Mastering Qualtrics: Essential Tools and Navigation for Your Survey Project
Learn the basics of Qualtrics tools and navigation, from survey building to customization options, ensuring a seamless survey creation process.
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Qualtrics Survey Tool Bar
Added on 09/07/2024
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Speaker 1: Let's discuss the tools and navigation basics that will help pull together your project. So on the left hand side under the survey tab, the first icon is the survey builder and that is where we are right now, that is the default. The next icon is survey flow and this is how people will be passed through the different sets of questions within your project. As this is a more advanced feature of Qualtrics, it won't be discussed further in this video. The next icon is look and feel. This is where you'll find options for setting up the look of your project. The first tab is theme and this is where you can set up your logo, so either the center logo or the college logo. It's an important point to consider as you think about who you are distributing your survey to. The next tab that I'm going to discuss is general. Under general, you'll notice normally in your survey you have a little arrow for next or an arrow for previous. You could type in here the word next and make any changes to the look and feel of your survey. You could add a progress bar. By default there is none, but you could add a progress bar with verbose text so that people know how far along they are in your survey and you'll notice that is located here as soon as I clicked on it. You could add how many questions per page you want to display in your project. So if you wanted three questions per screen, then you could add that here. Remember whatever changes you make to click the apply button in the lower right hand corner. The next icon is survey options. This is where you could set up a little more customization within your project. So under the first tab here on the left hand side is general and this is where you'll find the survey language and other factors including whether or not you want to add the question numbers to your project. By default it is toggled off. The next tab is responses. By default the back button is also toggled off. If you would like respondents to return to questions, make sure this feature is on. Allow respondents to finish later allows respondents to save and continue the survey at a later date. By default all Qualtrics projects are anonymous. You are not collecting names of anyone unless you put it in as a question. Save and continue is a little misleading. If I start the survey on my phone and then jump over to my computer to finish, it's going to get a brand new survey. Or if I try to finish on another computer, it may be cached if I use my work computer and leave the survey for 10 minutes. But if I close my computer to come back the next day, it's probably not going to remember me. Scrolling down the page, you'll come to incomplete survey responses. The default for partial completion is one week. So if someone started your survey and filled out the first three questions after one week, that response with only the first three questions filled out will go into your collected data even though the rest of the survey is blank. For research, some survey owners don't want any partial completed survey responses. So you could change the default from record to delete. So these responses aren't collected. Scrolling down, survey availability, also known as survey expiration. If you don't want people to complete the survey past a certain date and time, you can set up survey expiration. If an expiration date is selected, an option will display for either using the default or creating a custom expired survey message. Notice that the time zone is listed here as Eastern Time. This doesn't always link everybody to Eastern Time. So to check the time zone that you have on your project, you can come up to the upper right where your account is and go to account settings and double check the time zone and make changes if it's not Eastern Time. There is no save button. You can just go back to your survey. And to go back to the survey, you can click on the XM in the top left corner. And I'm going to go back to my survey. It's the first one that displays here in the left. And I'll go back to survey options. Now going to the tab titled security, I'm going to scroll slightly down the page and click on the option prevent multiple submissions. This was previously called prevent ballot box stuffing. And this prevents respondents from taking the survey multiple times. By default, it is toggled off, but you could toggle this on. The next tab on the left is post survey. And here is where you can send thank you emails. You can come down here and manage email triggers. So email triggers allow you to send an email notification to a respondent when a survey response is completed and specified conditions are met. As an example, you can build in an email trigger that anytime someone chooses dissatisfied, the person in charge of that service or department gets an email that contains the respondent's response with their suggestions and why. You can also use this feature for workshop registrations to be alerted when someone registers to attend. Going down to the next tab, which is scoring. Scoring can be used to assign point values to answer choices. This feature can be used to make the questions an assessment or add some coding behind the choices for future analysis. You can put numbers to all the choices and calculate totals for the questions. To go back to the survey options, you would click this button back to survey builder in the top left. So those were the features I wanted to show you under the icon survey options. There are other features listed there that you can take a moment and scroll through yourself. The next tool that I want to mention is the tools dropdown option, which is located above your survey. And this is where you can auto number your questions. So if you have created multiple questions within your project and move them around, you may have changed the numbering of the questions and you can auto number your questions again. You could generate test responses. So if you would like to test your survey with pre-populated data, you can generate these test responses. Just remember to delete all the test data before sending out the final project. Review allows for additional editing, such as spell checking. Collaborate is where you can share your project with others, and this is discussed in more detail in the collaborate video. Version, every time I publish, Qualtrics will store both the newest version of the project as well as archived previous versions. And before publishing your final project, you can export it to Word to get a copy of all the questions saved offline with no data. Here are a few key takeaways from Qualtrics toolbar and navigation basics.

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