Configuring Your EX Project
Configuring Your EX Project
Create an engaging employee experience project by discovering how to build projects, questions types, and how to use basic logic.
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
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
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
Automating Lifecycle Follow Ups
Automating Lifecycle Follow Ups
Notify your team when an employee lifecycle touchpoint requires follow-up by utilizing Actions & Tasks.
FREE
4 min
sections-1experience-employeeFilters and ToolsAction ConditionsEmail TasksFiltersAction PlanningEmail tasksInteracting with tasks
Collecting EX Feedback
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
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
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
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
Configuring Your CoreXM Project
Configuring Your CoreXM Project
Develop a comprehensive research project by learning how to create questions and answer choices as well as how to apply basic logic to them.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Designing a World-Class Brand Tracking Study
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
sections-3experience-research
Becoming an Effective Brand Administrator
Becoming an Effective Brand Administrator
Learn about the skills and tools that will help you manage your organization’s Qualtrics users.
FREE
30 min
sections-6experience-research
Designing Engagement Dashboards to Drive Change
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
28 min
sections-4experience-employee
Launching Your Engagement Survey
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
sections-4experience-employee
Designing Your Engagement Survey
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
sections-3experience-employee
Increasing Workplace Productivity with Qualtrics
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
sections-3experience-research
Designing a Relational Study
Designing a Relational Study
Develop a relational study that aids your organization in better understanding the ongoing relationships that customers have with you and what drives them.
FREE
38 min
sections-4experience-customerCustomer ExperienceCustomerXMCX MethodologyCX Best PracticesStakeholderRelational StudyLaunching a StudyRetentionUnderstanding CustomersCustomer Needs
Building And Distributing a CX Survey
Building And Distributing a CX Survey
Learn how to build and distribute a study so that customers have the opportunity to voice their perceptions and feelings about your organization.
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
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
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
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
sections-5Outer LoopOuter Loop FeedbackCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesClosed-Loop FeedbackClosing the Loop
Sampling the Right Audience
Sampling the Right Audience
Ensure you distribute your survey to the optimal number of respondents from the right audience so you can be confident in your data.
FREE
30 min
sections-4experience-researchxz-new
Driving Response Rates
Driving Response Rates
Obtain the data you need by implementing survey design and distribution methods that drive high response rates.
FREE
27 min
sections-4experience-researchxz-new
Minimizing Survey Fatigue and Bias
Minimizing Survey Fatigue and Bias
Implement survey design best practices to collect high quality data by minimizing bias and respondent survey fatigue.
FREE
33 min
sections-5experience-researchxz-new
Applying Best Practices in Questionnaire Design
Applying Best Practices in Questionnaire Design
Master the art of survey building by implementing fundamental best practices that all researchers must know in order to collect high quality data.
FREE
28 min
sections-4experience-researchxz-new
Designing a Research Process
Designing a Research Process
Guide your organization towards insights by breaking down problems to define research questions that can be solved with Qualtrics.
FREE
16 min
sections-3experience-researchxz-new
Building and Sharing a Dashboard
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
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
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
sections-5experience-customerCreating Dashboard PagesDashboard AccessCXCX MethodologyCX Best PracticesDashboard DesignExecutive Dashboard
Implementing Inner Loop Feedback Systems
Implementing Inner Loop Feedback Systems
Ensure program success by driving operational change at the frontline and enabling employees to act quickly on customer feedback.
FREE
41 min
sections-4experience-customerAction ConditionsTicket TasksVisualizationsVisualization TypesWidget TypesDashboard CreationDashboard AccessWidgetsCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesSharing DashboardsDashboard DesignInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop
Designing Inner Loop Feedback Systems
Designing Inner Loop Feedback Systems
Learn how to design closed-loop feedback programs that ensure the right employees follow up with customers at every crucial moment in their journey.
FREE
39 min
sections-4experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best PracticesDashboard DesignInner LoopClosed-Loop FeedbackInner Loop FeedbackClosing the Loop
Using Stats iQ to Analyze Data
Using Stats iQ to Analyze Data
Use Stats iQ to explore your customer data, discover relationships between drivers, and create new variables.
FREE
41 min
sections-4experience-customerVariable TypeVisualization TypeVisualizationsKey VariablesFiltersBucketing Variable CreationLogic Variable CreationVisualization TypesCustomerXMCXCX Best PracticesStats iQ
Introducing Closed Loop Feedback
Introducing Closed Loop Feedback
Discover an integral part of best-in-class CX programs by learning what constitutes a successful and systematic closed-loop feedback process.
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
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
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
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
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
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
sections-2experience-employeexz-new
Designing Your Onboarding Survey
Designing Your Onboarding Survey
Gather onboarding experience insights by collecting relevant metrics, asking the right questions, and avoiding survey bias.
FREE
30 min
sections-3experience-employeexz-new
Launching Your Exit Survey
Launching Your Exit Survey
Keep employees longer at your organization by triggering an exit survey before they leave to identify the key reasons for attrition.
FREE
22 min
sections-2experience-employeexz-new
Designing Your Exit Survey
Designing Your Exit Survey
Find out why employees are leaving the organization and reduce attrition rates by collecting relevant metrics, asking the right questions, and avoiding survey bias.
FREE
35 min
sections-4experience-employeexz-new
Introduction to PX Research
Introduction to PX Research
Discover how including customer feedback can help design products your customers want, iterate feature improvements, and build loyal customers.
FREE
14 min
sections-3experience-researchxz-new
Prioritizing Ideas
Prioritizing Ideas
Learn how to identify and prioritize product ideas to improve your organization's offering.
FREE
26 min
sections-3experience-researchMaxDiff AnalysisCard Sort AnalysisNeeds-Based Analysis
Defining Concepts with Conjoint
Defining Concepts with Conjoint
Learn how to inform your product's development with conjoint analysis prior to building to customer specifications.
FREE
36 min
sections-5experience-researchConjointSimulator
Refining Through Concept Testing
Refining Through Concept Testing
Elevate your product concepts to best optimize them to match the needs of your customers and inform your go-to-market strategy.
FREE
16 min
sections-4experience-researchConcept Test
Preparing Your Product for Launch
Preparing Your Product for Launch
Learn how to ready your product for launch by getting feedback on naming ideas, optimizing pricing, and testing your ads.
FREE
25 min
sections-4experience-researchGabor GrangerConjointVan Westendorp
Establishing a Product Design Feedback Cycle
Establishing a Product Design Feedback Cycle
Create an iterative product design cycle at your company and capture actionable feedback for ongoing product improvements.
FREE
10 min
sections-4experience-research
Architecting Your Employee Feedback Program
Architecting Your Employee Feedback Program
Prioritize and measure key touchpoints along the employee lifecycle to maximize the value your employees bring to the organization.
FREE
13 min
sections-2experience-employeexz-new
Operating and Enhancing the Program
Operating and Enhancing the Program
Continuously monitor the results of your CX program and look for ways to make adjustments and drive increasing levels of value for your organization.
FREE
23 min
sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Evolving Your Team
Evolving Your Team
As CX programs evolve, so will the capabilities required of the CX team. Learn the new skills needed and how to federate your efforts across the organization.
FREE
9 min
sections-2experience-customerxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Evolving Your Organization
Evolving Your Organization
Learn how to evolve your organization by making the case, managing change, and holding people accountable to ensure the success of your CX program.
FREE
9 min
sections-2experience-customerxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Evolving Your Program
Evolving Your Program
Learn the six trends for redefining your CX program and the basic and advanced capabilities to support them. Complete an assessment to identify your programs strengths and opportunities.
FREE
22 min
sections-2experience-customerxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
State of CX Programs Today
State of CX Programs Today
Examine the strengths and weaknesses of CX programs and how programs are evolving to meet the business needs of organizations.
FREE
9 min
sections-2experience-customerxz-newCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Rolling Out the Program
Rolling Out the Program
Implement the program by putting the necessary structures, tools, and processes into place.
FREE
25 min
sections-3experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Designing the Program
Designing the Program
Create a program capable of generating meaningful insights, and then use those insights to identify customer pain points, prioritize improvement opportunities, and drive company-wide action.
FREE
28 min
sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Building the Team
Building the Team
Establish a core CX team and governance structure to drive coordinated, customer-centric change across the organization.
FREE
8 min
sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Making The Case For CX
Making The Case For CX
Gain organizational buy-in for your program by sharing the strategic and business rationale for improving the experience you deliver to customers.
FREE
21 min
sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Defining Customer Experience
Defining Customer Experience
Ground your CX program in a shared understanding of what customer experience is and how organizational dynamics affect the way companies treat their customers.
FREE
29 min
sections-2experience-customerCustomer ExperienceCustomerXMCXCX MethodologyCX Best Practices
Configuring Your 360 Project
Configuring Your 360 Project
Create a multi-rater feedback project by discovering how to build projects, question types, and how to use basic logic.
FREE
22 min
sections-3experience-employeeMy Project PageText Entry QuestionCustom ValidationMatrix Table QuestionPiped TextMultiple Choice QuestionDisplay LogicPreview SurveySkip LogicAutomatic ChoicesQuestion RandomizationCarry ForwardSlider QuestionRank Order QuestionSide by Side QuestionSurvey PublishingQuestion Rich Content EditorRecode ValuesVariable Namingxz-new
Customizing Your 360 Project
Customizing Your 360 Project
Explore the advanced tools and features that allow you to tailor the assessment experience of your respondents and improve your response collection.
FREE
8 min
sections-2experience-employeeBlocksSurvey Termination OptionsScoringEnd of SurveyBranch LogicScoring CategoriesSurvey Flow
Finalizing Your 360 Project
Finalizing Your 360 Project
Ensure an optimal assessment experience for your participants by styling, translating, and reviewing your project.
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
Collecting 360 Feedback
Learn how to manage your participants and communicate with them to launch response collection.
FREE
20 min
sections-2experience-employeeEmail DistributionEvaluator OptionsReportsEvaluator ManagementAccess PortalsSubject OptionsEvaluationsEvaluator NominationsSubject ManagementParticipant ListNomination CriteriaInstruction MessagesInvite EmailsMessages OptionsReminder MessagesParticipant Portal
Understanding Your 360 Feedback
Understanding Your 360 Feedback
Learn how to interpret your response data and better prepare for reporting by managing responses, using filters, and exporting raw data.
FREE
9 min
sections-2experience-employeeImportsResponses In ProgressExport OptionsData ImporterData Table FilterRecorded ResponsesData TableResponse Editing
Analyzing and Reporting Your 360 Feedback
Analyzing and Reporting Your 360 Feedback
Ensure the quality of your data and then display it in individualized, easily digestible subject reports for your employees.
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?
¿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?
¿Cómo configurar su proyecto?
Desarrolle un proyecto de investigación integral aprendiendo a crear preguntas y opciones de respuesta, así como también lógica básica.
FREE
32 min
español
¿Cómo personalizar su proyecto?
¿Cómo personalizar su proyecto?
Explore las herramientas y características avanzadas que le permiten personalizar la experiencia de la encuesta de sus encuestados y mejorar la recopilación de respuestas.
FREE
29 min
español
¿Cómo finalizar su proyecto?
¿Cómo finalizar su proyecto?
Aprenda a optimizar las experiencias de encuesta de sus participantes compartiendo, traduciendo y dando estilo a sus proyectos.
FREE
23 min
español
¿Cómo entender sus comentarios?
¿Cómo entender sus comentarios?
Explore las diferentes formas de ver y organizar sus datos a través de la administración de resultados, la recodificación de valores y la exportación de respuestas.
FREE
21 min
español
¿Cómo analizar sus comentarios?
¿Cómo analizar sus comentarios?
Administre su conjunto de datos facilitando el análisis por medio de filtros, exportando datos crudos, usando de Stats iQ y Text iQ, editando respuestas y creando nuevas variables.
FREE
44 min
español
¿Cómo informar sus datos y respuestas?
¿Cómo informar sus datos y respuestas?
Personalice las visualizaciones de datos con gráficos y tablas que muestren datos agregados en un informe completo y compartible.
FREE
7 min
español
Managing the XM Directory
Managing the XM Directory
Learn how to use the XM Directory to your advantage by organizing all of your respondent communications under one efficient system.
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
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
sections-4experience-customerCreative OptionsIntercept OptionsWebsite Feedback StatsWebsite Feedback CodeMultiple Action SetsEditing the Creativexz-newCustomerXMCXCX MethodologyCX Best PracticesInterceptCreativeMobile App FeedbackDigital Feedback
Sending and Automating Survey Distributions
Sending and Automating Survey Distributions
Send feedback requests to your customers through multiple channels and learn how to save time by automating your program.
FREE
54 min
sections-3experience-customerSurvey Invitation via SMSAnonymous LinkEmail DistributionDistribution Metrics2-Way SMSxz-newCustomerXMCXAccess CodeSMS DistributionAutomating DistributionsAutomating Emails
Examining Data with Crosstabs
Examining Data with Crosstabs
Learn to use Qualtrics' cross-tabulation tool to identify key relationships in your data
FREE
20 min
sections-4experience-customerexperience-researchExport OptionsFiltersWorkspace ManagementVariable SettingsAnalyzing Feedback
X42020: Incorporating Customer Feedback into Product Development
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
CustomerXM Expert Certification Exam - $500 USD
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
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
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
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
Certificationlevel-1-xm
Becoming an Effective EX Administrator
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
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
experience-customerDomo - CXE
Capturing Customer Experience Metrics
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
Closing the Loop with Customers
Leverage ticketing and case management to rapidly prioritize and respond to customer feedback.
FREE
1 H 3 MIN
experience-customerDomo - CXE
Managing a Customer Directory for Distribution
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
experience-customerDomo - CXE
Visualizing Customer Experience Data
Visualizing Customer Experience Data
Build effective dashboards that visualize your CX data and inspire stakeholders to take action.
FREE
3 H 42 MIN
experience-customerDomo - CXE
Analyzing Text Responses
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
experience-customerDomo - CXE
Introducing Employee Experience Programs
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
experience-employeeDomo - EXE
Managing Participants
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
experience-employeeDomo - EXE
Distributing Projects
Distributing Projects
Effectively communicate with your employees to emphasize the value of their feedback and enhance employee listening.
FREE
40 min
experience-employeeDomo - EXE
Exploring and Analyzing Data
Exploring and Analyzing Data
Organize and analyze your collected data to uncover new employee insights.
FREE
35 min
experience-employeeDomo - EXE
Reporting Dashboard Data
Reporting Dashboard Data
Strategically present your employee feedback to highlight areas of improvement and drive meaningful action.
FREE
1 H 55 MIN
experience-employeeDomo - EXE
Experience Management: A Brief Introduction
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
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
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
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
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
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
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
experience-researchDomo - CME
Customizing Survey Experiences
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
experience-researchDomo - CME
Distributing to Your Target Audiences
Distributing to Your Target Audiences
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
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
sections-3experience-researchDomo - CME
Reporting on Your Insights
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
EXプロジェクトを作成する
EXプロジェクトを作成する
プロジェクト、質問タイプ、及び、簡単なロジックの構築方法を学ぶことで、効果的な従業員エンゲージメントプロジェクトを作成する
FREE
30 min
japanese
EXプロジェクトをカスタマイズする
EXプロジェクトをカスタマイズする
各従業員向けにアンケート体験をカスタマイズする設定方法を学ぶことで、アンケートの回答率を高めます
FREE
4 min
japanese
プロジェクトを完成させる
プロジェクトを完成させる
従業員に最適なアンケート体験を提供する為にアンケートのローカライゼーションとスタイリングについて学ぶ
FREE
18 min
japanese
EXフォローアップを自動化する
EXフォローアップを自動化する
アクションを使ってフォローアップが必要な場合に通知を自動化する
FREE
5 min
japanese
EXアンケート回答を収集する
EXアンケート回答を収集する
アンケートを参加者に効率的に通知、配信、および管理する方法を学ぶことにより、アンケート回答率を高めます
FREE
41 min
japanese
EXアンケートの回答データを理解する
EXアンケートの回答データを理解する
回答データの管理、フィルターの使用、エキスポートをすることによりデータ分析と解釈方法について学ぶ
FREE
11 min
japanese
EXアンケートの回答データを分析する
EXアンケートの回答データを分析する
データと分析タブの利用方法と、テキストIQを使ったアンケートデータの最大限の活用方法を確認する
FREE
25 min
japanese
EXアンケート結果をダッシュボードで表示する
EXアンケート結果をダッシュボードで表示する
チャート、グラフ、およびテーブルの作成方法を学ぶことにより、結果のダッシュボードを作成し、組織全体に共有します
FREE
53 min
japanese
Introduction to Experience Management
Introduction to Experience Management
Gain an introduction to the discipline of experience management (XM), learn about how humans process experiences, and explore the critical capabilities XM enables in organizations.
FREE
39 min
The XM Operating Framework
The XM Operating Framework
Dive deeper into the XM Operating Framework to learn about the 6 XM competencies and 20 XM skills, the four characteristics of an XM culture, and the essential capabilities of XM technology.
FREE
52 min
Maturing Your XM Program
Maturing Your XM Program
Learn about the five stages of XM maturity, recommendations for maturing an XM program through each stage, and how XM expands across an organization through XM Diffusion Cycles.
FREE
20 min
CXプロジェクトを完成させる
CXプロジェクトを完成させる
顧客に最適なアンケート体験を提供する為にアンケートのローカライゼーションとスタイリングについて学ぶ
FREE
17 min
japanese
CXプロジェクトを作成する
CXプロジェクトを作成する
プロジェクト、質問タイプ、及び、簡単なロジックの構築方法を学ぶことで、効果的なアンケートプロジェクトを作成する
FREE
30 min
japanese
CXプロジェクトをカスタマイズする
CXプロジェクトをカスタマイズする
顧客タイプに応じてアンケート体験をカスタマイズする設定方法を学ぶことで、アンケートの回答率を高めます
FREE
11 min
japanese
CXフォローアップを自動化する
CXフォローアップを自動化する
アクションを使ってフォローアップが必要な場合に通知を自動化する
FREE
7 min
japanese
CXアンケート回答を収集する
CXアンケート回答を収集する
アンケートを参加者に効率的に通知、配信、および管理する方法を学ぶことにより、アンケート回答率を高めます
FREE
41 min
japanese
CXアンケートの回答データを理解する
CXアンケートの回答データを理解する
回答データの管理、フィルターの使用、エキスポートをすることによりデータ分析と解釈方法について学ぶ
FREE
13 min
japanese
CXアンケートの回答データを分析する
CXアンケートの回答データを分析する
データと分析タブの利用方法と、テキストiQを使ったアンケートデータの最大限の活用方法を確認する
FREE
106 min
japanese
Product Webinar - CustomerXM Getting Started
Product Webinar - CustomerXM Getting Started
This webinar is designed to develop an introductory understanding of the CustomerXM platform. Learn how to set up your customer experience program and survey.
FREE
Product Webinar - CoreXM Getting Started
Product Webinar - CoreXM Getting Started
This webinar is designed for anyone new to Qualtrics. Develop a basic understanding of the CoreXM platform by watching one of our senior product specialists explain the survey building process.
FREE
Product Webinar - CoreXM Best Practices
Product Webinar - CoreXM Best Practices
This webinar will help you navigate the many possible design options available in Qualtrics, and share tips and tricks (including javascript) for improving the visual design of your survey.
FREE
EXエンゲージメント・パルスにおける2回目以降のプロジェクトの準備方法
EXエンゲージメント・パルスにおける2回目以降のプロジェクトの準備方法
FREE
47 min
japanese

Choose Your Experience

 

CoreXM

CustomerXM

EmployeeXM

BrandXM

ProductXM

Institute

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