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Introduction to Qualtrics

( .pdf version)

Login

  • Open browser
  • Navigate to https://siue.qualtrics.com
    A branded site that requires permission to access
  • SIUE Central Authentication Server login will open
    Enter e-ID
    Enter e-ID password
    Click Login
  • Qualtrics opens

    Do not go to www.qualtrics.com to log in. If after logging into and using Qualtrics and additional capacity is required, contact the ITS Help Desk, ext. 5500 or email help@siue.edu to request a ticket to elevate your account. Qualtrics is not located at SIUE web sites. SIUE is a Brand within Qualtrics.

Qualtrics

  • Available tabs:
  • My Surveys
  • Create Survey
  • Edit Survey
  • Distribute Survey
  • View Results
  • Polls
  • Library Qualtrics


SIUE Login
SIUE Login

My Surveys

  • The home tab
  • List of surveys
    If no surveys, will be given link to create survey
    Select survey folders to view
    Manage folders
  • Survey buttons
    Create survey moves to Create Survey tab
    Email survey moves to Distribute Survey tab
    View Results moves to View Results tab
    Message Center opens Messages window
  • Survey Tasks
    Edit moves to Edit Survey tab
    Results moves to View Results tab
    Send moves to Distribute Survey tab
    View opens a new browser window/tab to view survey as it will look when published
    Copy opens popup to rename survey and do a save as
    Delete allows you to delete survey and associated data


Qualtrics - My Survey
My survey

Create Survey

Three options for creating a new survey:

  • Quick Survey Builder
    Click to Continue
    Popup opens
    Survey Name - Enter name
    Folder - Enter folder name if applicable
    Click Create Survey opens Edit Survey
  • Create from Copy
    Click to Continue
    Popup opens
    Survey to copy - Select survey
    New survey name - Enter new name
    Folder - Enter folder name if applicable
    Click Create Survey opens Edit Survey
  • Survey Library
    Click to Continue
    Popup opens
    Please select a library - Personal or Global
    Category - Select if applicable
    Survey - Select survey to copy
    New survey name - Enter new name
    Folder - Enter folder name if applicable
    Click Create Survey opens Edit Survey


Qualtrics - Create Survey
create survey

Edit Survey

  • If survey selected, will open with survey questions/answers
  • If creating a new survey from Quick Survey Builder, will open with blank survey
  • Insert new questions/answers
    Copy from another survey or library
    Create a new question
  • Current Survey - Shows current survey being edited, select from drop down menu to change
  • Edit questions
    Click within question block
    Make changes to question text
    Select answer type and option from the menu on right
  • Survey Buttons
    Look & Feel - Click to change look of buttons, progress bar, etc.
    Survey Options - Click to select options for items; e.g., how survey ends, allow partial completion, expiration, etc.
    Survey Flow - Click to designate flow of survey; example: If/then scenario; if yes to 1 skip to 4 and if no go to 2
    Print Survey
    Spell Check
    Preview Survey opens a new browser window/tab to view survey as it will look when published
    Launch Survey moves to Distribute Survey tab
  • Advanced Options drop down menu with several options
  • Get Help opens help page
  • Ask a Question link opens request page


Qualtrics - Edit Survey
edit survey

Distribute Survey

  • Survey must be activated prior to distributing
    Do not activate until ready to start collecting responses
  • Current Survey - Shows current survey selected for distribution, select from drop down menu to change
  • Click Activate your survey to collect responses to activate
    Will be given a survey link (anonymous) that can be copy and pasted into an email or website
    If need to collect tracking information click on Survey Mailer
    Less control but more results
  • Email Survey - Qualtrics mailer
    Controlled but limited responses
  • Email History - Tracking of emails sent and optional reminders and thank you emails
  • Social Media - Publish survey on social media sites
    Facebook
    MySpace
    Twitter
  • QR (Quick Response) - Allows survey taker to use a smart phone to access survey; must have QR code reader application installed.
  • In-Page Pop-up - Inserts a pop-up on a website with link to survey
  • Website Feedback - Places a feedback link on website
  • Survey Director - Direct where the link will point to
    Certain days l link points to survey
    Other days points to results
  • Preview Survey - Opens a new browser window/tab to view survey as it will look when published


Qualtrics - Distribute Survey

View Results

  • Select report from list or create a new report
  • Current Survey - Shows current survey available reports, select from drop down menu to change
  • View Reports - Aggregate information on answers
    Two options, select from existing reports or create new
    Initial report available is basic report of number of responses for each question/answer
    Reports can be configured using filters, inserting charts/graphs/tables, drill down
  • Responses - Review answers by individual respondent
  • Download Data allows information from a report to be download to further customize or view
    Formats available include, csv (comma separated values) for Excel and Access, SPPS for analysis, xml and html
    Downloading data does not delete the results
  • Cross Tabulation uses tables to allows comparison of answers for multiple questions


Qualtrics - View Results
view results

Polls

  • Similar to survey except it is one question
  • Select from current polls available, create a new poll
  • Edit question and answers
  • View results and reset
  • Change the look and feel
  • Copy
  • Delete
  • Click Add This Poll to Your Website button to generate code to insert to web page to publish poll


Qualtrics - Polls
polls

Library

  • Depository of surveys, questions, graphics, files and messages
  • Personal and global available
  • Can copy from library to use as is or modify

Logout

  • Click drop down menu for user
  • Select Logout


Qualtrics - Library
library

Additional Resources


Qualtrics University
Qualtrics University