Qualtrics Market Research Features
User Response Methods (6)
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Survey
Text-based surveys or quizzes related to user experience.
Video Snippets
Individually recorded video clips based on situations or prompts.
Video Interview
One-on-one video conferences with users.
Photo Submission
Screenshots or in-context photos sent in from users.
Text/Notes
Text responses to situational prompts.
Commenting/Notes
Leave comments and notes on documents for others to view
Participant Selection (5)
In-App
Intercepting users during application usage.
In-Store
Intercepting customers during in-person shopping experience.
On-Site
Intercepting visitors while on particular webpage.
Recruitment Pool
Vendor-provided database of respondents.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Insights (4)
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Analytics
Actionable data generated from user responses.
Collaboration
Collaborative tools for analyzing or repurposing responses.
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Sorting
Tools for tagging, storing, and searching responses.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Administration (6)
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Quality Control
Data quality consists of deduplication, cleansing, and appending your marketing database.
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Data Sampling
Allows users to select samples of data for defined procedures.
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Collaboration
Share data across your organization.
Multiple Data Sources
Allows users to manage data from a number of sources
Real-Time Data
Receive data and information in real time
Statistical Process Control
Statistical methods to assist with and maintain quality control of processes
Capabilities (10)
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Data Visualization
Communicate complex information clearly and effectively through advanced graphical techniques.
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Survival Analysis
Supports evaluation of durations, events, and reliability in relation to statistical analysis
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Risk Data Attributes
Identify risk data attributes such as description, category, owner, or hierarchy.
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Cost Analysis
Tools to analyze financial data in order to gain usable insights.
Multivariate Analysis
Analysis of data sets that contain more than one variable
What-if Analysis
Provides varying estimates based on different scenarios
Statistical Analysis
Apply statistical/mathematical models to sets of data
Bayesian Analysis
A statistical method, based on Bayesian inference, that expresses unknown parameters as probability statements
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Regression Analysis
Analysis to understand which of the independent variables are related to the dependent variable
Methodology (3)
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ANOVA Support
Supports analysis of variance (ANOVA) to determine observed variance.
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Regression
Supports various regression methods such as ordinary least squares (OLS), weighted least squares (WLS), or generalized linear model (GLM).
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Time Series Analysis
Supports the analysis of time series data for predictive analytics and exploratory analysis.
Data collection (5)
Natural Language Processing (NLP)
Provides NLP features for filtering data collection down to specific data points
Data Sources
Provides a wide selection of data sources for aggregated news and MARKET data
Custom Research Sources
Allows users to make custom data collection queries
Lead Enrichment
Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy
Advanced Data Collection
Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history,
Segment Trending (4)
Web
Provides features for tracking competitors websites including information such as pricing changes or new product features
Social
Provides features for tracking competitor activity on social media
Benchmarks
Allows users to benchmark their product against other competitors in order to understand competitive position in the market
Finance
Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations
Platform (6)
Search
Provides users with search tools in order to find the data they need quickly
User, Role, And Access Management
Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Mobile User Support
Allows software to be easily used on multiple mobile devices, including phone and tablet devices
Alerts
Provides features for email and messaging alerts surrounding contact and company updates
Collaboration
Allows multiple users to access and collaborate on the platform
Compliance
Provides features for users to follow domestic and international privacy and data colelction compliance laws
Analysis (3)
Custom Dashboards
Allows users to create custom market intellignece dashboards
Reports
Allows users to build and export reports for market data
Integrations
Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software
Survey Management (7)
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Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
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Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
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Templates
Offers pre-built templates for creating surveys with different audiences or use cases
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Survey Distribution
Provides tools for distributing surveys through email, SMS, social media, etc.
Mobile Survey
Distribute a survey via mobile devices
Site Intercept Survey
Survey popup over a webpage to specific users based on their behavior
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Survey Customization (4)
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Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
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Branding
Allows users to customize survey colors, logos, and URLs to match company branding
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Multimedia Support
Ability to embed videos, photos, or other rich media
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Multilingual Surveys
Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (9)
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Reporting & Analytics
Provides tools to visualize and analyze data
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BI Tools Integration
Allows integration with third -party reporting and business intelligence applications
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Data Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file
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Permissions
Allows administrators to set permissions on viewing, filtering, or sharing survey results
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Presentation Tools
Share and present designs
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Real-Time Data
Receive data and information in real time
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Brand Signals (3)
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Comparison
Compare and contrast products, brands, sentiment, etc.
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AI
Provides AI generated insights.
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Brand Health
Quantifies digital consumer intelligence to analyze brand health.
Brand Analytics (2)
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Trend Analysis
Identification and analysis of brand or product trends.
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Tracking
Capability to track and measure brand results over time.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Market Intelligence (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Survey (4)
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
Survey Design - Consumer Insights Platforms (7)
Multi-Use Methodologies
Supports various research types: brand tracking, concept testing, CX, campaign evaluation, journey mapping.
Industry & Locale Adaptability
Adjusts templates, quotas, norms, language, and structure for different markets, verticals, and geographies.
Behavioral & Adaptive Logic Guidance
Suggests logic paths, mitigates bias (order, fatigue), and optimizes question flow.
Self-Serve Survey Builder
Enables users to build surveys with branching, quotas, randomization without needing vendor support.
AI Smart Probes
Dynamically generates follow-up questions during survey based on respondent answers to deepen insight.
Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Audience Access - Consumer Insights Platforms (4)
Flexible Audience Options
Supports multiple sourcing modes: panels, open links, partner audiences.
Customer Data Upload
Allows uploading of first-party customer / CRM lists for sampling or recontact.
Consumer Panels
Gives access to pre-profiled consumer panels for targeting.
Real-Time Data
Receive data and information in real time
Data Collection - Consumer Insights Platforms (3)
Rapid Research
Enables launching, collecting, and closing studies quickly (hours to days) for agile insights.
Quality Assurance
Implements checks (fraud, attention, logic, cleaning) during collection to ensure data reliability.
Mobile / Mixed Mode
Supports surveys via mobile, SMS, app, web, adapting delivery to device and context.
Analytics - Consumer Insights Platforms (4)
AI-Powered Insights
Automates summary, trend detection, clustering, and insights generation.
Qualitative Research Support
Supports qualitative methods like open-text, video, or discussion feedback.
Benchmarking & Norms
Offers benchmarks, industry norms, comparative analytics.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Collaboration - Consumer Insights Platforms (6)
Dashboards & Embedded Integrations
Provides interactive dashboards, narrative visualizations, and embedding into external systems or BI tools.
Embeddable Reports
Allows embedding insight modules, export to other systems, push-to BI or product dashboards.
Shared Workspaces
Enables team collaboration, commenting, version control, and stakeholder review flows.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customizable Reports
Alter the layout and content of reports
Additional Functionality (178)
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Activity Tracking
Track and document all activities across devices, networks, and other systems
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Real-Time Reporting
Active reporting of data and metrics
Face-to-Face
Market research conducted via in-person interviews
Survey Sample Management
Manage sample of audience for conducting market research surveys
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Customer Segmentation
Process of dividing customers into groups based on common characteristics
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Language
Manage and support multiple languages
Data Visualization
Graphical representation of data
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Data Import/Export
Import and export data to and from software applications
Customizable Fields
Customize data fields to support various needs and use cases
Phone-Based
Market research conducted via telephone
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Customizable Branding
Add customized logos and colors to align with company branding
Panel Management
Conduct and manage panel discussions for the purpose of market research
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Paper-Based
Market research conducted via paper
Benchmarking
Compare key metrics for the business against prominent players in the industry
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Survey/Poll Management
Create and administer polls and surveys
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Email Management
Manage, store and organize emails within the system or via third-party apps
Statistical Analysis
Apply statistical/mathematical models to sets of data
Email Reminders
Reminders sent via email
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Phone Polling
Survey or poll in which voice broadcast recipients can communicate responses via the phone
Online Polling
Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page
Support Audio/Images/Video
Allow media to be embedded in the question or answer options
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Data Visualization
Graphical representation of data
Survey/Poll Management
Create and administer polls and surveys
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Word Clouds
Visual representations of words that give greater prominence to words that appear more frequently
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Fields
Customize data fields to support various needs and use cases
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Interactive Content
Allow the audience to interact or engage with the content
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
API
Application programming interface that allows for integration with other systems/databases
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Email Marketing
Create and send email blasts/campaigns
Data Security
Protect sensitive data for digital privacy
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
URL Customization
Modifying a website's URL to enhance readability, branding, or campaign alignment
Question Piping
Integration of respondents' answers from previous survey questions into subsequent questions or text
Offline Response Collection
Practice of collecting data and responses for market research/surveys without an internet connection
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Import/Export
Import and export data to and from software applications
Response Validation
Ensure the answer provided fits set parameters (numerical, positive number, etc.)
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Response Quotas
Limit the number of participants with certain characteristics you want to complete the survey
Multi-Language
Manage and support multiple languages
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Email Reminders
Reminders sent via email
Gamification
Games or game-like elements to track progress and reward accomplishments
Randomization
Randomize the displayed order of questions and answer options
User Journeys
Track user's interaction with the prototype
Usability Testing
Process of evaluating a product or website by testing it with representative users.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
For Mobile
Compatible with mobile devices
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Visualization
Graphical representation of data
API
Application programming interface that allows for integration with other systems/databases
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Unmoderated Testing
Screen Activity Recording
Capture what is happening on a computer screen
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Software Testing Management
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Prototype Creation
Create, manage and access prototypes to capture design concepts and test on users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Data Import/Export
Import and export data to and from software applications
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
User Research Analysis
Analyze and gain insights into user experience
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
For Websites
Software is used for working on online pages
Issue Tracking
Record and follow the progress of every issue
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Customizable Branding
Add customized logos and colors to align with company branding
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Multi-Language
Manage and support multiple languages
Real-Time Data
Receive data and information in real time
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Customizable Fields
Customize data fields to support various needs and use cases
Moderated Usability Testing
Conduct user tests while watching/moderating the session
Quantitative Metrics
Metrics that are measured statistically.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Categorization/Grouping
Organize and group data or items based on various criteria
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Video recording/Transcriptions
Recorded video session of the tests
Customizable Categories
Annotations
Highlight content and/or make notations about parts of content
Performance Testing
Allows developers to check if their applications/web browsers are running as expected.
Benchmarking
Compare key metrics for the business against prominent players in the industry
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Customizable Reports
Alter the layout and content of reports
Projections
Estimate or forecast of a future scenario based on the study of present trends
Survey/Poll Management
Create and administer polls and surveys
Assessment Management
Creation, administration, and evaluation of assessments or tests
Activity Tracking
Track and document all activities across devices, networks, and other systems
Video Support
Supports various video file formats
Demographic Data
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Workflow Management
Create, design and manage workflows for repetitive tasks
Geotargeting
Geographic location of visitors determines behavior of the software
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Reminders
Reminders sent via email
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Real-Time Reporting
Active reporting of data and metrics
Statistical Simulation
Assess the performance of a method by picking a random sample from a normal distribution
Forecasting
Form predictions based on past and present data/trends
Neural Network Modeling
A classification and/or predictive modeling technique used for data analysis
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Connectors
Connect to big data sources
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Self Service Data Preparation
Access, combine, transform, and store data without the help of an IT department
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Predictive Analytics
Predict future data based on historical data sets
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Association Discovery
Machine learning method, based on rules, to find interesting relationships between variables in large databases
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Data Clustering
Clustering or grouping objects based on data similarities
Data Import/Export
Import and export data to and from software applications
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Storage
Store and access documents, forms, and photos in one centralized place
Decision Tree
Support tool that enables users to progress through a series of steps to solve a problem
Multiple Scoring Models
Create multiple models or equations for generating scores
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