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An Introduction to Qualtrics


                                                   TM	

                Sophisticated research made simple.!
Who uses Qualtrics:
The Top Business Schools in
        the World
Customer Satisfaction Clients:
   50% of the fortune 500
Health Care
Survey Design
                                                                                                                            	

At Qualtrics, we listen to the needs of our customers and design our survey editor to alleviate frustrating problems. With our research
suite you can create a survey faster than with any other software, and it still handles the most sophisticated questions.



Intuitive Interface
!
                             	

                                           	

Qualtrics is built with an intuitive interface that 

enables users to to design, distribute, and report 

surveys in a point-and-click interface.
!


            	

• 100+ Question Types    	

• Piped Text


                    	

 	

• Video / audio in questions


           	

 	

• Content validation
• Skip logic


• Branching 	

 	

• Display logic


• Randomization
• Complete design control!
                                                         Qualtrics’ intuitive interface enables users to perform sophisticated functions with a point-
                                                                                              and-click interface. !



Outstanding Look and Feel                	

!


                                   	

• Customizable brand skins for your organization
• Header, footer, graphic options
                                                   	

other mobile devices   	

• Sleek, professional surveys that can be set for iPods, Blackberries, or


• Add a back button, or a save and continue option for your respondent    	

Performance Guarantee              	

• Qualtrics guarantees 99% uptime!


                                                                                     Qualtrics allows you to embed videos, graphics, and
                                                                                          audio into surveys to enhance the survey
                                                                                                         experience.!
Survey Design Cont.
Image Testing      	

!
• HOT SPOT QUESTIONS – Hot spot questions allow respondents to pick
spots they “like” and “dislike” in an image by simply clicking on them.
• HEAT MAP QUESTIONS – Heat maps ask respondents to pick a spot on
                                                                          	

an image. Results are displayed in a heat map. This enables advanced
image testing: “Click the most interesting part of this page”, “Click the first


information?”, and much more.     	

thing you see on this page”, “Where would you go to find this
                                                                                 Hot spot questions (left) allow users to indicate what
                                                                                  they like or dislike, while Heat Maps allow users to

                                              	

!                                                                                        indicate one spot on an image (right). !
Functional Survey Capabilities
!


                      	

• CONJOINT— Use Qualtrics’ conjoint wizard to create self-explicated
conjoints in seconds.



                                                               	

Qualtrics has already created custom JavaScript to make this easy.
• DISCRETE CHOICE — Qualtrics can do this easily as well.
                                                                   	

• MAX DIFF— Use Qualtrics to create max diff projects quickly and easily.



• ANALYSIS – Analysis for all conjoints is best performed by downloading


step.	

data to a statistical software (SPSS, R, etc.). Download takes only one
                                                                                 A max diff (first question shown above) can be built

Functional Survey Capabilities                	

                                           quickly and easily in Qualtrics.!


!

                            	

• BLOCKS— Have your questions organized into blocks for easy


                                        	

organization or branching
• ALERTS— Vital information set to trigger a response to gather key


                                                    	

information or react to vital concerns
• COMPLEX LOGICS — Eliminates questions that don’t pertain to a
certain respondent based on his or her answers
• CARRY FORWARD— Surveys customize themselves to respondents
based on the answers they select!


                                                                                  Qualtrics includes the ability to advanced logics in
                                                                                         seconds using this intuitive interface.!
Distributing a Survey with Qualtrics

                                               	

Respondents are the most valuable asset in survey research. Qualtrics
Research Suite gives you options in distribution to meet the needs of your
audience and the needs of your survey.
!


                                                                       	

These tools help you collect the information needed from your panels, as
well as features to manage and track those who have answered your
surveys in the past and are answering your current surveys.


Specialized Survey Link            	

                         	

 	

• Generate link to your survey
• Customize your link text
• Redirect it to new surveys when quotas are reached
                                           !
                                                           	

Innovative Survey Mailer             	

                                                                             	

                                               	

                                                                                    Qualtrics Survey Mailer allows you to distribute surveys, track
                                                                                       who has taken them and send reminders / thank you
• Send to a few respondents by simply typing e-mail addresses                                          messages accordingly.



                                    	

text of the invitation message in one convenient location.       	

• Determine date and time for distribution, who to send the survey to, and the                                    !
                                                                                                                  !
                                                                                                                  !
• Track who has taken the survey
• Send reminders and thank you messages to increase participation
• Save messages you send for future use in a personal library           	

 	

                                   !
                                                                                                                  !
                                                                                                                  !
                                                                                                                  !
                                                                                                                  !
                                           !                                                                      !

                                                     	

                                                                                                                  !
                                                                                                                  !
Versatile Ways to Reach Audience
                                                                 	

                                                                                                                  !
                                                                                                                  !
• POLLS—Fast and interactive way to reach respondents                                                             !


            	

                                                                                                                  !
• EMBEDDED SURVEYS—A professional option that can be posted directly                                              !
on a website                                                                                                      !
• SOCIAL MEDIA—Easily post your survey to your favorite social media                                              !
                                                                                                                  !
websites, such as Facebook, Twitter, Linked In, etc.!                              !
                                                                                   !
                                                                                       Qualtrics includes the ability to create pop-ups, polls,
                                                                                               feedback forms, and do other collection.!
Qualtrics On-the-Ground Capabilities
Qualtrics offers on-the-ground capabilities that will revolutionize your research. With it
you can collect information on wireless handheld devices. Data still collects in real time,
which gives you enormous flexibility in your research.!


Flexible Surveys
• Collect research on any device with an internet connection !
  (any smart phone: Blackberry, iTouch, iPhone, Palm Pilot, iPad, etc.)!
• No matter how many devices collect the data, they can all be integrated in one report!
• With every response, results and reports are updated in real time!




Tailored Look and Feel for Mobile Devices
• Customized skins for iPhone and Blackberry!

• Professional appearance with organization s logo!

• Innovative survey design with 90+ question types, triggers, logic, multimedia and more!          iPhone Compatability!
                                                                                                            !
                                                                                                            !
Relocate Research                                                                                           !
• Make real-time adjustments. Organizations like the NBA makes real-time!                                   !
 changes during games as researchers wandered the area to ask attendees about the!                          !
 music, announcer or even the mascot!                                                                       !
• Use Qualtrics at a conference to have business professionals respond to a question.!                      !
 Get results in minutes!                                                                                    !
                                                                                                            !
• Have researchers roam a store, event or organization handing the device to a!
 respondent for direct feedback!                                                              Qualtrics Report Updates as New
                                                                                                 Responses are Received!
Qualtrics Reporting
Good analysis paves the way for proper decisions, but nothing happens without good
reporting. Qualtrics Research Suite offers customizable reports with several options of graphs
and tables so that you can present the data in a way that will make decisions obvious. All of
these reports reflect changes in real-time to stay current with your most recent survey
response.!




Professional Custom Reports
                                                                                                 Professional Custom Reports!
• Fully dynamic, customizable reports that can be crafted with a variety of graphs and tables!
• Ability to highlight different sections or questions in your survey, different reports for!
  different people within your organization, or different reports for different subgroups!                    !
• Several real-time reports to quickly grasp implications of incoming data!                                   !
!                                                                                                             !
                                                                                                              !
Effortless Public Reports                                                                                     !
• Each report generates a website which automatically updates as new data comes in!                           !
• Save paper, never wait for an attachment to load, simply distribute the link and the report!                !
• Password protected so data is only seen by preferred people within the organization!                        !
!                                                                                                       Public Report!


Direct Export Reports
• Reports come ready to download into PowerPoint, Excel, Word, or PDF!
• All graphs are professional in appearance and can be adapted to fit your preferred look!
  and style!
                                                  !

                                                                                                              !

                                                                                                 Direct Export to Powerpoint!
Analysis
Qualtrics does more than create surveys. It is an entire research suite
with the ability to generate professional data analysis. With the best tools
in research, you can make decisions effectively and efficiently. Complete


                                                                  	

with graphs, tables, statistics, cross tabulations and more, all of your
reports dynamically update themselves to include new data. Qualtrics
accommodates all research needs in one convenient tool.




Polished Cross Tabulation            	

                              	

• Ability to sort advanced analysis - This is usually only available with
statistical modeling software


within your account 	

• Analyze correlations between question responses or list information, all


• Report different groups side-by-side to see differences and similarities    	

	

• Chi square and p-value calculate automatically for each cross tabulation
                                     !

Effective Filters and Subgroups             	

                                                                                                	

                                                                                           Qualtrics includes the ability to create cross tabulations with
                                                                                           a few mouse clicks. Qualtrics automatically calculates Chi-

             	

• Use subgroups to separate your data according to characteristics of                                 square and p-value with each cross tab.
                                                                                                                           !
respondents
• Fully understand and correctly interpret your data
                                      !
                                                      	

                                                                  !
                                                                                                                           !
                                                                                                                           !
                                                                                                                           !


                                                            	

                                                                                                                           !
                                                                                                                           !
Valuable Question and Survey Statistics                                                                                    !


                                                                        	

                                                                                                                           !
• Comprehensive survey statistics such as drop-out rates, average                                                          !
response time per question, completion percentages and start times                                                         !


              	

                                                                                                                           !
• Evaluate where your surveys succeed and where they need                                                                  !
improvement                                                                            
                                                                                                                         !
• Automatic statistics generated for each question!                                                                      !
                                                                                                                         !
                                                                                                                         !
                                                                                                                         !
                                                                                            Every report in Qualtrics can include advanced filters that
                                                                                                            cover nearly every subject.!
Qualtrics University
Qualtrics has an entire team whose sole purpose is to make sure you can use the


                                                   	

Research Suite. They maintain the Qualtrics University, provide free webinar trainings
for users, and answer calls / emails whenever a user has question. If you need
anything, please use any of these resources.




Supreme Customer Training              	

                                                                             	

                                             	

• Unlimited free trainings for every user and accommodating any group size


                                                                                   	

• Personalized trainings cover any subject
• Contact training@qualtrics.com or 801.374.6682 ext. 4060 from 9am-8pm ET
!

Online University       	

                                                                       	

                                                         	

• Over 65 videos show you how use every feature of the Research Suite


                                 	

• Hundreds of articles explain features and uses                                               In addition to answering the phone and providing
• Find answers to questions 24 / 7                                                                online trainings, Qualtrics University creates
                                                                                                online content including videos that explain how
                                                                                                           to use the Research Suite.!


Straightforward Customer Support                    	

• Free phone / email support with every license     	

 	

                                                                                         	

• No automated voice messages; real people, real help
• E-mail support@qualtrics.com, call 801.374.6682 ext. 3001, or tweet @qualtrics
• Qualtrics was awarded the 2010 People’s Choice Steve Award for Favorite Customer
Service (IT & Telecommunications)!


                                                                                                    Qualtrics University was recognized for
                                                                                               outstanding customer service with a Stevie Award
                                                                                                                   in 2010.!
Site Intercept: IT-less Web Research

                                	

Setting up the new Site Intercept only requires one piece of code. Once it
is in your site, you will be able to make dynamic changes without ever
going through IT again.



Simple Set-up       	

                                                                            	

• Insert one piece of code into your site, and you will never visit IT again.

seconds  	

• Change survey, invitation design, or even the type of presentation in

• Make changes on-the-spot without ever touching website code       	

Make Dynamic Changes Immediately
                                            !
                                                     	

• Define actions that trigger when intercepts are served to your visitors  	

 	

• Change criteria and feedback surveys with the click of a button
!
                                                                    	

• Make use of almost limitless combinations of advanced intercept criteria



!                                                                                   Site Intercept allows a marketer to change website
!
Improving Research for Fortune 100                  	

                                surveys in seconds, without ever going to IT.!

!


                                                	

 	

• Special product was initially commissioned by Xerox
• Expanded to ESPN.com for fantasy sports


“For a marketer to have this much control over survey deployment and be


                                                            	

able to launch a survey in real-time is pretty remarkable. I don’t know of
any other research provider who offers this type of tool.”
!
Cathy M. 	

                          	

Interactive Marketing
Xerox Corporation!
                          	

Web Customer Insight Manager
For more information, contact:

	

Morgan Jenkins	

Europe: +44.02088.167.212 (ext. 4300)
Americas: +1.801.347.6682 (ext. 4300)	

morganj@qualtrics.com

                                           TM

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An Introduction to Qualtrics' Sophisticated Yet Simple Research Tools

  • 1. An Introduction to Qualtrics TM Sophisticated research made simple.!
  • 2. Who uses Qualtrics: The Top Business Schools in the World
  • 3. Customer Satisfaction Clients: 50% of the fortune 500
  • 5. Survey Design At Qualtrics, we listen to the needs of our customers and design our survey editor to alleviate frustrating problems. With our research suite you can create a survey faster than with any other software, and it still handles the most sophisticated questions. Intuitive Interface ! Qualtrics is built with an intuitive interface that 
 enables users to to design, distribute, and report 
 surveys in a point-and-click interface. ! • 100+ Question Types • Piped Text • Video / audio in questions • Content validation • Skip logic • Branching • Display logic • Randomization • Complete design control! Qualtrics’ intuitive interface enables users to perform sophisticated functions with a point- and-click interface. ! Outstanding Look and Feel ! • Customizable brand skins for your organization • Header, footer, graphic options other mobile devices • Sleek, professional surveys that can be set for iPods, Blackberries, or • Add a back button, or a save and continue option for your respondent Performance Guarantee • Qualtrics guarantees 99% uptime! Qualtrics allows you to embed videos, graphics, and audio into surveys to enhance the survey experience.!
  • 6. Survey Design Cont. Image Testing ! • HOT SPOT QUESTIONS – Hot spot questions allow respondents to pick spots they “like” and “dislike” in an image by simply clicking on them. • HEAT MAP QUESTIONS – Heat maps ask respondents to pick a spot on an image. Results are displayed in a heat map. This enables advanced image testing: “Click the most interesting part of this page”, “Click the first information?”, and much more. thing you see on this page”, “Where would you go to find this Hot spot questions (left) allow users to indicate what they like or dislike, while Heat Maps allow users to ! indicate one spot on an image (right). ! Functional Survey Capabilities ! • CONJOINT— Use Qualtrics’ conjoint wizard to create self-explicated conjoints in seconds. Qualtrics has already created custom JavaScript to make this easy. • DISCRETE CHOICE — Qualtrics can do this easily as well. • MAX DIFF— Use Qualtrics to create max diff projects quickly and easily. • ANALYSIS – Analysis for all conjoints is best performed by downloading step. data to a statistical software (SPSS, R, etc.). Download takes only one A max diff (first question shown above) can be built Functional Survey Capabilities quickly and easily in Qualtrics.! ! • BLOCKS— Have your questions organized into blocks for easy organization or branching • ALERTS— Vital information set to trigger a response to gather key information or react to vital concerns • COMPLEX LOGICS — Eliminates questions that don’t pertain to a certain respondent based on his or her answers • CARRY FORWARD— Surveys customize themselves to respondents based on the answers they select! Qualtrics includes the ability to advanced logics in seconds using this intuitive interface.!
  • 7. Distributing a Survey with Qualtrics Respondents are the most valuable asset in survey research. Qualtrics Research Suite gives you options in distribution to meet the needs of your audience and the needs of your survey. ! These tools help you collect the information needed from your panels, as well as features to manage and track those who have answered your surveys in the past and are answering your current surveys. Specialized Survey Link • Generate link to your survey • Customize your link text • Redirect it to new surveys when quotas are reached ! Innovative Survey Mailer Qualtrics Survey Mailer allows you to distribute surveys, track who has taken them and send reminders / thank you • Send to a few respondents by simply typing e-mail addresses messages accordingly. text of the invitation message in one convenient location. • Determine date and time for distribution, who to send the survey to, and the ! ! ! • Track who has taken the survey • Send reminders and thank you messages to increase participation • Save messages you send for future use in a personal library ! ! ! ! ! ! ! ! ! Versatile Ways to Reach Audience ! ! • POLLS—Fast and interactive way to reach respondents ! ! • EMBEDDED SURVEYS—A professional option that can be posted directly ! on a website ! • SOCIAL MEDIA—Easily post your survey to your favorite social media ! ! websites, such as Facebook, Twitter, Linked In, etc.! ! ! Qualtrics includes the ability to create pop-ups, polls, feedback forms, and do other collection.!
  • 8. Qualtrics On-the-Ground Capabilities Qualtrics offers on-the-ground capabilities that will revolutionize your research. With it you can collect information on wireless handheld devices. Data still collects in real time, which gives you enormous flexibility in your research.! Flexible Surveys • Collect research on any device with an internet connection ! (any smart phone: Blackberry, iTouch, iPhone, Palm Pilot, iPad, etc.)! • No matter how many devices collect the data, they can all be integrated in one report! • With every response, results and reports are updated in real time! Tailored Look and Feel for Mobile Devices • Customized skins for iPhone and Blackberry! • Professional appearance with organization s logo! • Innovative survey design with 90+ question types, triggers, logic, multimedia and more! iPhone Compatability! ! ! Relocate Research ! • Make real-time adjustments. Organizations like the NBA makes real-time! ! changes during games as researchers wandered the area to ask attendees about the! ! music, announcer or even the mascot! ! • Use Qualtrics at a conference to have business professionals respond to a question.! ! Get results in minutes! ! ! • Have researchers roam a store, event or organization handing the device to a! respondent for direct feedback! Qualtrics Report Updates as New Responses are Received!
  • 9. Qualtrics Reporting Good analysis paves the way for proper decisions, but nothing happens without good reporting. Qualtrics Research Suite offers customizable reports with several options of graphs and tables so that you can present the data in a way that will make decisions obvious. All of these reports reflect changes in real-time to stay current with your most recent survey response.! Professional Custom Reports Professional Custom Reports! • Fully dynamic, customizable reports that can be crafted with a variety of graphs and tables! • Ability to highlight different sections or questions in your survey, different reports for! different people within your organization, or different reports for different subgroups! ! • Several real-time reports to quickly grasp implications of incoming data! ! ! ! ! Effortless Public Reports ! • Each report generates a website which automatically updates as new data comes in! ! • Save paper, never wait for an attachment to load, simply distribute the link and the report! ! • Password protected so data is only seen by preferred people within the organization! ! ! Public Report! Direct Export Reports • Reports come ready to download into PowerPoint, Excel, Word, or PDF! • All graphs are professional in appearance and can be adapted to fit your preferred look! and style! ! ! Direct Export to Powerpoint!
  • 10. Analysis Qualtrics does more than create surveys. It is an entire research suite with the ability to generate professional data analysis. With the best tools in research, you can make decisions effectively and efficiently. Complete with graphs, tables, statistics, cross tabulations and more, all of your reports dynamically update themselves to include new data. Qualtrics accommodates all research needs in one convenient tool. Polished Cross Tabulation • Ability to sort advanced analysis - This is usually only available with statistical modeling software within your account • Analyze correlations between question responses or list information, all • Report different groups side-by-side to see differences and similarities • Chi square and p-value calculate automatically for each cross tabulation ! Effective Filters and Subgroups Qualtrics includes the ability to create cross tabulations with a few mouse clicks. Qualtrics automatically calculates Chi- • Use subgroups to separate your data according to characteristics of square and p-value with each cross tab. ! respondents • Fully understand and correctly interpret your data ! ! ! ! ! ! ! Valuable Question and Survey Statistics ! ! • Comprehensive survey statistics such as drop-out rates, average ! response time per question, completion percentages and start times ! ! • Evaluate where your surveys succeed and where they need ! improvement ! • Automatic statistics generated for each question! ! ! ! ! Every report in Qualtrics can include advanced filters that cover nearly every subject.!
  • 11. Qualtrics University Qualtrics has an entire team whose sole purpose is to make sure you can use the Research Suite. They maintain the Qualtrics University, provide free webinar trainings for users, and answer calls / emails whenever a user has question. If you need anything, please use any of these resources. Supreme Customer Training • Unlimited free trainings for every user and accommodating any group size • Personalized trainings cover any subject • Contact training@qualtrics.com or 801.374.6682 ext. 4060 from 9am-8pm ET ! Online University • Over 65 videos show you how use every feature of the Research Suite • Hundreds of articles explain features and uses In addition to answering the phone and providing • Find answers to questions 24 / 7 online trainings, Qualtrics University creates online content including videos that explain how to use the Research Suite.! Straightforward Customer Support • Free phone / email support with every license • No automated voice messages; real people, real help • E-mail support@qualtrics.com, call 801.374.6682 ext. 3001, or tweet @qualtrics • Qualtrics was awarded the 2010 People’s Choice Steve Award for Favorite Customer Service (IT & Telecommunications)! Qualtrics University was recognized for outstanding customer service with a Stevie Award in 2010.!
  • 12. Site Intercept: IT-less Web Research Setting up the new Site Intercept only requires one piece of code. Once it is in your site, you will be able to make dynamic changes without ever going through IT again. Simple Set-up • Insert one piece of code into your site, and you will never visit IT again. seconds • Change survey, invitation design, or even the type of presentation in • Make changes on-the-spot without ever touching website code Make Dynamic Changes Immediately ! • Define actions that trigger when intercepts are served to your visitors • Change criteria and feedback surveys with the click of a button ! • Make use of almost limitless combinations of advanced intercept criteria ! Site Intercept allows a marketer to change website ! Improving Research for Fortune 100 surveys in seconds, without ever going to IT.! ! • Special product was initially commissioned by Xerox • Expanded to ESPN.com for fantasy sports “For a marketer to have this much control over survey deployment and be able to launch a survey in real-time is pretty remarkable. I don’t know of any other research provider who offers this type of tool.” ! Cathy M. Interactive Marketing Xerox Corporation! Web Customer Insight Manager
  • 13. For more information, contact: Morgan Jenkins Europe: +44.02088.167.212 (ext. 4300) Americas: +1.801.347.6682 (ext. 4300) morganj@qualtrics.com TM