The Qualtrics Insight Platform is here!
As you may know, Qualtrics switched from their “classic” platform to their new Insight platform in early June. The upgrade included a major change to the look and feel of how you design and manage surveys. Qualtrics has developed several great resources to help you learn about the changes:
Welcome to the New Qualtrics page: shorter videos about the major differences between the classic and Insight platforms; you can also access live and recorded webinars from here.
Qualtrics Support homepage: on the right-hand menu, click “Survey Platform,” and you will be brought to a page where you can find step-by-step, screenshot instructions for almost all of the features in the platform.
Qualtrics has some of the best training materials I’ve seen from a vendor/software provider, and you can receive (basically) the same training I deliver in a live “Introduction to Qualtrics” class via the “Basic Building and Distributing” webinar (the webinar is offered live and is also recorded for viewing anytime). To access this webinar, as well as more advanced webinars, please visit: https://www.qualtrics.com/support/training-tools/webinars/. Additionally, if you were familiar with the “classic” version of Qualtrics that was discontinued earlier this month, I recommend viewing the “What’s New” webinar towards the bottom of the page.
Whenever you are logged into Qualtrics, you can select the “Help and Feedback” button on the upper right-hand corner of your screen, and you will be taken to a number of support options that I’ve outlined.
If you ever have a question about functionality (e.g., building a survey, questions about reporting), please feel free to reach out to Qualtrics Support directly at email@example.com or at 1-800-340-9194; their support team is excellent and typically very quick to respond. Conversely, if you have a question about your account (e.g., you cannot log in to the system), please feel free to submit a ticket to firstname.lastname@example.org.
I will be offering a live training session on July 20 at 2:00 pm; if you’re interested in attending, please visit the TechWeb training calendar to register.
Enjoy the new platform!