Qualtrics: Experience-first design updates

by Fiona | Mar 25, 2021 | Projects, Survey Tools | 0 comments

A note from Qualtrics about upcoming design changes to the QualtricsXM platform:

A number of improvements are coming to Qualtrics on Wednesday, 31 March to the Survey Editor, project creation, platform navigation, and line/bar charts in the QualtricsXM Platform.

For further information, please see this brief overview video. If you would like to find out further information on what these improvements entail, please read further.

Detailed Feature Improvements

Qualtrics is committed to “experience-first” design. Having listened to the feedback from Qualtrics users, they will be making a number of improvements to the XM Platform. These experience-first designs will be a multi-year effort across the platform to make sure that the Qualtrics survey tool is easy to use, consistent, predictable, and inclusive. Several features will be updated including the Survey Editor, project creation, platform navigation, and line/bar charts in dashboards.

All users with existing access to these features will be automatically opted-in to the project creation, platform navigation, and chart updates on Wednesday, 31 March. They will also be given the option to opt-in to the new Survey Builder experience at this time. After a month, all users will be opted-in by default to the Survey Builder.

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

To ensure users have enough time to get familiar with the changes, there will be a two-month roll out of the new Survey Builder:

Wednesday 31 March: Users will be kept in the current experience with the option to opt-in to the new experience through an in-product banner at the top of Survey Builder.
End of April: Survey Builder will default to the new experience for all Users. Users will have the option to temporarily turn the old experience back on (opt-out) through an in-product banner at the top of the Survey Builder.
End of May: Users will no longer have the option to opt-out of the new experience.

The following updates will be made to the Survey Builder experience:

Brief overview video (1:41)
Survey Builder support page
New survey builder navigation to match the new global navigation
New question builder User Interface (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

If you have a question about Survey Builder, please visit the New Survey Builder Basic Overview support page.

Catalogue
Formerly known as the “Create New” projects and actions UI, most functionality from the old “Create New” UI is still available. However, the “Recents/Favourites” sidebar is being changed. Recents are still available as a collection near the top of the Catalogue’s front page, while favourites 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.

This update will be made globally available to all users on Wednesday, 31 March.

The following updates will be made to the experience:

Support page
Catalogue 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, Catalogue can be accessed from the new global navigation (if it is already enabled for that brand).
Depending on how it is accessed, Catalogue 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-organised to be grouped by offering type (eg 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 Catalogue 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.

If you have a question about Catalogue, please visit the Creating a Project support page.

Navigation
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.

This update will be made globally available to all users on Wednesday, 31 March.

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 colour, 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 are updating these charts to ensure clear, consistent, and modern information design, setup for upcoming data visualisation features, and to ensure accessibility compliance to WCAG 2.0 AA.

This update will also be made globally available to all users on Wednesday, 31 March.

How to access Qualtrics

Qualtrics can be accessed using an up-to-date web browser by logging in with your University username and password and 2-factor authentication (2FA) from Duo.