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        Qualtrics User Manual - Division of Information Technology
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1.           A   This example taken from Qualtrics   demonstrates this problem  Validation for this question can t be used because if    Neverll is selected  in the first question  then the next question isn   t even applicable and would have to be left blank   Similarly  requiring comments isn   t good practice        Qualtrics User Manual 16    Pick Group and Rank    1  Drag and Drop into Predefined Categories  a  Items on the left hand side can be randomized    b  Horizontal arrangement of category boxes can Please select your car from the following options   also be used Year   c  In data output file  each item will appear as own Make  variable and show group value  0 or 1  or name cri    2  Group and Ranking Question   a  This question type allows the option of predefined  groups or allows respondents to name the groups Dua   b  When respondent places an item into the category  Whale  the numerical ranking for that item will appear ae   c  In data output file  two columns will appear for  each item  One will indicate which group they were  moved to  the other will indicate what the rank  within the group was  If groups were respondent  defined the name that corresponds to the group  number will appear in the final columns   d  This question does not use drag and drop  An item  must be highlighted and then an arrow button  clicked to move the item to the desired group  Instructions may be needed     Drag the following animals into their respective groups     items Mammal    
2.       _       Create Survey Email Survey       Or you can click the Results under the Task functions at the bottom of the page     ae survey   26 February 18 March 3 AP CZ     Q  Results Send View Collaborate Copy Delete    2  Inthe View Reports section  the response rate is automatically recorded  Responses are analyzed  with basic descriptive statistics and text responses for each question  The report function also  allows the survey creator to create charts and tables  All items of the report can be exported into  Microsoft Word  PowerPoint  Excel  or Adobe PDF  Reports can also be shared with others by    clicking Public Report     si      D    View Reports Responses Download Data Cross Tabulation        Initial Report        New Report    Surveys Started  171 ai   Sures Completed  150       Copy Report Export Report  w  5  2 B       Answer Response   Statistic StatValue  1   Stores Ei 1 20      hean  80  2   Store D   g0    varane si  o Standard Deviation 0 48  Total 5 100   Total Responses       Qualtrics User Manual 41    3  Modify the display of a report with Report Options  For example  the number of questions per page  to be displayed in a report can be customized     Copy Repot Public Report    Export Report w  A  Make Report Public          Rename Report       Questions Per Page  Question Numbering    Reorder Report       Decimal Places    Matix Values    E Dissatisfied Neutral E Satisfied Very Satistie Graph Colors    Toggle Stretch Mode    f Delete Report       
3.      Allow Text Entry  c  Drop down menu offers single answer choice    Text Entry Validation    d  Select box offers single answer choice auii ero coo  e  Multiple select box offers multiple answer o  Click to write Choice 1 Insert Graphic     cho ICES Click to write Choice 2 Insert Piped Text  2  Arrange choices vertically  horizontally  in columns  ClicktoWwit   Choics 3  ly Add Display Logic       drop down list  or select box  3  Textchoice options available when you click on the  blue arrow to the right of the text  a  Allow Text Entry  b  Rich Text Editor  c  Insert Graphic  d  Exclude from Analysis  4  Validation options vary with the question type    Exclude From Analysis    O     4 Move Up      Move Down       Remove Choice       Matrix Table  Allows a series of identically structured questions to be presented as a group rather than individually  Bipolar Matrix  with options only on opposite sides    How would you rate the Canon Powershot  D4007     Overpriced Affordable    Complicated Simple    Out of Fashion Stylish    Short Battery Life Long Battery Life       Qualtrics User Manual 12    Likert Scale Matrix    How would you rate your experience with Customer Support     Somewhat Somewhat Very  Very Satisfied satisfied Neutral Dissatisfied Dissatisfied    Quality of  service    Helpfulness of  representatives    Promptness of  response     Position of the vertical divider can be changed with a mouse drag left or right     Matrix with Text Entry    Please rate each
4.    6   0  a  eee cts 29    Qualtrics User Manual 2    CMOS EON AIG enar ANE E a EIE ANE E EE a e EEEN T 29    Loop and Merge uirae T T T S 29  Customize the Look and Feel of the Survey  Optional               ccccccccssssecccccesseeccceeeeseecceeeeeseecceseueeecessaueeecessseenseceessaggneeess 30  Survey Options Controlling Survey CONQUCt     ccccccccnnnnnnnoncccnononananonononononononanananononnnnnnnnnonnnon a a a N 31   SUIPVEY EXPENENCE nocne Aara E iaa 31   SUIVEY Protec HON esei AAA AAA A an 31   SUN er Te MINOR ca E 32   MCU  Sassari aro 32   PAE le COMPILA ION  i  32   RESPONSE Sets daa 33  OTHE EGGS Features toa idas 33   O E A 33   PANES UVEY A E Cate caerulea acute are E A E E E E a a eancbbtes 36   PEENE Ea a a e a a nesaacseStadss sauteed aonaesantans 36   Preview SURVEY and or QUESTIONS ee ee dnde sce ees 36  DISTAIBUTNE a UVEY isei E ia 37  Usne Pane eiin e a PT RC N 39   ene PINE aeaa a o is cada 39   Usine Panels to Monitor Responses AEAN ARNAN 39   Created Sanble a Pane O e PP N a a hae ease anda bale 40  VMISWSUIVEV RE DOS AS A A AA E AE 41   RESPONSES rita tt 43  Download Data adas 44  OLS iid gle EID ac and 44   A O Mesias EA s se ae aac ale O ee eee cate decease  45   Question UNDA o E toate E meted ttetos 45   7 a2  8  a1 kek LID A A eee ree eee 45   Mies O A bance tater  45  e 10 DO gl agree rare mele tere o ES 46    Qualtrics User Manual 3    Launching Qualtrics    To begin using Qualtrics     1  Goto http   umdsurvey umd edu    2  On the login page  e
5.    Drill Down    1  Qu estion requ ires downloadi ng a  CSV file that Please group and rank the following movies into the categories they best represent        has columns with the feasible answers for      A dd  each drop down category   dee  2  Selection made from one drop down list a  j 7 Ever After  impacts what appears on the next list MIA  3  Drop down boxes remain grey until a ibi  u  selection is made  Requires respondents to    Star Wars  i i   Saving Private Ryan  sequentially enter the information War of the Worlds             You ve Got Mail    4  NOTE  The    Force Responsell validation link  that normally appears to the right of questions  is not currently visible when a Drill down  question is used  To access that feature  the Advanced Options link will have to be selected from  the purple drop down button to the left of the question        You may delete  modify  or insert new choices  one at a time  below  Go To Simple Mode  gt   ID Order Text GraphicOptions Text Entry  ip 11 Year      41 1  Make E       41 1  Model Fy    Delete      Fy Tet Postion    Advanced Function  Choice Options             Qualtrics User Manual 17    Graphics Questions    Heat Map    Respondent clicks on location of a picture that grabs the most attention   The x y coordinates of the site selected by a respondent are recorded   Heat map can be generated by summing the data points taken from all respondents  Redder areas indicate most visually interesting   Bluer areas indicate some vis
6.    using templates from   created surveys   o  Y existing surveys            Click to Continue E   Click to Continue  amp  gt     From the Quick Survey Builder option  begin assembling your survey  Give your survey a name  create a  folder to organize your surveys  optional  and click Create Survey     Create a New Survey    Survey Name    Test    Folder    Test Folder a    Account for Survey  My Account Andre Louis i    x Cancel   af Create Survey         Folder Management  Optional     If you anticipate that you will have a large variety of surveys  folders are useful  However  having folders is  not necessary     1  Click on the    My Surveysll tab  2  Click on the    Manage Foldersll link located above the survey list  3  To add a folder    Click IM a  Al Surveys 1   Type in the new name of your folder O Add Folder    4  Torename a folder  double click the folder name  BB All Surveys    5  To delete a folder  Select a folder    Click the red circle to delete   Pelele Folder       Qualtrics User Manual    Surveys can be re arranged into different folders with the Select a folder for this survey drop down list to    the right  As a side note  in the same view  the title of a survey can be changed easily by clicking on it in  the survey edit view and typing the changes     a  3    SpellCheck Preview Survey Launch Surrey          Motin any folder Block Options      CARS training    Y Default Question Block    y    oi kl    This is a short survey about the 3 08 Folder ional Te
7.   For question  randomization  please refer to the block advanced  options  For block randomization  refer to survey flow    advanced options  O Randomize the order of all choices  You have the option to randomize all choices  present    only a subset of choices  or further customize the O Present only of total choices  randomization using a dedicated subset and or random  selection of a subset       No Randomization           Advanced Randomization Set U p Advanced Randomization       Advanced Randomization    Fixed Display Order Randomized Choices  Display the choices in the order they appear below  Randomize and insert all items from the list below     a    e       Random Subset    Choose and insert 1 items from the list below     a    Unused Choices  Do not display the choices below      gt     ES             Qualtrics User Manual 24    Adding Graphics as Choices    Choices can include graphics by clicking the blue arrow next to the text of a choice  A menu with     Insert  Graphicll will appear     Qz Please indicate the 3 most preferred products 03 1 Please choose your favorite    NES  Tm        A   E  B   Allow Text Entry   Fl E Insert Graphic     Insert Piped Text    Add Display Logic       Exclude From Analysis    Make Answer Exclusive    4 Move Up  Very Dis   Move Down  Dissatis      Remove Choice  SH              Advanced Survey Options    After an advanced option is selected  a popup window will appear that allows you to set the specific  parameters     MCS Ma Edi
8.  Completes Per  Linkll under    advanced optionsll of the survey mailer    Qualtrics User Manual 37    In addition to Survey Mailer  there are several other methods to distribute a survey     Survey Link  Survey links are easy to set up  And since it can be used as a link in an email or on a  Web page  it can be accessed by anyone visiting your Web site resulting in a large sample   However  Qualtrics only tracks the IP address so responses are anonymous  and the potential for  ballot box stuffing is greater than Survey Mailer    Email Survey  Send Survey is useful for small panel surveys  Each participant receives a unique  link to the survey and can only be used once  making the survey very secure    Popup Survey  In a Popup Survey  the link to the survey appears in a popup window  The link  format is identical to Survey Link  above   so the same advantages and disadvantages apply   Embedded Survey  You can run a survey on a Web site  The link format is identical to Survey Link   above   so the same advantages and disadvantages apply    Website Feedback  lf you have a website  you can use this link to get feedback from your users   Survey Director  The survey director simplifies survey distribution by using one static link to  distribute several different surveys     1  Choose which survey a respondent will see based on quotas  e g   after 500 responses  go to  next survey    2  Counterbalance surveys  e g   alternate between survey A and survey B    3  Choose which survey 
9.  attending      Will only display this Question if the following condition is met                          If Question   Q24Do  school    Yes   ls Selected             Qualtrics User Manual 21    Q24 O Do you plan to attend graduate school       Yes Question 25 will only    A Maybe display if the    response from    A No     Question 24 is    Yes                Display This Question   ff Do you plan to attend graduate school  Yes ls Selected    Q25 What graduate school do you plan on attending     NES  al             Add Skip Logic    This function allows a respondent to skip questions that are not relevant to them   To add Skip Logic     1  Select a question   the skip logic will be inserted within the selected question   2  Click on Add Skip Logic  found at the bottom of the editorial tool bar for a selected question   3  Click Done     what is your age   T  18 25    C  26 35    LJ  vif Seected ANO Guesion  v  Question   lt       Question 2          A     Question 3    End of Block    End of Survey       This is how the skip logic appears in the question list  Fill in the logic information to complete the skip logic  process  If a specific answer is selected  OR not selected OR displayed OR not displayed   then Qualtrics  will skip to a specific question       Display Logic differs from Skip Logic in that Display Logic still follows the full survey  progression and only displays questions based on previous responses  while Skip Log can  conceivable move respondents to vario
10.  then paste it into an email or website   Custom Link    Copy and paste the generated HTML code     The link to the survey can always be accessed under the Survey Link button after the survey has been  activated     za    B   kk q9 dl                 Survey Link Email Survey Email History In Page Popup Embedded Survey Website Feedback Survey Director Preview Survey       When using the Survey Mailer  individualized links can be sent to respondents  Responses can be tracked   Reminder emails can be sent to panelists who have not yet responded and an email history will document  when invitation emails and reminder emails were sent     1  From the Distribute Survey tab  click    Email Surveyll   2  The Survey Mailer will appear   3  Choose your recipient  s    a  Emails can be sent to pre specified panels or a sample of that panel  see Panels   b  Emails can be sent to individuals from a panel or individual email addresses   4  Choose what time day to send the email   5  Create your message or select a message from the library    a  When you create a message  you must label the message and choose a library to save the  message to    6  By default  an individual link is generated for each person if surveys are sent through the survey  mailer  Respondents can only access and begin the survey once  After that  they will get the  message that their    survey responses have been recorded  I   7  Itis possible to allow multiple completions per individual link if you choose    Multiple
11.  vehicle make on a scale of 1 to 10  1   Completely agree  10   Completely  disagree     Toyota Ford Nissan Chevrolet    would  have  confidence  in    Is  dependable      love the  way they  look    Profile Matrix    Please help us characterize your Internet service provider s      Fiber Optic Cable Dial Up     E  El  El    Morning A  ernoon Evening Graveyard  Time of Day Used Most  8 am  12 pm   12pm 8pm  Bpm 12am   12 am   8 am     E E E E  Midwest South West  E E E E  Very Fast Fast Encugh Meutral Not Fast Enough    E E  Fl A    Connection Type     Geographic Location     Satisfaction With Speed Achieved     Constant Sum Matrix    Out of all the patients prescribed Product M  please allocate 100 points to describe the    proportion of these patients by severity for each of delivery device   Please be sure the columns  sum to 100      With Nebulizer E With Fine Mist Inhaler F  Mild    Moderate    Severe    Very Severe    Total       Qualtrics User Manual          13    Rank Order Matrix    Please rank the following attributes for each car from 1  best  to 4  worst      Engine Power Comfort Handling Reliability    Honda Civic  Ford Focus  Jeep vrangler    Lincoln Mercury       1  This question type can only be found under the Matrix category  not within the Rank Order type  2  This question type will require validation to ensure respondents enter the correct numbers  3  Respondents cannot continue the survey until they correct their errors in ranking    Constant Sum    Drag
12.  wide variety of designs   Create a header and footer for your survey that is displayed on every page    Change the background colors or fonts  Change the look of the buttons   Add a progress bar   Change the number of questions per  page   Highlight or add question separators    To insert a graphic to appear on every page of  your survey     1     2     In the Edit Survey tab  select the Look  and Feel rainbow icon at the top of the  page    Locate the Header box  found in the  upper left of this screen  Select the blue  text  Edit    The second logo from the left allows you  to insert a graphic  You can either insert  an image from your library or upload a  new image  Click Save when you are  finished     Qualtrics User Manual    Choose from several templates  and modify your settings       30    Survey Options Controlling Survey Conduct    Qualtrics allows you to apply certain settings to your survey options  NOTE  In order for any survey option  changes to take effect  you must click    Savell at the bottom right corner of the popup window        A    Look  amp  Feel WMurvey Options   Survey Flow Print Survey Spell Check Preview Survey Launch Survey       Survey Experience    Survey Experience W  Back Button  Enable respondents to change their responses     W  Save and Continue  Allow respondents to save and continue later        Survey Language  English   The language the survey is written in      Show Export Tags  Helpful for survey collaboration   Survey Title  MBA Exi
13. 4  The report itself includes a table of frequencies  a table of statistics  and graphical representations  of the data  As with everything else in Qualtrics  the graphs tables can be easily modified to match  the user s preferences     1  Select the roles in which you have used Blackboard or any other Course    ae l    Add Graph    dd Table  Management System such as WebCT   Please select all that apply      Drag the triangle handle  to customize the  dimensions of a graph    Decimals  x    Response    EB Export Table To               orar   Y Percentage                            Qualtrics User Manual 42    Each question is analyzed for a frequency of responses  1  table  and for statistics  2    table   To go on to  the next question  click Next page         Question   Very Dissatisfied Dissatisfied Neutral Satisfied Very Satisfied   Responses Mean  Baseball   Football   Basketball    Tennis    Volleyball    Statistic   Baseball   Football Basketball   Tennis Volleyball  Mean 3 00 287 2 1    Variance 2 00 1 92 1 78  Standard Deviation 1 41 1 38 1 33    Total Responses 31 31 31    Next Page E         Responses    The Responses section provides the options of searching the collected data by certain filtering criteria   such as Response Type and Start End Date  as well as looking at Recorded Responses and  Responses in Progress  lt also enables the survey creator to delete responses from certain respondents   i e  if a particular response set contains errors   The Advanced Op
14. Field  gt    Q4 Please rate your satisfaction for each of the prodmc reer                       gt  Somewhat O                       Neutral   Q5 Do you have a pet   gt     gt  Somewhat S    G Loop and Merge Field  gt      A  Description  Q6 What kind of pet do you have   gt       Satisfied   B  Description  Q7 Do you want a pet  a      Very Satisfied 1 C  Description  Q8 How satisfied are you with Product A   gt      D  Description   E   Description      copy Questions From    create a New Questic All Choices        Selected Choices        Unselected Choices    Qualtrics User Manual 23    3  Specify if a selected choice or entered text response to the question should be used   4  A placeholder similar to the text below will be added in your question s text    q   QID1 ChoiceGroup SelectedChoices    5  APAGE BREAK MUST BE ADDED SOMEWHERE BETWEEN THE QUESTION PIPED FROM  AND THE QUESTION PIPED TO    NOTE  Graphics can be piped into a question as well if they are stored as html code  The html code for  the desired graphic would be the text inserted  The codes would be stored as embedded data     Example  This example uses the selection in Q9 to populate the question text in Q10     El Which credit card do you use most often     O Mastercard  5 Visa       AMEX    CA iow much was A SelectedChoices  card    er    5   Click here to edit form fields       Choice Randomization    This tool randomizes the order in which the choices Choice Randomization  appear in a particular question
15. Manual 15    b  Respondents cannot continue the survey until they correct their errors in ranking    Box Arrangement Ranking    Rank the following movies in order of preference  most preferred item at the top      Star Wars   Pride and Prejudice  True Lies   Titanic    Lord of the Rings  a   Lv     gg          1  Respondent must first highlight one choice and then move it to the desired location  2  Choices can be moved as many times as needed     Sliding Scale Slider   1  Slider questions are similar to Constant Sum questions but allow clicking dragging visually to select  a particular number   2  Sliding Scale questions have  rather silly graphics and can be  found using    view all question  typesll   3  Can position text to the side  up or  below the scale   4  Numeric scale of this question too    limited for many uses       Side By Side Matrix    Several different questions with different scales responses can be asked for the same categories     1   2     Drop down menu also an option for each portion of the question    In the output  the questions are treated aces pa a   separately  You can t see all answers that  sde encia eii SEAE meo   om  Nei f or ea ch C at e g ory i Always Sometimes Mever Carryout Delivery ga  One downside to side by side question is the iniia       0    difficulty enforcing any type of validation sta             O            Littl f      Choosing validation will require respondents Caesars          E    to answer ALL portions of the question i  
16. Not all question    types will have the same editorial options  For example  consider each of the following question types     Matrix  Rank order Multiple choice    Change Question Type Change Question Type       Statements    a ES Edit Multiple       Choices    B 3 Edit Multiple        Automatic Choices      3 Edit Multiple      Automatic tems    Scale Points      Type  5 a Edit Multiple    O      diii O Drag and Drop Answers  O Radio Buttons     Single Answer  Matrix Type   ls Box    Multiple Answer    Bipolar Position m    Position  More a  Vertical   Vertical      Horizontal l    Options  C Horizontal   7  Position Text Above aaa More      None  Validation  5 Force Response Validation  O None    Must Rank All   None    Force Response    Must Rank Between    Force Response    Qualtrics also has other editorial tools available for survey questions  These tools are located at the bottom  of the editorial toolbar     Add Page Break   3 Add Display Logic  ES Add Skip Log    fy Copy Question  La Move Cuestion    y  View Question       Qualtrics User Manual 19    These Advanced Question Options  and more  can also be found by clicking on the purple icon in each  question box     8 El    How satisfied are you with our admissions process        nd Add Display Logic      G Carry Forward Choices     Add Skip Logic        S Add Javascript        O Add Default Choices       Recode Values    O Sony t    Randomization       Adding Page Breaks    This function creates a marker denoting w
17. Qualtrics User  Manual          For University of Maryland Users    Table of Contents    E AP e e PER E 4  MV SUIS ness unos 5  TS TOMA  anta iia 5  Creating a New SUTVEY ocaso tado 7  Folder Management  Optional  sesnisasacectesa tena seoadsaccnacdeansaniiceduensceassamnieencnosganesaanicadusoiisaanaanteenssntsamiepoyieadieossenasemnereceeseteas  7  Aane SURVEY O E E aioa 8  Copie QUESOS riada E E peid 8  Create a New QUESTION cursi licie inline iE Ea A ea ENEA E A anaiai 9  Rearranging  Deleting  and Restoring QuestionS            esssssssseresrressrreresrreeesrrressreresrtressreresetresereroserresererssetreserereserresere 11  QUEStHONTVDES IA OUa ra cad 12  o A 12  Hope SU A A o e Eo O E o o 14  O FLOM A o O o T A E 15  MaE scale Suero darias 16  o o A P  PAP         A 16  PER POU anda ciesierstisaisntortateinnians cadet E A E E E 17  DUDOI oeer a E E UA E A 17  PAE UE O re A A A 18  EIN E NEY QUE ON e E owavaede cies eoteeaee tices  19  PUGS Page Dra tddi das  20  Carry Forward Choices  Statements  and Scale POINTS            cccccceeeccceeecccecccceececeecsceuecsceececeeeeeeeceeeeuceseueceseueeeneneeseees 21  AO DISPlAVLOBIO notte eee mee oe eee 21  ACES LOPE raices 22  CO OUES GONS trace 22  RECO NSS ii 23  do PA 23  CPOE RANdO MIA ON ani iria 24  Adding Graphics as CODI micoiosian SoannevassadesnaduenadwaateceussdoanoaeasieseonsasmeadweadedeurhdoanapastedeexsdeecnieseDedseradousnivadtedsos 25  a Un e O cesaceadennaadanneaudunueientaenein  25  o a E 28  Advanced Block  
18. Selected EdttCordtticn    Hoe Opio Colapse    Show Block  Open End Description  1 Question       00d    Hew Elim bt He re       Qualtrics User Manual 33    Survey Flow  cont     Embedded Data  Embedded data is associated with respondents who are part of a panel  established in Qualtrics  e g   name  address  age  gender  etc  This information is known before  respondents complete a survey and can be uploaded and stored into panel data  see Panels    Embedded data can also be provided by the survey URL     To get preexisting panelist data to appear along with a panelist s survey results  a command to  include embedded data must be added to the Survey Flow     This command is also used to save user data from the incoming survey URL to the survey results     To include embedded data along with survey results     1  Begin in survey edit mode   2  Select Survey Flow option from top tool bar   3  Click Add Below to pull up the options that can be added  4  Select Embedded Data    Set Embedded Data         Value will be set from Panel or URL   Add Below Move Add From Panel Delete    5  Enter the name s  of each embedded data field you want to add  a  These names must match the names of the embedded data created originally in the  panel  b  It s not necessary to add all field names  only the ones needed   6  Embedded Data can be added to the survey flow at anytime during data collection or after  all data have been collected and or downloaded  7  After Embedded Data are added in the 
19. a library       This function controls the kind of message displayed to respondents trying to take an inactive survey     Partial Completion    Partial Completion         Response Set       How long to wait before partially completed surveys are closed and data is recorded  Please note  the recipient cannot continue taking the survey once their data is recorded              After 1 Week       Do not record partially completed surveys     After 4 Hours  After 24 Hours  After 48 Hours  After 1 Week   After 2 Weeks         Use the drop down menu to choose whether or not to allow partially completed surveys  and if so  how long  until partially completed surveys are recorded     Qualtrics User Manual 32    Response Set    Response Set New responses go into  Default Response Set   Manage Response Sets    a Response sets allow you to place survey responses into different buckets  For example  quarterly or monthly surveys could be collected in  Sa different buckets  This allows you to view results of the same survey for different collection periods        A response set is like a  bucket  where data is collected  By default  all data is collected in the Default  Response Set  However  you may create other response sets which will split your completed data into discrete  groups that can be downloaded  viewed and analyzed separately     Response sets can differentiate your data in two ways    1  By Date  When you activate a new response set  all future incoming data will be placed in 
20. advanced options  You have the option to do one or more of the following     Change the fixed order of question presentation  Randomize all questions   Randomize a subset of questions   Exclude questions   Show only a certain number of questions per page    aS SYS    Loop  amp  Merge  Loop and Merge  The Loop and Merge allows you to repeat a block based on  predefined values  such as embedded data  previous  question choices  panel data  etc  El Automatically bring in Field 1 from a question     Turn Off Loop  amp  Merge Loop  amp  Merge is turned on for this block       1  Clickon   TurnonLoop and Mergell   2  Clicking on    Automatically bring in Field 1 froma  Question will populate your to be merged values  automatically    3  If you do not populate the fields automatically  you  can manually type in the values of the field  For piped  text  you must already have the code ready through ee et ae  other sources     there is no option to generate the  piped text in this window  Additional levels of the field can be added by clicking the   or     to the left  of the fields        Qualtrics User Manual 29    Customize the Look and Feel of the Survey  Optional     Once you have created a survey  named it  and assigned to a folder  you can format the interface  the look   of your survey  Click Look  amp  Feel to edit the look of your survey    In the Look  amp  Feel area of Qualtrics  you can     A ca he ae    1     Select a predesigned skin that contains colors and buttons in a
21. chnology  t willtake less    a Man S minties to complete the s D jaeta us enhance Our Support Tor JMU   47  faculty and staff  Thank you AL    Or  Gibson s Research Group       Adding Survey Questions  To add questions to your survey     Either click Create a New Question  to start a new question from scratch  or click Copy Questions  From     to select a question from a library of surveys      Copying Questions    Qualtrics allows users to copy questions either from a library of survey templates designed by Qualtrics or  from any user created survey libraries  To use this option  simply select a library  select a survey  and    review select specific survey questions  Once the question you want is added to your survey  you can edit  it as necessary     Qualtrics User Manual 8    To copy questions from a library     1     aan ade do    In Edit Survey  click on    Copy Questions Fromll at the bottom of the page to select questions from  an existing template    Select the library from which you want to take questions    Select the survey from which you want to take questions    Highlight the desired question or group of questions from the left hand panel    Add the questions to your survey  blue button at bottom of right panel          Note  If at any time you wish to exit out of a pop up window  simply click on an area outside of the  window and the pop up will disappear        Create a New Question    To create a new question from scratch     1   2     Click Create a New Ques
22. e copies or surveys  access the Qualtrics library and perform several other  functions       SEM  le popthintr  M inciden A umee rr Settee   Tha Le ol Maryland o    al   cee ths in A   pr  Pe lr  1      e      A heri Wetec Hur 2000 b A anj ed M caig Seer Be Lair Hats A ra Vred 2 Mo ruta Mir A AA   Wi RR ART AD OF renewrch Sate Mp Hepat   RET  wow  gt     E ka 45       OUALTRICS UPGRADE 60 Total Reiponip       ii RESPONSES a E ENL CARTA TEHE    DIO MA          Tasks Toolbar    After you have created a survey  it will show up at the bottom of your My Surveys Dashboard  otherwise  known as your Tasks Toolbar  The following features are included       Creation Date       My Surveys    MKT Introduction to Qualtrics mm r E    Sample 0 September 22 ar i 2amaeA    x     Edit Results Send View Collaborate Copy Translate Delete    Star Marker  The star marker icon can be clicked to turn it bright yellow  This feature has no function other  than letting you mark surveys in a special way  If you have many surveys but dont utilize the folder system   this method will allow you to locate surveys easily     Active Survey  Once a survey has been activated  it will be marked with the green checkmark  However  it  can still be deactivated without being deleted  Simply click on the green checkmark and confirm in the  popup window that you do want to close the survey  It can be reactivated again using the same methods  for initial activation  The link will remain the same     Responses  The numb
23. er of attempted responses is shown  This value includes complete AND incomplete  responses     Creation Date  Date of survey creation    Qualtrics User Manual 5    Modified  Date of last modification   Edit  Takes you to the Edit Survey Tab  Results  Takes you to the View Results Tab  Send  Takes you to the Distribute Survey Tab    View  Preview the survey as it will appear to respondents  To move quickly through the survey  click     Ignore Validationll  You will not have to answer questions to advance     C  Ignore Validation     more options     Click Here to Start Over    Collaborate  This function allows you to share your survey with other users  This is great for when you are  doing collaborative work with other users and would like everyone to have access to a survey     1  In order to share a survey  you will need to know your collaborators    Qualtrics usernames  Or  you  can go through the    Address Bookll which will list everyone in your brand that has an account   Usually their username is the same as their uniqname  Some usernames are an individual s full  email address    2  Once you have the username in there  their name should appear  If this is the correct person  click     Add  l When you do this  a whole list of options will appear to the right  This is where you choose  what editing capabilities this person will have  By clicking    Select Allll you are giving them full ability  to edit the survey     Copy  Copy the survey to another user s account or lib
24. expire       This survey is valid from    Eto   2 1 04 E        1  Select Open Access to allow anyone to take the survey if a survey is embedded or linked on a web  page     Qualtrics User Manual 31    2  Select By Invitation Only to limit it to only individuals who receive invitation emails    3  Check Password Protection to require a password  that you create and issue to your  respondents  to take the survey  Once the selection is checked  a password entry box will display    4  Check Prevent Ballot Box Stuffing to prevent users to take the survey more than once  Similar to  the Save and Continue function  it can be problematic for surveys taken in public areas    5  Select HTTP Referrer Verification to ensure the survey taker comes through a specific URL to    take the survey     6  Check Prevent Indexing to ensure that your survey is not searchable in search engines   7  Select This survey does not expire to leave the survey open or This survey is valid from to  specify a date range for when the survey will be available    Survey Termination    survey Termination   Default end of survey message          hawk    End of survey message from a library       Redirect to a URL full URL  ex   http   www  qualtrics  com           Send additional thank you email from a library          Choose one of several different messages to show after a survey is complete     Inactive Surveys    Inactive Surveys   Default inactive survey message     O    Display inactive survey message from 
25. gable Bars    What percentage of your discretionary money do you spend on the following items   0 10 20 30 40 50 60 70 80 90 100   Entertainment   Electronics   Clothes   Food       Constant Sum With or Without Total    What percentage of your purchases are made with these cards        Qualtrics User Manual 14    Rank Order    Drag and Drop Rank Order    Rank the following moves in order of preference  most preferred ttem at the top      StarWars    Pride and Prejudice    True Lies    Titanic    Lord of the Rings       1  The Javascript code for drag and drop ranking does not always work in all browsers     radio  button or manual ranking is recommended   2  Instructions for the respondents may be necessary for this question as some may try simply  double clicking on the numbers    3  Once a row is selected it can be dragged and dropped to any location and moved multiple  times    Radio Button Ranking    Rank the following credit cards  a rank of 1 being your most favorite and 3 being your least  favorite        Manual Ranking    Rank the following Disney movies in order of preference from 1 to 4  most preferred    Aladdin   Favorite Character   Mulan   Favorite Character     The Litthe Mermaid   Favorite Character     Beauty and the Beast   Favorite Character        1  This question type will require validation to ensure respondents enter the correct numbers  a  If respondents enter an invalid number or repeat numbers  they are given a red warning  message    Qualtrics User 
26. gger to send responses through email is that the recipient  doesn t need to know how to use Qualtrics to retrieve results     Triggers            Send An Email On Survey Complete  Add a Condition    To Email Address   Subject         Message     Finish Editing    Add Another Trigger       X Close Without Saving    Save Triggers    7  Panel Triggers  a  A trigger can be used to add a  respondent to an existing panel each  time a survey is completed  default  or    Triggers      A Add Respondent To Panel On Survey Complete  Adda Condition    Panel Library   Panel    each time a certain condition is met mais  Ooa  during the survey  click    add a condition  gee A    b  Essential panel fields will be updated  S  you can also add question responses Add Another Triage  and other embedded data  add  additional fields        Qualtrics User Manual 26    Advanced Survey Options  continued     13   14     8  Quotas  can be set based on responses to a question or based on embedded data  embedded data  must be included in the survey flow      NOTE  Use caution when using the quota feature to shut down a survey after a certain number of  completed responses  If many people have entered the survey simultaneously  there could be  problems with the survey shutting down properly and or too many survey responses will be  collected     Quotas    The quota count will be incremented each time the following condition is met    00    Quota Name  Enter The Quota Name Here   One quota for all the res
27. hen survey contents are a part of a new page  The new page s   will be seen once the survey goes live  To add a page break  select a question by clicking on it  Then  click  Add Page Break  This will insert a page break below the selected question  In survey edit mode  a page  break will look like this     O  _ a  O  Like questions  page breaks can be moved up or down using the arrows and added before after questions   or deleted     Qualtrics User Manual 20    Carry Forward Choices  Statements  and Scale Points    All choices  selected responses  text entered in answer fields  or scale points can be carried over from one  question to the next     8 a How satjst with our admissions process     top oe                        Very Dissatisfied  S Dissatisfied      Neutral      Satisfied    A Very Satisfied       Very Dissatisfied The response options       Dissatisfied from Question 8  were carried forward      Neutral to Question 26      Satisfied       Very Satisfied          nee Al Choices   E How satisfied are   missions proces         Add Display Logic    This function allows a question to appear to your respondents only if they answer a previous question in a  certain way   To add Display Logic     1  Click Add Display Logic from the editorial toolbar   2  Select the desired dependent question and all the conditions you would like satisfied  again  the  selected question will be highlighted light blue     3  Click Save     Display Logic  What graduate school do you plan on
28. ics  apply display logic  exclude   Allow Text Entry  certain options from analysis  etc  The options available E     depend on the question type you select   com insert Piped Text    Add Display Logic       Repeat steps 1 8 to add additional questions    Exclude From Analysis    Move Up    Move Down    Rearranging  Deleting  and Restoring Questions    Remove Choice    Qualtrics also allows you to control the placement  deletion  and restoring of questions  To add a new  question before after a question you have already created        Move your mouse to the question     Adds a new question before this one     gt  O  What is your favorite class     Calculus  Physics Deletesthis question     Biology    Adds a new question after this one    gt        Moves the order of this question up or down or       con aves          If you delete a question  it is not discarded immediately  Instead  Qualtrics will move it into the  Trash Unsaved Questions area at the bottom of the page  To restore a question  simply click Restore  To  discard deleted questions  click Empty Trash     What is your favorite class  Restore    How well does each of the following statements describes you  Restore       Qualtrics User Manual 11    Question Types in Qualtrics    Multiple Choice  1  Multiple or single answer  a  Single answer choices are shown with radio    Q3 Y Click to write the question text    buttons       an  b  Multiple answer choices shown with check saana  boxes    cick to write Choice 2  Y 
29. ike Excel or SPSS  When you change the label of a question  it is also used when setting  up Skip and Branch Logic  Quotas  and Triggers     To create a label  find and click the icon at the bottom left of the text field     A Aped  ext    Normal View Code Wie    Q4 Pledse specify your gender       Edit Question Label  Gender     Male      Female       Initially  you will see a preview of the current question text  Edit the label name to whatever you desire  If  you would like to remove a label and go back to using the full question text  simply click Reset     7  Totype in response options  click on Click to write Choice 1  2  3  etc   You may also copy and  paste responses from a Word document or text file       Y Default Question Block       Qualtrics User Manual 10       Or Click Edit Multiple to type or copy paste a series of response options in the gray window     Look 8  Feel Survey Options Survey Flow Pies  Spell Check Preview Survey Launch Survey    Practice Change Question Type    Y Defaulme Under 13 i Sa  13 17 k  18 25    26 34 ii  J 35 54 LA E k Edit Multiple    55 64  65 and over    Fi Automatic Choices  Answers    Single Answer  C   Multiple Answer       8  Optional  By clicking on individual responses  a blue Od  i   i i Please specify your gender   down with a down arrow will appear  This option allows  you to add further dimension to your answer options      Male  You can create a text box to allow users to enter textual O  Female MY  responses  insert graph
30. is presented based on date  day  or time  e g   Survey A on Mondays   Survey B on Tuesdays     More details  http   www qualtrics com university distribute a survey     O AS    ES A    Survey Link Email Survey Email History In Page Popup Embedded Survey Website Feedback Survey Director Preview Survey    Qualtrics User Manual 38    Using Panels    In Qualtrics  a panel is a database of information about respondents that has been uploaded into the  system  Information from the panel can be saved to the data or be used to populate questions and email  invitations     Creating Panels    To create a pane     Ae    Select the Panel tab   select     Create New Panelll   Assign and name the Panel   Add panel members by using  a  Simple Form  Copy and Paste  First Name  Last name  Email   b  An Excel File  c  Import from a survey already taken    Using Panels to Monitor Responses    1     Status    Responses can be monitored using the Panel Members icon under the Panels tab  2  Click email address from Panel Member list    Email Address  giantkillerS6 hotmail com  giantkiller56 qmail com    giantkillerS56 yahool com    Name   External Reference Actions   Andre1 Louis1    Edit   History  Andre2 Louis2    Edit   History  Andre3 Louis3    Edit   History    3  Edit Panel members    information and embedded data    Edit Panel Member   Andre    Louis     First Name   Andre Last Name   Louis     Email   giantkillers6 hotmail c External Data Reference      Recipient ID MLRP_3K0icGAs7gGyLyug U
31. nsubscribe E     Add embedded data for this pane  member in the box below  Enter one field and its associated value    per line and ensure the field name does not contain spaces     Embedded Data  Middle  C a Example   Title Process Manager E Stat  CompanyName Univeristy of Michigan Flint  Street  ddress 1 530 French Hall  StreetAddress2 303 E  Kearsley   City Flint A       State Ml ad         x cancel   Y save      4  Click    Historyll next to the panel member in the list to view emails received and responses made     Qualtrics User Manual 39    Create a Sample a Panel  You can generate a random sample of individuals from your panel  or choose individuals that fit certain  criteria based on embedded data or previous history sampling information    1  Click the    Sample managementll icon from the panels tab  2  Create a sample name and choose the sample size   3    By default  all panel members are eligible for the sample  If you require specific criteria for an  individual to be included in the sample  click    add a sample conditionll  Multiple conditions can be    specified     Create Sample    Sample Name Max Sample Size   500 Calculator    Include only panel members matching the following logic     Embedded Data  Recipient History  Recipient Sample Membership    Qualtrics User Manual       40    View Survey Report    To view survey reports     1  Select the survey and its corresponding Results from the My Surveys tab  Click View Results       ew Results Message Center 
32. nter your User Name email  address and password  First time users  you can  create an account    3  In creating your account  please use your UMD  credentials and not your departmental or college  domain  This helps the Brand Administrators  and  Qualtrics support identify users    4  Follow the steps after you logon     UF opens P  Iribe  2 5467    jaselolo University ol Mandand Co w A Unrest of Marland x          de Cc E    umad edu      D ppan   Lumit Mes a google search   Geo Pl babai  LD      des w ARDE homa page EF Gogle Hest E FestiPrirts   IT Inc  h  Ar  salono Masz anc E 2014 HAC Summ a Uniwentity of Mary IB  Tacbrizal Iceni    y U N I y E B 5 I T Y O F Thursday  June 12  2014 3 79 PM    Ww MARYLAND  Central Authentication Service  CAS     Enter vour Directory ID and or security reasons  please Log Out and Exit your web browser when you are done accessing services that require authentication   Password o f   R     The Division IT will never ask you to put your password into an email message  but scammers will    Do not share your password with others     T   find gut your Directory ID  go to the Identity Verification page     Ta set your Directory password  use the Password Change page        Qualtrics User Manual 4    My Surveys    After you successfully log in to Qualtrics  you will find yourself in the My Surveys Dashboard  This area  allows you to create and edit surveys  view results from surveys you have created  share surveys with  other users  create duplicat
33. ons   Add Below Move    E  Then Branch If     If Are you interested in participating in amp nbsp research onc    No Is Selected  Options Collapse      Add a New Element Here    Show Block  Student Awareness and Satisfaction  2 Questions   Add Below Move    8  Then Branch If     If Are you aware of student research opportunities on campus  No Is Selected    Move Options Collapse    ry End of Survey      Add a New Element Here    E Show Block  Demographics  1 Question   Add Below Move      Add a New Element Here       Qualtrics User Manual 28    In this example  answering    Noll to a particular question in the    Student Interestll block will create a skip to  the    Demographicsll block  Also  answer    Nollto a particular question inthe    Student  Awareness Satisfaction block will lead to the end of the survey     Advanced Block Options    Advance block options include     View Block     will preview only the specific block   Collapse Questions     for a more compact view of the block   Lock Block     so that no further changes can be made   Question Randomization   randomize order of questions in the block   Loop and Merge   Series of questions that are identical except for some wording can be presented  using the Loop and Merge feature    a o    Question Randomization    This tool randomizes the order in which the question appear in a particular block  For choice  randomization  please refer to the question advanced options  For block randomization  refer to survey flow  
34. ox     For more information  visit  http   www qualtrics com university advanced options    Qualtrics User Manual 27    Survey Blocks    In Qualtrics  both linear and non linear logic in a survey can be monitored with blocks  By default  Qualtrics  enables questions to be added to Default Question Block  A block can house a different section of  questions in a survey  and will automatically be separated by page breaks     Survey FIOW Sample Survey for Testing          Show Block  Student Awareness  2 Questions     Mowe    Show Block  Student Participation and Satisfaction  2 Questions     Mowe    Show Block  Demographics  1 Question       Add a New Element Here       The screenshot above shows the survey flow of a questionnaire  In this example  three blocks    Student  Interestll     Student Awareness and Satisfactionll  and    Demographicsll has been created  Each block can  contain a series of questions     To create a block  click    Add Blockll option under the Advanced Options menu     Once your blocks are created  you can arrange them according to the designed logic relation using the     Survey Flowll function  Once in the Survey Flow window  use Add a New Element to determine the logic in  a survey  Adding a New Element allows you to identify conditions that will trigger particular questions or  move you to various blocks  You can also add new logic elements  move them to different locations  or  delete them     Survey Flow    E Show Block  Student Interest  2 Questi
35. ponse sets   a    Each response set has its own quota   Quota Limit    100 This is the number of times the quota condition  must occur for the quota to be considered met        When the quota has been met  then  Do Not Display a Question     Question   QID5 Do you have a pet     Finish Editing    Add Another Quota       X Close Without Saving   Save Quotas      Conjoints  This module creates a series of questions for self explicated conjoint analysis to determine  relative importance of attributes of products  services etc       Translate Survey  This option allows you to create foreign translations of your question and answer    choices  either using  Google translate  or by typing your own translations       Scoring  Scoring allows you to set point values for multiple choice  matrix  and text entry questions     Feedback can be displayed after each question and at the end of the survey       Test Survey  The test survey feature allows you to generate responses to your survey before you    actually collect data  This allows you to determine how your data will appear  You can determine how  many responses you would like to generate  and then go to  View Results  to view how the data looks   Import Survey  Your survey can be imported as an XML   qsf   Qualtrics Survey Format  or  txt file   Export Survey  Your survey can be exported as an XML   asf   Qualtrics Survey Format  file  Please  make sure that the correct current survey is selected in the  Current Survey  drop down b
36. r the Social FAA ATA  Se entes a pre yeta e Dai  3  XML      Extensible Markup Language A AA es  format of the raw data  O SE E      4  HTML     Basic structural markup cad A    XML    language for use on Web sites       Note  To select multiple questions from  which you can download data  a sequential  selection can be done by holding the Shift  key on the keyboard while clicking the  question  Otherwise  the Ctrl key can be used to do non sequential selections  On a Mac computer  the  sequential selection is the same as on a Windows computer  while non sequential selection can be done  by the combination of holding the Command key  45  and clicking the questions        Qualtrics User Manual 44    Qualtrics Libraries    Qualtrics provides several libraries for survey creators to manage the surveys  questions  graphics and  messages  The items in the libraries can be pre designed by Qualtrics  created by individual users  or  created by a group of users                   ootPrints   IT Incident  amp         ed Qualtrics Survey Software x     iTunes space request page X   E  M7   htto imdsurveyumd edu ControlPanel  ClientAs tion ChangePagedis LibrarySectio E  umd P wv iB  4 h g            Most Visited      Sharepoint 2010 admi    2  Most Visited IM Getting Started 34 Latest Headlines  B  Most Visited Most Visited      VMware Server Access       3 UNIVE ESLT X O E Research Suite Support  amp  Fescheck Help and Tutorials   John Davies         J  ls A    E i Lit    A a a r  A Lib
37. ran Overview Survey Library a    et    a                 sd    pS           y r a g  A e te ay       My Library  John Davies     Copy a Survey to this Libra       D A v Q Survey  Unassigned   2 Chip Demo S     Q  C View Options Copy Delet  v    Qualtrics User Manual    45    Survey Library     The Survey Library provides a repository to store the surveys that can be repeatedly used  Using the  Current Library dropdown menu  you can toggle among the survey libraries pre designed by Qualtrics or  created by individual users or groups  Surveys in the Survey Library can also be organized by folders  The  surveys in the library can be viewed  modified with Options  copied  and deleted     Question Library     The Question Library manages questions that can repeatedly used  The layout of the Question Library is  the same as the Survey Library  Using the Current Library drop down menu  you can toggle among the  survey libraries pre designed by Qualtrics or created by individual users or groups  Questions in the  Question Library can also be organized by folders  The questions in the library can be viewed  modified  with Options  copied  and deleted     Graphics Library   The Graphics Library helps to organize images uploaded by Qualtrics  an individual Qualtrics user  and  groups of Qualtrics users  The Question Library also enables easy access to insert images in the header     footer  question description and response item in an online questionnaire when creating a Qualtrics surve
38. rary or make a copy of the survey in your own  account  This is very useful when you are developing several different versions of a survey or trying to  decide on which survey design to use     Translate  This option allows you to create foreign translations of your question and answer choices  either  using  google translate  or by typing your own translations    Delete  Deletes the entire survey from your account  lt will also be deleted from the accounts of people  sharing it  This only appears for surveys that you own  For surveys that are shared with you  but you do not  own  you will see a    removell icon that will remove the survey from    My Surveyll but will not delete the  survey from the owner   s account     O    Remove    Qualtrics User Manual    Creating a New Survey    To create a new survey     Click on the Create Survey icon in the gray menu area located in the middle of the Dashboard page  From  there  you will see the following page             Quick Survey Builder    C watery Looking for a fast and easy way to build a powerful survey   reates a survey x canamus Try our survey builder to accelerate your survey creation and start gathering results        from scratch   recommended     Click to Continue E              Create from Copy  Use this tool to help you create a survey    based on an existing survey    Survey Library  Don t know where to start  Pick    template from a variety of catego            Creates a survey  Creates a survey         from other 
39. survey flow  the next data download will include  each panelists embedded data along with all responses to questions     Randomizer  Enables block randomization to assign respondents to conditions or to reduce order  effects  In this example  both blocks are presented to respondents in random order     E   Block Randomizer    Randomly present a of the following blacks    Mov  Colepgre Deke    Show Block  Condition 1  3 Questions     Show Block  Condition 2  5 Questions      400 4 Hew Eme it Here       Qualtrics User Manual 34    In this next example  respondents are randomly assigned to a condition     Block Randomizer    Randomly present a  1   of the following blocks    Show Block  Conjoint 0  11 Questions     Show Block  Conjoint  11 Questions     Show Block  Conjoint 2  11 Questions        End of Survey  Allows premature end to survey if respondents meet the conditions for  termination  Customized end of survey messages can be used for different groups as they end  the survey  Select the link    Customizell to choose which specific end of survey message people on  this track will see     Show Block  Block 1  1 Question     A End of Survey Move Customize       More details  htto  Awww qualtrics com university survey flow        Qualtrics User Manual 35    Print Survey    This prints out the survey which can be helpful when proofing  However  the print preview and printout will  not appear exactly as it does to respondents  Block names will appear  and all blocks questions 
40. t Survey  MT COS   Pons   Library     Paneis   Administration   gt  Ns     A A N y    5    Look 8  Feel Survey Options Survey Flow Print Survey Spell Check Preview Survey Launch Survey   Advanced Options          S Add Block E    Get Help Current Survey    Student Research Opportunities Survey Preview Mode   Strip Formatting       Auto Number Questions       Student Research Opportunities  Test   Check Survey Accessibility     Y Student Interest  Triggers    Salesforce                This survey is being conducted as a part of a study being done by the University of Michigan Flint in an effort to collect Quotas       valuable information regarding student participation in campus wide research initiatives  This study measure the extent to ae  which students are aware of existing research opportunities and to measure their involvement  Your participation in this Conjoints     study is completely voluntary  You may skip any questions you wish not to answer  and all of your responses will be  anonymous  Thanks for your participation     Translate Survey     Scoring       Test Survey       Import Survey          Export Survey     Are you interested in participating in research on campus     Export Survey to Word          Advanced Survey Options include     1  Add Block  Allows you to add a new block into your survey    Qualtrics User Manual 25    2  Survey Preview Mode  Allows you to view your survey in compact view   3  Strip Formatting  Removes all text formatting for selected q
41. t Survey This text will appear in the browser as the window or tab title        Use Custom Survey Validation Messages       1  Select Back Button to enable survey takers to return to earlier pages in the survey    2  Select Save and Continue to allow users to resume partially completed surveys begun at an earlier  time  Save and Continue can be problematic for surveys taken in public areas  since one user could  potentially start a survey where a previous user on the same computer left off    3  Select Survey Language to show your survey in various languages  Users must also have their  internet browser set to the same language as the default selected here for the survey to appear  correctly    4  Select Show Export Tags to export the question numbers in your survey to the survey your  respondents and or other collaborators will see    5  Survey Title  The text appears as the browser or window title     Survey Protection    Survey Protection   Open Access  Allow anyone to take this survey     if   E By Invitation Only  Allow only those who receive invitation emails to take the survey  this will reject anonymous links      Password Protection  This password must be entered to take this survey   Prevent Ballot Box Stuffing  Keep people from taking this survey more than once   HTTP Referer Verification  The user must come from this url to take the survey     Prevent Indexing  A tag will be added to the survey to prevent search engines from indexing it       This survey does not 
42. that many  respondents will never see will also appear     Spell Check    Will spell check the entire survey  excluding user specific areas  such as survey  block  and question  labels     Preview Survey and or Questions  After you have finished constructing your survey  feel free to preview it       La Y X  amp  Y N Y    Look  amp  Feel Survey Options Survey Flow Print Survey Spell Check   Preview Survey J Launch Su rey            5  Add Page Break  add Display Logie  Or Preview individual survey questions        ES Add Skip Logic    fy Copy Question   NOTE  When you run through the entire survey in Preview mode  your test  responses will be recorded in the results  Before collecting your real survey  responses  you will want to delete the test responses  You can clear out test  responses by selecting the    Resultsll icon and deleting the results reports             Qualtrics User Manual 36    Distributing a Survey    After your survey is constructed and you are ready to send it out to people  start by clicking either the  Distribute Survey tab or the Launch Survey button     Get Help   Current Surve          la Y NX S    Look  amp  Feel Survey Options Survey Flow Print Survey       From there  you will also be required to activate your survey to collect responses by clicking the link on  the next page  Once you do  your survey will be provided a unique link  Note  You can also customize the  link           umilintoavaltrics comSe sib sy 17U1slJU2    You can copy this link 
43. that response  set rather than the old one  This will give you data in two sets  for example  a pre October 15th and a  post October 15th response set     2  By Distribution method  Using the Qualtrics Mailer  you may specify the response set into which the data  for a particular mailing will be placed     Other Editing Features    Survey Flow    This is for changing the flow of your survey when you are using multiple question blocks  This is only  necessary when doing advanced surveys that require a special type of skip logic  branching  data  processing  or block randomization     The Survey Flow choices include     What do you want to add  Cancel    ES Block    Branch E Embedded Data 2 Randomizer A Web Service A Authenticator A End of Survey       Block  If your survey is separated into blocks  you can customize the order of blocks     Branch  Unique path or question sequence in a survey that respondents will be taken to depending on  their answers to previous questions or other data researchers have on them    In this example  respondents who indicated that they were dissatisfied with something can be taken to a  branch that asks them why they were dissatisfied  Satisfied respondents won t see that branch     Show Block  Default Question Block  23 Questions     El    Then Branch If   Hf Please indicate how satisfied you were with the following    Wery Dissatisfied is Selected EditCorditios    Or Please indicate how satisfied you were with the following    Dissatisfied is 
44. tion   Determine the Question Type  By default  Multiple Choice is selected  However  you can use the  drop down menu in the green box on the right to determine the kind of question you would like to  use     Test       Y Default Question Block       Q1    4 Click to write the question text        v   7  Automatic Choices       To find the question type you need  click the green box  Move your mouse over each type to see a preview  of the question displayed in the Example Area     3                 Navigate through the question  types available  You can also  expand the list by clicking the  Show All Question Types at the  bottom of the green window         Click to write the question text    A Click to write Choice 1     A Click to write Choice 2    A Click to write Choice 3       Qualtrics User Manual    Normal View Code View    4  Click in the yellow text box to enter your question text     5  If you click on the Rich Text Editor prompt above the text box  you can format the question using  the WSIWYG formatting option     What You See Is What You Getll   Here  you can insert images  and symbols  add hyperlinks  use various font editing tools  and add HTML code  by clicking on the  Source button      ad ad Aa dese  7   Font    Click to write the question text       6  Optional  Create a label for each question  Labels are a helpful tool to shorten the text that will  appear if you decide to view results by question or in the columns if you export your data into  programs l
45. tions provides choices of deleting  survey previews  imported survey  pm py E eee i responses  and or all responses  In  View Reports   Responses f Download Data Cross Tabulation addition  Advanced Options  includes an Import Responses                a option allows previous data in CSV  Current Filters From Report file form to be uploaded and  i E merged with the current Qualtrics  dagg s survey data set as well as an option  to Generate Test Responses  R ano      perfect for testing results functions  From Date    E apa T JE without having real responses to  Response Search Criteria work with    First Name q   Last Name j  Email Address    External Reference     Note  If you are deleting an entire  N Search response set  you will be prompted  to confirm the deletion before you  Select  Ail None can proceed     134 126 395 114 03 Jun2008 08 1044 03 Jun 2008 09 277 AN 1h 18m 45s       R_2nw biseHo kE 134 126 135 134 03 Jun2008 111941 03 Jun 2008 11 20AM fm 45s    Qualtrics User Manual 43    Download Data    Qualtrics allows users to download data by aa y  H 5  into other analytical programs by selected A o ti  questions  time ranges  and diversified Current Finare From Report  formats  so  There are four types of download format  a    sass as ates    snes sas  What is your gender     Export tags   1  CSV     Can be imported into Excel or cr iS T fe  Access  rom E te Recoge Seen dut Unanswered Questions as  99  2  SPSS     Can be imported into the PP     Statistical Package fo
46. ual interest    LS AN SS       Hot Spot    1  Key areas of the picture are defined by the experimenter  2  On Off  Respondent highlights areas of interest  a  Green indicates an area of interest  b  Clicking a second time will deselect area of interest  3  Like Dislike  Respondent highlights the areas with red or green overlay  a  Red signifies an area the respondent doesnt like  b  Green indicates an area that the respondent likes    lu ac adipiscing amet bibendum  massa    lacus molestie ut libero    sodales COCU   ITAe alrquet Wednesday                            Vivamus nec Hunc    HASELLUS SED SIT SODALES ligula nostra  accumsan taciti       Socis mauris  in integer  a dolor                Qualtrics User Manual 18    Editing Survey Questions    As you are creating new questions  you also have the ability to modify its properties using basic editorial  tools  After each question is created  an editorial bar will appear to the right of that question  Some editorial  functions include  adding subtracting the number of choices statements scale points  using the plus and  minus signs   determining if the question has a single or multiple responses  whether the responses  appear vertically or horizontally  and whether or not responses are forced  i e  questions that must be    answered before the survey respondent can continue  noted by the     icon in the left section of each  question      Note  The type of editorial toolbar you see is based on the question type you select  
47. uestions  returning them to default  settings   4  Auto Number Questions  Automatically re numbers your questions  Click on the numbering type to  change  Remember that these numbers will not appear to the survey responders    a  Sequential numbering renumbers the questions from beginning to end starting with 1  Q1   Q2        b  Block Numbering renumbers the questions based on the block   Block 1  Q1 1  Q1 2  Block  2  Q2 1  Q2 2    c  Internal ID numbering will change the question label to the original question ID generated  when you first created the question   QID1  QID2  etc      The prefix will remain Q    d  Changing the Prefix allows you to change the prefix to any label you wish to use  Note that  SPSS requires variable labels to start with letters  not numbers    5  Check Survey Accessibility  Determines whether your survey is accessible to people with  disabilities   6  Email Triggers   a  A trigger can be used to send an email message to yourself or others each time a survey is  completed  default  or each time a certain condition is met during the survey  click    add a  condition    b  Inthe body of the email  a summary of that particular survey response can also be sent    c  The email trigger is useful when you are using Qualtrics for a reservation form or some other     surveyll that will have simple and periodic responses that would be more convenient to  receive through email  rather than logging into Qualtrics repeatedly    d  An advantage to using the tri
48. us portions of the survey     Copying Questions    A question and its corresponding responses can be copied in the same survey to reuse again by selecting  Copy Question     Qualtrics User Manual 22    Recode Values    This function allows you to rename variables and recode numerical values  1  Assign a value by typing the number in the yellow boxes    a  Itis always wise to check what current numeric values will be assigned to each choice on a  scale  b  Sometimes the physical spacing of choices on a scale will result in Qualtrics skipping values   i e  1 2 3 6 7 10 12   2  Rename the variable by typing the name into the pink fields  3  Recode numeric labels in the yellow fields  4  Changes will be reflected in the data file after downloading data    Recode Values    Recode Values Variable Naming    Very Dissatisfied  Dissatisfied  Neutral   Satisfied    Wery Satisfied       Piping  Smart Text     Carry over a response or written text from a previous question into the text of another question     1  Click the Piped Text tab above your question s text      Rich Text Editor Piped Text   I Normal View    How satisfied are you with Product A        2  Select the desired question panel field embedded data loop and merge field from the menu        Answers   a  Single Answer     Multiple Answer        Normal View                        1 Pipe text from a       Dissatisfied         Panel Field  gt    Q2 Please indicate the 3 most preferred products  gt  pesu  Ped      Embedded Data 
49. y     Similar to the other libraries  graphics in the Graphics Library can also be organized by folders  The layout  of the Graphics Library is the same as both the Survey Library and Question Library with one exception   you must click on a particular image to get the Question Library options  which include editing  copying   deleting  and viewing     Message Library     The Message Library enables the user to create an End of Survey Messages  reminders  inactive survey  messages  etc     Qualtrics User Manual    46    Qualtrics Support    There are many resources available for Qualtrics users  For more  information about Qualtrics and its functions  comprehensive wikis   webinars  and video tutorials can be found in the GET HELP section   located on the My Surveys section of Qualtrics  under the Create  Survey Icon      Also  feel free to visit the other websites for additional resources     Qualtrics University  hitp   www qualtrics com university     Qualtrics Customer Training and Support at UMD   http   learningtechnologies umd edu Qualtrics     Contact    Phone  800 340 9194  Email  support qualtrics com    Or contact John Davies   Learning Technologies  Group  Dlv IT    Phone  301 405 3036  Email   davies2 umd edu    Qualtrics User Manual    47    
    
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