Capturing Customer Experience Metrics

Learn strategies for identifying the appropriate customer experience metrics to achieve your program goals and applying survey design best practices.

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About this course

Course Summary:

Go beyond linear surveys. This course is for CX professionals ready to architect sophisticated respondent journeys. You will master the Survey Flow tool to L1- Construct customized paths with branch logic, enrich data with embedded fields, and implement randomization for A/B testing. These advanced skills will enable you to capture higher-quality, targeted feedback and unlock deeper, more actionable insights.

Learning Objectives:

  • Construct customized survey paths using Branch Logic and End of Survey elements to create experiences tailored to respondent answers.
  • Integrate operational data, contact information, and survey metadata into your dataset using Embedded Data elements to enrich your analysis.
  • Implement the Randomizer to control for order bias and assign respondents to different experimental conditions for more robust research.
  • Configure dynamic survey logic based on the sentiment and topics present in open-ended feedback.

Recommended users:

  • New
  • Basic
Qualtrics Features Covered
  • Create project
  • Question Types
  • Rich Content Editor
  • Look and feel 
  • Skip logic
  • Display logic
  • Embedded Data 
  • Survey Flow
  • Piped Text
  • Survey options 
  • End of Survey
  • Publish Survey
  • ExpertReview
  • Question randomization

 

Curriculum90 min

  • Incorporating Best Practices in a Customer XM Survey
  • Reviewing Basic Survey Building 5 min
  • Structure of a Customer XM Survey 25 min
  • Implementing Survey Methodology Best Practices 12 min
  • Building an Advanced Survey
  • Introduction to Survey Flow 5 min
  • Organizing Survey Flows with Groups 3 min
  • Creating Pathways with Branches 4 min
  • Customizing End of Survey Experiences 6 min
  • Incorporating Additional Information with 
Embedded Data 10 min
  • Randomizing Survey Elements 8 min
  • Challenge: Customizing Survey Experience 12 min
  • Module Quiz
  • Module Quiz: Capturing Customer Experience Metrics
  • End of Course

About this course

Course Summary:

Go beyond linear surveys. This course is for CX professionals ready to architect sophisticated respondent journeys. You will master the Survey Flow tool to L1- Construct customized paths with branch logic, enrich data with embedded fields, and implement randomization for A/B testing. These advanced skills will enable you to capture higher-quality, targeted feedback and unlock deeper, more actionable insights.

Learning Objectives:

  • Construct customized survey paths using Branch Logic and End of Survey elements to create experiences tailored to respondent answers.
  • Integrate operational data, contact information, and survey metadata into your dataset using Embedded Data elements to enrich your analysis.
  • Implement the Randomizer to control for order bias and assign respondents to different experimental conditions for more robust research.
  • Configure dynamic survey logic based on the sentiment and topics present in open-ended feedback.

Recommended users:

  • New
  • Basic
Qualtrics Features Covered
  • Create project
  • Question Types
  • Rich Content Editor
  • Look and feel 
  • Skip logic
  • Display logic
  • Embedded Data 
  • Survey Flow
  • Piped Text
  • Survey options 
  • End of Survey
  • Publish Survey
  • ExpertReview
  • Question randomization

 

Curriculum90 min

  • Incorporating Best Practices in a Customer XM Survey
  • Reviewing Basic Survey Building 5 min
  • Structure of a Customer XM Survey 25 min
  • Implementing Survey Methodology Best Practices 12 min
  • Building an Advanced Survey
  • Introduction to Survey Flow 5 min
  • Organizing Survey Flows with Groups 3 min
  • Creating Pathways with Branches 4 min
  • Customizing End of Survey Experiences 6 min
  • Incorporating Additional Information with 
Embedded Data 10 min
  • Randomizing Survey Elements 8 min
  • Challenge: Customizing Survey Experience 12 min
  • Module Quiz
  • Module Quiz: Capturing Customer Experience Metrics
  • End of Course