Learn to Use Qualtrics Customer Experience
Become a Customer Experience Expert by learning best practice and the Qualtrics product.
8 Courses
sections-3sections-2sections-6sections-4sections-1experience-customerfeaturedTabsMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextFoldersBlocksAnswer RandomizationMultiple Choice QuestionDisplay LogicDefault ChoicesCaptcha QuestionPreview SurveySkip LogicNet Promoter Score® QuestionForce Response ValidationDescriptive Text QuestionAutomatic ChoicesQuestion RandomizationCarry ForwardOther ValidationSurvey Termination OptionsEmbedded DataEnd of SurveyBranch LogicRandomizerRetroactive Embedded DataFilters and ToolsReaching out to CustomersAction ConditionsEmail TasksTicket TasksInteracting with TicketsContact ListsAnonymous LinkReminder and Thank You EmailsEmail DistributionDistribution MetricsAnonymous Survey OptionsInline Email QuestionContact FrequencyAutomatic DeduplicationCreating Mailing ListsList SamplingFiltering ContactsAdding Embedded DataDirectory OptionsEditing Individual ContactsCreating a New InterceptCreative OptionsIntercept OptionsWebsite Feedback StatsThe Intercept BookmarkletBuilding a New CreativeAdding Intercept Display LogicWebsite Feedback CodeMultiple Action SetsCreating a Website Feedback ProjectEditing the CreativeThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced StylingResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData TableRecode ValuesVariable NamingRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom FieldsVariable WeightsWeights in ReportsWidget TypesSharing with Non-Qualtrics UsersSharing for Brand AdminsCreating Dashboard PagesSharing with UsersSelecting a Field TypeMapping Multiple SurveysAdding UsersDashboard CreationRolesBuilding New WidgetsMapping a SurveySearching Users
Learn to Use Qualtrics Employee Experience
Become an Employee Engagement (EE) and Employee Lifecycle (EL) Expert by learning the Qualtrics product.
8 Courses
sections-3sections-2sections-4experience-employeefeaturedTabsMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextFoldersBlocksTiming QuestionAnswer RandomizationMultiple Choice QuestionMeta Info QuestionDisplay LogicPreview SurveySkip LogicForce Response ValidationDescriptive Text QuestionAutomatic ChoicesQuestion RandomizationOther ValidationOrg HierarchySlider QuestionRank Order QuestionSide by Side QuestionSurvey Termination OptionsEmbedded DataScoringEnd of SurveyBranch LogicRetroactive Embedded DataScoring CategoriesAnonymous LinkEmail DistributionAnonymous Survey OptionsInline Email QuestionEvaluator OptionsReportsHierarchy ManagementEvaluator ManagementAccess PortalsSubject OptionsEvaluationsHierarchy TypesEvaluator NominationsManager OptionsSubject ManagementParticipant ListImportsHierarchy CreationNomination CriteriaHierarchy ValidationInstruction MessagesInvite EmailsMessages OptionsReminder MessagesThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced StylingResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData TableSharing ReportsVisualizationsRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom FieldsVisualization TypesReports FiltersAdvanced ReportsData SourcesWidget TypesDashboard CreationRolesEmailing Role MembersAction PlanningPaginated TablesOrg Hierarchy FiltersSummary WidgetPage Level FiltersText ExportsDashboard SettingsComparisonsCSV BenchmarksPercentile BenchmarksField TypesAction Planning WidgetWord Cloud WidgetsProject MapperCategoriesComparison BenchmarksScalesEngagement WidgetsDashboard AccessPage InformationParticipation WidgetsPagesWidgets
Qualtrics Platform Essentials Certification Journey (L1)
This course is designed for anyone new to XM and Qualtrics. Prove your ability to understand XM principles, confidently execute on research projects, and report insights using the Qualtrics platform.
7 Courses
experience-employeeexperience-customerexperience-researchCertificationlevel-1-xm
CoreXM Expert Certification Journey (L2)
Set yourself apart as a certified research professional. Prove your ability to conduct complex research, communicate with your target audiences, and uncover meaningful insights through the Qualtrics CoreXM platform.
6 Courses
experience-researchCertification
CustomerXM Expert Certification Journey (L2)
Become a certified CustomerXM professional. Prove your ability to develop a CX program, engage with customers at critical touchpoints, and share customer insights through elegant dashboards using the Qualtrics CustomerXM platform.
8 Courses
experience-customerCertification
EmployeeXM Expert Certification Journey (L2)
Become a certified EmployeeXM expert. Prove your ability to develop an EX program, communicate with your employees effectively, and uncover crucial employee insights through the Qualtrics EmployeeXM platform.
6 Courses
experience-employeeCertification
Analyzing Feedback with Text iQ and Stats iQ
Learn how to improve your data analytics and driver analysis skills by using Qualtrics iQ
6 Courses
sections-4experience-researchVariable TypeReportsSurvey DataVisualization TypeVisualizationsKey VariablesFiltersBucketing Variable CreationRegression CardText TopicsLogic Variable CreationVisualization TypesDashboard CreationBuilding New WidgetsWidgetsCustomer ExperienceCXCX MethodologyCX Best PracticesStakeholderInsightsDashboard DesignExecutive DashboardAnalyzing FeedbackDesign PrinciplesSentiment AnalysisSentiment MetricsText iQStats iQCustomer JourneyInterpreting ResultsDriver Analysis
Analyzing Feedback with Text iQ and Stats iQ
Learn how to improve your data analytics and driver analysis skills by using Qualtrics iQ
6 Courses
sections-3sections-4experience-customerVariable TypeReportsSurvey DataVisualization TypeVisualizationsKey VariablesFiltersBucketing Variable CreationRegression CardText TopicsLogic Variable CreationVisualization TypesDashboard CreationBuilding New WidgetsWidgetsCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesStakeholderInsightsDashboard DesignExecutive DashboardAnalyzing FeedbackDesign PrinciplesSentiment AnalysisSentiment MetricsText iQStats iQCustomer JourneyInterpreting ResultsDriver Analysis
Managing the XM Directory
Learn how to use the XM Directory to your advantage by organizing all of your respondent communications under one efficient system.
FREE
44 min
sections-4experience-customerContact ListsContact List TriggersContact FrequencyCreating Mailing ListsList SamplingFiltering ContactsDirectory OptionsEditing Individual ContactsFiltersxz-newCustomer ExperienceCustomerXMCX MethodologyCX Best PracticesAttributesXM Directory
Experience Management Foundations: Essentials for Operationalizing XM
Gain an introduction to the discipline of Experience Management, the XM Operating Framework, and the XM competency and maturity model in this course from the XM Institute
3 Courses
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Finalizing Your 360 Project
Ensure an optimal assessment experience for your participants by styling, translating, and reviewing your project.
FREE
24 min
sections-3experience-employeePiped TextInstruction MessagesReminder MessagesThemesFiles LibraryTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage Library
Introduction to PX Research
Discover how including customer feedback can help design products your customers want, iterate feature improvements, and build loyal customers.
FREE
14 min
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Preparing Your Product for Launch
Learn how to ready your product for launch by getting feedback on naming ideas, optimizing pricing, and testing your ads.
FREE
25 min
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Implementing a Digital Feedback Program
Gauge your customers’ feelings about your digital platforms by asking for feedback as they browse your website or app.
FREE
76 min
sections-4experience-customerCreative OptionsIntercept OptionsWebsite Feedback StatsWebsite Feedback CodeMultiple Action SetsEditing the Creativexz-newCustomerXMCXCX MethodologyCX Best PracticesInterceptCreativeMobile App FeedbackDigital Feedback
Increasing Workplace Productivity with Qualtrics
Engage more employees with Qualtrics around the office by creating shared registration forms, coordinating schedules for team events, testing knowledge with quizzes, and more.
FREE
38 min
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Configuring Your 360 Project
Create a multi-rater feedback project by discovering how to build projects, question types, and how to use basic logic.
FREE
22 min
sections-3experience-employeeMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextMultiple Choice QuestionDisplay LogicPreview SurveySkip LogicAutomatic ChoicesQuestion RandomizationCarry ForwardSlider QuestionRank Order QuestionSide by Side QuestionSurvey PublishingQuestion Rich Content EditorRecode ValuesVariable Namingxz-new
Understanding Your 360 Feedback
Learn how to interpret your response data and better prepare for reporting by managing responses, using filters, and exporting raw data.
FREE
9 min
sections-2experience-employeeImportsResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData TableResponse Editing
Analyzing and Reporting Your 360 Feedback
Ensure the quality of your data and then display it in individualized, easily digestible subject reports for your employees.
FREE
15 min
sections-2experience-employeeReportsData Table FilterData TableVisualization TypeSharing ReportsReport PagesVisualizationsBucketing Variable CreationFormula Variable CreationLogic Variable CreationVisualization TypesReports FiltersAdvanced ReportsData Sources
Using Stats iQ to Analyze Data
Use Stats iQ to explore your customer data, discover relationships between drivers, and create new variables.
FREE
41 min
sections-4experience-customerVariable TypeVisualization TypeVisualizationsKey VariablesFiltersBucketing Variable CreationLogic Variable CreationVisualization TypesCustomerXMCXCX Best PracticesStats iQ
Building And Distributing a CX Survey
Learn how to build and distribute a study so that customers have the opportunity to voice their perceptions and feelings about your organization.
FREE
34 min
sections-3experience-customerPiped TextNet Promoter Score® QuestionEmbedded DataReminder and Thank You EmailsEmail DistributionInline Email QuestionCreating Mailing ListsList SamplingReminder MessagesCustomer ExperienceCustomerXMCX MethodologyCX Best PracticesStakeholderInterceptAnalyzing FeedbackCustomer JourneyTransactional StudySurvey DesignRelational StudyCustomer NeedsSurvey Flow
Designing a Transactional Study
Develop a relational study that aids your organization in better understanding the ongoing relationships that customers have with you and what drives them.
FREE
37 min
sections-5experience-customerMultiple Choice QuestionEmbedded DataDistribution MetricsQuestion Rich Content EditorCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesCustomer JourneyIn-Person Visit FeedbackPost-TransactionTransactional StudyContact Center FeedbackCollecting Experience DataSurvey Design
Designing Your Exit Survey
Find out why employees are leaving the organization and reduce attrition rates by collecting relevant metrics, asking the right questions, and avoiding survey bias.
FREE
35 min
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Configuring Your CoreXM Project
Develop a comprehensive research project by learning how to create questions and answer choices as well as how to apply basic logic to them.
FREE
28 min
sections-3experience-researchfeaturedTabsFile Upload QuestionMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextFoldersBlocksTiming QuestionAnswer RandomizationMultiple Choice QuestionQuestion ImportMeta Info QuestionDisplay LogicDefault ChoicesCaptcha QuestionPreview SurveySkip LogicNet Promoter Score® QuestionForce Response ValidationDescriptive Text QuestionAutomatic ChoicesQuestion RandomizationCarry ForwardOther Validation
Customizing Your CoreXM Project
Explore the advanced tools and features that allow you to tailor the survey experience of your respondents and improve your response collection.
FREE
26 min
sections-3experience-researchfeaturedSurvey Termination OptionsLoop & MergeEmbedded DataScoringEnd of SurveyQuotasScreenoutsAuthenticatorBranch LogicAuthentication OptionsMath OperationsVariable TypeRandomizerTable of Contents
Finalizing Your CoreXM Project
Learn how to optimize your participants' survey experiences by sharing, translating, and styling your projects.
FREE
21 min
sections-3experience-researchfeaturedThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced Styling
Collecting CoreXM Feedback
Learn how to manage contacts and distribute your survey through different channels to engage your audience and drive response rates.
FREE
22 min
sections-5experience-researchfeaturedContact ListsSurvey Invitation via SMSAnonymous LinkInbound AccessReminder and Thank You EmailsEmail DistributionDistribution Metrics2-Way SMSAnonymous Survey OptionsInline Email QuestionOffline AppContact List Triggers
Understanding Your CoreXM Feedback
Explore the different ways to view and organize your data through managing results, recoding values, and exporting responses.
FREE
20 min
sections-3experience-researchfeaturedResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData TableRecode ValuesVariable NamingReport FiltersVisualization TypeSharing ReportsReport PagesVisualizations
Analyzing Your CoreXM Feedback
Manage your data set to make analysis easy by filtering, exporting raw data, using Stats iQ and Text iQ, editing responses, and creating new variables.
FREE
75 min
sections-3experience-researchfeaturedRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom FieldsVariable WeightsWeights in Reports
Configuring Your CX Project
Learn survey building fundamentals by creating questions and answer choices that engage customers.
FREE
25 min
sections-3experience-customerfeaturedTabsMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextFoldersBlocksAnswer RandomizationMultiple Choice QuestionDisplay LogicDefault ChoicesCaptcha QuestionPreview SurveySkip LogicNet Promoter Score® QuestionForce Response ValidationDescriptive Text QuestionAutomatic ChoicesQuestion RandomizationCarry ForwardOther Validation
Finalizing Your CX Project
Ensure you are ready for distribution by reviewing, localizing, and styling your project.
FREE
21 min
sections-3experience-customerfeaturedThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced Styling
Analyzing Your CX Feedback
Ensure you are getting the most out of your dataset by utilizing the Data and Analysis tab, Text iQ, and Stats iQ to delve into your responses.
FREE
81 min
sections-3experience-customerfeaturedRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom FieldsVariable WeightsWeights in Reports
Reporting Your CX Feedback
Design and customize dashboards that showcase your data in an easily digestible format for your internal teams.
FREE
56 min
sections-4experience-customerfeaturedAdding Embedded DataRecode ValuesWidget TypesSharing with Non-Qualtrics UsersSharing for Brand AdminsCreating Dashboard PagesSharing with UsersSelecting a Field TypeMapping Multiple SurveysAdding UsersDashboard CreationRolesBuilding New WidgetsMapping a SurveySearching Users
Configuring Your EX Project
Create an engaging employee experience project by discovering how to build projects, questions types, and how to use basic logic.
FREE
28 min
sections-3experience-employeefeaturedTabsMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextFoldersBlocksTiming QuestionAnswer RandomizationMultiple Choice QuestionMeta Info QuestionDisplay LogicPreview SurveySkip LogicForce Response ValidationDescriptive Text QuestionAutomatic ChoicesQuestion RandomizationOther ValidationOrg HierarchySlider QuestionRank Order QuestionSide by Side Question
Finalizing Your EX Project
Ensure the optimal survey experience for participants by learning how to review, localize, and style your project.
FREE
23 min
sections-3experience-employeefeaturedThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced Styling
Collecting EX Feedback
Drive survey response rates by learning how to efficiently manage, distribute to, and communicate with, your participants.
FREE
17 min
sections-4experience-employeefeaturedAnonymous LinkEmail DistributionAnonymous Survey OptionsInline Email QuestionEvaluator OptionsReportsHierarchy ManagementEvaluator ManagementAccess PortalsSubject OptionsEvaluationsHierarchy TypesEvaluator NominationsManager OptionsSubject ManagementParticipant ListImportsHierarchy CreationNomination CriteriaHierarchy ValidationInstruction MessagesInvite EmailsMessages OptionsReminder Messages
Understanding Your EX Feedback
Learn how to interpret your response data and better prepare it for further analysis by managing responses, using filters, and exporting raw data.
FREE
9 min
sections-2experience-employeefeaturedResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData Table
Analyzing Your EX Feedback
Ensure you are getting the most out of your dataset by utilizing the Data and Analysis tab, Text iQ, and Stats iQ to delve into your responses.
FREE
63 min
sections-3experience-employeefeaturedRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom Fields
Reporting Your EX Feedback
Drive organization-wide adoption of dashboards and reports by learning how to create comprehensive charts, graphs, and tables.
FREE
46 min
sections-4experience-employeefeaturedThemesSharing ReportsVisualizationsVisualization TypesReports FiltersAdvanced ReportsData SourcesWidget TypesDashboard CreationRolesEmailing Role MembersAction PlanningPaginated TablesOrg Hierarchy FiltersSummary WidgetPage Level FiltersText ExportsDashboard SettingsComparisonsCSV BenchmarksPercentile BenchmarksField TypesAction Planning WidgetWord Cloud WidgetsProject MapperCategoriesComparison BenchmarksScalesEngagement WidgetsDashboard AccessPage InformationParticipation WidgetsPagesWidgets
Building and Sharing a Dashboard
Learn how to use Qualtrics to build a beautiful dashboard that effectively communicates insights from your CX programs to your entire organization.
FREE
85 min
sections-4experience-customerEmbedded DataFiltersWidget TypesCreating Dashboard PagesAdding UsersDashboard CreationRolesBuilding New WidgetsMapping a SurveyDashboard SettingsField TypesWord Cloud WidgetsDashboard AccessWidgetsCustomerXMCXDashboard FieldData MappingSharing DashboardsAttributes
Designing a CX Dashboard for Employees
Build a dashboard tailored for your organization that gives managers the tools they need to coach their reports to better meet customer needs and employees the tools they need to understand their strengths and weaknesses.
FREE
62 min
sections-5experience-customerCreating Dashboard PagesDashboard AccessCustomer ExperienceCX MethodologyCX Best PracticesManager DashboardsEmployee DashboardsDashboard Design
Implementing Inner Loop Feedback Systems
Ensure program success by driving operational change at the frontline and enabling employees to act quickly on customer feedback.
FREE
41 min
sections-4experience-customerAction ConditionsTicket TasksVisualizationsVisualization TypesWidget TypesDashboard CreationDashboard AccessWidgetsCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesSharing DashboardsDashboard DesignInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop
Communicating Findings Effectively
Compile your findings from your analysis and create effective action plans, reports, and dashboards.
FREE
26 min
sections-3experience-customerReportsDashboard CreationCustomerXMCXCX MethodologyStakeholderInsightsDashboard DesignExecutive DashboardAnalyzing FeedbackDesign Principles