: November 6, 2019

XM Directory encrypts the contact PII (FirstName, LastName, Phone, Email, etc.) of brands that have Data Isolation enabled. This feature is available only on the new XMD Contacts Platform (COP). Only user-observable behavior change is that searching on encrypted fields (mentioned above) now only supports “exact match” comparison (“starts with” no longer supported).

Admin Dashboard - Content Engagement Report

Last modified: October 2, 2019

Content engagement report allows Enterprise admins to measure engagement with their CX dashboards. Engagement over a particular time period is measured by the total number of sessions and unique users and can be viewed at the individual page level or aggregate dashboard level. You can also export the report as a CSV for offline analysis.

BX - Brand Tracker

Last modified: October 2, 2019

Qualtrics now supports Brand Tracker projects as part of Brand Experience. This new project makes it easier than ever to create a Brand Tracker project, including dashboards, historical trends, common brand analysis tools, competitive benchmarks, and social data integration.

XM Directory Respondent Funnel

Last modified: September 4, 2019

As an XM Directory user, I can use the respondent funnel in Vocalize to calculate and visualize CX program metrics such as contact sample rate, email open rate, and survey response rate. I can also configure which embedded data fields are used to slice-and-dice the data. Note: Feature available only with assistance from Implementations and/or Partners.

Percentiles Metrics

Last modified: July 3, 2019

The Percentiles Metric is an aggregation that calculates a percentile over numeric values extracted from specific numeric fields in the fieldset. For example, querying for the median (50) or outliers in normal distributions (0.13th and 99.87th).

Filtered & Sampled Imports from EX Global Directory

Last modified: July 3, 2019

When importing participants from the global directory to Employee Engagement projects, there are new options to only import a filtered subset or a random sample of the participants from the global directory.

To learn more about this feature release click here.

ExpertReview - Response Quality

Last modified: June 5, 2019

ExpertReview Response Quality V1 helps identify poor quality including bots, cheaters, duplicates, PII and speeders.

Custom Opt Out Messages

Last modified: June 5, 2019

Custom Opt Out Messages allows users to define their own messages and translations to be displayed to contacts opting out of the organization's future mailings.

Analytics Engine

Last modified: May 1, 2019

Migration of 85% of Qualtrics fieldsets to use AE for all reporting. This means that all cache data will be stored in AE, and deprecated from RE. Analytics Engine becomes the default real-time reporting engine for the data platform.

Deprecate TLS 1.0 on Qualtrics.com

Last modified: April 3, 2019

Deprecate TLS 1.0 on Qualtrics.com

XM Workflows Integrations

Last modified: April 3, 2019

Set of outbound integrations with external SaaS Products within the Actions Platform: Hubspot, ServiceNow

iQ Platform ARS

Last modified: April 3, 2019

Storage of all Customer Data Caches in an S3-based Data Lake.

Self Service Dashboard Localization

Last modified: April 3, 2019

EX project admins now have a self service interface to export and import translation content to localize their dashboards.

Ticket Workflows

Last modified: March 14, 2019

Closed loop workflows are the latest addition to Qualtrics’ closed loop platform which helps activate your organization to take action on the things that matter most to your customers. The functionality included in closed loop workflows helps even the largest of enterprise organizations ensure that the right people are taking action and closing the loop with their customers in a timely and efficient manner with a fully automated system.

Data Mapper in EX

Last modified: March 14, 2019

The data mapper, which is used to map data into the EX dashboards, is getting a fresh look-and-feel. Along with a revamped interface, we will now be supporting the mapping of “Allow Text Entry” boxes, comment fields being marked sensitive, and a new multi-map UI that allows you to view a field’s mapping across all sources.

EX data mapper

ExpertReview - Compliance Assist

Last modified: December 5, 2018

ExpertReview Compliance Assist enhances the AI-powered digital research assistant with a safety feature for Brand Admins to prevent sensitive and personally identifiable information (PII) from being collected. It provides 3 key functionalities:

  1. For the Survey Creator, Compliance Assist provides automatic detection and warnings on questions that may potentially collect sensitive information.
  2. For the respondents, Compliance Assist provides automatic detection of PII in their responses and real-time warnings to prevent them from accidentally submitting PII.
  3. For the data analyst who is analyzing the responses, Compliance Assist is able to automatically detect and flag responses that have PII or other sensitive information and redact the sensitive words and phrases.

See below how an organization can easily set up their account to track and prevent sensitive information from being collected. You can find more details in our support document here. In the Admin section, the Brand Admin has complete control over what topics, keywords, and formats to check for that would constitute Personally Identifiable Information.

Manage built-in topics

Survey Creators are automatically warned if they ask questions considered sensitive by their organization.

Sensitive data requestedExpertReview sensitive data

The Respondent is warned in real time if they enter information that is considered sensitive.

Sensitive information respondent warningSensitive information response

The Data Analyst gets notified in real time if a response contains sensitive information and the type of sensitive information. It will also automatically redact the information if the Brand Admin has configured those topics for auto-redaction.

Auto redaction

iQ Directory - Profile & Timeline View

Last modified: November 7, 2018

The updated Profile & Timeline View enables users to see a consolidated view of a contact's profile, as well as all historical events for the contact visualized on a timeline.

Certified XM Solution for Employee Engagement

Last modified: November 7, 2018

EX project creators can now choose to start from an Employee Engagement template that will give them a preconfigured survey, dashboards and messaging for easier program setup.

EX Import People Automation

Last modified: November 7, 2018

EX users can now use SFTP import automation to automatically bring in new people data into the Employee Directory.

Product Research Solutions Pack

Last modified: November 7, 2018

XM Certified Solutions for Product Research.

iQ Directory - Multiple Directories

Last modified: October 3, 2018

With Multiple Directories, organizations can maintain multiple fully independent contact directories. This gives large enterprises the ability to control access from business unit to business unit.

EX Question Widget

Last modified: October 3, 2018

EX Dashboards will have a new "Questions List" widget.

EX Heatmap Widget

Last modified: October 3, 2018

EX Dashboards can now include Heatmap visualizations, which provide an efficient way to quickly identify high points and low points across the org or demographic groups.

On-demand Data Deletion

Last modified: September 3, 2018

A convenient way to delete personal data of an individual via UI or public API.

Group Flow Elements

Last modified: July 11, 2018

This feature enables better organization of Survey Logic.

Audit Service Public API

Last modified: July 11, 2018

A set of public API endpoints that allow administrators to retrieve details about activities recorded in the Audit Log.

Experience Management Platform-wide Login Service

Last modified: July 11, 2018

A single login service used for all elements of the Experience Management platform, so that login experience is the same and no user has to log in multiple times for multiple XM Products.

Third-Party FedRAMP Security Certification

Last modified: July 11, 2018

The Federal Risk and Authorization Management Program (FedRAMP) is a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. FedRAMP is commonly recognized as one of the most stringent security accreditations globally.

Data Filtering Service

Last modified: July 11, 2018

EX Projects now have an improved security model covering dashboards visible to users / roles.

Full 360 Product Integration into the XM Platform

Last modified: February 7, 2018


The Qualtrics 360 product is now completely integrated into the XM Platform. With the integration users can run their 360 programs along with all of the other Qualtrics solutions out of a single account. The entire interface has also been redesigned to provide a beautiful and delightful user experience throughout. For more details on the following improvements with the XM Platform integration please see the What’s New in 360 in XM page. Click here to view support documentation on this feature.

  • Brand new Participant Portal with improved user navigation and workflows
  • Fully localized admin interfaces
  • Survey and message libraries
  • Expanded survey options
  • End of survey options
  • Response viewer and editor
  • Project sharing and collaboration
360 XM integration

Search for User Roles

Last modified: February 7, 2018

When adding users to CX dashboards or managing roles, Qualtrics now allows searching through a list of roles to make it easy to find the role you are looking for. The list is also sorted alphabetically. Click here to view support documentation on this feature.

User role search

User role search 2

API OAuth for Non-Interactive Apps

Last modified: February 6, 2018

A Qualtrics Brand Admin can build a script to access the Public API with a secure token which expires and can be refreshed programmatically - as opposed to the current X-API-Token which doesn't get refreshed.

Website Feedback Accessibility Enhancements

Last modified: January 3, 2018

Qualtrics has added improved accessibility support for website feedback creatives. Visitors to websites with website feedback deployed, now have the ability to use keyboard-only navigation to interact with elements of a creative that is displayed when an intercept is triggered.

For example, on a PopOver creative, users can now use the Tab key to move between elements and use the Enter key to “click” elements of a creative (e.g., Submit Button, Cancel Button).

Beyond these updates, additional accessibility functionality can be achieved by following the HTML code samples provided here.

XM Navigation and Project Creation

Last modified: December 6, 2017

The Qualtrics Experience Management platform is now reflected in the projects list and create project workflows. Users can now see all their projects from every XM category clearly marked in one location. Most of the functionality on the projects list remains familiar, but with a refreshed look and feel.

XM projects

Creating a project now shows all of the projects users have access to by XM category. These include options to start from scratch (i.e., “blank” projects) or utilize a project template that provides a valuable starting point with a project ready for data collection. These templates can save users dozens of hours of setup time while providing expert solutions for common research use cases.

CX projects

Public API v3.14.5

Last modified: December 6, 2017

Public API v3.14.5 was released on November 17, 2017. This release included the following changes:

  • V3 Get Contacts Import should return contact information that failed to import after status = complete.
  • API create contact character limit (XM Platform Contacts) is no longer 6000 characters.

The public API v3.13.3 was released on October 31, 2017. This release included the following changes:

Public API v3.13.0

Last modified: November 1, 2017

Public API v3.13.0 was released on October 20, 2017. With this release, users can now get transaction data from the get transactions in a transaction batch api by using a query parameter of “withDetails”. Example Usage: https://api.qualtrics.com/docs/get-transactions-in-a-batch

Public API v3.12.0 was released on October 13, 2017. With this release, users can now insert embedded data into a survey flow from the API. Example Usage: https://api.qualtrics.com/docs/insert-embedded-data-fields

Additionally, the Email Task in Actions page got a few useful upgrades:

  • Ability to add multiple email addresses in the TO: field in Email task
  • Ability to send immediately or ‘send after’ x hours
  • Ability to view Source in the message box
Email task

Public API v3.11.0

Last modified: October 4, 2017

Public API v3.11.0 was released on October 03, 2017. With this release, users can now get contact email and response history at a directory and mailing list level.

The public API v3.10.0 was released on September 22, 2017. This release included the following changes:

  • A timezone parameter has been added to the create and update user API.
  • Brand permission data will now be obtained from Authorization Service.

Additionally, the WebService task is now generally available.

Web service task

Multifactor XM Platform Authentication

Last modified: September 6, 2017

For increased security, users and administrators can choose to use multi-factor authentication for Qualtrics logins.

Public API v3.8.0

Last modified: August 2, 2017

Public API v3.8.0 was released on July 17, 2017. This release included the following changes:

  • The Share Survey endpoint has been added to the V3 API, which allows a user to update a surveys collaboration permissions between users in a brand. Example Usage: Share Survey
  • The Copy Survey endpoint has been added to the V3 API, which allows a user to copy a survey to the same user or another user. Example Usage: Copy Survey

Platform Technology

EX Support non-Email Unique ID

Last modified: September 3, 2018

EX now supports participant Unique ID that is separate from email address, allowing flexibility in email addresses.

Interested in the Qualtrics Preview Program? You can sign up here!

Collection & Conversations

Looping Actions

Last modified: July 7, 2021

When scheduling data extraction tasks, you can be specific about what gets executed for each data entry that is extracted, or for each “loop group.” This is commonly used to trigger a series of actions for each user processed by such a task. For example, for each manager, you want to calculate the weekly NPS score for their store, then email the manager if the NPS score is below a certain threshold.

An image of an action being set up, showing an option to add a loop

Business Impact Optimizer

Last modified: October 5, 2020

The Business Impact Optimizer widget on dashboards connects X-data with O-Data to measure the financial impact of customer satisfaction. This tool provides CX managers a simple way to begin measuring the business impact of CX improvements in order to drive stronger decision-making throughout an organization.

Supplemental Data Service and Import Data Ingestion

Last modified: September 4, 2019

Users will be able to create a supplemental data source that is used to feed into answer options, text values in their survey.

Autocomplete

Last modified: May 1, 2019

The Auto Complete feature is taking a very common user experience and applying to the context of survey taking. Auto-complete is also referred to as text search, incremental search, inline search, instant search and several other variants. The most simple explanation is that when a user types one or more characters into a text entry input, a list (commonly a set) of options is presented as discrete choices that can be selected. The selection of a choice(s) can then trigger other user flows like automatic redirection of the experience or simply a reflection of a state that may be persisted to a more durable persistence layer (like a survey response on page submission). In our use case it simply binds the choice value to the question state which gets persisted when the page is submitted.

Analysis & Decisions

Location Level Reviews Project Type

Last modified: August 3, 2022

This update introduces a new project type for Online Reputation Management that improves setup, maintenance, and actionability of location level reviews. With this project type users can:

  • Join Google reviews with non-review data via the Google Store Code field.

  • Use multiple Google account credentials within one project (applicable for decentralized ownership models).

  • Add Facebook reviews at the location level to enable a consistent data hierarchy.


This project type allows users to easily create and manage cross-source, location level customer feedback with improved location identifier between Google and other data channels. The new data hierarchy enables consistent filtering, user permissions, and roll-ups for CX dashboards across review & non-review sources to unlock a seamless multi-channel customer experience program.

To learn more about this feature release click here.

BX Automated Insights

Last modified: August 3, 2022

BX Insights allow dashboard users to compare their demographic groups against other brands. This helps users quickly visualize which metrics are the most important through a series of statistical comparisons.

Action & Improvements

Events Based on Segment Membership Changes

Last modified: April 6, 2022

This feature allows users to enable workflows triggered by changes in a contact's segment membership. Segments are updated daily based on changes to contacts. If and when a new contact or an updated contact meets the criteria defined for the segment, this triggers an event that can be linked to tasks. This helps enable personalization at scale as actions can be triggered at the segment level.

Example: A segment called “At-Risk Customers” looks for customers who have had 5 support calls (transactions) in the past 30 days. When a new contact is added to this segment a workflow can be triggered to create a Zendesk Ticket for the Concierge Agent to call the customer as part of a recovery campaign.

Agent Performance Widget

Last modified: December 1, 2021

With this widget, managers will be able to view performance of their team and assign steps an agent can take to improve.

Microsoft Teams Integration

Last modified: February 3, 2021

This feature will allow users to distribute and take Qualtrics surveys from right inside Microsoft Teams.

To learn more about this feature release click here.

Platform Technology

Run History Report Extractor Task

Last modified: July 6, 2022

This feature introduces a new workflow task that allows users to schedule an automated run history report export.

Command Center for Customer Care

Last modified: December 2, 2020

Leading organizations do not view customer support as merely a cost center, but rather an opportunity to impact customer experience precisely where the rubber meets the road. Through the Qualtrics Customer Care Salesforce extension, organizations will be able to empower frontline agents, increasing employee engagement while gathering key feedback from varied perspectives.

Collection & Conversations

Frequent Pulse for HR and Senior Leaders

Last modified: August 3, 2022

This new program will help companies run frequent listening programs with ease. Companies will be able to automatically send out weekly/biweekly/monthly surveys to either a subset of sampled employees or all employees, and view their results in a single dashboard. Users also have the option of changing survey questions in case they want to ask about special topics.

Receipt Scan Question Type

Last modified: July 6, 2022

This new question type leverages device camera/scanning capabilities to input transaction metadata (Ex: TransactionIDs) into the survey flow.


The transaction IDs can be used to decode (1) what the end customer purchased and (2) drive the survey logic + questions presented to them in the post transactional survey.

CX Relationship Health Collection

Last modified: June 1, 2022

This update introduces a CX Relationship Health Collection within the catalog that:

  • Summarizes the methodology and expected outcomes of a Relationship Health program.

  • Recommends the appropriate catalog solutions that support this use case.

  • Provides additional information to improve the program including thought leadership content, applicable integrations, and guides for setup of specific capabilities (i.e. XMD and TextIQ.

Slider Question Type Support in Simple Layout

Last modified: May 4, 2022

A redesigned slider question type will be available for survey builders that have applied the Simple layout on their surveys. The slider question has been updated with accessibility in mind.

To learn more about this feature release click here.

DX Metrics

Last modified: May 4, 2022

The Digital Experience (DX) Metrics Methodology is a simplified approach to measure the foundation of meaningful digital experience.


The three metrics include:




  • Sentiment

  • Effort

  • Success


Users can start by importing our scientifically validated questions from the Certified Library or use them from our digital XM solutions found in the product catalog. Once results come in, easily understand ROI by adding in your customer spend data, where relevant. Our research shows that increasing customer satisfaction results in up to a 37% increase in spend and decreasing effort results in up to a 23% increase in spend. The potential impact on a business’s bottom line is clear.

Automatic XM Directory Contact Creation from Mobile Intercepts

Last modified: May 4, 2022

This feature will allow users to automatically create XM Directory contacts via mobile intercepts to enable dynamic population of their directory. Instead of off-cycle automation to sync contacts, users will be able to add contacts on demand as they show up within mobile apps.

To learn more about this feature release click here.

Bring your own MessageMedia accounts for SMS distributions

Last modified: March 2, 2022

With this update users can integrate their own MessageMedia accounts with Qualtrics without any additional integration costs or support from the Qualtrics side.

To learn more about this feature release click here.

Bring your own Vonage and MessageBird accounts for SMS distributions

Last modified: March 2, 2022

With this update users can integrate their own Vonage and MessageBird accounts with Qualtrics without any additional integration costs or support from the Qualtrics side.

To learn more about this feature release click here.

Send Reminders Widget

Last modified: November 3, 2021

This widget will allow frontline teams that manage customer accounts to see which of their customers have responded to a live survey, and send personalized reminders to those who have not yet responded.

Mentions in Frontline Feedback

Last modified: February 3, 2021

We will be adding the ability to @mention other users in Frontline Feedback, enabling feedback providers/ commentators to easily assign feedback and action items.

Analysis & Decisions

Metric Anomaly Detection in CX Spotlight Insights

Last modified: August 3, 2022

In addition to the snapshot analysis Spotlight Insights provides, this update introduces notifications for when a key outcome metric spikes or drops significantly.

To learn more about this feature release click here.

Deprecation of "Import CSV" Option Within CX Dashboard Settings

Last modified: August 3, 2022

The Import CSV option when adding a source to a CX dashboard is being replaced with the Imported Data Project option.

To learn more about this feature release click here.

Translation Support for Image Widgets

Last modified: July 6, 2022

This update adds translation support for images in printed reports. Now, when exporting a translation file for a Printed Report, images will appear as lines in the CSV/TSV.

To learn more about this feature release click here.

Piped Text Updates for New Printed Reports

Last modified: July 6, 2022

Currently in new printed reports, if piped text is included in question text/matrix statement text, it will appear within the widgets as [Field-FieldName]. This update instead translates the Piped Text into the proper value, for the following types of piped text:




  • Subject Name

  • Subject Metadata

  • Smart Text (which will show the subject name)

To learn more about this feature release click here.

Page-level Display Logic in Printed Reports

Last modified: July 6, 2022

Currently in new 360 printed reports, display logic must be applied individually to each widget on a page. This update will allow users to bulk select the widgets they want to apply display logic to, and then apply logic to all widgets in the selected group.


To learn more about this feature release click here.

360 Printed Reports - Comparisons for Filter Groups

Last modified: July 6, 2022

This feature expands the Comparisons feature for the Scoring Overview widget to allow for Filter Groups to be compared. This will allow for normative comparisons to another group in the same project, e.g. comparing how you did on your evaluations to how all of the other subjects in a project did.

To learn more about this feature release click here.

Updates to Dashboard Notification Management

Last modified: July 6, 2022

To make it easier to manage dashboard notifications this update adds the ability to give notifications custom names. Notifications can also now be copied to create similar notifications without starting from scratch.

 

 

To learn more about this feature release click here.

Relative Importance Analysis for CX Key Drivers Widget

Last modified: July 6, 2022

This feature allows dashboard administrators to select between Pearson Correlation and Relative Importance Analysis when setting up a Key Drivers Analysis widget within a CX dashboard.

To learn more about this feature release click here.

BX Opportunity Analysis Chart UX Improvements

Last modified: June 1, 2022

This update makes the Brand Drivers Analysis Quadrant Chart Widget, an Advanced Analytics widget, more user friendly.

To learn more about this feature release click here.

Wave Based Weighting

Last modified: June 1, 2022

This feature will allow users to apply weights over time periods in addition to survey responses. Users will be able to apply weights over custom time periods (eg. Monthly, Quarterly or Yearly).

Upcoming and Rolling Time Window based Segments

Last modified: May 4, 2022

This feature allows XM Directory users to segment contacts using relative date filters such as "InThePast" or "InTheNext" days or weeks from today. Users can also be very prescriptive about the time window to use with "Before", "After" and "Between" relative date operators.

For example, users could search for all contacts that will be coming up for renewals between 6 months from now and the next 3 months. This helps to ensure that campaigns to understand the churn risk are only executed for people for whom there is sufficient runway to mitigate the risk.

To learn more about this feature release click here.

Create XMD Segments through CX Spotlight Insights

Last modified: May 4, 2022

CX Spotlight Insights helps CX admins discover important customer segments. XM Directory Segments help customers define customer segments to use them across Qualtrics, including distribution and dashboard filtering.


This feature allows admins to easily create an official XM Directory Segment from within CX Spotlight Insights when they find a segment they want to continue tracking across Qualtrics.

To learn more about this feature release click here.

XMD Contact Data in Dashboard

Last modified: May 4, 2022

This feature introduces the ability to choose XM Directory contact data as a dashboard datasource. Users will be able to create a dashboard with XM Directory data for insights and analytics. Users will also be able to combine the XM Directory dataset with other data.

To learn more about this feature release click here.

XM Directory Sampling with Survey and Email Activity

Last modified: May 4, 2022

This update will allow users to use XM Directory Sampling for contact history criteria. Users will be able to create a sample of contacts that were not sent a specific survey invitation and/or contacts who did not complete a specific survey within a date range. This new sampling behavior will be supported for XM Directory Search, XM Directory Sampling, and XM Directory Automations.

To learn more about this feature release click here.

360 Printed Reports - Percentiles Metric

Last modified: April 6, 2022

This update introduces the newly created Percentiles metric for 360 Printed Reports. The Percentiles metric allows a subject to compare themselves to the rest of the response base.

Brand Drivers Analysis Widget Sorting Feature

Last modified: April 6, 2022

This feature introduces the ability to sort metrics within the Brand Drivers Analysis widget to:

  1. Easily identify which drivers are strongest/weakest.

  2. Enable effortless performance comparisons across Brand Drivers Analysis widgets by being able to set a consistent ordering.

To learn more about this feature release click here.

Government Agency Benchmark

Last modified: April 6, 2022

This update will make the Government Agency benchmark dataset available within the Benchmark Editor in CX dashboards and EX dashboards. The benchmark datasets will provide additional context to users to assist with goal setting and performance evaluation.

Student Experience Benchmark

Last modified: April 6, 2022

This update will make the Student Experience benchmark dataset available within the Benchmark Editor in CX dashboards and EX dashboards. The benchmark datasets will provide additional context to users to assist with goal setting and performance evaluation.

CX Agent Performance & Support CSAT Benchmarks

Last modified: April 6, 2022

This update will make the CX Agent Performance and Support CSAT benchmarks available within the Benchmark Editor in CX dashboards and EX dashboards. The benchmark datasets will provide additional context to users to assist with goal setting and performance evaluation.

CX Consumer & B2B NPS Benchmarks

Last modified: April 6, 2022

This update will make the CX Consumer, B2B NPS, and Patient Experience benchmark datasets available within the Benchmark Editor in CX dashboards and EX dashboards. The benchmark datasets will provide additional context to users to assist with goal setting and performance evaluation.

Text iQ Recommended Topics Refresh

Last modified: April 6, 2022

This feature will update the backend of the current Recommended Topics functionality in Text iQ. A new algorithm will produce Topic Recommendations that are more relevant and more coherent for a user's data.

Digital Program Health

Last modified: March 2, 2022

Qualtrics Website Feedback will now allow users to visualize digital operational data such as Page Views, Impressions, and Clicks, within CX Dashboards. This allows for a holistic view of your entire health of your Digital programs, with the operational and experience data in one place.

360 Legacy Reports Deprecation

Last modified: November 3, 2021

In 2022, the legacy printed reports platform will be migrated into new Printed Reports, and legacy reports will be deprecated.

Multi-Level Topic Hierarchies for Text iQ

Last modified: November 3, 2021

This feature will give users the ability to add up to 5 hierarchy levels to Text iQ topic models. It will also allow users to specify query logic that applies to both parent and child topics, making it easier to organize complex topic structures.

Benefit Optimizer

Last modified: September 4, 2019

Benefit Optimizer allow HR departments to optimize the benefit packages for their company through a Conjoint survey. It provides insights of employee preference on the benefit options and help HR departments understand the overall costs associated with different packages. Ultimately, the company can provide a benefit package that are optimized for both employee preference and cost.

Action & Improvements

Participant Portal: Task List

Last modified: August 3, 2022

This update introduces a new look & feel for a streamlined user experience, including a mobile responsive design and WCAG 2.1 AA accessibility compliance.

To learn more about this feature release click here.

Updates to Ticket Update API

Last modified: August 3, 2022

Currently, teams and groups are not supported via the Ticket Update API. This update will allow users to set and fetch ticket teams and groups using API, allowing better automation of close-loop programs.

 

Streamlined Setup Experience for Data Automation Workflows

Last modified: August 3, 2022

This update improves the experience of setting up data automation workflows that require extractor tasks and loader tasks by simplifying the process of O-Data transfer to Qualtrics to utilize in combination with X-Data.

Accessible Survey Collaboration Window

Last modified: August 3, 2022

This update will make the survey collaboration window accessible in compliance with WCAG 2.0 AA requirements.

To learn more about this feature release click here.

EX Team Portal

Last modified: July 6, 2022

This update introduces a user-friendly Team Portal which gives non-admins (managers/employees) a dedicated Qualtrics experience for turning EX insights into action.

Public API for Ticket Exports

Last modified: June 1, 2022

Currently, there is no official public API that allows for exporting tickets. The addition of  public APIs will enable users to programmatically export tickets.

Experience ID Contact Change Event

Last modified: May 4, 2022

This feature will allow users to use contact change events as triggers for personalized actions. Users can enable workflows that are triggered by changes in the contact's attributes, interactions (transactions) or enrichment from Clarabridge and Usermind initiated from any contact imports or updates.

Experience Credit and Rewards

Last modified: April 6, 2022

This update will allow CX teams to operationalize and streamline celebration activities through Qualtrics. Instead of manually finding information to share and celebrate their teams, admins will be able to do this automatically through Qualtrics to drive engagement with frontline staff.

 

Ticket Owner Experience Redesign

Last modified: February 2, 2022

The tickets redesign will provide a simplified and intuitive user experience that makes it easy to take immediate action on customer feedback shortly after it’s provided. Benefits of the redesign include:




  • Ability to use the rich XM Survey Editor to create multilingual follow-up questions and customize the logic flow of how questions appear when answered.

  • A new ticket details page with richer data in a side-by-side view

  • A “Calls to Action” ticket summary banner

  • Improved email sending experience

  • Compliance with the Web Content Accessibility Guidelines (WCAG) 2.1

To learn more about this feature release click here.

Enhanced Reporting for Data Automations Workflows

Last modified: February 2, 2022

With this update key workflow information will be provided when accessing a workflow run history that has data automation tasks. Users will also be able to view and download row by row detailed statuses for batch import jobs.

Feedback Actionability Workflows

Last modified: February 2, 2022

This update allows customers to start workflows based on actionability of the verbatim in customer feedback - similar to how workflows are started based on the topic or sentiment of customer feedback.

Dataset Records Triggered Workflows

Last modified: February 2, 2022

Users will be able to trigger workflows based on new or updated records for any dataset. These include new chat logs, social media data, dashboard data, etc.

Proactive Agent Evaluations for Customer Command Center

Last modified: October 6, 2021

This feature will allow Contact Centers to establish score reviews, empowering frontline agents to feel more accountable for CX scores. Agents will be able to request Quality disputes and reviews of particular customer interactions.

Dataset Record Triggered Workflows

Last modified: August 4, 2021

Adding the ability to trigger workflows based on new data. This will simplify the ability to trigger workflows based on similar fields across multiple surveys, or the update of transactional data.

Integrations

JIRA Workflow Event

Last modified: August 3, 2022

The JIRA Extension for Qualtrics currently works in a single direction, such that feedback can be sent to JIRA but the extension cannot trigger events based on changes in JIRA issues. This new workflow event will simplify this connection, allowing users to decrease SLA times and improve customer satisfaction.

To learn more about this feature release click here.

Qualtrics Social Connect Integrations Guide

Last modified: July 6, 2022

This guide uses existing product features to configure social data ingestion from Qualtrics Social Connect to Qualtrics. This makes it possible to show the related insights on the Qualtrics dashboard, allowing users to see social data + survey data insights side by side.

Embed Engage Insights in Discover

Last modified: June 1, 2022

Engage reporting widgets and dashboards will be available to embed inside Discover reporting books & dashboards.

Trigger Workflows from Twilio Segment Events

Last modified: May 4, 2022

This update will allow users to trigger workflows based on Twilio Segment events. This includes creating and maintaining contacts, updating a contact's XM Directory profile, and triggering survey distributions.

Valid Domains for Web Service Task in Workflows

Last modified: April 6, 2022

This feature will allow Brand Administrators to define what external domains are allowable to connect and communicate with from the Web Service Task in Workflows. Brand Administrators can choose to allow all domains, or they can restrict usage to specific domains or a sub-set of domains.

 

Clarabridge Connector

Last modified: March 2, 2022

This feature gives users the ability to configure their own Clarabridge + Qualtrics connection. Segmentation and workflows can be enabled based on interactions, allowing users to leverage conversational analytics to manage the customer experience.

Extract Data from SuccessFactors Recruiting Module Task

Last modified: February 2, 2022

This feature allows users to use Workflows to extract candidates from the SuccessFactors Recruiting Module and load them into the candidate directory.

Extract Data from Microsoft Dynamics Task

Last modified: May 5, 2021

This new Actions task allows you to import data from your Microsoft Dynamics CRM to use in Qualtrics. You can combine this task with other tasks, such as the Load data to XM Directory task, which allows you to import data into the Account Management Command Center and other places in Qualtrics.

Predictive Intelligence Engine

Deprecation of 21 Score Text iQ Sentiment Scale

Last modified: May 5, 2021

Now that Text iQ has released a cleaner, simpler 5 label sentiment (available now for opt-in), we will be working on how best to retire the old 21 score sentiment model.

iQ Topics - Automatic Updates

Last modified: February 3, 2021

iQ branded Topics already provide the best in class pre-built Text iQ topics by industry. Now we're adding change control options for project owners, so they can automatically update their iQ Topic subscriptions. This gives analysts the freshest versions of our iQ Topics on a change schedule that works on their terms.

Platform Technology

Field Selection Tab in Results Dashboards

Last modified: August 3, 2022

With this feature, users will be able to select which fields they would like generated in their default report when generating a report in Results Dashboards. Users will be able to search through all fields, as well as view the amount of fields currently selected.

 

 

To learn more about this feature release click here.

Updates to Run History in Workflows

Last modified: August 3, 2022

With this update users will be able to:

  1. Select how many run executions are visible on each page of run history.

  2. Add a new time filter to allow more granular control of the run executions seen within run history.

To learn more about this feature release click here.

Quarterly and Annual Options for Scheduled Workflows

Last modified: August 3, 2022

This feature adds options for quarterly and annually occurring scheduled workflows. Currently only daily, weekly or monthly frequency is available for scheduled workflow triggers.

To learn more about this feature release click here.

NPS Question for EX Projects

Last modified: August 3, 2022

With this feature the NPS question type will be added to EX surveys (Engagement, Lifecycle, and Ad Hoc), as well as EX widgets (Scorecard, Question List, and Engagement Summary).

To learn more about this feature release click here.

Export Dashboard Widgets to Excel

Last modified: July 6, 2022

With this update users will be able to export widget data to Excel, in addition to exporting to CSV and TSV.

Role Based Access Control UI for BX Dashboards

Last modified: July 6, 2022

This update will allow brands to divide their organization into groups and give specific dashboard data permissions and dashboard views to those groups. With this feature users will be able to create/delete roles, manage the users in those roles, and assign specific dashboard permissions to those roles.

Line and Bar Chart Vertical Plane Interaction

Last modified: July 6, 2022

With this update users will be able to hover over line and bar chart with improved vertical interaction.

Updated Word Cloud Widget

Last modified: July 6, 2022

The new Word Cloud widget has an easy to use configuration panel, and will replace the existing Word Cloud widget.

To learn more about this feature release click here.

Updated Record Grid Widget

Last modified: July 6, 2022

The current record grid widget is a table visualization that enables users to view and browse raw responses. This is being replaced by the new record table widget, which has an easy to use configuration panel.

To learn more about this feature release click here.

Updated Pie Chart Widget

Last modified: July 6, 2022

The current pie chart widget will be replaced with a a new pie chart widget.

To learn more about this feature release click here.

Lifecycle Import Automation for Dashboard Users

Last modified: May 4, 2022

This automation allows users to bring in participants to a Lifecycle project and automatically mark them as Non-respondents. These participants can then be added into dashboard roles using the Automatic Role Assignment feature. Together, these two features create fully automated management of Dashboard Users and their Roles.

To learn more about this feature release click here.

Automated CX Solutions

Last modified: May 4, 2022

Automated CX Solutions will give users access to a fully built CX program at the click of a button. These automated solutions include Qualtrics Methodology for best practices and examples for program design, including measuring the Health of your customer relationships, optimizing your website experience, and beginning a CX support center program. Solutions include customizable surveys, workflows, intercepts and example dashboards, to make program creation easier for your teams.

Workflow Settings - Quiet Hours with Delayed Start

Last modified: May 4, 2022

A new “Workflow Settings” area within the workflow editor will allow users to predefine quiet hours when the workflow should not run. When a workflow is in quiet hours, any non-timer-based event triggers will not begin the workflow. The workflows triggered during this time will be saved to run later when the quiet hour period has ended.

To learn more about this feature release click here.

Advanced Identity Resolution - Contact Deduplication with Embedded Data

Last modified: May 4, 2022

Currently duplicate contacts within XM Directory can only be merged with the fields external ID, email, phone and name. This update will allow users to also use embedded data fields when merging duplicate contacts.

To learn more about this feature release click here.

Change Maximum Number of Tasks per Workflow from 5 to 15

Last modified: May 4, 2022

Users building workflows are currently limited to using a maximum of 5 tasks. This update will increase that number to 20, giving users the ability to create richer workflows with more functionality.

To learn more about this feature release click here.

Lookup Data in a Workflow using Native, On-platform Data Tables

Last modified: April 6, 2022

This feature will provide a new lookup data capability to perform search queries against native, on-platform data lookup tables defined and created by the user. The new lookup data functionality will allow users to search or lookup data in a workflow.

Deprecation of Distribution Reporting

Last modified: April 6, 2022

Distribution Reporting will be deprecated in 2022 and existing brands will be moved to XM Directory Respondent Funnel.

To learn more about this feature release click here.

Login with Email Address

Last modified: February 2, 2022

This feature will make it easy for users to log into Qualtrics not only with their username, but now either with username or email address.

Realtime Workflow Execution Using Licensed Tiers

Last modified: February 2, 2022

This update introduces workflow task tiers, where users will be able to purchase credits for executing some/all of their workflows faster based on available credits.

Question Type Platform

Last modified: December 1, 2021

This new feature will allow for the creation of new and custom question types for internal and external developers.

360 Library Deprecation

Last modified: November 3, 2021

The 360 Library feature will be deprecated in 2022. Instead, users will be able to make copies of 360 projects, which will always be in the New status when created.

Importing Anonymous Responses (EX)

Last modified: October 6, 2021

Users no longer have to import anonymous responses through the hierarchy tool, and can instead upload them straight to Data & Analysis.

PGP Encryption for File-based Imports and Exports

Last modified: February 3, 2021

The purpose of this feature is to enable PGP encryption to allow for more secure file-based imports and exports.

Improved Support for Large Dataset Imports & Exports

Last modified: February 3, 2021

Currently the platform does not handle scenarios importing or exporting datasets that 1.5MB in size. The goal of this feature is to automatically chunk the data into smaller pieces so that the platform can handle much larger loads.

Action Navigation in Programs

Last modified: February 3, 2021

An Actions tab will be enabled inside any XM Program, allowing users to manage all the actions associated with a single program in one place.

Get Distribution History Public API call

Last modified: November 6, 2019

In addition to being able to download contact-level history for each individual distributions through the user interface, users will also be able to programmatically retrieve distribution history via the Qualtrics Public API.

BX - Brand Lift

Last modified: October 2, 2019

Adding Brand Lift projects to the Brand Experience offering, it's now possible to create a dashboard-based project that will measure the effectiveness of an ad campaign around your brand with just a few clicks.

XMD Transaction Batches UI - Import & Distribute

Last modified: August 7, 2019

As an XM Directory user, when I use the UI for a file-upload import, I can specify which file columns import to contact fields, contact embedded data, and transactional data. This import creates a transaction batch. As an XMD user, I can distribute to my manually created transactions batches.

CX Program Health Alerts

Last modified: May 1, 2019

As a CX program administrator, I can define alerts on XM Directory Respondent Funnel metrics (files imported, contacts imported, emails sent, emails bounced, email open rate, survey response rate, etc).

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