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Learn to Use Qualtrics CoreXM
Become a Research Expert by learning to use Qualtrics product.
7 Courses
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
Become a Customer Experience Expert by learning best practice and the Qualtrics product.
8 Peaks
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
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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
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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.
7 Courses
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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
Learn to Use Qualtrics 360
Become a 360 Degree Feedback Expert by learning the Qualtrics product.
6 Courses
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.
5 Courses
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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
Distributing CX Surveys
Learn all the avenues available to distribute a CX survey, from Email to SMS to Digital
3 Courses
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
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
Establish a Foundation For Your CX Program
Establish a CX program capable of driving sustainable CX improvements across your organization.
6 Courses
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Taking Your CX Program to the Next Level
Refresh and optimize your existing CX program by evolving your insights, organization, and team.
4 Courses
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Designing CX Surveys
Build surveys that check in on your customers an understand their experiences with your organization.
4 Courses
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.
3 Courses
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.
4 Courses
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.
6 Courses
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Qualtrics Administration
Learn how to execute on administrative tasks in your Qualtrics license.
1 Course
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Architecting Your Employee Feedback Program
Prioritize and measure key touchpoints along the employee lifecycle to maximize the value your employees bring to the organization.
1 Course
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Designing Onboarding Surveys
Measure crucial lifecycle moments by designing and launching employee onboarding surveys.
2 Courses
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Designing Exit Surveys
Build and launch exit surveys that help you understand and improve your employee's experiences.
2 Courses
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Designing Engagement Surveys
Discover how to gather engagement data from your employees with efficiency.
2 Courses
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Designing EX Dashboards to Drive Change
Learn how to build dashboards that visualize your EX data and tailor the presented data for each stakeholder.
1 Course
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Becoming an Effective EX Administrator
Learn how to execute on administrative tasks in your EX Qualtrics license.
1 Course
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Workplace Collaboration
Learn how to make your work day more efficient by utilizing Qualtrics for your everyday tasks.
1 Course
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Conducting Brand Research
Learn to drive strong brand performance by identifying consumer feelings.
1 Course
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Aprenda a usar Qualtrics Research Core
Conviértase en un experto en investigación aprendiendo a usar el producto Qualtrics.
7 Peaks
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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
Implementing a Digital Feedback Program
Gauge your customers’ feelings about your digital platforms by asking for feedback as they browse your website or app.
1 Course
sections-1experience-researchCreating a New InterceptCreative OptionsWebsite Feedback StatsWebsite Feedback CodeCreating a Website Feedback Projectxz-newSite InterceptWebsite FeedbackApp FeedbackCreativeDigital Feedback
X4 2020: XM Basecamp Live
This is a series to allow for X4 2020 XM Basecamp Live courses to visible to customers
0 Courses
X42020: Incorporating Customer Feedback into Product Development
Learn how to optimize your product offering by collecting and integrating feedback at multiple touchpoints in the product development lifecycle.
Not currently available
Bundle: CustomerXM Expert + Qualtrics Platform Essentials Certification
Purchase the CustomerXM Expert and Qualtrics Platform Essentials certification exams together for a $100 discount.
$500
2 Courses
Bundle: EmployeeXM Expert + Qualtrics Platform Essentials Certification
Purchase the EmployeeXM Expert and Qualtrics Platform Essentials certification exams together for a $100 discount.
$500
2 Courses
Bundle: CoreXM Expert + Qualtrics Platform Essentials Certification
Purchase the CoreXM Expert and Qualtrics Platform Essentials certification exams together for a $100 discount.
$500
2 Courses
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
25 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
Reporting Your CoreXM Feedback
Customize data visualizations with graphs and tables that display aggregate data in a comprehensive, shareable report.
FREE
7 min
sections-1experience-researchfeaturedExport OptionsVisualizationsVisualization TypesReports FiltersAdvanced ReportsPublic ReportsData Sources
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
Customizing Your CX Project
Drive higher response rates and avoid survey fatigue by tailoring the survey experience to each individual customer.
FREE
9 min
sections-2experience-customerfeaturedSurvey Termination OptionsEmbedded DataEnd of SurveyBranch LogicRandomizerRetroactive Embedded Data
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
Automating CX Follow Ups
Notify your team when a customer interaction requires follow-up by utilizing Actions & Tasks.
FREE
7 min
sections-1experience-customerFilters and ToolsReaching out to CustomersAction ConditionsEmail TasksTicket TasksInteracting with Tickets
Collecting CX Feedback
Launch your project successfully by determining the appropriate distribution channel.
FREE
43 min
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
Learn to correctly interpret your data by understanding how feedback is displayed in Data & Analysis.
FREE
11 min
sections-2experience-customerfeaturedResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData TableRecode ValuesVariable Naming
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
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.
FREE
10 min
sections-2experience-employeefeaturedSurvey Termination OptionsEmbedded DataScoringEnd of SurveyBranch LogicRetroactive Embedded DataScoring Categories
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
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.
FREE
21 min
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Becoming an Effective Brand Administrator
Learn about the skills and tools that will help you manage your organization’s Qualtrics users.
FREE
29 min
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Designing Engagement Dashboards to Drive Change
Drive organization-wide adoption of employee engagement dashboards by learning to tailor the presented data for each stakeholder.
FREE
33 min
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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.
FREE
34 min
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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.
FREE
30 min
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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.
FREE
38 min
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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.
FREE
38 min
sections-4experience-customerCustomer ExperienceCustomerXMCX MethodologyCX Best PracticesStakeholderRelational StudyLaunching a StudyRetentionUnderstanding CustomersCustomer Needs
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 Digital Study
Gauge customer experiences with your website and app by collecting feedback as customers browse.
FREE
31 min
sections-4experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesWebsite FeedbackInterceptCreativeCustomer JourneyCollecting Experience DataSurvey DesignMobile App FeedbackDigital Feedback
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 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.
FREE
28 min
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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.
FREE
30 min
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Driving Response Rates
Obtain the data you need by implementing survey design and distribution methods that drive high response rates.
FREE
27 min
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Minimizing Survey Fatigue and Bias
Implement survey design best practices to collect high quality data by minimizing bias and respondent survey fatigue.
FREE
33 min
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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.
FREE
28 min
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Designing a Research Process
Guide your organization towards insights by breaking down problems to define research questions that can be solved with Qualtrics.
FREE
16 min
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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
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.
FREE
56 min
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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
42 min
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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.
FREE
39 min
sections-4experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesDashboard DesignInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop
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
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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.
FREE
22 min
sections-4experience-customerOuter LoopOuter Loop FeedbackCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop
Using Text iQ to Analyze Feedback
Use Text iQ to form topics to understand what matters most to customers and take meaningful action.
FREE
38 min
sections-4experience-customerReportsText TopicsDashboard CreationBuilding New WidgetsWidgetsCustomerXMCXCX Best PracticesInsightsAnalyzing FeedbackSentiment AnalysisSentiment MetricsText iQStats iQ
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.
FREE
33 min
sections-4experience-customerKey VariablesRegression CardCustomerXMCXCX MethodologyCX Best PracticesInsightsStats iQInterpreting ResultsDriver Analysis
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
Understanding Customer Data
Planning your analysis and learn how to track trends and collect insights by viewing your organizations’ dashboards.
FREE
22 min
sections-3experience-customerReportsSurvey DataCustomer ExperienceCustomerXMCXCX MethodologyInsightsSentiment AnalysisCustomer Journey
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.
FREE
21 min
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Designing Your Onboarding Survey
Gather onboarding experience insights by collecting relevant metrics, asking the right questions, and avoiding survey bias.
FREE
30 min
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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.
FREE
22 min
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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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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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Prioritizing Ideas
Learn how to identify and prioritize product ideas to improve your organization's offering.
FREE
26 min
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Defining Concepts with Conjoint
Learn how to inform your product's development with conjoint analysis prior to building to customer specifications.
FREE
36 min
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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.
FREE
16 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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Establishing a Product Design Feedback Cycle
Create an iterative product design cycle at your company and capture actionable feedback for ongoing product improvements.
FREE
10 min
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Architecting Your Employee Feedback Program
Prioritize and measure key touchpoints along the employee lifecycle to maximize the value your employees bring to the organization.
FREE
13 min
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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.
FREE
23 min
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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.
FREE
9 min
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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.
FREE
9 min
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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.
FREE
22 min
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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.
FREE
9 min
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Rolling Out the Program
Implement the program by putting the necessary structures, tools, and processes into place.
FREE
25 min
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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.
FREE
28 min
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Building the Team
Establish a core CX team and governance structure to drive coordinated, customer-centric change across the organization.
FREE
8 min
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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.
FREE
21 min
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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.
FREE
29 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
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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.
FREE
8 min
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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
Collecting 360 Feedback
Learn how to manage your participants and communicate with them to launch response collection.
FREE
20 min
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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
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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
¿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.
FREE
20 min
español
¿Cómo configurar su proyecto?
Desarrolle un proyecto de investigación integral aprendiendo a crear preguntas y opciones de respuesta, asà como también lógica básica.
FREE
32 min
español
¿Cómo personalizar su proyecto?
Explore las herramientas y caracterÃsticas avanzadas que le permiten personalizar la experiencia de la encuesta de sus encuestados y mejorar la recopilación de respuestas.
FREE
29 min
español
¿Cómo finalizar su proyecto?
Aprenda a optimizar las experiencias de encuesta de sus participantes compartiendo, traduciendo y dando estilo a sus proyectos.
FREE
23 min
español
¿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.
FREE
21 min
español
¿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.
FREE
44 min
español
¿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.
FREE
7 min
español
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
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Sending and Automating Survey Distributions
Send feedback requests to your customers through multiple channels and learn how to save time by automating your program.
FREE
54 min
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Examining Data with Crosstabs
Learn to use Qualtrics' cross-tabulation tool to identify key relationships in your data
FREE
20 min
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CustomerXM Expert Certification Exam - $500 USD
Complete the associated final project to solidify your learning. Then schedule your certification exam with our online proctoring partner to prove your expertise.
$500
experience-customerCertification
EmployeeXM Expert Certification Exam - $500 USD
Complete the associated final project to solidify your learning. Then schedule your certification exam with our online proctoring partner to prove your expertise.
$500
experience-employeeCertification
CoreXM Expert Certification Exam - $500 USD
Complete the associated final project to solidify your learning. Then schedule your certification exam with our online proctoring partner to prove your expertise.
$500
experience-researchCertification
Qualtrics Platform Essentials Certification Exam - $100 USD
Complete the associated final project to solidify your learning. Then schedule your certification exam with our online proctoring partner to prove your expertise.
$100
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Automating Lifecycle Follow Ups
Notify your team when an employee lifecycle touchpoint requires follow-up by utilizing Actions & Tasks.
FREE
4 min
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Becoming an Effective EX Administrator
Learn about the skills and tools that will help you manage your organization’s EX Qualtrics users.
FREE
31 min
Introducing Customer Experience Management
Understand the Customer Experience Management discipline and learn to use the Qualtrics CX maturity model to assess and scale your program.
FREE
48 min
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Capturing Customer Experience Metrics
Learn strategies for identifying the appropriate customer experience metrics to achieve your program goals and applying survey design best practices.
FREE
1 H 30 MIN
experience-customerDomo - CXE
Closing the Loop with Customers
Leverage ticketing and case management to rapidly prioritize and respond to customer feedback.
FREE
1 H 3 MIN
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Managing a Customer Directory for Distribution
Learn to effectively communicate with your customers by creating and maintaining a singular platform for contacts.
FREE
1 H 30 MIN
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Visualizing Customer Experience Data
Build effective dashboards that visualize your CX data and inspire stakeholders to take action.
FREE
3 H 42 MIN
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Analyzing Text Responses
Learn about the importance and meaning of text sentiment and create topics that categorize your text responses into easily understandable categories.
FREE
1 H 8 MIN
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Introducing Employee Experience Programs
Independently create an Employee Experience program with a clear and strategic roadmap, underpinned by survey design best practices to measure the relevant outcome metrics.
FREE
2 H 20 MIN
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Managing Participants
Efficiently manage and maintain employees within your EX program to provide a personalized experience based on employee information and reporting relationships.
FREE
1 H 32 MIN
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Distributing Projects
Effectively communicate with your employees to emphasize the value of their feedback and enhance employee listening.
FREE
40 min
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Exploring and Analyzing Data
Organize and analyze your collected data to uncover new employee insights.
FREE
35 min
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Reporting Dashboard Data
Strategically present your employee feedback to highlight areas of improvement and drive meaningful action.
FREE
1 H 55 MIN
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Experience Management: A Brief Introduction
Experience Management is changing the way businesses operate. Understanding the full landscape of an organization has never been more important or more accessible than it is now. Kick start your understanding of Experience Management with this introductory module.
FREE
22 min
Domo - QPE
Planning and Designing a Survey
The survey is the backbone of data collection for XM, a well designed survey will ensure you have the data you need to make decisions. This course describes the downstream impacts of the survey, and outlines the survey design best practices to ensure quality data.
FREE
35 min
Domo - QPE
Building a Survey Project
The survey is the backbone of Experience Management data collection, having a comprehensive understanding of the technology components of the Experience Management will help you produce quality projects leading to quality insights.
FREE
1 H 28 MIN
Domo - QPE
Distributing a Survey Project
After building and publishing your survey, you are ready to send your survey to collect data. There are several Distribution methods available in Qualtrics, in this module we explore the most commonly used.
FREE
33 min
Domo - QPE
Understanding Survey Data
The raw data your survey collects is stored in Data & Analysis. Here you will have access to all Recorded Responses as well as Responses in Progress. In this course you will learn how to view and manage these responses.
FREE
35 min
Domo - QPE
Reporting Survey Results
Once you have completed data collection for the survey, it is time to analyze and share the results to stakeholders. In this course you will learn how Results are structured in Qualtrics, and how you can customize these to communicate findings.
FREE
53 min
Domo - QPE
Building An Advanced Survey
Learn about the question types, methodologies, and survey design tools necessary to create specialized research projects.
FREE
1 H 26 MIN
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Customizing Survey Experiences
Learn how to utilize the tools necessary to build a complex surveys that meets the needs of your research and improves response quality.
FREE
1 H 40 MIN
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Distributing to Your Target Audience
Learn how to manage a directory of panelists and collect effective feedback from it through various communication methods.
FREE
1 H 15 MIN
experience-researchDomo - CME
Exploring and Analyzing Your Data
Learn how to prepare your data and then analyze it with powerful tools to uncover meaningful insights.
FREE
2 H 22 MIN
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Reporting on Your Insights
Build comprehensive reports that present information that drives discussion and action on your research.
FREE
1 H 54 MIN
experience-researchDomo - CME
Choose Your Experience
CoreXM
CustomerXM
EmployeeXM
BrandXM
ProductXM
Institute
