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Qualtrics is a very powerful survey creation tool. Missouri S&T has a campus-license for faculty and staff to use Qualtrics.
Qualtrics can be used for a very wide variety of survey-based research activities as well as other tasks that may arise in an academic environment.
People across Missouri S&T are using Qualtrics for some or all of the following: self- and peer-evaluations; academic research; student satisfaction; product and service evaluations; registration for events; registration for products and services; placement tests; and much, much more!
Creating a Qualtrics Account
If you are a Missouri S&T faculty/staff member or a Ph.D. candidate interested in using Qualtrics please do ONE of the following:
- Submit a Help Desk ticket at http://help.mst.edu or call the Help Desk at 573-341-HELP.
- Fill out the Qualtrics Account Registration form.
NOTE: It may take up to 24-48 hours before an account is created. You will receive an email with your Qualtrics userid and initial password. You must change your password.
Getting Started with Qualtrics
Qualtrics has created a very useful website for Qualtrics users of all levels called Qualtrics University. It is the place to start learning how to use Qualtrics. Educational Technology can fill in the gaps when you get stuck, but the good folks at Qualtrics have done an excellent job creating training materials and tutorials. They also provide tech support for Qualtrics users. We've highlighted some of the more useful informational links below.
And here are a few common scenarios to help generate some ideas!
- Basic Building
- Advanced Building
- Developer Tools
Creating a Survey - The Quick Survey Builder makes it fast and easy to get started with creating questions for your survey.
Creating Questions - Learn how to add, delete, copy, and edit questions on the Edit Survey tab.
Question Types Guides - Qualtrics has a HUGE variety of question types to choose from! Many of the question types can be modified in a near-infinite number of ways! Let your imagination run wild!
Collaboration - Allow others to contribute to your survey! This is very useful for academic researchers and others who may be working on group projects that involve surveys.
Display Logic - Decide how and when your questions/responses will appear to users. This is very helpful when creating conditional questions in your survey.
Validation - Ensure that respondents are providing their responses in the format you desire (e.g. providing a valid email address of the form "firstname.lastname@example.org [.com,.edu,.gov,etc.]" or a phone number of the format ###-###-####)
Skip Logic - Send users to specific points in the survey (or to the end of the survey) based on specific conditions.
Piped Text - You can pre-fill portions of the survey using "piped text" from various sources within the survey. This could be text piped in from a previous question, from a Panel (see Distribution), from a Quota (see Advanced Building), and much, much more.
Rich Content Editor - Using the rich content editor, you can completely customize each question so it has exactly the look and feel you want it to have. You can modify the text, insert images, add hyperlinks, and even completely edit the HTML source code.
Look and Feel Settings - You can modify the look and feel of your survey to some extend. Missouri S&T uses a couple of basic templates, which, unfortunately, can't be modified by S&T users. However, you can perform some customizations of the plain template to add your own branding and unique look and feel.
Survey Options - There are many, many ways in which you can modify a respondent's survey experience. You can specify an expiration date, allow for password protection, prevent ballot box stuffing, customize survey messages, and much, much more.
For more Basic Building options, visit Qualtrics University...
Add Default Choices - You can specify which response is the default option for each question.
Loop and Merge - This is useful if you need to ask the same question multiple times based on a user's response. For instance, if a user says they attended 3 other schools and you want to gather information about each of those other schools, you can use Loop and Merge to ask the same questions about each of those other schools without actually creating 3 sets of questions. This makes your survey much more dynamic and flexible to user responses.
Blocks - Qualtics organizes questions into Blocks. It is often useful to create multiple Blocks of questions so you can guide users through a survey based on their responses or to better organize the presentation of the survey. For example, you might have a block of questions dedicated to demographic information and another block of questions dedicated to the actual topic of the survey.
Question Randomization - You can randomize questions/responses to that each user gets a different experience. This may be useful if you are setting up a survey so that it is scored for each user (you can administer tests in Qualtrics). You can even randomize questions within a block so that some questions will always appear in a certain order while others are randomized.
Branch Logic - This is a VERY powerful way of directing users through your survey based on designated criteria. While Display Logic can be used on a question-by-question or response-by-response basis, Branch Logic will take users to entirely different branches of the survey. Understanding how Branch Logic works will make your surveys much more flexible and dynamic for respondents, maximizing your ability to obtain the data you are searching for.
Embedded Data - You can automatically add extra information to a survey that will be recorded in addition to the question responses. Embedded data is an extremely powerful tool, which, again, enables you to increase the flexibility of your survey to account for various circumstances.
Email Triggers - An Email Trigger gives you the ability to send an email to a designated recipient whenever certain conditions are met. For instance, you can set up a trigger to send you an email whenever the survey is completed, along with their responses. Even more useful, you can set up the survey so it sends an email to the respondent with their own responses (very useful for a registration survey as it will contain all of their relevant information).
Panel Triggers - A Panel Trigger lets you create a Panel (see Distribution) automatically when respondents complete the survey. The Panel can then be used with follow-up surveys. In order to use a Panel Trigger, you will need to include a question that asks users to provide (at the very least), their first name, last name, and a valid email address. A Panel will only be created if a respondent meets certain criteria. For instance--if a user opts out of completing the survey in one of the questions, they can be automatically excluded from the panel. Anyone who completes the survey will be added to the Panel. Or, perhaps only users interested in a particular product/service will be included in a Panel for a follow-up survey about that product/service.
Quotas - With quotas, you can limit how many people are able to take a survey or respond to a given question. You can use quotas for a wide-variety of data-gathering purposes. At least one person at Missouri S&T is using quotas to limit seating for an event (when a timeslot is filled up, it no longer shows up for other users).
Scoring - You can even use Qualtrics as a somewhat rudimentary testing tool. It is not quite as robust as some other online systems, but scoring definitely has its uses on a Qualtrics survey.
For more Advanced Building options, visit Qualtrics University...
Activating a Survey - Before anyone can take your survey, you must first activate it. Activating a survey gives you an anonymous survey link you can share with potential respondents. You can also use the other methods of distribution to send out your survey to your customers.
Anonymous Survey Link - When a survey is activated (i.e., made available for respondents), Qualtrics creates an anonymous survey link that you can use to either post on a website or send via email to a list of respondents. Anyone who uses the link will show up as an anonymous respondent (though you will capture their IP address). If you need to capture a particular user information, use Panels.
Qualtrics Mailer - The Qualtrics Mailer tool lets you send out the survey via email. Each recipient will see a one-time-only link they can click to start the survey (it's unique for each recipient and can only be used ONCE!). By using this method, you can either use an existing Panel or create one from scratch. In either case, you will capture user data about the recipient that will show you how each recipient responded on the survey. You can also use this to send out "Thank You" and "Reminder" emails (if they haven't taken the survey yet). It is also possible to send out an anonymous link, as well.
Build a Panel - This is a very useful way of pre-populating a list of respondents for a survey. You can even add Embedded Data to a Panel that can be used inside of the survey when it is distributed via the Panel. You can send a survey to a sample of the panel (e.g. 10 out of 100 respondents) or even target a specific individual inside the Panel. Panels are the ideal method of distribution when it is necessary to capture individual respondent information (i.e. who said what for each question).
For more Distribution options, visit Qualtrics University...
Qualtrics actually has two different built-in reporting tools. The "View Results" tab gives you some basic reporting capabilities and shows the individual responses. The "Reporting" tab has more advanced reporting options such as Survey Statistics
Viewing Reports - You can quickly review the data collected in a survey using Qualtrics' built-in reporting tools. You can drill-down to specific questions, add tables and graphs, and embed additional data. You can even export the report to Word, PowerPoint, Excel, and as a PDF.
Download Survey Data - Qualtrics responses can be downloaded to several different file-formats (CSV, SPSS, TXT, XML, JSON, HTML). This makes it easy to convert survey data into a format compatible with data analysis software (e.g. SPSS) or to perform sophisticated data analysis within the given format (e.g. Excel has powerful data-analysis capabilities of its own).
Creating and Managing Reports - The Reporting tab allows you to create finely-tuned reports suitable for distributing (either in print or electronically) to others who are interesting in reviewing your data.
Cross Tabulation - On the View Results tab, you have the option of setting up multivariable analysis of your data set. Cross tabulation analysis will automatically calculate p-value and chi-square statistics for you.
For more Reporting options, visit Qualtrics University...
Cascading Style Sheets (CSS) in Qualtrics - It is possible to insert CSS definitions into a Qualtrics survey in order to really customize the look and feel of your survey to suit your needs. Inserting your own CSS will override the CSS definitions provided by the existing S&T Themes (depending on which CSS definitions you insert). You can even link to an external style sheet. This gives you the additional flexibility of simply modifying a single document and having your changes appear everywhere in the survey.
For more Developer Tools options, visit Qualtrics University...