Have you ever had one of those moments where you think to yourself, "How did I not know this before?" Join us for a fast-paced session as we uncover some of our favorite features to help you make bigger impact in your research.

2. INTRODUCTIONS!
Braydon Anderson
Product Marketing
Stephanie LaBudde
Technical Sales

3. IS THIS SESSION FOR ME?!
• Fast Paced
• Beginner to Advanced Features (21 Total)
• Geared Toward Users of Qualtrics Research Suite or those
seeking to learn more about features and functionality

4. END GOALS!
• Become More Familiar with Research Suite
• Save Time and Money
• Better Survey, Better Data, Better Decisions
• Prevent Headaches

5. FAVORITE FEATURE!
SCENARIO #1: “I need to show a commercial
advertisement to my participants but the video needs to
autoplay and be compatible with all browsers.”
SOLUTION: Embed A YouTube Video

9. <iframe width="560" height="315"
src="https://www.youtube.com/embed/JDwRN2GBUj8?autoplay=1” frameborder="0"
allowfullscreen></iframe>

11. SCENARIO #2: “I have been an active user of Qualtrics for
some time and now I have over 100 surveys in my account.
Is there anyway to have my most recent surveys displayed
first?”
MY SURVEYS!
SOLUTION: Organize By Last Modified

14. SCENARIO #3: Q-Tip, you can move elements in the survey
flow in two different ways. Can you think of both?
EDIT SURVEY - SURVEY FLOW!
SOLUTION: Click “Move” Then Drag And Drop
Or Select The Element And Use The Arrow Keys!

18. SCENARIO #4: “I want to use the Embedded Data I added
to my panel in my reports (i.e. Department, Gender,
Assorted Cheese Preference). How do I make sure they all
show up in the report and the downloaded data file?”
EDIT SURVEY - SURVEY FLOW!
SOLUTION: Add From Panel (Embedded Data Element)

23. SCENARIO #5: “I’ve finally finished my survey but now I
want to make sure that the respondents are forced to
answer all of the questions. Do I really have to check ‘Force
Response’ for every question individually?”
EDIT SURVEY!
SOLUTION: Selecting Multiple Questions

26. SCENARIO #6: “One of my survey questions asks
respondents to ‘check all that apply’ and includes ‘None of
the above’ as one of the answer choices. I want to prevent
them from checking ‘None of the above’ along with other
answer choices.”
EDIT SURVEY!
SOLUTION: Make Answer Choice Exclusive

31. SCENARIO #7: “I have a huge list of answer choices (from a
Word document or some other source). Is there a way to
get them all into the survey question that is faster than
typing one answer choice at a time?”
EDIT SURVEY!
SOLUTION: Copy And Paste Lists

35. SCENARIO #8: “I love how Qualtrics allows me to preview
my survey, but I’m tired of clicking through the whole survey
just to get to the section I want to check out.”
EDIT SURVEY - PREVIEW!
SOLUTION: Preview Bookmarks + View Block

39. SCENARIO #9: “The question numbers (e.g., ‘Q1,’ ‘Q2,’
etc.) for my survey questions are all out of order. This is
making it difficult for my team to find and refer to questions
as we collaborate on building the survey.”
EDIT SURVEY!
SOLUTION: Auto-Number Questions

44. SCENARIO #10: “As I work on my survey, I am interested in
seeing how the data is going to come out. Other than
passing a survey link around the office and begging people
to take it, is there any way to get some kind of data I can
use for testing purposes?”
REPORTING!
SOLUTION: Test Survey

49. SOLUTION: Publish To The Web
SCENARIO #11: “How can I share this awesome report I’ve
built? I don’t want to make the report viewers log into my
Qualtrics account to see it, and a PDF or PPT export won’t
do because they need access to real-time data.”
REPORTING!

52. SCENARIO #12: “My team was working on a collaborated
survey together but they copied and pasted bits and pieces
into the survey from different sources and now all of the
fonts are different.”
EDIT SURVEY - LOOK & FEEL!
SOLUTION: Strip Formatting + Look & Feel

56. SCENARIO #13: “I have a very specific demographic for my
Ninja Turtles Survey. How do I make sure I am not charged
for partial responses and for those participants that I screen
out?”
RESPONSE MANAGEMENT!
SOLUTION: Delete After One Week + Customized End of
Survey Element
BONUS: Screen-Out Reporting (Add-On Feature)

61. Bonus: Screen-Out Feature
(Incidence Reporting)

63. SCENARIO #14: “I am curious to see if there is a bias
between the participants who took the survey on a mobile
device versus a computer. How can I identify mobile
respondents?”
EDIT SURVEY - SURVEY FLOW!
SOLUTION: Branch Logic By Device Type

66. SCENARIO #15: “I have placed a discount code at the end
of my survey to incentivize participants to complete.
However, I do not want them to simply rush through the
survey in order to receive it.”
RESPONSE MANAGEMENT!
SOLUTION:
Q_TotalDuration + Branch Logic + End Of Survey Element

69. SCENARIO #16: “I heard back from some of my survey
participants telling me that they did not recognize the
Qualtrics email. They are accustomed to receiving emails
directly from our company.”
DISTRIBUTE SURVEY!
SOLUTION: SMTP (Simple Mail Transfer Protocol)
Or SPF (Send Policy Framework)

70. Qualtrics Server Your Org’s Server
Qualtrics User Emails the Survey Survey Participant
SMTP
(Simple Mail
Transfer Protocol)

71. Qualtrics Server “Mask” Email
Survey ParticipantQualtrics User Emails the Survey
SPF
(Sender Policy
Framework)

72. SCENARIO #17: “We’d like to send out an email to our
customers using Qualtrics, but we don’t want the email to
be a survey invitation.”
PANELS AND DISTRIBUTION!
SOLUTION: “Send Email To Panel” (Panels Tab)

76. SOLUTION: “Show On All Pages”
SCENARIO #18: “Ok, so I finally have the perfect look for
the first page of my report. It’s got our logo, nice-looking
borders, and other stuff that I want to be consistent
throughout the survey. Can I apply my work to the other
survey pages automatically?”
REPORTING!

79. SOLUTION: Copy And Paste Keyboard Commands
SCENARIO #19: “I just spent all this time getting a particular
graph or table in my report formatted exactly how I want it.
Now I need a graph or table that is almost exactly same, but
for a different question. Do I have to start from scratch
again?”
REPORTING!

83. SCENARIO #20: “I want to post a general survey link via email,
Facebook, Twitter, QR Code, the company’s website, and on a
kiosk tablet device. However, I need to know where each
respondent is coming from to analyze the distribution effects.”
DISTRIBUTE SURVEY!
SOLUTION: Append Embedded Data To The Survey Link

84. Anonymous Survey Link

86. SCENARIO #21: “My market research firm collects
customer satisfaction data for 20 businesses. I need to
quickly change the button color to match the different logos
of our clients. However, there is no default option to do this
in the Look & Feel.”
EDIT SURVEY - LOOK & FEEL!
SOLUTION: Inspect Element + Custom CSS Code

95. END OF PRESENTATION
MIND = BLOWN