Qualtrics Quick Reference

8/13/2019 Qualtrics Quick Reference

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Qualtrics Survey Software

Block OptionsAdd a Question Block

1. While editing a survey, click on Ad- vanced Options on the right side of thegray navigation bar.

2. Choose Add Block .

Randomize Questions1. While editing a survey, click on Ad-

vanced Options on the right side of thegray navigation bar.

2. Choose Question Randomization.Either:3. Choose to randomize all of the ques-

tions automatically by choosing theRandomize Showing [insert number] Questions Per Page radio button.Click Save.

or Choose to set randomization settingmanually by selecting RandomizeQuestion Presentation.

4. Select questions to fill the boxes on theright (Randomized Questions, RandomSubset, and Unused Questions ). To select

Quick Reference

About the ProgramQualtrics is online survey software with the

ability to easily create and distribute sur-veys, quizzes, and polls. Katz students and

faculty have free access by visiting http://katz.qualtrics.com and creating an ac-count.

SurveysCreate a Survey

1. Click 2. Select Quick Survey Builder to begin

entering questions.

3. Enter a Survey Name and click CreateSurvey .

4. Create questions by clicking Create aNew Question.

5. Select the question type from the greenpull-down menu in the right sidebar.Set specifications depending on thequestion type.

6. Edit the question and answer text in thelarge, central question box.

7. Create the next question by selectingthe Create a New Question buttonagain.

AutosaveQualtrics automatically saves your surveyas you work on it. Some options, however,may have a save button at the bottom ofthe window.

Apply Skip Logic1. Select the question that will determine

the skipping.2. On the right sidebar, click Add Skip

Logic.3. Complete the If, Is , and Ten Skip o

statements.

4. Click Done on the right of the box.

Display Logic1. Select the question to be affected.2. Click the Advanced Question Options

button and select Add DisplayLogic.

3. Enter the appropriate elements.4. Add as many conditions as desired by

clicking the add button.5. Click Save.

Type of QuestionQuestions

Question Specications

Advanced Question Options

Forced Response

Change the Look

1. From the gray navigation bar, clickLook and Feel. A box appears over thequestion page.

2. Make desired changes:• Insert header and footer if desired.• Edit the Next and Previous button text.• Insert a Preview Bar.• Change the look of the question

pages.

Include a Progress BarFrom the Look and Feel window, selectone of the options (other than None ) fromthe Progress Bar pull-down menu.

Survey FlowSurvey flow allows you to create blocks ofquestions with advanced organization suchas applying settings similar to display logic.1. To access the Survey Flow, click on a

survey title to get to the Edit Survey page.

2. Select the Survey Flow icon fromthe gray navigation bar.



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a question, click on the question’s textto highlight it.

5. Click the arrow pointing toward thebox on the right to place it in that box.

6. Repeat steps 5-6 to fill boxes as desired.7. In the left-hand corner, enter the num-

ber of questions to be shown per page.8. Click Save.

PollsCreate a Poll1. Select the Poll tab from the top blue

navigation bar.2. Click the Create Poll icon.3. Enter a Poll Name, Question, and

Choices according to the prompts on thesidebar to the right.

4. Click Save Changes.5. Set the Look and Feel in the same side-

bar by selecting a category to edit: Col-ors, Size, Font, Button, or General.

6. To change a color, click on the colored

box to the right of the element name.7. Click Save Changes when finished.

Add Poll to Website With a poll selected, click the green boxentitled Add Tis Poll to Your Website.Follow the instructions given.

See Poll Results With a poll selected, click the Results iconunder asks .

Reset Poll Results With the poll selected, click on the ResetPoll box below the poll results preview on

the right.

DistributionMake sure the box is checked besidesurveys you want active on the main MySurveys page.

Get Link to Survey1. From the My Surveys tab, click the Send

icon.or Click the Email Survey icon on the

top gray navigation bar. e survey linkappears.

2. Copy and paste the link into an emailor website for distribution.

Email a Survey1. From the My Surveys tab, click the Send

icon or the Email Survey icon on thetop grey navigation bar.

2. Select the Send Survey icon from thegray navigation bar.

3. Click the Quick Send tab.

4. Enter the recipient’s email and name inthe table.

5. Edit the message if desired. (Foranother option see: “Enter Piped Text” below.)

6. Click Send Now at the bottom of thepage.

Enter Piped Text in Survey Message1. To enter the recipient’s name, select the

Piped ext icon.2. In the pull-down menu, select Panel

Field .3. In the second pull-down menu, select

First Name.4. Click Insert Piped ext .

Embed Survey in Website1. From the My Surveys tab, click the

Send icon.2. Click the Embedded Survey icon.3. Set your survey’s dimensions to fit on

your site.4. Preview the survey by clicking the

Preview Embedded Survey button atthe bottom.

5. When finished, click the right bottombutton labeled Embed Survey Into My

Website.6. A box appears with the HTML code

to embed the survey. Copy the HTMLand paste it into your website’s code.

Make Survey a Popup1. From the My Surveys tab, click the

Send icon next to the desired survey.2. Click the In-Page Popup icon.

3. Insert any text to be displayed in thepopup in the box titled Popup ext . Dothe same for the Link ext .

4. Click More Options to set more prefer-ences such as the rate of display, thetime to display the popup, or the size ofthe popup or survey window.

5. Preview the popup by clicking the Pre- view Popup button at the bottom.

6. When finished, click the button at thebottom labeled Add Popup to My

Website.7. A box will appear containing the

HTML coding to add the popup. Copythe code and paste it into your site’scode.

ResultsView results by going to View Results onthe gray navigation bar on the main MySurveys page.or Click the Results button next to a

specific poll or survey.

Get Website Feedback 1. From the Distribute Survey tab, select

Website Feedback .2. Select one of the types of feedback.3. Select More Options to set the feed-

back box’s size.4. Click Add Feedback to My Website at

the bottom.5. Copy the html that appears and paste it

into your site’s code.Add a Trigger

1. While editing a survey, click on Ad- vanced Options on the right side of thegray navigation bar.

2. Choose Email riggers...3. Click Add a Condition at the top of

the dialogue box.4. Choose the condition from the pull-

down menus.5. Enter the email address to recieve the

alert, a subject, and (if desired) a mes-sage.

6. Click Save riggers.

CollaborationInvite others to Edit a Survey

1. From the main My Surveys page, clickthe Collaborate icon.

2. Enter the user’s Qualtrics username oran email address and click Add .

3. To specify what users can edit, clickDetails under either Edit or ViewResults.

4. Check or uncheck editing preferences

for each user.5. Click Save.

Message CenterSend and recieve messages to other Qual-trics users at BYU in the message center. Naviagate to the Message Center fromthe My Surveys page. Click the MessageCenter icon on the grey navigation bar.



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Questions? Go to http://www.qualtrics.com/wiki/index.php and have a look at Qualtrics University.

Account Problems? Contact Katz IT Services at [email protected].

GlossaryConstant Sum Question - Respondants

report answers by assigning points orpercentages to items to add up to 100points or 100%.

Dichotomous Question - Provides onlytwo answers, oftentimes in the form of ayes/no question.

Forced Response Question - The selectedquestion requires an answer before the

user can move on.Matrix/Multiple Choice Battery Ques-

tion - Series of questions with the same

answer scale, formatted in a table. Mayuse radio button, check box, or spread-sheet.

Multiple Choice Question - Has three ormore answers and can have both one ormultiple answers.

Open-Ended Question - Answer is textinputted by the respondant.

Rank Order Question - Asks respondantto rank options using numerical scale.

Skip Logic - Depending on a previous an-swer, respondants skip past a questionand onto a more relevant question.

Spreadsheet Question - Answer is textinput.

Trigger - An alert sent when a user an-swers a specic way or fullls a specicaction on a survey.

Helpful Pointers:1. Don’t let surveys get too long.2. Have an objective.3. Use simple language.

4. Keep questions impersonal.5. Don’t use leading questions.6. Limit open-ended questions.

Documents

Qualtrics Quick Reference