Qualtrics to Complete Transition to New Experience Effective June 1

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New Qualtrics UI starting June 1

Qualtrics introduced a new design for its survey builder, project creation, platform navigation, and line/bar charts in the XM Platform back in March. While users have been able to switch between the old and new designs, effective June 1, 2021, they will not have the option of opting out of the new Qualtrics experience.

 

Survey Builder Updates

Survey Builder Image example

The Survey Editor will now be called the Survey Builder. While some elements will be moved, all existing capabilities will remain in the platform. These updates intend to make the survey building experience easier to navigate and more intuitive, especially for first-time users.

  • New survey builder navigation to match the new global navigation.
  • New question builder UI which includes:
    • All question types
    • Simplified UI for question configuration
      • Single entry point for features
      • Configuration panel on the left
      • Top level configurations visible without scrolling
      • Updated “Edit multiple” UI
    • Simplified UI for block configuration
      • Consistent pattern used for block and question configuration
  • Drag and drop functionality to move questions and blocks
  • New survey configuration UI that combines survey options and tools where applicable
  • Improved clarity on when project is auto-saved, is in draft mode or is published
  • Updated section of Survey Builder will now be accessible

Visit the New Survey Builder Basic Overview page for more information.

Introduction to the New Survey Builder - Brief Overview Video (1:41)

Catalog

Formerly known as the “Create New” projects and actions UI, most functionality from the old “Create New” UI is still available. However, the “Recents/Favorites” sidebar is being changed. Recents are still available as a collection near the top of the Catalog’s front page, while favorites is being deprecated at this time as Recents is servicing much of the same purpose in allowing users who have frequently used offerings quick access to them. This update will help users more easily discover all of the functionality available to them.

The following updates will be made to the experience:

  • Catalog replaces the Create New UI for projects and actions, and is activated when users attempt to “Create new project” or “Create new action” from the projects or actions lists, respectively.
  • In addition, Catalog can be accessed from the new global navigation (if it is already enabled for that brand).
  • Depending on how it is accessed, Catalog will show either projects or actions that a user can start, including “from scratch” options, templates, and guided projects and programs (a.k.a. XM Solutions).
  • Projects have been re-organized to be grouped by offering type (e.g, projects from scratch, programs, guided projects, and project templates). This works in conjunction with quick filters by product line (e.g, CoreXM, CustomerXM, EmployeeXM, etc.) to aid in browsing and quickly finding relevant content.
  • Each offering in the Catalog will show a details pane when selected, giving a quick overview of what that offering contains and how it is best used in order to help users make the decision of whether it is right for them.

Visit the Creating a Project Support page for more information.

Nav Bar

 The top bar product navigation experience is being updated to be more intuitive, consistent across the platform and scalable with the product experience. All former functionality will still be available but repositioned.

The following updates will be made to the experience:

  • The new navigation will have a single location to access all navigable elements in the new menu.
  • Notifications will be accessible across all experiences in the product, as well as the user’s account and access to Qualtrics support.
  • For all dashboard customers, configuring dashboard settings will now be located with all other dashboard actions, providing a more unified experience.
  • Action Planning and Insights will also be accessed through the dashboard actions section, providing more consistency with other dashboard experiences.
  • For EX dashboards, customers will now be able to select their dashboard language in their user account settings, providing a single place to control account language.
  • Theming for EX dashboards has been improved to ensure an accessible experience no matter your brand color, and to ensure customers can still brand dashboards with their logo.

 

Simple Chart (Line and Bar Chart)

Line and bar chart variants of the Simple Chart are receiving an updated visual design and additional features that enhance data display and exploration. Qualtrics is updating these charts to ensure clear, consistent, and modern information design and to ensure accessibility compliance to WCAG 2.0 AA.

Qualtrics Resources