Table of Contents. Overview 3. Dashboard 4 What s different? 5. Edit Survey 6 What s different? 7. Distributions 8 What s different?

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2 Table of Contents Overview 3 Dashboard 4 What s different? 5 Edit Survey 6 What s different? 7 Distributions 8 What s different? 9 View Results 10 What s different? 11 Reporting 12 What s different? 13 Panels 14 What s different? 15 Library 16 What s different? 17 Terminology Changes 18 New Features 19 2

3 Overview The Qualtrics Insight Platform is the newest version of the online survey tool. The changes to the user interface are designed to simplify and streamline your workflow. What s Different? The Insight Platform dashboard has been redesigned. The My Projects landing page has replaced the old My Surveys page. 3

4 Side-by-Side: Dashboard 4

5 What s Different? Dashboard Page Changes:! Projects (Surveys), Contacts (Panels) & Library tabs moved to upper right hand side! Survey Tasks (Edit Survey, Distribute, Data & Analysis, Copy, Share, Delete, etc) moved to Project Options dropdown menu of each Project! Folders dropdown menu moved to left-hand side of screen! Create Survey tab = Create Project button Summary Video: 5

6 Side-by-Side: Edit Surveys 6

7 What s Different? Edit Survey Changes:! Survey Preview button moved to right side! Advanced Options = Tools dropdown menu! Print Survey button located under Tools dropdown menu! Cosmetic upgrades to aesthetic interface Summary Video: 7

8 Side-by-Side: Distribution 8

9 What s Different? Distribution Changes:! New first-time-entry distribution selection page (see below screen capture)! Survey Button + History Button = s Tab! Generated Links = Personal Links! Social Media Channels updated Summary Video: 9

10 Side-by-Side: View Results 10

11 What s Different? View Results Changes:! Advanced Options = Tools dropdown menu! Download Data = Export Data. Button moved next to Tools button.! View/Delete/Export options under Actions dropdown menu in each survey Summary Video: 11

12 Side-by-Side: Reporting 12

13 What s Different? Reporting Changes:! Cosmetic upgrades to enhance aesthetic interface/usability! Easier control over visualization, charts and graphs Video Summary: 13

14 Side-by-Side: Panels/Contacts 14

15 What s Different? Panel/Contacts Changes:! Panels = Contact Lists! Cosmetic upgrades to aesthetic interface! Easier control over contacts through folders/navigation! Panel Options moved to List Options dropdown menu Video Summary: 15

16 Side-by-Side: Libraries 16

What s Different? Library Changes:! Simplified organization for easier asset management! Old Survey Library + Block Library + Question Library = New Survey Library!

17 What s Different? Library Changes:! Simplified organization for easier asset management! Old Survey Library + Block Library + Question Library = New Survey Library! Easier navigation through libraries (Survey/Graphic/File/Messages)! Panel Options moved to List Options dropdown menu Video Summary: 17

18 Terminology Changes This is an overview of the different terminology changes in the new Qualtrics Insight Platform. OLD NAME NEW NAME LOCATION My Surveys My Projects Main Dashboard Create Survey Tab Create Survey Button Main Dashboard Edit Survey Tab Survey Module In Each Individual Project Advanced Options Menu Tools Menu Survey Module Data & Analysis Module Distribute Survey Tab Distributions Module In Each Individual Project Survey Tab s Tab Distributions Module History Button s Tab Distribution Module View Results Tab Data & Analysis Module In Each Individual Project Reporting Tab Reports Module In Each Individual Project Download Data Export Data Data & Analysis Module Panels Tab Contacts Button Main Dashboard Library Tab Library Tab Main Dashboard 18

19 New Features What s New? Project Metrics Provides at-a-glance analytics, such as estimated response time and 12-day trends from the Project Dashboard. Folder Structure Nestable, drag-and-drop functionality within project functions, including surveys, reports and libraries. Easier Survey Importation Import a QSF from the Create Project button on the main Project Dashboard. New Question Types Highlight presents interactive text samples where words can be selected and evaluated using chosen criteria. Signature Provides an entry box for participants to draw their signature with their mouse (desktop) or finger (mobile). Distribution Summary Shows an interactive history of all responses collected and several ways to filter data. Inline Questions Inserts a survey question directly into an invitation. Once answered, participants are brought to the rest of the survey for completion. Response Tagging Adds information to a response after it has been recorded. i.e. add categories (age/date/etc) without having to set up branching logic or embedded data fields. Show/Hide Responses Control over response columns and responses. View only what you re looking for. Advanced Filtering Includes nestable logic sets and reporting capabilities. Online Reports Dynamic, interactive reports available to publish online. 19

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Exploring the New Qualtrics Platform TITLE SLIDE GOES HERE Heather Lansky, lansky.8@osu.edu Optional Manager subhead Quality Data would Reporting go here Office of Research 146 Arps Hall 1945 N High Street