QUALTRICS QUALTRICS BASIC USAGE USER GUIDE EXTERNAL DOCUMENT. Writer Date Version Celine Montigny 10/09/2010 V1.0 VALIDATION. Name Function Date

Transcription

1 BASIC USAGE USER GUIDE EXTERNAL DOCUMENT Writer Date Version Celine Montigny 10/09/2010 V1.0 VALIDATION Name Function Date REVISIONS Version Version Date Reasons Qualtrics - Basic Usage User guide Page 1 of 14

2 OBJECTIVE This application is used to create and manage surveys (internal or external). PRE-REQUISITES You will have to first create your account to be able to use the tool. ACCESS COMMENTS N/A Contents 1. CREATE YOUR ACCOUNT CREATE YOUR SURVEY USING QUICK SURVEY BUILDER USING CREATE FROM COPY USING SURVEY LIBRARY FORMAT YOUR SURVEY DEFINE YOUR QUESTION FORMAT THE TEXT OF THE QUESTION LOOK & FEEL Qualtrics - Basic Usage User guide Page 2 of 14

3 1. CREATE YOUR ACCOUNT First you must access this url: Then you will get this page: Number Field Action Comment 1 Please click here to create your account Click on this link Qualtrics - Basic Usage User guide Page 3 of 14

4 Number Field Action Comment 1 Address Enter address 2 Password Choose any password 3 Re-Type Password Confirm your password 4 Click on the button On the following page, you can enter further information but it is all optional: Qualtrics - Basic Usage User guide Page 4 of 14

5 Then click on the button. Click on Sign me Up. An will be sent to the address you gave for the registration. To validate your account, you will have to click on the link on the Qualtrics - Basic Usage User guide Page 5 of 14

6 On the qualtrics website you will get this screen: Now you can go back to the login page by clicking on the blue link of this page or clicking on this link Qualtrics - Basic Usage User guide Page 6 of 14

7 2. CREATE YOUR SURVEY After your first login to Qualtrics, it will propose you to create your first Survey: 2.1. Using Quick Survey Builder After having clicked on the Quick Survey Builder box, you will have to give a name to you survey: Qualtrics - Basic Usage User guide Page 7 of 14

8 Once you have defined the name and the folder where you want to store your survey (optional), you can click on Using Create from copy This option enables you to copy a previous survey: Number Field Action Comment 1 Survey to copy Select the survey that will be the base of your new survey 2 New Survey Name Key in your survey name 3 Folder Select your folder Optional Then you can click on Using Survey Library With this option you can use your own library or the one of Qualtrics to select a survey template: Qualtrics - Basic Usage User guide Page 8 of 14

9 Number Field Action Comment 1 Select a Library Select the Qualtrics library or your personal one. 2 Category Select a category 3 Survey Select template survey you want to use 4 New Survey Name Key in your survey name 5 Folder Select your folder Optional Then you can click on. Qualtrics - Basic Usage User guide Page 9 of 14

10 3. FORMAT YOUR SURVEY 3.1. Define your question Qualtrics generates a fist question block that you will have to fill in: Nbr Field Action Comment 1 Survey Name 2 Block name Type the name of your block 3 Default question name 4 Question Type your question See below for more details 5 Answer choices Type the different choices Once you click here, the right hand side menu is activated and propose you different options (cf 2.1.2) Qualtrics - Basic Usage User guide Page 10 of 14

11 6 Click on this link if you want to retrieve an existing question You must have already created at least one question 7 Once you have finished your question, click on this link to create the next one. On the right of the screen, you will find a side bar to define the options of the question (the bar appears only once you have clicked on the question): Qualtrics - Basic Usage User guide Page 11 of 14

12 3.2. Format the text of the question When you click on the question to type the text (3), you will have access to specific options: Number Field Action Comment 1 Rich text editor Enables you to define text options See screen shot below 2 Piped Text 3 View Enables you to switch from normal view to Code view 4 Click on this to create a new question Rich text editor screen: Using this option, you will be able to insert images, files, media, special characters or tables and define the formatting of your text. Qualtrics - Basic Usage User guide Page 12 of 14

13 3.3. Look & Feel In the toolbar you will find the Look & Feel button: This is used to define some global options for your survey: Qualtrics - Basic Usage User guide Page 13 of 14

14 Number Field Action Comment 1 Templates Select a look from Qualtrics or Insead Library 2 General Define buttons, progress bar, nb of questions (highlights and separators) 3 Fonts Define fonts for your survey 4 Colors Define colors 5 Advanced Define headers/footers and CSS 6 Preview Preview the result of your choices Qualtrics - Basic Usage User guide Page 14 of 14