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

Capturing Customer Experience Metrics
Course 2 of 7 in Weeks 3 & 4 - CustomerXM Learning Journey
Learn strategies for identifying the appropriate customer experience metrics to achieve your program goals and applying survey design best practices.
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