Qualtrics User Manual
Contents
1. 26 UE SY OY PM C tenses 27 Sec EG soc cm 27 laus eU SUNY ya ata pgs 27 DSM CY sa PITT 27 eae id iq m E M nese 27 Senda survey through Email SUEPVEY eseri orsa HER TUS NUES FUR KxDES QUI R UNE CURATUR TUNE NUES FUR x PES QUMR UNE ODER IUSTUM RRURS MUR RUs 28 I E EDAM I m 31 UA cl m ees 37 TO AC Coss DO CREOUC SE PO aeosissite s duhessia EATE i v d tms des uisu music ires und 37 1 TON ACW IRC SPONSES aeceiecuds dopo sdcustes dom udtend fis dimduin dades doma tended donee mah vases ecd mu Sd RE dcs 38 Download Data wise m 39 Create a new Cross Val Aton so od eb on bb edd beside eed eut eden adt Ec ould ctetu uote 41 ENEE i e ec 43 Saving a Survey tothe DIDEAEV s aet re denne tuoi ote pam O OEE duls citm dE 43 sing survey Mom ne EIDEdE a eso om i demde diu du Pd M IM M I ILU 43 Using a Oueston rom tlie LIDA y erinin po a quU n tait daa liissn E e dms Lise aah aces ees 43 The Sir liue e EIDEN y ara TR 43 Group LIDIA V mc 43 To Create a Survey 1 Click on the Create Survey tab Alternatively click the Create Survey button in the My Surveys tab if you are accessing your account for the first time 2 On the next screen select one of the following options Quick Survey2. Builder Create from Copy or Survey Library N CA e COICC fr How do you want to bulld your survey Qaia Devry Better Quick Survey Builder The Quick Survey Builder is the fastest way to start editing your survey 1 Select Quick Survey Builder EU LB OECECOB OcI A How do you wami to build your servey 2 In the box that appears name your survey and select a folder to save it in If you don t have a folder you would like to save it in leave this part 3 blank You can assign a folder later if needed 3 Finish by clicking Create Survey Copy an existing survey The Create From Copy option allows you to create a new survey based upon an existing survey within your personal account Ls eee EGOR How do you wami to bulld your servey eas Qa forem ba ter m e n M a uas t omo I 2 Specify a new name and the folder it belongs in if desired p a Use the Survey Library The Survey Libraryoption allows you to copy a survey from a library and use it as a template for your new survey The Qualtrics Library contains hundreds of ready to use surveys DI im mem ees am os How do you want to build your servey on QS Survey Cuter 2 Choose the library from which you would like to pull the survey Select My Library if you would like to choose one of your own surveys or select the Global Library if you would
3. D nS v quo ey E ep ee a GRAUE crm Cee Poe Fer Bakili foe aed eee Pe ed E mas mimkin ies eles E Dam ee If you are using Embedded Data fields check the appropriate boxes in the Banner and Stub columns and either enter the field values to be included in the tabulation in the Embedded Data Field text box or click Autofill to bring in all values lavai duda Lem Celie Phu ees Hour ones Tem estre m Cor m M E Eey abeyance Es marca pee iz D tange Danegonam D F had in par ioni 2 nb ee ER T pn ee a ep ee Ramp ee ee eB Pome Dama ad eee ee foe el cee Po Da lE ee eed le calm fere Fe er elect Create Cross Tabulation Cie iem eu dh mas be az muri m man er es ndn es a i Sn scr mm iE Dmm Cam w E r See rcr GRE TUM CODES O E e a CO SED PRN ee TERS NOR rE E Gn r a i eee Se a T e r ETT 42 Library If you use similar surveys or questions repeatedly Qualtrics can store templates of entire surveys or questions in the library making them accessible at anytime in any survey Saving a Survey to the Library 1 Under the My Surveys tab select the copy survey icon 2 When prompted select that you wish to copy the survey to the library 3 Give the survey a name and click on the copy button Using a Survey from the Library Click the Create Survey tab Select the Survey Library option In the drill down boxes find your library and your survey Click
4. File pop up box select Choose File Import Update From a File The first row musi have tha field names for each column Importing a new panel Each row musi have a primary email address Email Ali other fieidis ar s Updating an existing pane Lee a acceantiD column containimg necpiant IDs and add any o The dala will be updated or added as needed New panel members will nal be creabed Export a pareil for an example update fle Select a CXV File im Mona Choose Fla Na fle chosen T 7 Select your file and click Open The file must be closed on your computer for it to import successfully into Qualtrics 8 Check the Verify Fields preview of your panel to ensure that Qualtrics is recognizing it properly e The maxemum fie size is 16M Select a CSV File Choose File ix amplepane CSV Reload import hors Verify Fields 4 Total FirstName LastName Email Externa Reter Joha Doe John Doefemail com Mary Smith samithPcompeny coa Terry ALG Sricttest com Ryan Lindburgh rlindburghfegaill com 9 If the fields are not showing up as a table in the Verify Fields preview select Import Options and change the Delimiter and Enclosure until the Verify Fields preview displays properly 10 Select Import Import Update From a File e Uu bu tous uar tubes Cue Pat come fur qct ofc co LI amp ww paw Lact ree To hoa o erat aep wes iret oua fusi aw cof eal ule m ochaio wu ithe y ac b
5. Survey Activate your survey Activating your survey allows you to begin collecting survey responses By default any survey you create is inactive This keeps respondents from taking the survey before it 1s finished and ensures you won t collect any invalid data or release an unfinished survey Do not activate your survey until you are ready to collect responses 27 1 On the My Surveys page click the check box on the left side of the survey name The 2 On the Distribute Survey page click the link that says Activate your survey to collect responses The anonymous survey link will then be available to you j ji b 4 m engl c mmm A S e ttt ee e A un es Your survey ia inective for the following reasons The ecvey cmn Cw Meter hy Gere qm gas pro mous fetes toe Ce rm Ense of P Tat Carvey po ue accpOCIIS RA RUIT eee 5144 TOJE Mat ow y pgoweabe ef actve noc wy Data integrity It s the easiest way to distribute a survey a simple anonymous link that can be taken by anyone You can e Send it out with your personal email e Post it on a web page e Use social media to distribute it Send a survey through Email Survey 1 Goto the Distribute Survey tab 28 2 d Click on the Email Survey icon Ny writes Click on the To drop down menu to select who should receive the survey _ bi um Lhe Erai Acres Fron Ley k Liwy D
6. green bar Block Options Choice a 6 Edit Multiple a Automa c Choices Ar swears Single Answer Multiple Answer O Edit Multiple allows you to paste a list of answer choices or statements into the question This is very useful if you have a question with a large list of choices or statements o Automatic Choices will recognize what you ve entered into your question text and populate the choices with a scale that can be formatted as needed Click the plus or minus buttons to change your automatic scale to something different like a 7 point scale to a 5 point scale and vice versa 12 Change o Tree me MM ea i TR B 5 gnuws inappropriate Aporopriata Male Ferrala Disagree Agree True False Yas No Below Avg Abova Avg Worse Batinr Single Answer D Muttipie Answer Ditficun Easy Mces Inaffoc va Effective Bad Good potion Regrets Deignttul vesca Miseracio Oeighttul Will Not Wil Question Type Specific Options When formatting you will observe that each question type has different formatting options in the Question Pane Visit the Question Types Guide for more details o Answer Options allows you to choose between Single Answer Multiple Answer Drop down List Select Box or Multiple Select Box Answers Single Answer Multiple Answer C Dropdown List O Select Box Q Multi Select Box Posibon o Answer Posi
7. like to select a Qualtrics survey Create from Survey Library My Library Qualtrics Uniwersity Please select a Sbranry Category Survey Enter the new survey name and the destination account below New survey ame Folder 3 Specify the category if applicable then the specific survey you would like to copy Create from Survey Library Please select a ibrary Global Library Qualtrics Library Category Cortreteurtity Survey Economic Growth and Oiveradication Survey Enter the new Survey nam Errployee Satsfaction Survey Meeting Planner Association Member Survey New survey name Community Service Agency tee Survey Folder wary Recruit Processing Survey Association Membership Survey Irwertor Profle Survey Movie Rental Survey 4 Specify a new name the folder the survey belongs in and the account the survey will be copied to Create from Survey Library Please selecta Sbrary Global Library Qualtrics U rary Category Community Survey Mentoring Application Survey Enter the new survey name and the destination account below New survey mame Mentoring Accticagon Survey Copy Folder Oemo Cancel w Create Survey 5 Finish up by clicking Create Survey Create from Survey Library Pease selecta Ibrary Global brary Qualtncs Ubrary Category Survey Mertoring Application Survey Enter the new survey name and the destination account below New surve
8. survey It is also helpful when you want to ensure the data you collect 1s legitimate An example of this 1s when you are collecting email addresses and you want to make sure the answers typed in by respondents are in a proper email format You must manually enable validation on each question you would like to validate UJ Click on the question you would like to validate In the question options pane to the right under Validation options select Force Response or Request Response Select Validation Type if necessary A red box will appear next to your question indicating you have enabled validation 20 Single Answer wi C Multiple Answer Q2 Which survey software do you currently usa Ler oio PX Vertical _ H rizontal Q3 Whatis your age Validation Options Force Response If force response is enabled respondents will be forced to answer the question before they can progress to the next page of the survey If a respondent does not answer and tries to advance a notification will appear that indicates the question must be answered Request Response If request response is enabled and a respondent does not answer the question an alert will inform the respondent the question was not answered The respondent will have the option to return or continue the survey This is also called soft validation Validation Types Validation types vary from question to question and can be viewed in th
9. Create Survey The Survey will appear in the Edit Survey tab from the library pue e Using a Question from the Library 1 Atthe bottom of an existing block click on Copy Items From 2 Select the library survey you would like to bring the question in from The Qualtrics Library The Qualtrics Library has many templates available for users Use these to learn the types of surveys that can be created in any given situation Group Library Users who belong to a brand and a group within that brand have the option of saving things to the group library This gives all members of the group access to your surveys questions graphics panels or anything saved to the group library 43
10. EASTERN UNIVERSITY Qualtrics User Manual Compiled by Andrew Wakiro Research Assistant 1 3 2013 The contents of this user manual are extracted from the Get Help menu of the Qualtrics software program Contents MO FS ACO gun mc 3 auredhlaci e T 3 Copy an existing IET m inci ENEE NENEA NENE EA ENEN e 4 B cue MEC t o o oot 5 ESSI LO CHIEN T T M 7 Toa ya gne SHOP DO ae eee a ee ne Ls INS EIE IDE USUS EISE LSU LT IIS ELE IPM LIUIUS EID UE 8 BEN erede cim SS NUNT 10 hr a Sa cs aor ees AE ce cetacean mmm 11 uU E oe ete et 12 Oeste Ty DE Spe CINCO DUO spersicsetirieserrirori iiriksi s iE Ein Er n Eiin N E EEEn EE iE 13 Display EOSICOBDSUSSHODS uai camisa uiii E EMI MM EE ME SI MD errr cere 14 Display Losic onang wer CHOICE aouisiscaqa dad irit ina diss tdd dtes t amada iin frasi ires isi auusues debna dius id fce ue 17 Ia NBC 19 BAIN OPNS NE o ooo om 21 bara M ee 21 To Add a Page Break between QUESTIONS oooccs ouo e sousao esas seus ee gos suc en cs snc os Unus unit escudo a Ue Uus ea scd s oua umet Ska 21 diss SINN 24 FA SUVE c ee 26 egi Eo dou du iei C 26 ved Sei X
11. The File must contain one column with the 33 header FirstName one column with the header LastName one column with the header Email and if needed additional columns for any other data embedded data you would like to have saved in the panel Click here to jump down to QTips for information on importing the panel members Language codes WARNING When you add embedded data to your panel this extra information will be attached to the responses of your panelists Note that to see this embedded data in your reports you must go into the Survey Flow of your survey and add in embedded data elements for the embedded data columns Also be aware that if you delete your panel after collecting responses the embedded data will also be deleted and will no longer be attached to the responses from the panel From a File weve Ihn feet prres for teh conn pel Each fiw mue hare Dortery erat address mat AP aher heitt me cota ne a ig pace Use a RecgerD corte oontaming opani IDs and atd emp ogtooa Seeks tec cr sjed ma reeced New care nerima wil ot te mesiaz ar enar pee x19t1o S mre 14M 3 Build your file Add panel members to your spreadsheet with one row for each panel member 4 In the File menu select Save As Jx FirstName Cc D E F PrimaryEmai ExtemnalData Embedded EmbeddedDatat John_Oor email com 5 Give your file a name and set the File Type to CSV or Comma Separated Values 34 6 Inthe Import From a
12. and select Add Skip Logic Q3 z Which survey software do you currently use Add Display Logic 3 Cary Forward Choices Add Skip Logic Add Javascript B Add Default Choices ing to your level ol 24 3 Using the drop downs set up the condition that will trigger the Skip Logic and specify where you would like the respondent to be sent This could be to another question within the block or directly to the end of the block or survey Liner Ll re H ad Which surrey sofware do peu currently gas T jJ fure Ponens aa D Surat DO one gi P ipdeiap Hanh Fep kenge Fra Ka per lee ed pers Bam E ier 2 E 4 When setting the condition you can choose to skip respondents based on whether a specific answer choice is Selected Not Selected Displayed or Not Displayed LO urey Profeaaicnais Lj Bunny E O one 5 When finished click Done 25 Q3 z Wnh chaunvay urtean do poe curranthy uae Chl Pisana rack tha folicwing according to your iini of praterenca far 1 aam 2 More Information To edit existing logic click the text in your Skip Logic You can add as many Skip Logic conditions to a question as you d like The different skips will be color coordinated e Remember to test out your logic Tips Edit Survey In the Look and Feel you can e Change the Skin template of your survey e Adda progress bar and other general tools e Customize the font style e Cus
13. ded data In the first drop down select Embedded Data In the green text box enter an embedded data field such as Age In the third drop down select equal to Finally enter a value such as 27 The question will only be displayed to respondents in your panel that have Age equal to 27 o Quota In the first drop down select Quota From the second drop down select which quota and from the third drop down decide if you want to display if quota has been met or not met Please note that you must create a quota before referencing it here 15 o Panel Field From the first drop down select Panel From the second drop down select a panel field From the third drop down select equal to not equal to etc Finally enter the panel value Display Logic Which web browsers do you use on a daily basis coon ET A Close of Save 4 Add and subtract conditions by hitting the blue and buttons on the right of the condition You can use and if or or if to define multiple conditions Display Logic Which web browser s do you use on a daily basis Display this Question only If the following condition Is met I go 5 Click Save to apply the logic 16 D Display Logic Which web browser s do you use on a daily basis Display this Question only if the following condition is met ewes ome oe Cin Page e f you want your question to automatically display on the same page without having to first click
14. ds of our market research clients XML XML is used for putting your data into a database This is the Extensible Markup Language XML format of the raw data which is a general purpose markup language for easy interpretation HTML 40 This is a HyperText Markup Language format of the raw data This format shows the data in one large table when opened by a web browser Uploaded Files If you used the File Upload question type in your survey use this option to download all respondent uploaded files at once in a zip file Create a new Cross Tabulation 1 Open the Cross Tabulation page in the View Results tab vete EXT eee Demo Survey Cross Tabulation Create a new Cross Tabulation 2 Click the Create a new Cross Tabulation icon mni D A E 7 AE n ou Demo Survey Cross Tabulation e 3 Check the appropriate boxes in the Banner and Stub columns to choose which questions will be the columns and rows in your Cross Tabulation Cross Tatrulation Croan Tabami Mama sere Surrey CFI Tiii 1 O Bima 00 Imm me WPa amp yar age JU 8 Census T Capone rad n your kann 41 If necessary select Use Embedded Data to include Embedded Data fields as rows or columns in your tabulations Logis Bld a Cou Cabral aem ees bray rss Tas ime m 00 Dee os 4 YELE kafre Iu adt m LE E Wee puo Bra C L0 Cae Cee z Tha s par haka n NRE n prs gt p RAAR Jp ee NC d a RT
15. e First Name Last Name and Email in the panel tase select import type Please select a survey ate New Rec pam 1 Dene Survey ponse Date Range may ivo gt To Which survey utttware de you cun Quahrir Reipocie First Name Which sureey toftware de vou cun Quatrcs Response AM Nan ei I Seres 7 Reiponis mail f Othe Rriparie Othe Tent Entry Weiponue Assoc recipents wih Pe re T Retr aceon ate wrt Pe METCO w be Y rer 36 5 If updating existing panel members also specify which fields the Question and Question Field should be saved as in the panel Note that if you are updating panel members you have to distribute the survey to the panel you are wanting to update If you want to know anything about mailings through Qualtrics this is the page for you You can track previous mailings see who took the survey and send a reminder or thank you message View Results To access and create Reports 1 Goto the View Results tab and open the View Reports page bd IE UN ib 4 d View Resurs j a F1 wre Mm geem There mem Tete Cort etenee EL Select a Report o fue won Tul pa want fo cw 2 If prompted select which survey you would like to work with wr ea T d View Howlin Pia mm Pean _ Select a Survey AJ euni itl 37 3 Select a Report to view Select a Report Chick on Pe the report thal you wart to view You ca
16. e question options pane when a question is selected Custom Validation Available with all question types Custom Validation allows you to further customize the conditions that must be met for the validation to pass and allows you to set a custom error message to appear when the respondent does not meet the conditions To Add a Page Break between questions 1 Click on the question after which you would like to add a page break 21 ai E Thank you for participating in our survey This survay will take you no more than 10 minutes to completa er 6 Q2 C What is your age Under 18 years H 45 Which survey software do you use 2 In the question menu bar to the right click the Add Page Break option A page break will be added in between questions in your survey The questions before the page break will be on one page and the questions after the page break will be on the next page of the survey Thank you for participating in our survey This survey will take you no more than 10 minutes to complete What is your age Under 1B years Dn Which survey software do you use 3 Continue to add page breaks where you would like a new page created 22 This uri will tak you mS more than 10 esinubis to complete Fla Len Adela Tops None n G Act Page Break 3 o m Logic 42 What le your age a Cons Question Under 13 years ER a 4 If you want to put an equal amount of questions on each
17. esini panel Lime a amie Eil au ae l o FIR vam d OR ed adi oy pnts aba oO Te daie v we p e nt p aee Aa pera eet vf m 9 ccm V e ape pu vo w had com soc wel Tu mom Te vm m AM fetect Civ Fite x teh Camere la mumera te toar forme B B Verify Fields 4 Total rerom 3 isms ime deed 1 d a S Le aat E Do MAh shamal co miry ajia 452 iinan a w fie notant um ye Liminas yt disais ql 35 I m ort panel members from existing survey data 1 Follow the steps for Create New Panel and select to Import From a Survey to your ponai Add Pans Members both Oy pr wo acd gs rar ptam aw Dee utu b cm en Che Lo Cart te Cotes o Cunt fe Castinee gt Select whether you want to Update Recipients if some of your survey participants are already in the panel or Create New Recipients if you are building a new panel or adding to an existing one Please select import type Piease select a survey Create New Recipients Demo Survey j Response Date Range prey lesve blank LJ Oto J 7777777777771 First Nama Ty LastName M Asscciate recipients with the responses Ple se nom that only responses NOT already associated wih a pane member will be imported Select a survey you wish to use for your panel information and choose a Response Date Range if desired If creating new participants choose which Question and which Question Field will represent th
18. ey wt hen you n nore Phan 1 1 mesas to como QR E cesoorte to quoties test CO Pens eek Pe fetewing ecoerding ho pour level of preference Warning If you ve already begun collecting responses changing your question type could result in the loss of collected data More Information Tips e The Show All Question Types option is available at the bottom of the Question Types menu and will display the variations of each question type available e f you ve already begun collecting responses changing your question type could result in the loss of collected data To Format Questions 1 Select the question you would like to format and the blue Question Pane will come up automatically on the right hand side 10 Change item Type Biock Options 5 GB Ect mutipic C Automatic Choices Answers Singie Answer Multiple Answer More Posion vertical O Horizontal More Valkdabon Opona _ Force Response Vakdabon Type None O Custom Validation 2 Format your question using the following Question Pane options Change Item Type The green Change Item Type button allows you to change the type of question being used Click it to see the different options available Visit the Question Types Guide for more details about each question type Lit di Ll E 11 Choices In the Choices section you have the option to add or remove answer choices by clicking on the plus or minus buttons beneath the
19. mat of the raw data which is a general purpose markup language for easy interpretation HTML D This is a HyperText Markup Language format of the raw data This format shows the data in one large table when opened by a web browser Note Downloading the data does not delete the responses from the database Note Excel 2003 and earner is limited to 256 columns and 65 536 rows Excel 2007 and later supports 16 384 columns and 1 048 676 rows If your data exceeds these limis you wall have to download ihe data in multiole sais CSV Comma Separated Values e A text file type that can be opened in Microsoft Excel Excel is a convenient program for viewing data From an Excel file a CSV file can be converted and viewed in other statistical modeling software e Excel 2003 has a column limit of 256 columns Some surveys may have more variables than this The data will be stored in the csv file but cannot be displayed in Excel 2003 If this 1s the case you will need to find another program to view the data SPSS SAS STATA Excel 2007 SPSS e To download an SPSS file navigate to the SPSS section and click Download SPSS sav File e If desired you can specify the String Width or Download the SPSS Syntax file Fixed Field Text Fixed Field Text format is designed to work with many external cross tabulation tools It is a flat file format and is the one most often used for these tools This was designed to better meet the special nee
20. mbers using a web based form Import From a File to upload a spreadsheet of members or Import From a Survey to use previous survey responses to build your panel Add Panel Members knpo From a File Inport From a Survey relay sid pare eee remm aeui eee rei imer Eady eror Gree eee Pese FEF pared wi Pn nma i umm 35 Gece fie eve om your paco who hae mirc ee 3 compar Luray a Ditch rp Con eus C ck m Camine 2 Ciki ic Cosine Manually add members to your Panel 1 Follow the steps for Create New Panel and select to Add Panel Members manually import From a File Import From sa Survey 32 2 In the form that appears fill in the Email First Name and Last Name for your panel members Make sure that you don t have white space before or after the inserted text Add Panel Members Pana Foon Gea 2 i manfeompamszom Miar AX Caec a Save 3 If needed click the gray Plus Sign to add additional fields to your panel including an External Data Reference the participant s Language or any other Embedded Data field Customize the names of your Embedded Data fields by clicking on the field name Cancel x Save 4 Click Save Import panel members from a file 1 Follow the steps for Create New Panel and select to Import From a File section Import From s Survey 2 Create a spreadsheet in Excel or any other database program Download the Example Document to learn how to format the file
21. n Creato a New Report b 30 ta 40 a Jun 25 2011 Jun 25 2011 Quafrca Urreursity Ostaty eJ otha fingo Jun 2 2011 Jun 23 2011 Quatrcs University ec o To open the default report for your survey click Initial Report o To create a new report click Create a New Report o To delete a report click Delete next to your report name The Responses page has all of the raw responses to your survey From here you can e View individual responses e Create a PDF of each e Close responses in progress e Create retake links e Delete responses To View Responses Select one of the following tabs in the Responses section to view responses 1 Recorded Responses Responses that are closed and saved to your data set will be available here These include all complete responses and any incomplete responses that are no longer available for the participant to finish Visit the Recorded Responses page for more information au Sm View Results 38 2 Responses in Progress Responses that are still active Participants are either currently taking the survey or they have received a link that is still open but their response is not yet finished Visit the Responses In Progress page for more information moc a mI View Reports Responses Download Data Cross Tabulation Get Heip Recorded Responses Responses in Progress Response Search Criteria Firat Name Emai Adcress Download Data Download your raw data by going t
22. o the Download Data page View Results tab and selecting the file type you would like to download The available file types are CSV SPSS Fixed Field Text XML and HTML You can save and open the file on your computer except HTML which will just open a table in your browser Internet Explorer may prevent the download displaying a yellow bar at the top of the page Click on this bar to give the browser permission to download the file The page may reload in which case you will need to re click the download option 39 Format CSV i This is a Comma Separated Values format of the raw data that can be easily imported into Excel Access or other programs Each value in the response is d separated by a comma and each response is separated by a newline character SPSS Statistical Package for the Social Sciences SPSS is one ofthe most widely used software packages for survey analysis This is an SPSS sav data file with raw data variable and value labels Download SPSS Syntax File SPSS Download Options Having problems with Download SPSS sav File String Width Medium 2 000 International characters Fixed Field Text This is a fixed fieldtength format A separate data map file specifies data offsets for various columns Download Data Map Only Download Options Download fixed field response data ixt and associated data map as a zi nii P He ap P Column Widths Short XML This is the Extensible Markup Language XML for
23. page of the survey but do not want to put page breaks in manually you can click Look and Feel and under the General Tab specify how many questions you would like per page More Information Tips e If you hover over the page break element a red minus button will appear Clicking this will delete the page break Clicking one of the green plus buttons will add a question above or below the break e A page break is required for certain features to work in your survey One of these is the Piped Text function If the piped text refers to an answer in a previous question then a page break will need to be placed between the question from which you are piping and the question to which the text is piped 23 e Page breaks automatically occur between blocks and when Skip Logic or Display Logic are used e The timing question type times how long participants spend on a page and therefore has to be on the same page as the questions it 1s timing If you are using timing questions do not set automatic page breaks in Survey Options Also do not put a page break between the timing question and the questions you are wanting to time For more information view Timing in the question type guide To set up Skip Logic 1 Select the question you will be skipping from Q3 M Which survey software do you currently use Qualtrics Survey Professionals Surveys Z Other 2 Click on the purple gear box to the left of the question
24. t Size i BF gi x i V He 10 You will see that the survey link 1s automatically inserted into the message box Do not delete it Type an email message into the Rich Text Editor incorporating the link or click 30 to Load a Saved Message y h pj M i EMUD2e 82cocim d Pirm j s jim r Ulx x i V A Follow this link to the Survey lISurveyLink dzTake the Survey Or copy and paste me URL below into your internet browser Si SurveyURL Fal the ink io opi asi of tulbure omais SLO prowl mk d Chck hem fo unaubacrioe 11 If you ve created a new email message click the green Save button 12 Once the mailing is ready to be sent click Send Now or Schedule Mailing E MU amp uou EN dd om BS SC iB ES E EE Dae aF om i NB o Bog w fe Pees em inh I ee ee Rh re apy anra ga gy mar Cees acu cux mus SH FuncmR cuu ee Gn Sum Flug Rd Ko Ser Ialia Pa tion Mes sull a Create a new Panel 1 Go to the Panels tab and click the green Create New Panel button IAEA mp Q Pane 2 Give your panel a Panel Name 3 If desired give your panel a Destination Category 31 4 Click Create Create New Panel Panel Name Focus Group 3 5 Choose how you would like to import panel members Add Panel Me
25. the Next or 7 button to move to the next page click the In Page checkbox In Page Display Logic won t work in every situation Qualtrics will display a message if it won t work for you e Ifrespondent doesn t have JavaScript enabled then In Page Display Logic will just function as regular Display Logic Display Logic Which web brows Q8 Which online survey tool do you use Q9 For how long have you used Q isplav Logic on answer choices 1 Click on the answer choice you would like to display conditionally 17 Q3 M Which survey software do you currently use rey Q4 O Please rank the following according to your level of preference 2 Click on the blue advanced options drop down menu 3 Select Add Display Logic Exclude From Analysis a Q venst your agn insert Piped Text gt 4 Set the condition for displaying the answer choice as you would with regular display logic 18 Display Logie 2 5 Ebay Fi Paint hey Fun Fl sse cores oe More Information Edit Display Logic e Display Logic on Questions After applying Display Logic a blue bar will appear on the question You can still edit it by clicking the Edit Logic option in the blue bar and changing the condition O WW had ie your age Under 1B ears a Dig play Thie Quest iegories Under 18 years is D Gusa Sureey Professicnais C Sureeys Z C Oher e Display Logic on Answer Choices After setting
26. tion allows you to choose between a Vertical Horizontal or Column layout 13 Position Q Vertical Horizontal Column Validabon Opbons o Set Validation Options allows you to enable Force Response which requires participant to respond to a question before moving to the next page and Request Response which notifies participant when they do not answer a question letting them choose to move on or to respond More Validation Options Force Response y J Force Response Request Response i We SE Veer Display Logic on questions 1 Select the question that you would like to display conditionally 14 Q3 e What is your age M Under 18 years Click here to edit choices Q4 Please rank the following according to your level of pr item 1 2 Click the purple gear box to the left and select Add Display Logic 9 Cary Forward Choices 3 Add Skip Logic ing to your level of preference Add Javascript IB Add Detault Choices Recoda Values Randomization 3 Set the condition that must be met for the question to display You can set the condition based on an answer to a previous question or based on an embedded data field quota or panel field o Previous Question From the first drop down select Question From the second drop down select a specific question and from the third drop down select an answer choice From the fourth drop down choose selected not selected etc o Embed
27. tomize the color scheme e Add a Header or Footer e Alter how questions are displayed e Edit CSS Survey Options The Survey Options icon is found in the navigation bar in the Edit Survey tab Click on Survey Options to edit your survey settings The most common settings are in place by default Be sure to double check the options to make sure they fit your needs The Survey Options menu is divided into six areas Survey Experience Survey Protection 26 Survey Termination Inactive Surveys Partial Completion Response Set Print Survey A Print Survey button is available in the navigation bar under the Edit Survey tab Use this button to create a physical copy of your survey or to print to pdf Clicking Print Survey will open a new window of a printable version of the survey as well as the print survey dialog You can also download a document of your survey in the Microsoft Word docx format see below and print from Word Spell Check Qualtrics provides simple and accurate spell check in the Edit Surveys tab The Spell Check 1s located on the gray toolbar in the Edit Surveys tab Preview Survey The Preview Survey option on the Edit Survey page will allow you to see and take the survey as if you were a respondent You can also use the Test Survey option found under Advanced Options to generate test results The Test Survey option will also alert you if there are any problems with the logic in your survey Distribute
28. up Display Logic on an answer choice a blue arrow will appear to the left of the answer choice To edit Display Logic select the answer choice select the blue drop down menu then select Edit Display Logic 19 Tips Exriude From Analysis Insert Piped Text Ps 02 Whatis _ Eda Display Logic o Remove Display Logi under 18 year E Move Up i Move Down OS P yich ouve ao i Remove Choice If you have a large amount of questions to which you will be applying the same Display Logic you will want to use Branch Logic instead of Display Logic Put all the questions you will be displaying conditionally into the same block and use Branch Logic in the Survey Flow to display those questions For more information review the tutorials on selecting multiple questions and using branches You can use Display Logic to hide questions in your survey when needed To do this put Display Logic on the question with a condition that will never be met So if you know the first question in the survey is always going to displayed you can put a condition into your Display Logic that will only be met if the first question is not displayed The condition will never be met and the question will never be displayed To Enable Validation Validation is great to use if you want to ensure that respondents cannot skip a question in your survey Without validation a respondent can pick and choose which questions to answer and submit a half finished
29. urro bvar im Message Choose to Enter Email Addresses manually or select a panel from your library If using a panel select My Library or Group Library Choose to create a New Panel or select an existing panel Visit the Build a Panel page to learn more about Panels To memes Jd Eras Aaaa Feo Liteany Wher 29 If using an existing panel choose whether to Select the Entire Panel Select a Panel Sample or Select an Individual from the panel Dame Survey iir Lie Guar ILA sar Li Lo dl MMC LM LL s 5nd Vocum Carmen ai i ciae a Semere Subject Fona Gecag Survey Seles Fase Ber i tf Damia LT RATE Troh aan e iM gil Fal ir Ll is mE X m mE E i E Bis bikr rye or l ram Bem IB Ig X x ye Cir de rk iri or 8 Next choose When to send your survey By default it will be sent 1 hour from when you schedule the mailing Demo Survey Ta Facet leg View z members SendinBnum Bend in 1 gary Baph To Bend in X ze Bend in T dus Bana in 14 Bays Comores end in JB dipi Eis lu OE Xo iE mg n sone F mn wo x sir 9 In the Message section enter a Fro your email When Send n i hour m N ame Reply To Email Address and Subject for Message From Mama Qualtrics University Reply To Email Address Qunidfiqualirics com Subject Focus Group 1 Survey Customer LIST Tuum et uu HM nga Cy NE X Ff Ee P E Fon
30. y name Meecmnng Appiceton Survey Copy Folder Create a Question 1 Click on the Create a New Item button Q at the bottom of a question block A multiple choice question will be inserted into your survey Click wc wie Th Carin Dic J CEA I2 satin Chic 1 es Coni T J CEA IS wet Corea T i Alternatively hover over any question and click one of the green plus buttons Q that appear to the right to add a question directly above or below the existing question 2 Usethe question pane to the right to change the question type or change the question settings To apply a question type 1 Click on the question you would like to change 2 Click on the the green Change Item Type box in the question menu bar to the right of the selected question T Gein Gee Dir m g Turni yox Por ee iparing i a Barney Tag pee eey ai chan ra nio receg rea Sj meum te cpcmoam G Nr 2 Che in aem Come 1 C Dirk in anf Dai 2 Clee marin Crate 3 03 ieee rank Hat FESTE HEEN g a pb Baba ce fa 1 Eg me t A list of question types will be shown to you in the Change Item Types drop down Select a question type or click on Show All Question Types to see all of the question type variations After selecting the question type use the question options bar to the right to customize the question V Deteut Question Block fore Opes n That you for parscipajseg in our survey Thes terv
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