New Qualtrics Features, Success Stories, and Expanded Support

  • News

It has been a while since our last bulletin, and we have a fantastic lineup for you today with tons of important updates to share!

Qualtrics recently rolled out some great new workflow updates that you can dive into with the resources below. You will also find new and improved ways to add and display ticket data within your closed-loop system, making tracking easier. Plus, we have an absolute bang of a highlight story to share from DAS! We are celebrating Suzy Trotter for successfully launching four public forms into our new, improved Qualtrics system right on schedule.

We also have a fresh On-Demand Training Update focused on building custom internal approval steps directly inside your surveys. This is a game-changer for teams looking to manage workflows like purchasing requests or internal sign-offs. Finally, check out the brand-new Participant user role and learn how to book our newly extended one-on-one support sessions through the end of the year.

Dive in to see how these updates can make your daily work easier!

Special Session - Tuesday, July 21, 2026, Live Office Hour

We have an exciting learning opportunity on Tuesday, July 21, 2026: Qualtrics: Live Office Hours. We’ll feature a special session focused on the new product releases:  Workflow Versioning, Ticket Details and Highlights. 

The Qualtrics Technical Team will walk through:

  • Explain how Workflow Versioning helps you track changes and keep workflows organized.
  • Show how Ticket Details breaks information into clear sections for easier review.
  • Demonstrate how Ticket Highlights brings the most important metrics and comments to the top.

The demonstration will be recorded and posted on the Qualtrics Product Release pages and Qualtrics Playlist for future reference, but we encourage you to join live so you can ask questions. This session is helpful for anyone who works with workflows, manages tickets, or wants to learn how these new features can make daily work easier.

On-Demand Training Update: How to Build Approval Workflows in Qualtrics

Don't let the title fool you. This training has nothing to do with publishing a survey or internal review and approval process. Instead, it teaches you how to build your own custom approval steps directly inside your survey.

Many teams across the state have asked for ways to create their own approval paths in Qualtrics for projects like purchasing requests or internal sign-offs. With a little training and a clear understanding of your business needs, Qualtrics can easily handle that for you.

The Qualtrics Technical Team put together a great, user-friendly session that guides you through these steps. You can watch this recording, along with plenty of other valuable training videos, anytime on the Qualtrics On-Demand: Your Training, Your Time page.

Qualtrics CX Approval Workflows

This advanced‑friendly training covers:

Highlight Story

We want to showcase real success stories from our colleagues to highlight what is possible and celebrate their achievements.

Today we recognize Suzy Trotter and the Department of Administrative Services (DAS) for their thoughtful, determined, and forward‑looking use of Qualtrics to modernize four public application processes. What began as a required migration away from Google Forms evolved into a cleaner, more intuitive, and more sustainable system that improves both the applicant experience and internal workflows.

Agency: DAS - Department of Administrative Services
Creator: Suzy Trotter
Project: Capitol Complex Event Applications Migration

DAS moved from Google Workspace to Microsoft 365, which meant DAS could no longer use Google Forms for event applications. All forms had to be rebuilt in a new system by July 1, 2026, and the change had to be made without confusing people applying for events. Suzy had to recreate multiple forms, update instructions, test everything, and ensure the data remained accurate.

DAS chose Qualtrics because it could do more than simply replace the old forms. The new setup is cleaner, easier to use, and looks more professional. It also helps staff track applications more effectively, see what has been submitted, and communicate with applicants more efficiently.

To master the new platform quickly, Suzy took a proactive approach to learning by diving into training videos, attending open office hours, and leveraging targeted one-on-one project sessions to build the exact workflows DAS needed. 

Thanks to Suzy's dedication, the Capitol Complex Event Applications were successfully launched right on schedule, with zero disruption to public services.

Great job, Suzy and DAS.

Tell Us Your Story!

We’d love to hear your Qualtrics success stories. Share yours today!

Just fill out the form below to start sharing your success story with us!

Qualtrics Product Releases

We’re excited about the new feature enhancements Qualtrics released this month. They are definitely keeping us on our toes. As mentioned above, we have a special session on Tuesday, July 21, 2026, to go over these product releases. We also created a new landing page for both current and upcoming releases, so you have a place to stay informed. Take a look at the new listing page and the upcoming releases to see what’s coming next. We think you’ll be just as excited as we are. 

New Listing Page: Qualtrics Product Releases

This page shares the newest Qualtrics updates so Iowa agencies can easily see what’s new, what’s improved, and how the changes can help them in their work.

New Release: Workflow Versioning

Managing automated processes can be tricky, especially when multiple people are making edits or you need to update a complex workflow. The new Versions feature gives you complete control over your workflow history by allowing you to save specific iterations, track edits, and easily restore older setups if something goes wrong.

New Release: Ticket Highlight and Details

Managing your support and customer experience tickets just got much easier. A new enhancement allows you to organize your ticket data fields into clearly defined sections using custom headers. Additionally, you can now add a Ticket Highlights section right at the top of a ticket to surface the three most critical metrics and customer comments immediately. 

New Qualtrics Role: Introducing the Participant User Type

Managing your support and customer experience tickets just got much easier. Working alongside the Iowa Core Team and our Qualtrics CX Champion Program Governance Committee, we are thrilled to introduce the Participant user role. This addition was created to serve our agencies' needs better and was developed in response to insightful feedback from our CX Champions. We are currently updating our ServiceDesk Plus process to better align with your access request needs. We’ll provide a more detailed update once additional information is available.

For a closer look at what the Participant, Standard, and Advanced roles can do, please see the resources listed below:

2-Minute Tips

Applying Filters in Qualtrics Survey Data Segment

Filters in the Qualtrics Data and Analysis tab allow you to narrow your view of responses based on specific criteria. You can filter by question answers, embedded data, demographics, metadata, or any combination of conditions. This helps agencies better understand different groups of respondents, isolate patterns, and run cleaner analyses.

What are Filters in Data and Analysis?

The Data and Analysis page is where you view, search, and manage your raw survey responses. Qualtrics lets you apply filters to temporarily hide data you do not need so you can focus strictly on the responses that meet specific criteria. Filtering changes your immediate view, but it does not alter, delete, or permanently edit your original dataset.

Visit Applying Filters in Qualtrics Survey Data Segment to access all resources, including the Qualtrics Support article and the short 2‑minute video.

Learn, Ask, and Connect: We've Extended Our Office Hours and Personalized Support!

We're so excited to share that Qualtrics CX Office Hours and our 1:1 support sessions will now be available through December 31, 2026! Feel free to drop by our regular Office Hours every Tuesday and Thursday, or, if you prefer, book a private 30-minute chat with the team.

Next Steps: To make sure you can make it, please remember to save the time on your calendar. You can find all the meeting details and links by visiting the Qualtrics Office Hours and Training Classes page.

Additional Resources and Support

  • If you missed earlier bulletins, you can find them on the Qualtrics Bulletins listing page.
  • We provide several support options to help you. These include On-Demand Training, Basecamp, one-on-one sessions, Office Hours, and many other resources.
  • You can access all of these on the Qualtrics Training and Support page.