Welcome to the latest Qualtrics bulletin! We're celebrating agencies learning from each other, rolling out a new one-stop hub for Qualtrics guides and best practices, launching a new Survey Methodology training, and marking your calendar for an upcoming Review and Approval Process training.
The Best Kind of Learning: Agencies Sharing With Agencies
It's been a busy season. Our favorite moments lately didn't come from us. During this week's Thursday Office Hour, we watched DIAL and DOC swap ideas and compare notes on their projects. Two agencies, sharing ideas with each other in real time.
This is exactly what this program is about. It was never just about us handing down guidance. It's about you learning from each other. If you have a Qualtrics win, big or small, we'd love to help you share it.
Don't forget, you can browse past wins anytime on our Qualtrics Highlight Stories page. It's worth a visit, we've got a lot of great stories there.
More of this, for sure.
Tell Us Your Story!
We'd love to hear about your Qualtrics project. Share yours today!
To be clear: this isn't only about putting you in the spotlight (ha ha), though it is definitely a chance to get you recognized. It's also for everyone else who can learn from what you built. We always ask for your approval before we post anything publicly. If that was holding you back, now you know. Submit your success story today.
New Guide: Qualtrics Guides and Best Practices
This new page brings our key Qualtrics guides together in one place. It's a work in progress, and we'll keep adding to it. There's already plenty here to help you.
Bookmark this page. As we publish new guides, this is where you'll find them.
Refreshed: Qualtrics CX Survey 101 Training Video
We've refreshed the Qualtrics CX Survey 101 training video, updated since October 2025. Watch it anytime on the Qualtrics On-Demand Training page.
This beginner training covers the core survey-building tools, common question types, and best practices for design, branding, and accessibility.
Whether you're new to building surveys in Qualtrics CX, or just want a refresher, this is a great place to start. You'll find our full on-demand video library there too.
New Training: Qualtrics CX Survey Methodology
We're adding a new topic to our on-demand training: Qualtrics CX Survey Methodology. It covers the best ways to write survey questions that get good data.
What's covered:
- Survey vs. Form: know which one you're building, and why it changes your approach
- Plain, specific language: keep questions short, clear, and free of jargon
- Avoid double-barreled questions, so people know exactly what you're asking
- Use open-text questions sparingly (1-2 per survey)
- Likert scale tips: keep the order consistent, include a neutral option, and recode values for analysis
Did You Know? You Can Track Where Your Survey Stands
Many of you have projects in testing, or moving through Quality and Security review right now. Did you know there's a dashboard that shows exactly where your survey stands in the Review and Approval Process?
The CX Studios and Review and Approval Dashboards page shows you how. Creators can see surveys waiting for review and what's left to do. Approvers get their own dashboard to manage their queue. No more wondering where things stand, it's right there.
Mark Your Calendar: Review and Approval Process Training
Date: Tuesday, October 27, 2026
Time: 10:00 a.m. – 12:00 p.m.
Format: Virtual via Microsoft Teams
Join us for a closer look at the Review and Approval Process. We'll cover best practices, the most common mistakes we see, and a first look at a new, easier way to republish surveys.
You can find all the event details by visiting Review and Approval Process Training: Best Practices and New Republishing Steps.
A Quick Ask: Office Hours and 1:1s for How-To and Program Questions
We've been busy lately, and we love it. Keep the questions coming, we're here to support you.
That said, please bring your how-to questions, program questions, or anything in between to Office Hours or a 1:1 booking, instead of one-off messages, if possible. Here's why it matters: some questions need more than a quick reply, and Office Hours and 1:1s give us the time to actually dig in with you. We don't always have the answer off the top of our heads, but between our team and Qualtrics's Technical Success Managers, we can almost always find one, and we've got some fun, creative ways of getting that answer back to you.
We've seen an increase in questions in this area lately, and we're working on the best way to address it. If you have feedback or ideas, please send them to Jessica Van Heuveln.
Tuesdays with Qualtrics: New Release Spotlight
Tuesdays with Qualtrics: New Release Spotlight runs the second Tuesday of every month from 10:00 to 10:30 a.m. via Microsoft Teams. After each demo, we host open office hours, a safe space where participants can ask Qualtrics questions and receive live support.
Upcoming sessions:
- October 13, 2026
- November 10, 2026
- December 8, 2026
Find all the event details by visiting Tuesdays with Qualtrics: New Release Spotlight.
Coming Soon: Review and Approval and ServiceDesk Plus Improvements
We're improving both the Review and Approval process and ServiceDesk Plus ahead of an October training. The process itself will stay largely the same, but expect cleaner communication, more transparency on feedback, and more info on our new AI template review resource, which helps catch common survey mistakes before you submit.
You'll also see updates to ServiceDesk Plus requests and templates. One easy way to help us help you: learn how to locate your Survey ID, one of the most important identifiers we use, and include it any time you submit a request.
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, including 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.
Thank you!