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Choose Your Experience

Master the skills needed for experience management.

Customizing Your Project

Customizing Your Project

Explore the advanced tools and features that allow you to tailor the survey experience of your respondents and improve your response collection.

sections-3experience-researchfeaturedSurvey Termination OptionsLoop & MergeEmbedded DataScoringEnd of SurveyQuotasScreenoutsAuthenticatorBranch LogicAuthentication OptionsMath OperationsVariable TypeRandomizerTable of Contents

Finalizing Your Project

Finalizing Your Project

Learn how to optimize your participants' survey experiences by sharing, translating, and styling your projects.

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 Feedback

Collecting Feedback

Learn how to manage contacts and distribute your survey through different channels to engage your audience and drive response rates.

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 Feedback

Understanding Your Feedback

Explore the different ways to view and organize your data through managing results, recoding values, and exporting responses.

sections-3experience-researchfeaturedResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData TableRecode ValuesVariable NamingReport FiltersVisualization TypeSharing ReportsReport PagesVisualizations

Analyzing Your Feedback

Analyzing Your 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.

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Reporting Your Feedback

Reporting Your Feedback

Customize data visualizations with graphs and tables that display aggregate data in a comprehensive, shareable report.

experience-researchsections-1featuredVisualization TypesReports FiltersAdvanced ReportsPublic ReportsData SourcesVisualizationsExport Options

Customizing Your Project

Customizing Your Project

Drive higher response rates and avoid survey fatigue by tailoring the survey experience to each individual customer.

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Finalizing Your Project

Finalizing Your Project

Ensure you are ready for distribution by reviewing, localizing, and styling your project.

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

Automating Follow Ups

Automating Follow Ups

Notify your team when a customer interaction requires follow-up by utilizing Actions & Tasks.

experience-customersections-1Filters and ToolsReaching out to CustomersAction ConditionsEmail TasksTicket TasksInteracting with Tickets

Collecting Feedback

Collecting Feedback

Launch your project successfully by determining the appropriate distribution channel.

sections-6featuredexperience-customerContact ListsContact FrequencyAutomatic DeduplicationEditing the CreativeIntercept OptionsCreating Mailing ListsAnonymous Survey OptionsEmail DistributionInline Email QuestionList SamplingFiltering ContactsAdding Embedded DataDirectory OptionsEditing Individual ContactsAnonymous LinkDistribution MetricsReminder and Thank You EmailsCreating a New InterceptCreating a Website Feedback ProjectBuilding a New CreativeCreative OptionsAdding Intercept Display LogicMultiple Action SetsWebsite Feedback StatsWebsite Feedback CodeThe Intercept Bookmarklet

Understanding Your Feedback

Understanding Your Feedback

Learn to correctly interpret your data by understanding how feedback is displayed in Data & Analysis.

sections-2experience-customerfeaturedResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData TableRecode ValuesVariable Naming

Analyzing Your Feedback

Analyzing Your 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.

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 SettingsVariable WeightsWeights in ReportsResponse EditingCustom Fields

Reporting Your Feedback

Reporting Your Feedback

Design and customize dashboards that showcase your data in an easily digestible format for your internal teams.

experience-customerfeaturedAdding Embedded DataWidget TypesSharing with Non-Qualtrics UsersSharing for Brand AdminsCreating Dashboard PagesSharing with UsersSelecting a Field TypeMapping Multiple SurveysAdding UsersDashboard CreationRolesBuilding New WidgetsMapping a SurveySearching UsersRecode Valuessections-4

Configuring Your Project

Configuring Your Project

Create an engaging employee experience project by discovering how to build projects, questions types, and how to use basic logic.

My Project PageDescriptive Text QuestionAutomatic ChoicesMatrix Table QuestionOrg HierarchyTabsMultiple Choice QuestionFoldersPreview SurveyAnswer RandomizationText Entry QuestionTiming QuestionMeta Info QuestionSlider QuestionRank Order QuestionSide by Side QuestionBlocksForce Response ValidationOther ValidationSkip LogicDisplay LogicCustom ValidationQuestion RandomizationPiped Textsections-3experience-employeefeatured

Customizing Your Project

Customizing Your Project

Increase survey response rates and avoid survey fatigue by discovering how to use advanced features to tailor the survey experience to each employee.

sections-2experience-employeefeaturedBranch LogicEnd of SurveySurvey Termination OptionsEmbedded DataRetroactive Embedded DataScoringScoring Categories

Finalizing Your Project

Finalizing Your Project

Ensure the optimal survey experience for participants by learning how to review, localize, and style your project.

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 Feedback

Collecting Feedback

Drive survey response rates by learning how to efficiently manage, distribute to, and communicate with, your participants.

experience-employeesections-4featuredEvaluator OptionsReportsAnonymous Survey OptionsEmail DistributionInstruction MessagesInvite EmailsMessages OptionsReminder MessagesAnonymous LinkInline Email QuestionHierarchy ManagementEvaluator ManagementAccess PortalsSubject OptionsEvaluationsHierarchy TypesEvaluator NominationsManager OptionsSubject ManagementParticipant ListImportsHierarchy CreationNomination CriteriaHierarchy Validation

Understanding Your Feedback

Understanding Your Feedback

Learn how to interpret your response data and better prepare it for further analysis by managing responses, using filters, and exporting raw data.

experience-employeesections-2featuredResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData Table

Analyzing Your Feedback

Analyzing Your 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.

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 Feedback

Reporting Your Feedback

Drive organization-wide adoption of dashboards and reports by learning how to create comprehensive charts, graphs, and tables.

experience-employeesections-4featuredWidget TypesDashboard CreationReports FiltersSharing ReportsRolesEmailing Role MembersAction PlanningPaginated TablesOrg Hierarchy FiltersSummary WidgetPage Level FiltersText ExportsDashboard SettingsComparisonsCSV BenchmarksPercentile BenchmarksField TypesAction Planning WidgetWord Cloud WidgetsProject MapperCategoriesComparison BenchmarksScalesEngagement WidgetsDashboard AccessPage InformationParticipation WidgetsPagesWidgetsData SourcesAdvanced ReportsVisualization TypesThemesVisualizations

Implementing a Website Feedback Program

Gauge your customers’ feelings about your website by asking for feedback as they browse your site.

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Designing a World-Class Brand Tracking Study

Learn how to build a comprehensive survey that identifies consumer's attitudes towards your brand, then develop the best next steps for your organization.

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Designing EX Dashboards to Drive Change

Drive organization-wide adoption of employee experience dashboards by learning to tailor the presented data for each stakeholder.

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Launching Your Engagement Survey

Increase survey response rates by discovering the optimal time to launch your survey, and how to effectively communicate with all stakeholders.

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Designing Your Engagement Survey

Discover employee engagement insights by learning what metrics to collect, what questions to ask, and how to best avoid survey bias.

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Designing a Relational Study

Designing a Relational Study

Develop a relational study that aids your organization in better understanding the ongoing relationships that customers have with you and what drives them.

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Building And Distributing a CX Survey

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.

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Designing a Digital Study

Designing a Digital Study

Gauge customer experiences with your website and app by collecting feedback as customers browse.

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Designing a Transactional Study

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.

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Designing Outer Loop Feedback Systems

Designing Outer Loop Feedback Systems

Align program reviews with management reporting cycles to enable a cross-functional voice on processes and policies that impact customer experience.

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Sampling the Right Audience

Sampling the Right Audience

Ensure you distribute your survey to the optimal number of respondents from the right audience so you can be confident in your data.

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Driving Response Rates

Driving Response Rates

Obtain the data you need by implementing survey design and distribution methods that drive high response rates.

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Minimizing Survey Fatigue and Bias

Minimizing Survey Fatigue and Bias

Implement survey design best practices to collect high quality data by minimizing bias and respondent survey fatigue.

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Applying Best Practices in Questionnaire Design

Applying Best Practices in Questionnaire Design

Master the art of survey building by implementing fundamental best practices that all researchers must know in order to collect high quality data.

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Designing a Research Process

Designing a Research Process

Guide your organization towards insights by breaking down problems to define research questions that can be solved with Qualtrics.

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Building and Sharing a Dashboard

Building and Sharing a Dashboard

Learn how to use Qualtrics to build a beautiful dashboard the effectively communicates insights from your CX programs to your entire organization.

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Designing a CX Dashboard for Employees

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.

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Designing a CX Dashboard for Executives

Designing a CX Dashboard for Executives

Build a dashboard tailored for your organization that allows executives to quickly understand trends in organizational metrics and allows for the ability to dive deeper if needed.

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Implementing Inner Loop Feedback Systems

Implementing Inner Loop Feedback Systems

Gauge your customers’ feelings about your website by asking for feedback as they browse your site.

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Designing Inner Loop Feedback Systems

Designing Inner Loop Feedback Systems

Learn how to design closed-loop feedback programs that ensure the right employees follow up with customers at every crucial moment in their journey.

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Using Stats iQ to Analyze Data

Using Stats iQ to Analyze Data

Use Stats iQ to explore your customer data, discover relationships between drivers, and create new variables.

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Introducing Closed Loop Feedback

Introducing Closed Loop Feedback

Discover an integral part of best-in-class CX programs by learning what constitutes a successful and systematic closed-loop feedback process.

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Using Text iQ to Analyze Feedback

Using Text iQ to Analyze Feedback

Use Text iQ to form topics to understand what matters most to customers and take meaningful action.

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Using Stats iQ to Identify Key Drivers

Using Stats iQ to Identify Key Drivers

Take what you know about Stats iQ and apply it to go deeper with regression to discover what drives your key outcomes.

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Communicating Findings Effectively

Communicating Findings Effectively

Compile your findings from your analysis and create effective action plans, reports, and dashboards.

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Understanding Customer Data

Understanding Customer Data

Planning your analysis and learn how to track trends and collect insights by viewing your organizations’ dashboards.

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Launching Your Onboarding Survey

Launching Your Onboarding Survey

Reach out to new employees at key milestones by automating the launch of your onboarding survey and making it easy to capture the feedback you need.

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Designing Your Onboarding Survey

Designing Your Onboarding Survey

Gather onboarding experience insights by collecting relevant metrics, asking the right questions, and avoiding survey bias.

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Launching Your Exit Survey

Launching Your Exit Survey

Keep employees longer at your organization by triggering an exit survey before they leave to identify the key reasons for attrition.

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Designing Your Exit Survey

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.

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Introduction to PX Research

Introduction to PX Research

Discover how including customer feedback can help design products your customers want, iterate feature improvements, and build loyal customers.

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Prioritizing Ideas

Prioritizing Ideas

Learn how to identify and prioritize product ideas to improve your organization's offering.

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Defining Concepts with Conjoint

Defining Concepts with Conjoint

Learn how to inform your product's development with conjoint analysis prior to building to customer specifications.

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Refining Through Concept Testing

Refining Through Concept Testing

Elevate your product concepts to best optimize them to match the needs of your customers and inform your go-to-market strategy.

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Preparing Your Product for Launch

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.

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Establishing a Product Design Feedback Cycle

Establishing a Product Design Feedback Cycle

Create an iterative product design cycle at your company and capture actionable feedback for ongoing product improvements.

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Architecting Your Employee Feedback Program

Architecting Your Employee Feedback Program

Prioritize and measure key touchpoints along the employee lifecycle to maximize the value your employees bring to the organization.

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Learn to Use Qualtrics Research Core

Learn to Use Qualtrics Research Core

Become a Research Expert by learning to use Qualtrics product.

sections-3sections-5sections-1experience-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 ValidationSurvey Termination OptionsLoop & MergeEmbedded DataScoringEnd of SurveyQuotasScreenoutsAuthenticatorBranch LogicAuthentication OptionsMath OperationsVariable TypeRandomizerTable of ContentsContact ListsSurvey Invitation via SMSAnonymous LinkInbound AccessReminder and Thank You EmailsEmail DistributionDistribution Metrics2-Way SMSAnonymous Survey OptionsInline Email QuestionOffline AppContact List TriggersThemesFiles 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 NamingReport FiltersVisualization TypeSharing ReportsReport PagesVisualizationsRelate 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 ReportsVisualization TypesReports FiltersAdvanced ReportsPublic ReportsData Sources

Learn to Use Qualtrics Customer Experience

Learn to Use Qualtrics Customer Experience

Become a Customer Experience Expert by learning best practice and the Qualtrics product.

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

Learn to Use Qualtrics Employee Experience

Become an Employee Engagement (EE) and Employee Lifecycle (EL) Expert by learning the Qualtrics product.

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

Configuring Your Project

Configuring Your 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.

Answer RandomizationAutomatic ChoicesCaptcha QuestionFile Upload QuestionForce Response ValidationMatrix Table QuestionMeta Info QuestionMy Project PageQuestion ImportBlocksPiped TextPreview SurveyTiming QuestionCarry ForwardCustom ValidationMultiple Choice QuestionNet Promoter Score® QuestionOther ValidationSkip LogicDefault ChoicesDescriptive Text QuestionDisplay LogicFoldersQuestion RandomizationTabsText Entry Questionsections-3experience-researchfeatured

Research Methodology

Ensure your research project is methodologically sound by learning the basics of survey methodology and how to apply it.

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Configuring Your Project

Configuring Your Project

Learn survey building fundamentals by creating questions and answer choices that engage customers.

Piped TextMy Project PageFoldersTabsNet Promoter Score® QuestionAutomatic ChoicesText Entry QuestionForce Response ValidationMatrix Table QuestionDescriptive Text QuestionBlocksMultiple Choice QuestionSkip LogicAnswer RandomizationDisplay LogicCarry ForwardCustom ValidationPreview SurveyOther ValidationQuestion RandomizationDefault Choicessections-3experience-customerfeaturedCaptcha Question

Acting on CX Feedback

Learn how to improve your data analytics and driver analysis skills by using Qualtrics iQ

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Designing CX Surveys

Build surveys that check in on your customers an understand their experiences with your organization.

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Visualizing CX Insights

Learn how to build dashboards that visualize your CX data and inspire stakeholders to take action.

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Closed Loop Feedback

Build a closed loop feedback program that changes how your organization looks at customer relationships.

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Website Feedback Program

Gauge your website's performance by asking for feedback as they browse your site.

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Product Research

Learn how to incorporate customer feedback during the product development process.

sections-3sections-5sections-4experience-researchxz-newMaxDiff AnalysisGabor GrangerCard Sort AnalysisConcept TestNeeds-Based AnalysisConjointSimulatorVan Westendorp

Becoming an Effective Brand Administrator

Learn about the skills and tools that will help you manage your organization’s Qualtrics users.

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Research Administration

Learn how to execute on administrative tasks in your Qualtrics license.

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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.

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Employee Lifecycle

Learn how to take your Employee Experience program beyond Engagement by measuring other crucial lifecycle moments, specifically onboarding and exit.

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Annual Engagement Program

Discover how to gather, and strategically act on, engagement data from your employees.

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Research Core Fundamentals

Learn how to make your work day more efficient by utilizing Qualtrics for your everyday tasks.

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Learn to drive strong brand performance by identifying consumer feelings.

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