Qualtrics Instructions

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1 Create a Survey/Prject G t the Ursinus Cllege hmepage and click n Faculty and Staff. Click n Qualtrics. Lgin t Qualtrics using yur Ursinus username and passwrd. Click n +Create Prject. Chse Research Cre. Yu can create a prject frm scratch by clicking n Blank Survey Prject r cpy an existing prject by chsing Create Frm Existing. Click n the arrw next t Create a New Questin and chse the questin type. See the image belw fr the current questin types available. Hver ver each questin type t see an example. A Descriptive Text questin is used t prvide infrmatin t participants in a header. They d nt reply r answer this questin. A Text Entry questin is a fill in the blank. When frmatting the questin, yu can chse t make it a single line, multi-line, r essay text bx (the nly difference between these three is the size f the answer bx), r a frm with multiple questins and answer bxes. T add a new questin, either click n the green + icn that appears n the right-hand side befre and after each questin when yu hver ver it. Alternatively, yu can scrll t the bttm and click n Create a new questin. Frmat yur questin by using the clumn n the right-hand side. Under Chices, chse hw many answer chices yu want fr that questin. Check the bx next t Autmatic chices/statements/items t see a list f ppular answer chices. This will autmatically input the answer chices fr yu. If yu can t find the answer chices yu want t use, uncheck the bx and type them in yurself. 1

2 Under Answers, chse Multiple Answers if yu want t allw the participant t chse mre than ne answer. Click n Mre in this sectin fr mre ptins. Under Validatin Optins, chse Frce Respnse if yu d nt want t allw participants t skip questins. Cpy, Mve, and Delete Questins T cpy a questin, click n the questin and n the right-hand side, chse Cpy Questin. T mve a questin, click n the questin and n the right-hand side, chse Mve Questin. Alternatively, yu can chse the arrws n the left-hand side that appear nce yu hver ver the questin. T delete a questin, hver ver the questin and click n the red icn. Display Lgic Use display lgic if yu nly want a questin t shw under certain cnditins. T use display lgic, click n the questin that shuld nly shw under certain cnditins and n the right-hand side, chse Add Display Lgic. Set the cnditins (e.g. Display nly if Questin 1 Answer Chice 1 is selected). Then click Save. D this fr every questin that shuld nly shw under certain cnditins. Preview yur survey t test. Skip Lgic Use skip lgic if yu want t skip several questins under certain cnditins (e.g. skip t the end f the survey if they answer N n Questin 2). T use skip lgic, click n the questin and n the right-hand side, chse Add Skip Lgic. Set the cnditins (e.g. If N is selected, then skip t Questin 23). Then click Dne. If yu d nt skip t the end f the survey but t a specific questin, participants will then cntinue answering the questins fllwing that specific questin (e.g. If the skip lgic sends them t Questin 23 because they answered N, they are then shwn Questin 23, 24, 25, etc. until the end f the survey). Preview yur survey t test. Piped Text Within a questin r answer chice, yu can pipe text in frm ther questins, answers, r frm a Cntact List. Fr example, let s say yu asked participants what their favrite clr is. In the next questin, yu want t ask them Why is yur favrite clr? Yu can pipe in their answer chice by: Clicking n the Why is yur favrite clr? questin text and putting yur cursr where the answer chice shuld shw (in this example, it wuld be between is and yur ). Selecting Piped Text. Chse Survey Questin, then If the riginal questin is a multiple chice, chse Selected Chices. 2

3 If the riginal questin is a text entry, chse the title f the questin (e.g. What is yur favrite clr?). D NOT chse Questin text. Qualtrics will create a cde and place it in yur questin. Preview yur survey t test. Scring If yu are creating a quiz r test and yu want Qualtrics t scre it autmatically, yu can d this by clicking n Tls > Scring. Fr each crrect answer, put in a pint value (e.g. Answer Chice 2 = 5 pts.). Leave the ther answer chices blank (It will display a # symbl. This means the answer chice = 0 pints). Survey Lk and Feel Yu can rganize questins int different blcks (e.g. ne blck fr demgraphic questins, anther blck fr a specific subject, etc.) by clicking n Add Blck at the bttm f the screen and then adding questins in there. If yu click n Lk and Feel, yu can custmize the Next and Back buttns, add a Prgress Bar, and change the fnt and clrs. Yu can als add a Header and Fter under the Lk and Feel s Advanced Sectin. Survey Optins Befre yu launch yur survey, g t Survey Optins. Here yu can: Add a Back buttn. Set yur survey t be Open Access if yu want t use an annymus link r By Invitatin Only if yu are using Cntact Lists. By default, Open Access allws users t take the survey mre than nce. By default, By Invitatin Only allws users t take the survey nce. Prevent Ballt Bx Stuffing (this prevents participants frm taking the survey mre than nce in the same brwser. This desn t prevent participants frm taking the survey again in anther brwser r cmputer. See Distribute Yur Survey fr mre lck-dwn ptins r use By Invitatin Only and a Cntact List). Create a survey expiratin date if yu wish. If yu dn t, yu will have t manually clse/pause the survey. Create a custm end f survey r thank yu message. Make the survey cmpletely annymus (nt recmmended unless ttal annymity is needed). Triggers If yu wuld like Qualtrics t send yur participants, smene else, r yu a cpy f the participant s survey respnses r additinal feedback, yu can set an Trigger. T d this, g t the survey and: Click n Tls. Click n Triggers > Triggers. It defaults t sending yu an nce a participant has cmpleted the survey. Hwever, yu can change that by adding a cnditin at the tp (e.g. If Questin 2 3

4 Answer Chice 2 is selected). Yu can als change yur address t smene else s under T Address. If yu want a cpy f their survey results, make sure the bx next t Include Respnse Reprt is checked at the bttm. T have Qualtrics send a cpy f the survey results t the participant, g t the bdy f the message and click n the {a} buttn. Pipe in their address by either clicking n Survey Questin> if yu asked fr their in the survey r by clicking n Panels Field>Recipient if yu are using a Cntact List/Panel. Cpy that cde and paste it in the T Address field. Add a message t the bdy and click n Save Trigger. Preview Yur Survey Befre yur finish editing yur survey, click n the Preview Survey icn. Test yur survey questins, especially if yu are using any display lgic, skip lgic, r piped text. Nte that if yu g thrugh the entire survey and hit Submit within the Preview, it will save yur answers in the Data and Analysis sectin. Dn t hit Submit if yu want t test yur survey but nt have the answer chices shw up. Click n Clse Preview t return t yur survey. Distribute Yur Survey Hw d yu want t send/distribute yur survey? Pst the survey link nline: a. Under Survey Optins, select the radi buttn next t Open Access. b. Under Distributins, use Annymus (r single reusable) link. c. Cpy and paste that link int yur website. Send the survey link in an via Outlk r yur persnal a. Under Survey Optins, select the radi buttn next t Open Access. b. Under Distributins, use Annymus (r single reusable) link. c. Cpy and paste that link int yur . Have Qualtrics the survey link t a specific grup f peple (ding this will prevent respndents frm taking the survey mre than nce and will capture identifying infrmatin abut the respndent): a. Under Survey Optins, select the radi buttn next t By invitatin nly. b. Create a Cntact List/Panel f the peple yu wish t send the survey t by fllwing these directins: i. Click n Cntacts at the tp right-hand side f the screen. ii. Chse +Create Cntact List. Give it a name. iii. Uplad a spreadsheet f the cntact list r input them manually. c. Under Distributins, use s t send survey link t that Cntact List. If yu need t knw wh tk the survey, yu can d any ne f the fllwing: Create a survey questin asking fr their name. Send yur survey t a Cntact List via the Qualtrics distributin. 4

5 Use authenticatin t require respndents t sign in with their Ursinus username and passwrd (ask Christine Iannicelli r Ruth Sprague t set this up fr yu). If yu want t prevent respndents frm taking the survey mre than nce: Under Survey Optins, click n Prevent Ballt Bx Stuffing [Nte: This will nly prevent respndents frm taking the survey twice in the same brwser (e.g. Chrme). If they change brwsers r cmputers, they will be able t take the survey mre than nce. Cmplete ne f the ther bullet pints belw t prevent this.]. Send yur survey t a Cntact List via the Qualtrics distributin. If yu want the survey t be cmpletely annymus (i.e. Qualtrics will nt stre any data abut the respndent at all), click n Annymize Respnse under Survey Optins. Fllw-Up Optins If yu used Qualtrics t yur survey t a Cntact List, yu can: Send respndents wh did nt take/finish the survey a reminder by ging t Distributins and clicking n Schedule Reminder. Send respndents wh cmpleted the survey a thank yu message by ging t Distributins and clicking n Schedule Thank Yu Message. T send a thank yu r custm message autmatically after they cmplete the survey, g t Survey Optins and click n Custm end f survey message. Yu can als click n Send additinal thank yu frm a library if yu are using a Cntact List. T autmatically redirect yur respndents t a cpy f their answer chices upn survey cmpletin, g t Survey Optins and click n Redirect t single respnse reprt. Analyzing yur Survey Results Data and Analysis T dwnlad a spreadsheet f all participant answers, click n the prject and then Data and Analysis. Yu can custmize the spreadsheet n the screen by hvering ver a clumn and clicking n the + buttn r by clicking n Tls in the right-hand crner and then Chse Clumns. T delete r hide clumns yu d nt want t see, click n the clumn name and chse Hide Clumn. Yu can dwnlad yur data in three ways: If yu want t exprt the entire dataset, click n Exprt/Imprt, Exprt Data, and select Dwnlad. If yu want t dwnlad the data as it appears n the Data and Analysis screen, click n Exprt/Imprt, Exprt Data, uncheck the bx next t Dwnlad All Fields and select Dwnlad. T just view ne participant s answers, click n the drp-dwn arrw in their rw under Actins and click n View Respnse r Exprt t PDF. 5

6 Participants wh have started and stpped a survey r nly partially cmpleted can be fund under Respnses in Prgress in the tp-right hand crner. T mve these t the Recrded Respnses, click n Respnses in Prgress and click n the Respnse ID t make sure it s the crrect respnse yu want t clse. Then check the bx next t the respnse rw and at the tp left, click n With Selected. Then chse Clse. Cnfirm by checking the bx and chse Clse 1 respnse. Yu can clse multiple respnses by checking the bxes next t all the respnses yu want t clse r by Clsing/Pausing Respnse Cllectin f the entire survey, which will clse all partially cmpleted respnses. Yu can add filters r under the Text tab, yu can analyze qualitative data (this sectin is still a wrk in prgress). Reprts T create reprts that summarize yur data (e.g. 50% f participants answered Chice A n Questin #1), g t the prject and click n Reprts. Click n ne f the questins n the left-hand side t see statistics in table and graph frmat. T add visualizatins (e.g. a bar graph), click n Add Visualizatins and chse the apprpriate ne n the right-hand side. Once yu have finished custmizing yur reprt, click n Reprts Optins > Exprt Reprt. Chse the frmat yu want and all the questins yu want t include in the reprt. Then select Exprt Pages. Yu can als create reprts under Printed Reprts. Hwever, cllabratrs will nt be able t access these. Share Prjects T allw thers t view and/r edit yur prjects, g t the hmepage and click n the drpdwn arrw next t the desired survey. Chse Share Prject (Nte: if that ptin is grayed ut, it means yu are nt the riginal wner f the survey and cannt share it. Yu can ask the riginal wner t share it r make a cpy f the survey and then share that ne. Cpies f surveys nly include the survey questins and parameters, nt any answers/results). Type in the persn s address (they must have lgged in t Qualtrics at least nce t appear here). Chse the permissins yu wish t grant them by clicking n the apprpriate checkbxes. Click Save. Transfer Ownership Users can cpy a prject that is nt theirs by ging t the hmepage, clicking n the drp-dwn arrw next t the desired survey, and chsing Cpy Prject. They nw have a cpy f all the prject questins and they wn the cpy. Nte: it des nt cpy ver participant answers and analyses. If the user needs t be the wner f the entire survey (answers and analyses included), they shuld cntact Christine Iannicelli r Ruth Sprague. 6

7 [Fr admins nly: Administratrs can g int Admin>Users and search fr the user. Click n the username and then chse View Accunt Use Inf. Next t the desired survey under Actins, click n Change Owner. ] Organize Prjects T rganize yur prjects, yu can g t the hmepage and click n Add Flder. Name yur flder. Return t All Prjects and drag and drp prjects int the apprpriate flder. If yu ever have truble finding a prject, click n All Prjects. Then use the Search Prjects bx n the tp right t search by prject name. Yu can star yur imprtant prjects and srt yur prjects a variety f ways (including by starred survey, prject name, r wner). 7

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