Page Comparison

NAVIGATING THE DASHBOARD

active surveys

viewing more surveys

folders - moving items

search bar

workflows - follow ups

learning opportunities

CREATE A SURVEY

Go across the tabs

types of projects - catalog

blank survey

options

block

questions

types of questions

multiple choice net promoter score matrix table text entry

formatting

suggested choices

multiple answers

rich text editor

displayng and hiding

how to control which they see

blocks ksip loginc display logic

Blocks

skip logic - move past something irrelevant

in page display logic

setting text and answer choices

personalize survey questions

piped text - dynamic text

carry forward - carries answers from previous questions

loop and merge to repeat a block of questions

preview

Survey Flow

Group into blocks

read survey flow

branch respondents

randomize survey order

branch logic

end of survey experience

redirect

message - dfault or custom

library of messages

LIBRARY

global styles

look and feel

survey themes and general settings

style and mot ion

theme layout settings style motion logo background

collaborating sharing

library

creating and managing

mailing list / contacts

anonymous link

activate survey

email distrib

reminder email

Understanding your research feedback

manging results page

dashboard

create and organize results dashboards

manage dashboard pages

share and export findings

two part: pages and visualizations/widgets

widgets

simple chart - categorical and numerical;

guage charts - meeting goals

word clouds

customize data table

manage responses

custom fields

control responses and progress

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Useful Resources

• Building a Survey Project - Qualtrics Course

• Getting Started with Qualtrics

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Navigation

• Your Homepage and How to Use it

• Workflows - Trigger tasks based on various events. (ex: Sending a follow-up email to someone who isn’t satisfied, sending notifications when responses are submitted)

  • What are workflows?

  • Creating Workflows

• What is the catalog and how do I use it?

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Create a Survey

• Survey Builder

• Navigating the Survey Builder

• Survey Tools

• Customizing End of Survey Experience

Blocks

• Blocks contain questions. Every survey has at least one block. (ex: Demographics block, includes questions like race, sex, age, etc)

• Questions and Question Options

• Question Types

• Formatting Questions

• Displaying and Hiding Questions and Answers

• Controlling Questions and Answer Choices

• Setting Text and Answer Choices

Survey Flow

• Use the survey flow to move respondents through your survey based on the answers that they choose.

• Group into blocks, branch respondents, branch logic.

• Question Actions

• Display Logic - questions depend on response

• Carry Forward Choices - Bring the respondent’s previously selected choices into the next question(s)

• Skip Logic - Skip portions of the survey based on the user’s response.

• Piped Text (Dynamic Text) - Customize questions and answer choices based on responses

• Loop and Merge - Take a block of questions and dynamically repeat them multiple times for a respondent.

Global Styles

• Styling your survey to create visual interest

• Look and Feel

  • Survey themes

  • Layout

  • Style and motion

Collaboration

• Sharing and Collaborating on a Survey

Library

• Library - Store surveys, graphics, messages, and other files.

• Organizing the Library / Folders

• Using the Library

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Collecting Research Feedback

• Distribution Basics

• Anonymous Distribution - this is the link that pops up by default when publishing a survey

• Sending Invites via Email (to automatically collect who the responses are coming from)

• Managing Mailing Lists and Participants

• Checking Email History and Sending Reminders

  • Schedule reminders to those who have not responded, view analytics on successful sends, bounces

Understanding Your Research Feedback

• Managing Results Pages

• Dashboard - Pages and Widgets

  • These are auto generated for each question, and then you can make revisions as needed.

  • Pages allow you to quickly view overall trends in your data

• Share your customized results pages with others

• More about Results and Reports

• Results vs. Reports

Reviewing and Managing Your Feedback

Locating and Editing Responses

• Let a respondent revise their answers or retake the survey.

• Edit a response yourself (typos, etc)

• Create filters to view your responses

Exporting and Importing Data

• Exporting and Importing Data

• Export Response Data

  • Create your own custom report with specific fields and formatting

• Exporting Results-Reports