QualtricsThe crash course
Why Qualtrics?• Over 100 question types.• Collaborate/share with colleagues• Analytics/reporting and exporting (filter, gr...
AgendaIt’s best to jump right in.• Quick Click-Tour.• See the survey tool in action!• Workshop• Please Ask Questions At An...
ASK YOURSELF:Who am I sending thissurvey to?Moral of the story:– Know yourrespondents. This willdrive your survey type.– B...
Sign InSyracuseuniversity.qualtrics.com• SU ID and password.
Basic Training• Let’s take a Tour!
What you need & What you can ignore.Need– My Surveys Tab– Edit Survey– Distribute Survey– View Results– Library– PanelsIgn...
Tour a survey• Sarah’s Survey– Create Survey in “Quick Survey Builder”
Question types• Text/Graphic (for the survey builder to put in aheader)• Form• Multiple Choice– Single or multiple answer•...
Edit Questions• Rich text editor• Edit multiple• Allow text entry• Validation• Skip logic• Change question type
Edit Questions• Add Display Logic– Display a question based on relevant response.– Skip a question.
Utility Belt• Look and Feel• Survey Options• Survey Flow• Preview Survey• Spell check• Preview• Launch (and activate)
So…• So far we’ve covered creating, editing, andadding logic to questions.• ANY QUESTIONS? HOW ARE WE FEELING?
Distribute Survey• The question returns…ASK YOURSELF:To whom am I sending thissurvey?
TWO WAYS1. Email Survey2. Anonymous Survey Link
Email Survey1. To Email Survey:– Create excel spreadsheet.• Firstname, lastname, email.• CSV– Upload Panel.– Email survey....
Showing off:Responses• See who finished• How many responses• Report/ download responses
Anonymous Link2. Anonymous survey link– Does not track personal information– Pick up where left off (story time: cookies o...
Workshop• Your survey!• But before we dive in….
A Note:• Qualtrics’ Research Suite contract:– There may be only a 1 year agreement with yourinstitution that will be renew...
HELPFUL RESOURCES• Qualtrics University. Google it!(http://www.qualtrics.com/university/researchsuite/)• Sarah B:sebratt@s...
Qualtrics Training PP
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Qualtrics Training PP

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Presentation and hands-on workshop for Syracuse University iSchool student & faculty services employees. 1. Walked attendees through a quick click tour of the survey's main features. 2. Sent sample survey to demonstrate distribution options. 3. Held workshop for individual attendees' survey needs, whether the survey's purpose is for class quizzes or employer, student and faculty feedback surveys.

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  • Tour, Try (Distribute), Workshop.
  • We are not diving right into the survey building because these questions are critical to ask before you begin; they shape your question types, survey flow, and distribution strategy. Qualtrics has a lot of great features and functions—but this is so they can serve diverse needs, not so you can use them all. That’s impossible because they contradict. What is one survey-builder’s multiple-choice bread and butter, another may never use. Example: send to a panel or have anonymous link.
  • What is everything? Where is everything? Navigation. Explain all the icons like edit,Collaborate, create from copy (use a survey you already made).
  • Just watch for now, but if you were going to build a survey from scratch, you’d do this: Quick Survey Builder
  • I’m going to show you all the features that are bare minimum to know. Here’s the survey I made. “Sarah’s Survey” I’ve put in the main question types. To move the questions up and down use the arrows. To work on or edit a question, click on the box.
  • These are the most common ones I’ll use. As you get to know qualtrics, you’ll use other functions but for now I’ve highlighted the main functions you’ll need to get started. “Validation“ is in red because it can be tricky. Some people will just stop taking the survey if they get frustrated. Add a validation message, we’ll get to that later.
  • Useful thing to know—status of email and survey link, time started, etc.
  • Qualtrics Training PP

    1. 1. QualtricsThe crash course
    2. 2. Why Qualtrics?• Over 100 question types.• Collaborate/share with colleagues• Analytics/reporting and exporting (filter, graphs,subgroups)• Cloud-based: All responses come to Qualtrics, notto your email inbox.• See results immediately. Instant gratification.• Unlimited Qualtrics’ support staff.
    3. 3. AgendaIt’s best to jump right in.• Quick Click-Tour.• See the survey tool in action!• Workshop• Please Ask Questions At Any Time.
    4. 4. ASK YOURSELF:Who am I sending thissurvey to?Moral of the story:– Know yourrespondents. This willdrive your survey type.– Be purpose-drivenwhen making designand distributiondecisions.
    5. 5. Sign InSyracuseuniversity.qualtrics.com• SU ID and password.
    6. 6. Basic Training• Let’s take a Tour!
    7. 7. What you need & What you can ignore.Need– My Surveys Tab– Edit Survey– Distribute Survey– View Results– Library– PanelsIgnore-Polls-Reporting
    8. 8. Tour a survey• Sarah’s Survey– Create Survey in “Quick Survey Builder”
    9. 9. Question types• Text/Graphic (for the survey builder to put in aheader)• Form• Multiple Choice– Single or multiple answer• Matrix• Text Entry
    10. 10. Edit Questions• Rich text editor• Edit multiple• Allow text entry• Validation• Skip logic• Change question type
    11. 11. Edit Questions• Add Display Logic– Display a question based on relevant response.– Skip a question.
    12. 12. Utility Belt• Look and Feel• Survey Options• Survey Flow• Preview Survey• Spell check• Preview• Launch (and activate)
    13. 13. So…• So far we’ve covered creating, editing, andadding logic to questions.• ANY QUESTIONS? HOW ARE WE FEELING?
    14. 14. Distribute Survey• The question returns…ASK YOURSELF:To whom am I sending thissurvey?
    15. 15. TWO WAYS1. Email Survey2. Anonymous Survey Link
    16. 16. Email Survey1. To Email Survey:– Create excel spreadsheet.• Firstname, lastname, email.• CSV– Upload Panel.– Email survey.• Messages: end of survey• Test email• Thank you / reminders• Email history (download mailing history)
    17. 17. Showing off:Responses• See who finished• How many responses• Report/ download responses
    18. 18. Anonymous Link2. Anonymous survey link– Does not track personal information– Pick up where left off (story time: cookies on fire)– Prevent ballot box stuffing
    19. 19. Workshop• Your survey!• But before we dive in….
    20. 20. A Note:• Qualtrics’ Research Suite contract:– There may be only a 1 year agreement with yourinstitution that will be renewed only if campususers are satisfied and costs shared.
    21. 21. HELPFUL RESOURCES• Qualtrics University. Google it!(http://www.qualtrics.com/university/researchsuite/)• Sarah B:sebratt@syr.edu• Call Qualtrics. 1-800-340-9194.Monday-Friday: 8am-8pm.• Email: sales@qualtrics.com Qualtrics folks areactually good about emailing you back.
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