Surveys with Qualtrics
Qualtrics is a survey tool available to all SEU faculty, staff, and students. It has a simple, intuitive interface that is flexible and very robust. Qualtrics allows for easy collaboration as well as exports to SPSS, Excel and more. With over 100 different question types, Qualtrics also allows for interactive questions as well as custom question formatting and rich text editing. To get started create an account with your St. Edward’s email at http://stedwards.qualtrics.com/.
Getting Started with Qualtrics
Logging into Qualtrics
You can access the Qualtrics site by logging into Qualtrics at the following website:
Enter your username and password. This will NOT be your normal SEU username and password.
If you don't have an account created already click on the link "Please click here to create an account" under the login text area and follow the instructions to create an account.
Once logged in the main Qualtics page will show you any surveys you have access to and various columns:
- Favorite Survey
- Active Survey
- Survey Title
- Number of responses
- Creation and modified date
- Task associated with the survey including editing, viewing results, sending, collaborating, copying and deleting.
The My Surveys tab is your Qualtrics homepage. Each of your surveys is listed here with accompanying action items. Surveys created in your account appear under the heading “My Surveys.” If your account includes surveys that have been shared with you, a section titled Shared Surveys will appear.
There are several tabs across the top of the page. Each tab has a submenu of options. The tabs you will want to familiarize yourself with are:
- My Surveys
- Create Survey
- Edit Survey
- Distribute Survey
- View Results
Creating a Survey
- 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.
- On the next screen, select one of the following options: Quick Survey Builder, Create from Copy, or Survey Library.
Quick Survey Builder
The Quick Survey Builder is the fastest way to start editing your survey.
- Select Quick Survey Builder.
- 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 blank. You can assign a folder later, if needed.
- Finish by clicking Create Survey.
Once you are done creating your online survey, the system will take you to the Edit Survey tab where you can continue editing.
Create New Question
- Click on the Create a New Item button at the bottom of a question block. A multiple choice question will be inserted into your survey. OR Hover over any question and click one of the green plus buttons that appear to the right to add a question directly above or below the existing question.
- Use the question pane to the right to change the question type or change the question settings.
Question Text Editing Tools
When formatting your Question and Answer Choice text, you have four main tools and one that appears conditionally:
- Rich Text Editor tab: Found above the text field. Allows you to further edit your text and apply formatting, such as bolding and italics.
- Piped Text tab: Opens a drop-down menu that gives options for piping text code into a question. A piped text code allows you to pull text from a question and display it in a following question. It also allows you to display embedded data from your panel in your survey or email message. See the Piped Text page for more details.
- Normal View: The normal typing view of the question text field.
- HTML View: Allows you to see and edit the underlying HTML of the question text. It is the equivalent of clicking Source on the Rich Text Editor.
Answer Choice Editing Tools
These tools are found in the blue drop-down menu to the right of each answer choice:
- Allow Text Entry: Puts a text entry box next to the answer choice.
- Text Entry Validation: Only available if Allow Text Entry has been selected. This allows you to choose if you want to Force a Response or control what type of content is entered, such as an Email Address, US Phone Number or Country Code.
- Rich Text Editor: Opens the Rich Text Editor toolbar so you can further format the answer choice text. You can add pictures and videos or just change the size and style of the text.
- Insert Graphic: Allows you to insert an image into an answer choice.
- Exclude from Analysis: Will exclude the choice from graphs and tables in your reports. Certain text, like “None of the Above,” will automatically trigger this option. Once enabled, the choice will be marked with a red X.
- Insert Piped Text: Gives you the ability to pipe text from a Survey Question, Embedded Data, Panel Field, or Loop and Merge Field.
- Add Display Logic: Allows you to display an answer choice conditionally. Also useful when carrying forward answer choices from multiple questions (Manually enter choices from all source questions, then use Display Logic to determine when the choice should be displayed).
- Move Up: Moves the choice up one spot.
- Move Down: Moves the choice down one spot.
- Remove Choice: Deletes an answer choice. Can also be performed on the keyboard by clicking inside the text box of the answer choice and hitting the Backspace or Delete key on your keyboard until the text is gone and the text box disappears. If you try to delete an answer choice that has data associated with it, you will be given a warning that deleting the choice could invalidate the results.
There are over 100 ways to ask a question in Qualtrics. Each question type has several variations. These are some popular options but for a full guide visit the Qualtrics site - http://www.qualtrics.com/university/researchsuite/basic-building/editing...
- Multiple Choice: The Multiple Choice question prompts the respondent to “choose one” or “choose multiple” from the list of choices.
- Matrix Table: The Matrix Table allows you to ask many multiple choice questions that use the same answer choice scale.
- Text Entry: Text Entry questions allow respondents to type in verbatim responses, such as comments and contact information.
- Text / Graphic: The Text/Graphic question isn’t really a question. It allows you to place explanatory text or a consent form at the beginning of your survey. It is also used when inserting graphics/images, files, and videos.
- Slider: The Slider allows respondents to drag sliders, bars, or stars to express numeric amounts. This question is attention grabbing and interactive and can be a good alternative to the Matrix Table.
- Rank Order: With Rank Order, respondents can express their preference for items by ranking or ordering them. Please note that this does not provide the degree to which they differ.
Qualtrics offers many tutorials and training programs at Q University. You can find their resources here - http://www.qualtrics.com/university/researchsuite/