Welcome to the latest Qualtrics bulletin! We're leading with our October 27 training, because we are covering a lot that morning: the new AI review report, service accounts, the sensitive data policy, the review and approval process, and a new way to republish. In this bulletin, we cover where to find your Survey ID, two new 2-Minute Tips on ticket attachments and workflow alerts, and how to share a Qualtrics success story of your own.
Mark Your Calendar: Review and Approval Process Training
This is the big one. We are covering a lot of ground in two hours, and most of it is the kind of thing that comes up in your questions every week.
- Date: Tuesday, October 27, 2026
- Time: 10:00 a.m. to 12:00 p.m.
- Format: Virtual via Microsoft Teams
What we'll cover:
- The new AI review report
- What a service account is, and why you would want one
- The sensitive data policy and what it means for your surveys
- The review and approval process, walked through again from the start
- How to republish, including a first look at a new, easier way
- Best practices and the most common mistakes we see
If you have been meaning to ask us about any of these, this is the session to be in. Bring your questions.
You can find all the event details by visiting Review and Approval Process Training: Best Practices and New Republishing Steps.
Know Your Survey ID, Because We're Going to Ask
It is the first question we ask when you bring us a problem. Knowing where to find your Survey ID turns a few rounds of back and forth into a single message.
A Survey ID is the unique code assigned to each survey in Qualtrics. It always begins with SV_, and it shows up right in the URL. Our guide shows you exactly where to look in three different views: the Survey Builder, the Preview, and your published survey.
Having it ready means we can go straight to your survey instead of asking which one you mean and waiting for a reply. It also helps you search for your own surveys inside the platform.
Visit Locate my Survey ID to see where to find it in each view.
2-Minute Tips
How Ticket Attachments Keep Request Files Together
Ticket Attachments is a feature in Qualtrics that lets you upload files directly to a ticket, so documents, screenshots, and photos stay with the record instead of scattered across email threads.
Example: A constituent submits a damage claim form with a photo of the damage. The response creates a ticket, and the reviewer adds the inspection report and the signed approval to that same ticket. Every document tied to the claim lives on the record.
Benefits of using ticket attachments:
- One source of truth: Everything tied to a request lives on the ticket
- Better handoffs: Escalations and coverage do not lose context
- Simpler auditing: Supporting documents sit on the record, not in a mailbox
- Fewer dead ends: Anyone with view access can open the same files
Keep the limits in mind as you plan: up to 10 files per ticket, and 25MB per individual file. If a request needs more than 10 files, ZIP is an allowed file type, so you can bundle them and upload a single file instead.
Visit How Ticket Attachments Keep Request Files Together to access all resources, including step-by-step instructions, scenarios where attachments help most, and the Qualtrics Support article.
How Workflow Notifications and History Catch Silent Failures
Workflow Notifications and Workflow History are two Qualtrics features that work as a pair. Notifications tell you the moment a workflow fails, and Run History and Revision History tell you what went wrong and who changed what.
Example: A scheduled export stops arriving. Instead of hearing about it from a frustrated colleague a week later, a notification lands in your inbox naming the workflow and the task that failed. You follow the link to Run History, expand the run, and Revision History shows a teammate edited that task last Tuesday. You have your answer in a few clicks instead of guessing.
Benefits of using notifications and history:
- Find out first: Alerts arrive by email and in the product feed, naming the workflow and the failed task
- See what actually ran: Every trigger is logged with its date, owner, and status
- Pinpoint the failure: Expand a run to see which specific task failed and why
- Know who changed what: Revision History records the user, the edit, and the date
- Faster support: Each run carries an ID you can hand to Qualtrics Support
Keep the limits in mind as you plan: run and revision history is kept for only 30 days after a workflow is triggered, so troubleshoot promptly.
When we review and approve a new project, we confirm that notifications are turned on for the survey creator. After that it is up to you, because Qualtrics sends the alert to the recipients on the workflow, not to our team. If a workflow fails and you are not sure what to do next, bring it to Qualtrics Office Hours and Training Classes or use ServiceDesk Plus to request help while the run history is still there.
Visit How Workflow Notifications and History Catch Silent Failures to access all resources, including step-by-step instructions for both features and the Qualtrics Support articles.
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.
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.
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!