Back

Choose Your Experience

Master the skills needed for experience management.

Configuring Your CoreXM Project

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.

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

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.

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

Finalizing Your CoreXM Project

Finalizing Your CoreXM 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 CoreXM Feedback

Collecting CoreXM 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 CoreXM Feedback

Understanding Your CoreXM 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 CoreXM Feedback

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.

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

Reporting Your CoreXM Feedback

Reporting Your CoreXM Feedback

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

sections-1experience-researchfeaturedExport OptionsVisualizationsVisualization TypesReports FiltersAdvanced ReportsPublic ReportsData Sources

Configuring Your CX Project

Configuring Your CX Project

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

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

Customizing Your CX Project

Customizing Your CX Project

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

sections-2experience-customerfeaturedSurvey Termination OptionsEmbedded DataEnd of SurveyBranch LogicRandomizerRetroactive Embedded Data

Finalizing Your CX Project

Finalizing Your CX 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 CX Follow Ups

Automating CX Follow Ups

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

sections-1experience-customerFilters and ToolsReaching out to CustomersAction ConditionsEmail TasksTicket TasksInteracting with Tickets

Collecting CX Feedback

Collecting CX Feedback

Launch your project successfully by determining the appropriate distribution channel.

sections-6experience-customerfeaturedContact 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 Creative

Understanding Your CX Feedback

Understanding Your CX 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 CX Feedback

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.

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

Reporting Your CX Feedback

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

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

Configuring Your EX Project

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

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

Customizing Your EX Project

Customizing Your EX 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-employeefeaturedSurvey Termination OptionsEmbedded DataScoringEnd of SurveyBranch LogicRetroactive Embedded DataScoring Categories

Finalizing Your EX Project

Finalizing Your EX 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 EX Feedback

Collecting EX Feedback

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

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

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.

sections-2experience-employeefeaturedResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData Table

Analyzing Your EX Feedback

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.

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

Reporting Your EX Feedback

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

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

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.

sections-3experience-research

Becoming an Effective Brand Administrator

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

sections-6experience-research

Designing EX Dashboards to Drive Change

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

sections-4experience-employee

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.

sections-4experience-employee

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.

sections-3experience-employee

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.

sections-3experience-research

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.

sections-4experience-customerCustomer ExperienceCustomerXMCX MethodologyCX Best PracticesStakeholderRelational StudyLaunching a StudyRetentionUnderstanding CustomersCustomer Needs

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.

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 Digital Study

Designing a Digital Study

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

sections-4experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesWebsite FeedbackInterceptCreativeCustomer JourneyCollecting Experience DataSurvey DesignMobile App FeedbackDigital Feedback

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.

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 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.

sections-5Outer LoopOuter Loop FeedbackCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesClosed-Loop FeedbackClosing the Loop

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.

sections-4experience-researchxz-new

Driving Response Rates

Driving Response Rates

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

sections-4experience-researchxz-new

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.

sections-5experience-researchxz-new

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.

sections-4experience-researchxz-new

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.

sections-3experience-researchxz-new

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.

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

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.

sections-5experience-customerCreating Dashboard PagesDashboard AccessCustomer ExperienceCX MethodologyCX Best PracticesManager DashboardsEmployee DashboardsDashboard Design

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.

sections-5experience-customerCreating Dashboard PagesDashboard AccessCXCX MethodologyCX Best PracticesDashboard DesignExecutive Dashboard

Implementing Inner Loop Feedback Systems

Implementing Inner Loop Feedback Systems

Ensure program success by driving operational change at the frontline and enabling employees to act quickly on customer feedback.

sections-4experience-customerAction ConditionsTicket TasksVisualizationsVisualization TypesWidget TypesDashboard CreationDashboard AccessWidgetsCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesSharing DashboardsDashboard DesignInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop

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.

sections-4experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesDashboard DesignInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop

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.

sections-4experience-customerVariable TypeVisualization TypeVisualizationsKey VariablesFiltersBucketing Variable CreationLogic Variable CreationVisualization TypesCustomerXMCXCX Best PracticesStats iQ

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.

sections-4experience-customerOuter LoopOuter Loop FeedbackCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop

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.

sections-4experience-customerReportsText TopicsDashboard CreationBuilding New WidgetsWidgetsCustomerXMCXCX Best PracticesInsightsAnalyzing FeedbackSentiment AnalysisSentiment MetricsText iQStats iQ

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.

sections-4experience-customerKey VariablesRegression CardCustomerXMCXCX MethodologyCX Best PracticesInsightsStats iQInterpreting ResultsDriver Analysis

Communicating Findings Effectively

Communicating Findings Effectively

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

sections-3experience-customerReportsDashboard CreationCustomerXMCXCX MethodologyStakeholderInsightsDashboard DesignExecutive DashboardAnalyzing FeedbackDesign Principles

Understanding Customer Data

Understanding Customer Data

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

sections-3experience-customerReportsSurvey DataCustomer ExperienceCustomerXMCXCX MethodologyInsightsSentiment AnalysisCustomer Journey

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.

sections-2experience-employeexz-new

Designing Your Onboarding Survey

Designing Your Onboarding Survey

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

sections-3experience-employeexz-new

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.

sections-2experience-employeexz-new

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.

sections-4experience-employeexz-new

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.

sections-3experience-researchxz-new

Prioritizing Ideas

Prioritizing Ideas

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

sections-3experience-researchMaxDiff AnalysisCard Sort AnalysisNeeds-Based Analysis

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.

sections-5experience-researchConjointSimulator

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.

sections-4experience-researchConcept Test

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.

sections-4experience-researchGabor GrangerConjointVan Westendorp

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.

sections-4experience-research

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.

sections-2experience-employeexz-new

Operating and Enhancing the Program

Operating and Enhancing the Program

Continuously monitor the results of your CX program and look for ways to make adjustments and drive increasing levels of value for your organization.

sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Evolving Your Team

Evolving Your Team

As CX programs evolve, so will the capabilities required of the CX team. Learn the new skills needed and how to federate your efforts across the organization.

sections-2experience-customerxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Evolving Your Organization

Evolving Your Organization

Learn how to evolve your organization by making the case, managing change, and holding people accountable to ensure the success of your CX program.

sections-2experience-customerxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Evolving Your Program

Evolving Your Program

Learn the six trends for redefining your CX program and the basic and advanced capabilities to support them. Complete an assessment to identify your programs strengths and opportunities.

sections-2experience-customerxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

State of CX Programs Today

State of CX Programs Today

Examine the strengths and weaknesses of CX programs and how programs are evolving to meet the business needs of organizations.

sections-2experience-customerxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Rolling Out the Program

Rolling Out the Program

Implement the program by putting the necessary structures, tools, and processes into place.

sections-3experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Designing the Program

Designing the Program

Create a program capable of generating meaningful insights, and then use those insights to identify customer pain points, prioritize improvement opportunities, and drive company-wide action.

sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Building the Team

Building the Team

Establish a core CX team and governance structure to drive coordinated, customer-centric change across the organization.

sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Making The Case For CX

Making The Case For CX

Gain organizational buy-in for your program by sharing the strategic and business rationale for improving the experience you deliver to customers.

sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Defining Customer Experience

Defining Customer Experience

Ground your CX program in a shared understanding of what customer experience is and how organizational dynamics affect the way companies treat their customers.

sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Configuring Your 360 Project

Configuring Your 360 Project

Create a multi-rater feedback project by discovering how to build projects, question types, and how to use basic logic.

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

Customizing Your 360 Project

Customizing Your 360 Project

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

sections-2experience-employeeBlocksSurvey Termination OptionsScoringEnd of SurveyBranch LogicScoring CategoriesSurvey Flow

Finalizing Your 360 Project

Finalizing Your 360 Project

Ensure an optimal assessment experience for your participants by styling, translating, and reviewing your project.

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

Collecting 360 Feedback

Collecting 360 Feedback

Learn how to manage your participants and communicate with them to launch response collection.

sections-2experience-employeeEmail DistributionEvaluator OptionsReportsEvaluator ManagementAccess PortalsSubject OptionsEvaluationsEvaluator NominationsSubject ManagementParticipant ListNomination CriteriaInstruction MessagesInvite EmailsMessages OptionsReminder MessagesParticipant Portal

Understanding Your 360 Feedback

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.

sections-2experience-employeeImportsResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData TableResponse Editing

Analyzing and Reporting Your 360 Feedback

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.

sections-2experience-employeeReportsData Table FilterData TableVisualization TypeSharing ReportsReport PagesVisualizationsBucketing Variable CreationFormula Variable CreationLogic Variable CreationVisualization TypesReports FiltersAdvanced ReportsData Sources

¿Cómo recopilar comentarios?

¿Cómo recopilar comentarios?

Aprenda cómo administrar contactos y distribuir su encuesta a través de diferentes canales para comprometer a su audiencia y mejorar las tasas de respuesta.

¿Cómo configurar su proyecto?

¿Cómo configurar su proyecto?

Desarrolle un proyecto de investigación integral aprendiendo a crear preguntas y opciones de respuesta, así como también lógica básica.

¿Cómo personalizar su proyecto?

¿Cómo personalizar su proyecto?

Explore las herramientas y características avanzadas que le permiten personalizar la experiencia de la encuesta de sus encuestados y mejorar la recopilación de respuestas.

¿Cómo finalizar su proyecto?

¿Cómo finalizar su proyecto?

Aprenda a optimizar las experiencias de encuesta de sus participantes compartiendo, traduciendo y dando estilo a sus proyectos.

¿Cómo entender sus comentarios?

¿Cómo entender sus comentarios?

Explore las diferentes formas de ver y organizar sus datos a través de la administración de resultados, la recodificación de valores y la exportación de respuestas.

¿Cómo analizar sus comentarios?

¿Cómo analizar sus comentarios?

Administre su conjunto de datos facilitando el análisis por medio de filtros, exportando datos crudos, usando de Stats iQ y Text iQ, editando respuestas y creando nuevas variables.

¿Cómo informar sus datos y respuestas?

¿Cómo informar sus datos y respuestas?

Personalice las visualizaciones de datos con gráficos y tablas que muestren datos agregados en un informe completo y compartible.

Implementing a Digital Feedback Program

Implementing a Digital Feedback Program

Gauge your customers’ feelings about your digital platforms by asking for feedback as they browse your website or app.

sections-4experience-customerCreative OptionsIntercept OptionsWebsite Feedback StatsWebsite Feedback CodeMultiple Action SetsEditing the Creativexz-newCustomerXMCXCX MethodologyCX Best PracticesInterceptCreativeMobile App FeedbackDigital Feedback

Sending and Automating Survey Distributions

Sending and Automating Survey Distributions

Send feedback requests to your customers through multiple channels and learn how to save time by automating your program.

sections-3experience-customerSurvey Invitation via SMSAnonymous LinkEmail DistributionDistribution Metrics2-Way SMSxz-newCustomerXMCXAccess CodeSMS DistributionAutomating DistributionsAutomating Emails

Learn to Use Qualtrics CoreXM

Learn to Use Qualtrics CoreXM

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

Learn to Use Qualtrics 360

Become a 360 Degree Feedback Expert by learning the Qualtrics product.

sections-3sections-2experience-employeeMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextBlocksMultiple Choice QuestionDisplay LogicPreview SurveySkip LogicAutomatic ChoicesQuestion RandomizationCarry ForwardSlider QuestionRank Order QuestionSide by Side QuestionSurvey Termination OptionsScoringEnd of SurveyBranch LogicScoring CategoriesEmail DistributionEvaluator OptionsReportsEvaluator ManagementAccess PortalsSubject OptionsEvaluationsEvaluator NominationsSubject ManagementParticipant ListImportsNomination CriteriaInstruction MessagesInvite EmailsMessages OptionsReminder MessagesThemesFiles LibraryTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData TableRecode ValuesVariable NamingVisualization TypeSharing ReportsReport PagesVisualizationsBucketing Variable CreationFormula Variable CreationLogic Variable CreationResponse EditingVisualization TypesReports FiltersAdvanced ReportsData Sourcesxz-newSurvey FlowParticipant Portal

Implementing Research Methodology

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

sections-3sections-5sections-4experience-research

Analyzing Feedback with Text iQ and Stats iQ

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

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

Distributing CX Surveys

Learn all the avenues available to distribute a CX survey, from Email to SMS to Digital

sections-3sections-4experience-customerContact ListsSurvey Invitation via SMSAnonymous LinkEmail DistributionDistribution Metrics2-Way SMSContact List TriggersContact FrequencyCreating Mailing ListsList SamplingFiltering ContactsDirectory OptionsEditing Individual ContactsCreative OptionsIntercept OptionsWebsite Feedback StatsWebsite Feedback CodeMultiple Action SetsEditing the CreativeFiltersxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesInterceptCreativeAttributesMobile App FeedbackDigital FeedbackXM DirectoryAccess CodeSMS DistributionAutomating DistributionsAutomating Emails

Analyzing Feedback with Text iQ and Stats iQ

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

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

Establish a Foundation For Your CX Program

Establish a CX program capable of driving sustainable CX improvements across your organization.

sections-3sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Taking Your CX Program to the Next Level

Refresh and optimize your existing CX program by evolving your insights, organization, and team.

sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices

Designing CX Surveys

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

sections-3sections-5sections-4experience-customerPiped TextMultiple Choice QuestionNet Promoter Score® QuestionEmbedded DataReminder and Thank You EmailsEmail DistributionDistribution MetricsInline Email QuestionCreating Mailing ListsList SamplingReminder MessagesQuestion Rich Content EditorCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesStakeholderWebsite FeedbackInterceptCreativeAnalyzing FeedbackCustomer JourneyIn-Person Visit FeedbackPost-TransactionTransactional StudyContact Center FeedbackCollecting Experience DataSurvey DesignMobile App FeedbackDigital FeedbackRelational StudyLaunching a StudyRetentionUnderstanding CustomersCustomer NeedsSurvey Flow

Visualizing CX Insights

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

sections-5sections-4experience-customerEmbedded DataFiltersWidget TypesCreating Dashboard PagesAdding UsersDashboard CreationRolesBuilding New WidgetsMapping a SurveyDashboard SettingsField TypesWord Cloud WidgetsDashboard AccessWidgetsCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesDashboard FieldData MappingSharing DashboardsAttributesManager DashboardsEmployee DashboardsDashboard DesignExecutive Dashboard

Closed Loop Feedback

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

sections-5sections-4experience-customerAction ConditionsTicket TasksVisualizationsVisualization TypesWidget TypesDashboard CreationDashboard AccessWidgetsOuter LoopOuter Loop FeedbackCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesSharing DashboardsDashboard DesignInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop

Conducting Product Research

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

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

Qualtrics Administration

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

sections-6experience-research

Architecting Your Employee Feedback Program

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

sections-2experience-employee

Designing Onboarding Surveys

Measure crucial lifecycle moments by designing and launching employee onboarding surveys.

sections-3sections-2experience-employee

Designing Exit Surveys

Build and launch exit surveys that help you understand and improve your employee's experiences.

sections-2sections-4experience-employee

Designing Engagement Surveys

Discover how to gather engagement data from your employees with efficiency.

sections-3sections-4experience-employee

Designing EX Dashboards to Drive Change

Learn how to build dashboards that visualize your EX data and tailor the presented data for each stakeholder.

sections-4experience-employee

Workplace Collaboration

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

sections-3experience-research

Conducting Brand Research

Learn to drive strong brand performance by identifying consumer feelings.

sections-3experience-research

Aprenda a usar Qualtrics Research Core

Conviértase en un experto en investigación aprendiendo a usar el producto Qualtrics.

Managing the XM Directory

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.

sections-4experience-customerContact ListsContact List TriggersContact FrequencyCreating Mailing ListsList SamplingFiltering ContactsDirectory OptionsEditing Individual ContactsFiltersxz-newCustomer ExperienceCustomerXMCX MethodologyCX Best PracticesAttributesXM Directory

Implementing a Digital Feedback Program

Gauge your customers’ feelings about your digital platforms by asking for feedback as they browse your website or app.

sections-1experience-researchCreating a New InterceptCreative OptionsWebsite Feedback StatsWebsite Feedback CodeCreating a Website Feedback Projectxz-newSite InterceptWebsite FeedbackApp FeedbackCreativeDigital Feedback