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Choose Your Experience

Master the skills needed for experience management.

Customizing Your Project

Customizing Your Project

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

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

Finalizing Your Project

Finalizing Your Project

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

sections-3experience-researchfeaturedThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced Styling

Collecting Feedback

Collecting Feedback

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

sections-5experience-researchfeaturedContact ListsSurvey Invitation via SMSAnonymous LinkInbound AccessReminder and Thank You EmailsEmail DistributionDistribution Metrics2-Way SMSAnonymous Survey OptionsInline Email QuestionOffline AppContact List Triggers

Understanding Your Feedback

Understanding Your Feedback

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

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

Analyzing Your Feedback

Analyzing Your Feedback

Manage your data set to make analysis easy by filtering, exporting raw data, using Stats iQ and Text iQ, editing responses, and creating new variables.

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 Feedback

Reporting Your 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

Customizing Your Project

Customizing Your 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 Project

Finalizing Your Project

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

sections-3experience-customerfeaturedThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced Styling

Automating Follow Ups

Automating Follow Ups

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

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

Collecting Feedback

Collecting Feedback

Launch your project successfully by determining the appropriate distribution channel.

sections-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 Feedback

Understanding Your Feedback

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

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

Analyzing Your Feedback

Analyzing Your Feedback

Ensure you are getting the most out of your dataset by utilizing the Data and Analysis tab, Text iQ, and Stats iQ to delve into your responses.

sections-3experience-customerfeaturedRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom FieldsVariable WeightsWeights in Reports

Reporting Your Feedback

Reporting Your Feedback

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

sections-2experience-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 Project

Configuring Your 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 Project

Customizing Your Project

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

sections-2experience-employeefeaturedSurvey Termination OptionsEmbedded DataScoringEnd of SurveyBranch LogicRetroactive Embedded DataScoring Categories

Finalizing Your Project

Finalizing Your Project

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

sections-3experience-employeefeaturedThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced Styling

Collecting Feedback

Collecting Feedback

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

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 Feedback

Understanding Your Feedback

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

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

Analyzing Your Feedback

Analyzing Your Feedback

Ensure you are getting the most out of your dataset by utilizing the Data and Analysis tab, Text iQ, and Stats iQ to delve into your responses.

sections-3experience-employeefeaturedRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom Fields

Reporting Your Feedback

Reporting Your Feedback

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

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 Relational Survey

Check in on your customers by understanding their relationship with your organization and gathering their feedback.

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Mapping Data into Dashboards

Learn how to convert the data collected in your survey into a format that sets you up for success when building a Dashboard.

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Designing CX Dashboards to Drive Change

Discover what it takes to build a Dashboard that not only presents results but inspires change how your organization works with customers.

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Driving Organizational Change with Closed Loop Feedback

Understand how to build a closed loop feedback program that successfully manages customer issues and changes how your organization looks at customer relationships.

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Implementing a Website Feedback Program

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

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Designing a World-Class Brand Tracking Study

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

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Designing a World-Class Concept Test

Design tests to identify customer perceptions, wants, and needs to determine if you should invest in a new product or service

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Designing a World-Class Conjoint Study

Understand the purpose and value of building a world-class conjoint study, distinguish between the various types of studies, and apply the data outputs to make productive business decisions.

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Designing EX Dashboards to Drive Change

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

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Launching Your Engagement Survey

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

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Designing Your Engagement Survey

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

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Learn to Use Qualtrics Research Core

Learn to Use Qualtrics Research Core

Become a Research Expert by learning to use Qualtrics product.

sections-3sections-5sections-1experience-researchfeaturedTabsFile Upload QuestionMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextFoldersBlocksTiming QuestionAnswer RandomizationMultiple Choice QuestionQuestion ImportMeta Info QuestionDisplay LogicDefault ChoicesCaptcha QuestionPreview SurveySkip LogicNet Promoter Score® QuestionForce Response ValidationDescriptive Text QuestionAutomatic ChoicesQuestion RandomizationCarry ForwardOther ValidationSurvey Termination OptionsLoop & MergeEmbedded DataScoringEnd of SurveyQuotasScreenoutsAuthenticatorBranch LogicAuthentication OptionsMath OperationsVariable TypeRandomizerTable of ContentsContact ListsSurvey Invitation via SMSAnonymous LinkInbound AccessReminder and Thank You EmailsEmail DistributionDistribution Metrics2-Way SMSAnonymous Survey OptionsInline Email QuestionOffline AppContact List TriggersThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced StylingResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData TableRecode ValuesVariable NamingReport FiltersVisualization TypeSharing ReportsReport PagesVisualizationsRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom FieldsVariable WeightsWeights in ReportsVisualization TypesReports FiltersAdvanced ReportsPublic ReportsData Sources

Learn to Use Qualtrics Customer Experience

Learn to Use Qualtrics Customer Experience

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

sections-3sections-2sections-6sections-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 a Employee Experience Expert by learning the Qualtrics product.

sections-3sections-2sections-4experience-employeefeaturedTabsMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextFoldersBlocksTiming QuestionAnswer RandomizationMultiple Choice QuestionMeta Info QuestionDisplay LogicPreview SurveySkip LogicForce Response ValidationDescriptive Text QuestionAutomatic ChoicesQuestion RandomizationOther ValidationOrg HierarchySlider QuestionRank Order QuestionSide by Side QuestionSurvey Termination OptionsEmbedded DataScoringEnd of SurveyBranch LogicRetroactive Embedded DataScoring CategoriesAnonymous LinkEmail DistributionAnonymous Survey OptionsInline Email QuestionEvaluator OptionsReportsHierarchy ManagementEvaluator ManagementAccess PortalsSubject OptionsEvaluationsHierarchy TypesEvaluator NominationsManager OptionsSubject ManagementParticipant ListImportsHierarchy CreationNomination CriteriaHierarchy ValidationInstruction MessagesInvite EmailsMessages OptionsReminder MessagesThemesFiles LibraryGeneral SettingsAutosave EditsTranslation EditorSurvey LibraryRestoring QuestionSurvey PublishingGraphics LibraryProject NotesTranslation ImportsSurvey VersionMessage TranslationAnswer Choice Rich Content EditorSharing ProjectsQuestion Rich Content EditorMessage LibraryAdvanced StylingResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData FormatSurvey DataData TableSharing ReportsVisualizationsRelate CardKey VariablesDescribe CardExporting & Printing WorkspacesFiltersBucketing Variable CreationFormula Variable CreationPivot TablesRegression CardDiagnostic ChartsSharing WorkspacesText TopicsAdding and Subtracting VariablesLogic Variable CreationComplex Search CriteriaWorkspace ManagementVariable SettingsResponse EditingCustom FieldsVisualization TypesReports FiltersAdvanced ReportsData SourcesWidget TypesDashboard CreationRolesEmailing Role MembersAction PlanningPaginated TablesOrg Hierarchy FiltersSummary WidgetPage Level FiltersText ExportsDashboard SettingsComparisonsCSV BenchmarksPercentile BenchmarksField TypesAction Planning WidgetWord Cloud WidgetsProject MapperCategoriesComparison BenchmarksScalesEngagement WidgetsDashboard AccessPage InformationParticipation WidgetsPagesWidgets

Configuring Your Project

Configuring Your Project

Develop a comprehensive research project by learning how to create questions and answer choices as well as how to apply basic logic to them.

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

Designing CX Surveys

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

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Configuring Your Project

Configuring Your 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

Customer Experience Dashboards

Create dashboards that track customer feedback and inspire organizational change.

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Closed Loop Feedback

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

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Website Feedback Program

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

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Learn to drive strong brand performance by identifying consumer feelings.

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Research Administration

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

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Annual Engagement Program

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

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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.

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Product Research

Gauge consumer interest on your product and its features before launching.

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Increasing Workplace Productivity with Qualtrics

Engage more employees with Qualtrics around the office by creating shared registration forms, coordinating schedules for team events, testing knowledge with quizzes, and more.

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Research Core Fundamentals

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

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