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Qualtrics Quick Start

We've put together this collection of short videos to help you learn the basics of Qualtrics and get to know important features and concepts.

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Qualtrics Product Paths

Take your Qualtrics product knowledge to new heights with these beginner to advanced learning paths covering the product and industry areas of interest.

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Using advanced text analytics through Omnichannel Experience Management? Migrated from the Clarabridge platform? Discover the power of bridging structured and unstructured feedback, enriched with sentiment, effort, & emotion, and uncover areas to take action and improve your customer experience.

How to Launch a Successful CX Program

Build a high-impact Qualtrics Customer Experience program from the ground up. This path covers relationship surveys, transactional surveys, automated workflows, and more. You’ll learn to capture real-time insights, increase NPS/CSAT, and prevent churn through actionable CX dashboards.

How to Set Up CX Workflows

Configure event-based workflows in Qualtrics to automatically alert the right teams when customer satisfaction drops, a support case goes unresolved, or a promoter identifies an opportunity.

CustomerExperience English Quick Start Connect & integrate L2: Initiate Build surveys & programs Intermediate Settings and Configuration

How to Launch a Relationship Survey

Build and distribute a relationship survey that establishes a baseline NPS or CSAT metric, using Qualtrics survey builder, embedded data, and email distribution workflows.

CustomerExperience English Beginner Course L1: Investigate Acting on feedback Build surveys & programs

How to Launch a Transactional Survey

Design and distribute transactional surveys for post-purchase and post-support touchpoints using event-based workflows, enabling in-the-moment feedback collection that drives service recovery and reduces churn.

CustomerExperience English Course L1: Investigate Build surveys & programs Intermediate Settings and Configuration

How to Set up a CX Program Hub

Create a centralized CX Program Hub in Qualtrics that brings together all your feedback channels, dashboards, and workflows in one place—giving your team immediate visibility into program performance.

CustomerExperience English Quick Start Beginner Connect & integrate Start from the beginning L2: Initiate Build surveys & programs

Closing the Loop with Customers

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

CustomerExperience Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Workflows Individual Courses English Ticketing Beginner Course Certification Acting on feedback L3: Mobilize

Implementing a Digital Feedback Program

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

experience-customer CustomerExperience Experienced User On-Demand Videos Free CoreXM DesignXM green-cx Digital Feedback Individual Courses English StrategyResearch Beginner Course L2: Initiate Build surveys & programs

Creating Customer Experience Dashboards

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

CustomerExperience Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Dashboards Individual Courses English Create dashboards and reports Beginner Course Certification L3: Mobilize

AI Feature Focus: Transform Basic Responses into Detailed Insights with Response Clarity Validation

Learn how to turn on Response Clarity validation in surveys.

CustomerExperience New User EmployeeExperience English Quick Start StrategyResearch MMC: Listen MMC: Understand Basic User ML: Initiate ML: Mobilize Intermediate User QualtricsPlatform New to Qualtrics L3: Mobilize Build surveys & programs Intermediate

How to Use Text iQ to Analyze Comments

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

CustomerExperience level-1-xm New User Experienced User On-Demand Courses On-Demand Videos Free BrandXM ProductXM EmployeeExperience CoreXM DesignXM Dashboards Text iQ / Stats iQ On-Demand Articles Individual Courses English latest-courses StrategyResearch QualtricsPlatform Beginner Course Analyze data L4: Scale

How to Set Up CX Workflows

Configure event-based workflows in Qualtrics to automatically alert the right teams when customer satisfaction drops, a support case goes unresolved, or a promoter identifies an opportunity.

CustomerExperience English Quick Start Connect & integrate L2: Initiate Build surveys & programs Intermediate Settings and Configuration

How to Launch a Relationship Survey

Build and distribute a relationship survey that establishes a baseline NPS or CSAT metric, using Qualtrics survey builder, embedded data, and email distribution workflows.

CustomerExperience English Beginner Course L1: Investigate Acting on feedback Build surveys & programs

How to Launch a Transactional Survey

Design and distribute transactional surveys for post-purchase and post-support touchpoints using event-based workflows, enabling in-the-moment feedback collection that drives service recovery and reduces churn.

CustomerExperience English Course L1: Investigate Build surveys & programs Intermediate Settings and Configuration

How to Set up a CX Program Hub

Create a centralized CX Program Hub in Qualtrics that brings together all your feedback channels, dashboards, and workflows in one place—giving your team immediate visibility into program performance.

CustomerExperience English Quick Start Beginner Connect & integrate Start from the beginning L2: Initiate Build surveys & programs

Closing the Loop with Customers

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

CustomerExperience Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Workflows Individual Courses English Ticketing Beginner Course Certification Acting on feedback L3: Mobilize

Implementing a Digital Feedback Program

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

experience-customer CustomerExperience Experienced User On-Demand Videos Free CoreXM DesignXM green-cx Digital Feedback Individual Courses English StrategyResearch Beginner Course L2: Initiate Build surveys & programs

Creating Customer Experience Dashboards

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

CustomerExperience Certifications Domo - CXE Experienced User On-Demand Courses Free green-cx Dashboards Individual Courses English Create dashboards and reports Beginner Course Certification L3: Mobilize

AI Feature Focus: Transform Basic Responses into Detailed Insights with Response Clarity Validation

Learn how to turn on Response Clarity validation in surveys.

CustomerExperience New User EmployeeExperience English Quick Start StrategyResearch MMC: Listen MMC: Understand Basic User ML: Initiate ML: Mobilize Intermediate User QualtricsPlatform New to Qualtrics L3: Mobilize Build surveys & programs Intermediate

How to Use Text iQ to Analyze Comments

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

CustomerExperience level-1-xm New User Experienced User On-Demand Courses On-Demand Videos Free BrandXM ProductXM EmployeeExperience CoreXM DesignXM Dashboards Text iQ / Stats iQ On-Demand Articles Individual Courses English latest-courses StrategyResearch QualtricsPlatform Beginner Course Analyze data L4: Scale