Qualtrics - Quick Links

Overview

This knowledge article provides a curated collection of links to instructional resources and guides for performing various “How-To’s” in Qualtrics. Users can access comprehensive tutorials and step-by-step walkthroughs to efficiently navigate and utilize Qualtrics features for their research and survey needs

Links

  1. Understand the University’s Qualtrics acceptable use and data security policies
  2. Survey Approval Process
  3. Create Survey
    1. Explore the Qualtrics Project Home page
    2. Build Survey using Survey Builder
    3. Add "Back" button to survey
    4. Edit the ‘end of survey’ message
    5. Enable Translation for your Survey
  4. Add Questions
    1. Overview of Question Type in Qualtrics
    2. Qualtrics Question Type
    3. How to Insert Graphic to Survey
  5. Survey Formatting
    1. Survey Formatting
    2. Enhancing survey for Mobile compatibility
  6. Determine Security and Authentication Settings
    1. Enable Security on Survey
  7. Publish and Test a Survey
    1. Preview of a survey
    2. Publish survey vs Survey Version history
    3. Export Survey as word
  8. Collaboration on a Survey
    1. Collaborate survey within Organization
    2.  Transfer survey ownership from one user to another user
  9. Customizing Survey Appearance
    1. Logo: Downloads – Marketing & Communications | Texas A&M University 
    2. Color: Brand Colors – Marketing & Communications | Texas A&M University
    3.  Fonts: Aggie Brand Fonts – Marketing & Communications | Texas A&M University
    4. Explore the survey "Look and Feel" menu
    5. Add custom CSS to your survey
  10. Customize the Flow of your Survey
    1. Explore the functionality of the Survey Flow menu
    2. Change the order of a survey's question blocks
    3. Display blocks only when specific conditions are met
    4. Customize survey endings based on different conditions
  11.  Adding Logic
    1. Add Display logic
    2. Add skip logic
    3. Add question block display (branch) logic
    4. Adding Carry Forward Choices
  12. Use Piped Text
    1. Understanding piped text basics
    2. Pipe previous response from an earlier question into later survey questions
    3. Pipe data from a mailing list field into a survey question
    4. Pipe embedded data into a survey question
    5. Pipe date and time into a survey question
  13. Use Embedded Data
    1. Understand embedded data basics
    2. Add an embedded data element to your survey flow
    3. Pull in data from a Qualtrics mailing list as embedded data
    4. Set embedded data values from the survey URL
  14. Use Quotas
    1. Set quota conditions
    2. Specify what happens when a quota is met
    3. Limit total responses to a survey
  15. Explore Survey Distribution Options
    1. Explore Qualtrics survey distribution options
    2. Using the ‘Anonymous’ survey link
    3. Specify how and when responses are recorded
  16. Distribute a Survey via Email
    1. Create a Qualtrics mailing list
  17. Collect Responses
    1. Start response collection
    2. Pause response collection
    3. Set a survey's availability window
    4. Specify how incomplete survey responses are handled
    5. Create a survey ‘Retake’ link
  18. Monitor Responses in Real Time
    1. Monitor responses in the 'Data & Analysis' tab
    2. View collected responses using filters
    3. Identify incomplete responses in a dataset
    4. Closing responses in progress
    5. Get email notifications about responses with the email workflow task
  19. Create Printable Reports
  • Designing Accessible Surveys: Qualtrics surveys must follow TAMU Accessibility Digital content and information: Designing Accessible Surveys. According to Web Content Accessibility Guidelines (WCAG) 2.1, digital survey content should be:
    1. Perceivable: All users must be able to perceive the information being presented. That is, information can't be invisible to all their senses.
    2. Operable: All potential users must be able to operate the interface. That is, the interface cannot require interaction that a user cannot perform
    3. Understandable: All users must be able to understand both the information and the operation of the user interface.
    4. Robust: Survey content must be robust enough so that it can be interpreted reliably by a wide variety of user agents, including assistive technologies.
       
  • Qualtrics API: To request access to the Qualtrics API, email your request to qualtrics@tamu.edu.
     
  • Increase Email Limit: All Qualtrics users may send up to 500 emails per week through the Qualtrics Mailer. To request an increase to your account’s email limit, please email qualtrics@tamu.eduwith your request and include responses to the following two questions:
    1. Why do you need an increase in your weekly Qualtrics email limit?
    2. How many weekly emails are you requesting to send?

 

 

 

 

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