Qualtrics Resources

Useful Resources

• Building a Survey Project - Qualtrics Course

• Getting Started with Qualtrics

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?

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

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