QUALTRICS SURVEY TOOL (BlueQ 2015)

Transcription

1 QUALTRICS SURVEY TOOL (BlueQ 2015) DoIT Training Course Procedures Handout

2 Table of Contents Logging In... 4 To Create a New Survey... 4 Create a New Item... 5 Adding Text... 5 Create a New Item Options... 6 Editing Panel... 6 Add a New Answer Field... 7 Editing Features... 7 Allow Text Entry... 8 Open-Ended Text Question... 9 Display Logic...10 Exploring Skip Logic...11 Activate Our Survey...12 Create New Panel...13 Add Panel Members...13 Creating a.csv or (Comma-separated values) file in Excel ing Surveys

3 Support Should you have any problems or questions, please contact our DoIT Support Staff or the DoIT Training Team at the following numbers: Faculty and Staff Hours: Monday Friday, 8:00 AM to 5:00 PM Phone: , or , Select Option 3 servicedesk@creighton.edu Desk Location: Lower Level of Reinert Alumni Memorial Library Submit a Help Ticket Through ITSM Student Hours: Monday Friday, 9:00 AM to 5:00 PM Phone: , or , Select Option 2 doit4students@creighton.edu Desk Location: Lower Level of Reinert Alumni Memorial Library Submit a Help Ticket Through ITSM For additional questions or concerns, please check the BlueQ FAQS, or contact one of the following: Qualtrics Support support@qualtrics.com Service Desk servicedesk@creighton.edu Creighton s BlueQ web site Qualtrics University web site 3

4 Logging In To log into the Qualtrics Survey Tool you will need to open a web browser and enter the following web location into the address bar: 1. At the Login prompt you will be asked to enter your Username and Password. Your Username is: NetID Your Password is: BluePassword 2. Once entered press Sign In to reach the main page. Once entered you will be directed to the Survey Dashboard. To Create a New Survey 1. Begin by clicking on the Quick Survey Builder option on this page 2. Type in a name for your new survey. For this example we will use the following survey name: Training Survey 1 Note: At this point you will not need to do this, but later down the line you may also wish to create a folder to house specific surveys. 3. Click on Create Survey 4

5 Create a New Item In the middle of the page you will also see a button to Create a New Item. This will allow you to create your new survey. 1. To begin creating your survey s content you must first click on the Create a New Item button. When you do a Default Question Block will appear. Note: This will automatically default to a multiple choice question, but this can be changed per your requirements. Adding Text For this practice example you have already created this Multiple Choice question. Now we need to add text. To begin: 1. In the Click to write the question text field click on and type in the following text: Did you attend this week s webinar? Note: When you press Enter you will see Qualtrics use the Automatic Choices option of Yes and No appear automatically for the answers. This new Automatic choice feature will work for a variety of different question options. There is also a Drop-down option to see a variety of different Automatic Choices. 5

6 Create a New Item Options This time we are going to continue with a multiple choice question, but we are going to use the Plus Sign or the Create a New Item button to create another question. Either will work fine and in a similar fashion. 1. Begin by creating another question. 2. Next activate the field so you can type in the following question: What is your gender? 3. You will see that the Automatic Choices has again utilized the following answers, Male and Female. Note: Automatic Choices Button This feature automatically populates answers. However, if you do not like the options provided, or wish to edit these further, you may do so by using the Drop Down on the Automatic Choices option, you will be presented with other options. Editing Panel 1. Begin by select the Create a New Item button and type in the following: How satisfied were you with this week s webinar? Note: As you can see this questions Automatic Choices feature will create a default series of answer that contains a 7 point scale. Question: But what if you want only a 5 point scale? Answer: To edit the choices simply go to the Editing Panel and reduce the number of answers in my question. Doing this will automatically adjust the scale with the appropriate answer combination. 6

7 Add a New Answer Field Our next question we will create a question that does not utilize the Automatic Choices option. 1. Select the Create a New Item button and type in the following: Which survey software do you normally use? Note: As you can see this does not automatically populate choices and you will need to add your own. 2. Adding answers you will need to click in the field Click to write Choice 1, 2, 3 Please click on the answer field and type in the following: Survey Z Surveys Inc. Survey USA Note: At this point we have run out of prepopulated answer fields. To add a new field simply click Enter and another answer field will be added. 3. Go ahead and add the following and final answer. For this answer field we will just type in the word: Other Editing Features Exploring how to highlight our text, change the color, and bold the text. To start, select a question. It can be any question. 1. Click anywhere in the field you wish to edit, 2. You will now see the tab option for the Rich Content Editor, select this by clicking on it, 3. Once the Rich Content Editor opens you will be able to edit your questions as you desire. 4. Press anywhere outside the edit field to close and review your changes. 7

8 Note: You may also do the same with your answer selections. To access this you will click on the drop down next to the answer and select the Rich Content Editor option. Allow Text Entry Allow the survey respondent to provide their own answer. 1. Begin by going to the survey software question and select the answer with Other as the choice. 2. Using the Drop Down next to the choice select Allow Text Entry from the options. This places a small text box under the option allowing the respondent to provide a small text answer to the question. Note: What if we wish to have a response excluded from analysis? This is possible using the Exclude From Analysis option. Again, using the survey question with the Other answer we will follow these steps: 1. Begin by again using the Other answer and select it. 2. When the drop down appears select to open. 3. Select the Exclude From Analysis option. Note: When you do you will notice a small red X appears next to the answer to identify that this answer has been excluded. This will keep this answer from any calculations done on the back end. 8

9 Open-Ended Text Question 1. Begin by selecting the Create a New Item and a new Multiple Choice (Default) question will appear. 2. Type in the Click to write the question text field the following information. Do you have any suggestions to help us improve our webinars? Note: Since it is apparent this is a Yes or No question, the Automatic Choices will default to these answers. However, since we want this to be an open-ended text question you will need to change the answer type. 3. To change the answer from Yes to No to Open-ended Text you will begin by clicking on the Change Item Type option from the Editing Options field. 4. Next, change the item type from Multiple Choice to Text Entry. When you do this the answer boxes will disappear and a single field will appear for Text Entry. Note: When you change to Text Entry you will notice also that the Editing Options panel will change to reflect that of Text Entry. Note: It is also through the Change Item - Type-Text Entry box that you can further establish perimeters for your answer. 5. Using the Drop Down behind the Text Entry option you will see the options for items such as: Text Type Validation Options Validation Type Important: Whenever you make a change to the question type you will always look to the Text Entry Box for further options specific to your choice. 9

10 Display Logic 1. Click on the question: How satisfied were you with this week s webinar? 2. From the Editing Options select: Add Display Logic. When you do a panel will open advising you that Display this question only if the following condition is met: 3. The Display Logic always begins with the word If, followed by the question, and Select Question dropdowns. a. Under the Question dropdown select the appropriate option: i. Question ii. Embedded Data iii. Quota iv. Panel v. GeoIP Location vi. Loop & Merge vii. Device Type 4. For this example we will leave Question selected as the option, you will now move to the Select Question drop down. 5. Under the Select Question drop down select the appropriate question. Look for our example question Did you attend this week s webinar? from the options listed and select it. 6. When you do another box will appear. The Select Choice drop down allows you to select the choice of answer. Under the Select Choice options of Yes and No select the option Yes. 7. You will now see another drop down has appeared providing you the options of: i. Selected ii. Not Selected iii. Displayed iv. Not Displayed 8. Make sure the Selected option is checked. 9. Finally, press Save and the logic will be set up. 10

11 Note: You will know this the Logic is completed by the new field that appears above your question indicating that there is a specific logic associated with this question. Now when a respondent answers Yes to the question they will be directed to a specific question, those that select No will move on to the next question. Exploring Skip Logic 1. Begin by hovering your mouse over your last question. This will activate the field and display some of the additional tools. 2. Next you will notice a Green Plus Sign in the lower right-hand corner of the field, click on this. This allows you to add another question immediately following your selected question. Note: Keep in mind that this will label it in order of how many question are currently on the survey. Instead of Q6, it could be labeled Q9. Please feel free to change this by clicking on the Q9 and changing it as needed. 3. For this question we will add the following text: Who was the trainer for the webinar? 4. Next, we will add a few trainer names to the answer fields. Please add the following: a. Jack b. Jill c. Jane d. Joe 5. Next, you will move the question Do you have any suggestions below the trainer names question by using the Arrow Up and Down feature on the left side of the question. 6. Click on the question to contain the Skip Logic. In this example you will use the question: Did you attend this week s webinar? 7. Next, from the Editing Options field select Add Skip Logic and add the following condition: If No is Selected then skip to Which survey software do you normally use? 11

12 Note: You can either skip to the end of a survey or end of a block. 8. Select Done and your Skip Logic will be set up. You will now see a block appear showing you what Skip Logic has been added. Now when the answer of No is selected you will be directed to another question and ultimately end up in a final question. Activate Our Survey In this next activity we will activate our survey. To begin: 1. Make sure you are on the Distribute Survey tab and in the survey you wish to distribute. 2. Next, press either the Activate your survey to collect responses link in the center of the page or the Activate Survey button on the top right side of the page. 3. Once you do Qualtrics will go through the creation process and will activate your survey. Note: This will only take a few seconds. 4. Once done you will be provided an Anonymous Survey Link. 12

13 Create New Panel To begin: 1. Start by going to the Tabs across the top. Select the Panels tab. 2. Next, select the Create New Panel button A Create New Panel box will appear. 3. Type in a Panel Name, in this case we will use: Sample Panel 1 4. Select Create Note: It is not necessary to select a Destination Folder. Add Panel Members To begin: 1. Click on the Add Panel Members option. Once you do the Add Panel Member box will appear. 2. Enter in the Address, First Name, Last Name, and Note: If you desire additional options click on the + (Plus) sign located to the right. 3. Once you have entered this information in press Save 13

14 Creating a.csv or (Comma-separated values) file in Excel This following process will aid you in creating a mailing list for ease of distribution. To begin: 1. Open an Excel Workbook 2. Create the following Headers for each column: Header Examples: o o o o o o First Name Last Name Primary Address External Data Reference Language Major 3. Insert data into the columns (as needed) 4. From the File tab select the Save As option 5. Select the location you wish to save your.csv file to 6. When the Save As box opens select a File Name for your document 7. Then under the Save as type field, using the drop-down arrow select CSV (Comma Delimited) from the options. 8. Press Save Important: Requirements for using a.csv file. The first row must have the field names for each column. Each row must have a Primary Address ( ). All other fields are optional (FirstName, LastName, etc.) Updating an existing panel. Use a 'RecipientID' column containing recipient IDs and add any optional fields. The data will be updated or added as needed. New panel members will not be created. Export a panel for an example update file. The maximum file size is 100M. 14

15 Note: Additionally, if you need a.csv template one is provided for you on this option. Just click on Example Document to access. Import from a File 1. To import your.csv file to the survey begin by clicking on the Panels tab. 2. When this option appears you will need to click on the Import From a File option. You can now search for you.csv file by using the Browse option and searching the folder you saved the list in. When you select it the information will appear beneath the browse option as shown in the example below. 3. From this point click on Import to add the information to your Panels folder. Once uploaded you can click on the Panels option in the Panels tab and see your different panels created. 15

16 ing Surveys For this practice you will need to return to the Distribute Survey tab from across the top and click on the Survey option. You will now be attaching your mailing list to your survey. Begin by: 1. Selecting the To: field drop down in your Survey Distribution area. 2. Click on the Please Select box drop down. 3. You will be presented with an option to either Enter Addresses or Use Addresses From a Library. For this example we will use the Library option. 4. Select the My Library option and identify your panel option that you have created. In this case use the CSV option. 5. Be sure to use the Select Entire Panel option. This will place all the survey participants information into the To: field. You may view the members in your list by selecting the View Members option to the right of the field. 6. Next you may select the When: should you choose to have this ed at a later time. You will also notice that your contact information has been added to the mail From: field. 7. Next, type the subject of your in the Subject line. 8. Finally, you may include a message in your field. Note: Just be sure not to delete any of the information that is currently in the field. 9. Next you may utilize the Send Test option to send a test to ensure this survey functions as anticipated. Or you may simply send the Once sent, you can review your history using the History option in the Distribute Survey tab. 16