Step-by-Step Guide to Creating Effective Surveys in Qualtrics for Minnesota Users
Learn how to create, customize, and distribute surveys using Qualtrics. This guide covers everything from login to data export, ensuring accurate results.
File
Creating Research Surveys in Qualtrics (2021)
Added on 09/08/2024
Speakers
add Add new speaker

Speaker 1: Hi, I wanted to take a few minutes to show you how to create a survey in Qualtrics here in Minnesota. So the first thing you'll want to do is go to the URL, which is Qualtrics.umn.edu And then once you go there, it'll ask for your Minnesota login information. So here you'll want to put your Minnesota ID as well as your password. And then once it logs you in, it'll generally show you whatever projects you may have already created in the past. Today, I want to show you how to create a new one. So we're going to click on create new project. And the type of project I want to create is a survey. So I click on survey and then I will put the project name. So here I'll just call this demo survey. And click get started. In the future, if you have another survey you've already created you want to use, you can do it from a copy on that screen if you'd like, but today I want to start from scratch. So the first thing I like to do with a survey is take off potentially some of the branding that may be on the survey if it tells people where I'm from, if I'm worried that that may somehow bias the results. And so rather than let them know I'm from a university, I may not want to give them any information, so I can click on look and feel and then change the theme. And the theme I'll pick, since we have a limited options, is just the blank one. And then save. So that takes off the information about us being from a university. Then Qualtrics has already filled in one question for me, just a blank one, but that's not what I want to start my survey with. I generally want to start with some information about the survey. So we can change that question type to descriptive text. And so here we probably want to put something like, you know, we'll do a dog owner survey. So our survey name, so dog owner survey. Skip a couple lines. And then I usually just give a quick introduction to what it is. So the person knows what they're getting into when they hit submit. That'll be all that's on the first page. So to tell Qualtrics I want a new page, I can scroll down and add page break. And now you see this page break. So now this will be the second web page they will go to. What I like to do is the second page is to give more of an introduction and what's going to be in the survey, what they need to do, maybe what task. So I'll create a new question. Again, I will do it as a descriptive text. And I might call it introduction. And then I might say this survey will ask you what is important to you for dog boarding. As well as your typical behaviors. And then I also like to put on these a lot of times that I just want people's opinion. There are no right or wrong answers. So we are interested in your opinions to help us improve dog boarding. So it gives them a reason to take the survey too. And I'll sometimes put there are no right or wrong answers. Just so they know. And again, I usually will put again, this survey takes about five minutes to complete. So they know what the expectation of how long this is going to take. So that might be all I have for my second page. Or you might have other things to add. So we'll want to add another page. So add page break. So this will be our third page. Now here's where we want to get into some of our content questions. Often our most important questions. So I'm going to create a new question. So I'm going to show two different types of questions that are very common for what we use in marketing. And just let you know how you do it. But there's a huge number of questions that they have. And Google is a great resource to see what each of these questions is and what they can do. One very common one is a matrix table. This is how we kind of do basic Likert or semantic differential scales. So here we might first by clicking to write our question text. So maybe I want to ask something here of how important are the following factors when you choose a place to board your dog. And maybe the first one I want to have is location. Maybe I'll have one for price. And maybe I'll have one for an outdoor play area. You can imagine a lot of possibilities here. This is where you'd want to talk to actual dog owners and interview them and find out what matters before running your survey. And then for the scales we want to put our labels. One thing to note that Qualtrics does is that it tries to autofill these labels in. One thing I don't like that it does is it tends to put the highest rating on the left. Whereas most surveys put it on the right. So we want to start with not important. And our last one would be very important. We might want to add a couple more endpoints. I like to have scales of at least seven. We can change that. Sorry, we now need to move that. And then I like for each of these to make them blank. And so to do that you don't want to just delete it. Just hit the space bar to put a blank space so it will keep it in there. So we're just going to put a space on each of those. And so now we have our scale that says from not important to very important. And they can fill in the numbers. And there's a lot of other options you can put over here if you want. You can also just have one item in this table. You could ask just about location if that's all you wanted to ask for that. The other thing I like to do a lot for these is for the validation to force the response. I like to make people answer the questions unless there's maybe something sensitive about it where you don't want to force them. That way I don't have missing data in my final results that then I have to deal with analytically and have to throw some people out. I'll show you one other common question we use too, question type. And that's a slider. And so for this we will add create a new question. And I'll do slider. And for this one maybe I want to ask how likely are you to use dog boarding services in the next three months? So then what I can do here is now put my labels. It's already put some for it. Again, I like to have the lowest to be the most likely. So I'll do very unlikely. I click each. I'll do my spaces. So they're empty. And again, the reason we do this is so that we don't have to get those perfect adjectives to equally space this. We just want the endpoints. And then they can slide the slider how they want for that. And so that might be all I have for that one. Now maybe I'll add a page break. And for my next set, I would have whatever other content that you wanted to put in there. Once you've added all those, to end the survey, I like to have a question that asks if they had any trouble with the survey. So I'll add a question type of text entry. And so here I usually put something like, if you have any comments about this study, please list them below. And I let them know what these could include. These comments could include anything you had trouble understanding, items that were unclear, guesses of the study's purpose, etc. So they have some idea of the kinds of things they may want to enter. The type of question I like to use is the essay text box so that they know that they can write several lines that they want. And I usually drag it down a little bit so they know they can enter some information in there. A few sentences, if something went wrong. And again, we do this just to make sure nothing went wrong. It's kind of a check. Then I would add a page break. And now comes my final page of my survey. And for this one, I will start with some descriptive text. And so here I often say, thank you. You have now completed this survey. So they know it is finished now. And then I want to let them know that they have their completion code if you're doing something, say, on MTR. So here's what I would say. Here is your completion code to enter on MTR. And then what I would put is a code. So I might put 615433. You can just pick any code you want. And I leave it the same for everyone. So everyone will enter that code 615433. If you're interested, you can get Qualtrics to automatically generate a unique number each time for that. But again, I don't find any significant fraud at all of people trying to just put numbers for surveys that they did not take. So now we've got that. That's the end of our survey. And so now what I like to do is preview it just to make sure it looks like I want. And so we see the preview comes up. There's the first description, the first page. And it also shows us what it looks like on a cell phone. Here's our second page. Again, it tells us more about what the task is going to be. Here's our third page. Right? That allows us to do this. So there's a problem we have. Click to write choice one. So I need to fix that there to have some text there. Because I don't want to write click to write choice one. Right? It's kind of weird. So we'll now go fix that. So what we can do for that is we can close our preview. And now I can scroll back to that question. And here we see it wanted something there. So I'll just put a space because I don't really need to have any other text there. And so now we can click preview again. And we see that now there is our scale to enter the likelihood. So now we can scale it how we want to drag it to get the answer we want. But we still have click to write choice two and three. So I still have something to correct here. So I can now go back to edit survey again. And I want to get rid of those extra lines. Isn't that right? So now if I go here and it asks me number of choices. So instead of three, I just want one. Right? And so now if I click preview. So again, we can iterate through here to find the things we don't like in our survey design. Edit them and then go check it again. So that looks fine. Now it looks like what I want. Put the slider there. I can do okay to the next one. It's going to force me to enter the answers because I have forced response. So I enter both of those. And then if I have any questions about the study, I can type them there. I might say no problems. And finally, my last page that has my MTurk code. And then they will know, the MTurkers will know to go on MTurk to enter that to get paid. So once it looks like we like, we can shut the preview down. We can click publish, which lets it know that it's ready. It does kind of a little review to tell you if it finds any trouble. I'm going to go and publish it. And there is our link, our URL to then go and post on MTurk or wherever else for people to take our survey. So we have that. You can also get that URL later if you need to. And so there's several options we can do on the survey if you want to change some things. I generally don't change any of these. I find the default is fine for that. So once we have it published, then if you need to get that URL again, you can get it by clicking on distributions. Just so you know how to do it. And then obviously we are doing this through the web. So while it's loading, we can go because it's already done. There again, anonymous link. This will tell us where that our URL is. Once you've collected the data for your survey and you're now ready to analyze it, we can get our data from Qualtrics. So first we'll want to click on data and analysis. Then we want to click on export and import. And select export data. Then the format I find works the best with Excel and R is the tab separated values, TSV. And here one thing you want to make sure you change is instead of using the choice text, we want the numerical values. That's what we're going to analyze in our data are the numbers. And then we can click download and that will generate our file for us. But then we can analyze in R or Excel or whatever tool we like. So hopefully this helps you to get started on your Qualtrics survey and good luck.

ai AI Insights
Summary

Generate a brief summary highlighting the main points of the transcript.

Generate
Title

Generate a concise and relevant title for the transcript based on the main themes and content discussed.

Generate
Keywords

Identify and highlight the key words or phrases most relevant to the content of the transcript.

Generate
Enter your query
Sentiments

Analyze the emotional tone of the transcript to determine whether the sentiment is positive, negative, or neutral.

Generate
Quizzes

Create interactive quizzes based on the content of the transcript to test comprehension or engage users.

Generate
{{ secondsToHumanTime(time) }}
Back
Forward
{{ Math.round(speed * 100) / 100 }}x
{{ secondsToHumanTime(duration) }}
close
New speaker
Add speaker
close
Edit speaker
Save changes
close
Share Transcript