CustomerXM Learning Journey

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CustomerXM Learning Journey

Description: Welcome to the 5-week CustomerXM learning journey program! Each week, complete the training courses listed to become a Qualtrics and XM Expert. This program is designed so that you spend no more than 1 hour per workday going through the content.

Prerequisites: None. | Estimated Time: 29 hours

Week 1 - CustomerXM Learning Journey

To get started, this week we will master the basics with the Qualtrics Platform Essentials Certification.

CustomerXM Experienced User Free green-cx Learning Journeys English

Week 2 - CustomerXM Learning Journey

This week we will focus on the basics of the CustomerXM product and CX journeys.

CustomerXM Experienced User Free green-cx Learning Journeys English

Weeks 3 & 4 - CustomerXM Learning Journey

Over these two weeks, we will master advanced CustomerXM functionality with the CustomerXM Expert Certification.

CustomerXM Experienced User Free green-cx Learning Journeys English

Week 5 - CustomerXM Learning Journey

This week we will focus on a variety of advanced CustomerXM product features and use cases.

CustomerXM Experienced User Free green-cx Learning Journeys English Standard User

Sharing Your CX Project

Save time by storing frequently used content in libraries and working collaboratively on projects with colleagues.

CustomerXM New User On-Demand Videos Free green-cx Individual Courses English

Configuring Your CX Project

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

CustomerXM New User On-Demand Videos Free green-cx Individual Courses English

Customizing Your CX Project

Drive higher response rates and avoid survey fatigue by tailoring the survey experience to each individual customer and styling your project with appropriate branding.

CustomerXM New User On-Demand Videos Free green-cx Embedded Data Individual Courses English

Collecting CX Feedback

Launch your project successfully by determining the appropriate distribution channel.

CustomerXM New User On-Demand Videos Free green-cx XM Directory Individual Courses English

Automating CX Follow Ups

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

CustomerXM New User On-Demand Videos Free green-cx Workflows Individual Courses English

Reporting Your CX Feedback

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

CustomerXM New User On-Demand Videos Free green-cx Dashboards Individual Courses English

Identifying Experience Journeys

Learn how to use Experience Journeys to measure, visualize, and analyze the key experience data points along a customer journey

CustomerXM Experienced User On-Demand Courses Free green-cx Dashboards Individual Courses English

Understanding Your CX Feedback

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

CustomerXM New User On-Demand Videos Free green-cx Individual Courses English

Creating Customer Experience Dashboards

Build effective dashboards that visualize your CX data and inspire stakeholders to take action.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Dashboards Individual Courses English

Analyzing Customer Feedback with Text iQ

Learn about the importance and meaning of text sentiment and create topics that categorize your text responses into easily understandable categories.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Text iQ / Stats iQ Individual Courses English

Managing a Customer Directory for Distribution

Learn to effectively communicate with your customers by creating and maintaining a singular platform for contacts.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Individual Courses English

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.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Individual Courses English

Closing the Loop with Customers

Leverage ticketing and case management to rapidly prioritize and respond to customer feedback.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Workflows Individual Courses English

Capturing Customer Experience Metrics

Learn strategies for identifying the appropriate customer experience metrics to achieve your program goals and applying survey design best practices.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Individual Courses English

On-Demand Webinar - Level Up Your CX Program

Ready to take your CX program to new heights? Here’s your chance to see some of the advanced features in CustomerXM and how they can help you boost your CX program.

CustomerXM Live Training Free green-cx registered-flag On-Demand Articles Thought Leadership Individual Courses tile-category-on-demand-webinar

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.

CustomerXM Experienced User On-Demand Videos Free green-cx Dashboards Individual Courses English

Implementing Best Practices in Dashboard Design

Provide the optimal dashboard experience for your viewers by learning how to cater to your audience, utilize design principles, and other associated best practices.

xz-new CustomerXM Experienced User On-Demand Courses Free green-cx Dashboards English

Designing a Transactional Study

Develop a transactional study that listens to your customers at a specific touchpoint, and allows you to hone in on a particular event or stage in their experience with your organization.

CustomerXM Experienced User On-Demand Videos Free green-cx Individual Courses English

Mastering the XM Directory

Learn how to use the XM Directory to your advantage by organizing all of your respondent communications under one efficient system.

experience-customer CustomerXM Experienced User On-Demand Courses On-Demand Videos Free experience-default green-cx XM Directory Individual Courses English

Utilizing Frontline Feedback in Customer Experience

Learn how to create a Frontline Feedback Project and report on this feedback in your Dashboard.

CustomerXM Experienced User On-Demand Courses Free green-cx Individual Courses English

Relationship Health Program

Learn how to build the automated CX Relationship Health Program that enables organizations to continuously measure and manage the health of customer relationships.

CustomerXM Experienced User On-Demand Courses Free green-cx Workflows Dashboards Individual Courses English latest-courses

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.

CustomerXM Experienced User On-Demand Videos Free green-cx Individual Courses English

On-Demand Webinar - Maximizing ROI from your CX Dashboards & Insights

CX program success hinges on how well users can use and interpret their results to make decisions and close experience gaps. Learn how to leverage your CX program with Qualtrics in this hour long webinar.

CustomerXM On-Demand Videos Free XM Institute green-cx registered-flag On-Demand Articles Individual Courses English tile-category-on-demand-webinar XM Live

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.

CustomerXM Experienced User On-Demand Videos Free CoreXM DesignXM black-cm Text iQ / Stats iQ Individual Courses English

Using Text iQ to Analyze Comments

Analyze your text data with Text iQ to understand what matters most to your respondents and drive action.

CustomerXM level-1-xm New User Experienced User On-Demand Courses On-Demand Videos Free BrandXM ProductXM EmployeeXM CoreXM DesignXM Dashboards Text iQ / Stats iQ On-Demand Articles Individual Courses English latest-courses

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

Reporting Survey Results with Results Dashboards

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 Dashboards are structured in Qualtrics, and how you can customize these to communicate findings.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Dashboards tile-category-certification Dashboard Viewer/Report Consumer

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

Sharing Your CX Project

Save time by storing frequently used content in libraries and working collaboratively on projects with colleagues.

CustomerXM New User On-Demand Videos Free green-cx Individual Courses English

Configuring Your CX Project

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

CustomerXM New User On-Demand Videos Free green-cx Individual Courses English

Customizing Your CX Project

Drive higher response rates and avoid survey fatigue by tailoring the survey experience to each individual customer and styling your project with appropriate branding.

CustomerXM New User On-Demand Videos Free green-cx Embedded Data Individual Courses English

Collecting CX Feedback

Launch your project successfully by determining the appropriate distribution channel.

CustomerXM New User On-Demand Videos Free green-cx XM Directory Individual Courses English

Automating CX Follow Ups

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

CustomerXM New User On-Demand Videos Free green-cx Workflows Individual Courses English

Reporting Your CX Feedback

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

CustomerXM New User On-Demand Videos Free green-cx Dashboards Individual Courses English

Identifying Experience Journeys

Learn how to use Experience Journeys to measure, visualize, and analyze the key experience data points along a customer journey

CustomerXM Experienced User On-Demand Courses Free green-cx Dashboards Individual Courses English

Understanding Your CX Feedback

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

CustomerXM New User On-Demand Videos Free green-cx Individual Courses English

Creating Customer Experience Dashboards

Build effective dashboards that visualize your CX data and inspire stakeholders to take action.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Dashboards Individual Courses English

Analyzing Customer Feedback with Text iQ

Learn about the importance and meaning of text sentiment and create topics that categorize your text responses into easily understandable categories.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Text iQ / Stats iQ Individual Courses English

Managing a Customer Directory for Distribution

Learn to effectively communicate with your customers by creating and maintaining a singular platform for contacts.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Individual Courses English

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.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Individual Courses English

Closing the Loop with Customers

Leverage ticketing and case management to rapidly prioritize and respond to customer feedback.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Workflows Individual Courses English

Capturing Customer Experience Metrics

Learn strategies for identifying the appropriate customer experience metrics to achieve your program goals and applying survey design best practices.

CustomerXM Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Individual Courses English

On-Demand Webinar - Level Up Your CX Program

Ready to take your CX program to new heights? Here’s your chance to see some of the advanced features in CustomerXM and how they can help you boost your CX program.

CustomerXM Live Training Free green-cx registered-flag On-Demand Articles Thought Leadership Individual Courses tile-category-on-demand-webinar

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.

CustomerXM Experienced User On-Demand Videos Free green-cx Dashboards Individual Courses English

Implementing Best Practices in Dashboard Design

Provide the optimal dashboard experience for your viewers by learning how to cater to your audience, utilize design principles, and other associated best practices.

xz-new CustomerXM Experienced User On-Demand Courses Free green-cx Dashboards English

Designing a Transactional Study

Develop a transactional study that listens to your customers at a specific touchpoint, and allows you to hone in on a particular event or stage in their experience with your organization.

CustomerXM Experienced User On-Demand Videos Free green-cx Individual Courses English

Mastering the XM Directory

Learn how to use the XM Directory to your advantage by organizing all of your respondent communications under one efficient system.

experience-customer CustomerXM Experienced User On-Demand Courses On-Demand Videos Free experience-default green-cx XM Directory Individual Courses English

Utilizing Frontline Feedback in Customer Experience

Learn how to create a Frontline Feedback Project and report on this feedback in your Dashboard.

CustomerXM Experienced User On-Demand Courses Free green-cx Individual Courses English

Relationship Health Program

Learn how to build the automated CX Relationship Health Program that enables organizations to continuously measure and manage the health of customer relationships.

CustomerXM Experienced User On-Demand Courses Free green-cx Workflows Dashboards Individual Courses English latest-courses

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.

CustomerXM Experienced User On-Demand Videos Free green-cx Individual Courses English

On-Demand Webinar - Maximizing ROI from your CX Dashboards & Insights

CX program success hinges on how well users can use and interpret their results to make decisions and close experience gaps. Learn how to leverage your CX program with Qualtrics in this hour long webinar.

CustomerXM On-Demand Videos Free XM Institute green-cx registered-flag On-Demand Articles Individual Courses English tile-category-on-demand-webinar XM Live

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.

CustomerXM Experienced User On-Demand Videos Free CoreXM DesignXM black-cm Text iQ / Stats iQ Individual Courses English

Using Text iQ to Analyze Comments

Analyze your text data with Text iQ to understand what matters most to your respondents and drive action.

CustomerXM level-1-xm New User Experienced User On-Demand Courses On-Demand Videos Free BrandXM ProductXM EmployeeXM CoreXM DesignXM Dashboards Text iQ / Stats iQ On-Demand Articles Individual Courses English latest-courses

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English

Reporting Survey Results with Results Dashboards

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 Dashboards are structured in Qualtrics, and how you can customize these to communicate findings.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Dashboards tile-category-certification Dashboard Viewer/Report Consumer

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.

CustomerXM Certifications level-1-xm Domo - QPE New User On-Demand Courses Free BrandXM EmployeeXM CoreXM DesignXM Individual Courses English