Qualtrics Instructor Guide

Create a Qualtrics survey

Surveys in Qualtrics are called projects, so you will begin by setting up a new project.

1. Log in toubc.qualtrics.comusing your UBC CWL. This will open your Qualtrics projects page.
2. On your projects page, you will find a listing of all the surveys that you own or collaborate on. To create a new survey, clickCreate new project。
3. Select how you would like to create your survey:
   • Create from scratch by clickingSurvey。
   • Create from existing data by clickingImported Data。
   • Create from a template for a head start on a particular kind of survey by selecting atemplate option。
4. Give your project aname, then clickGet Startedto create the survey.

Build the questions in your Qualtrics survey

After you've created a new survey project, you can begin adding questions to your survey. Question blocks are used to organize your survey questions into groups. By default, one question block is provided in your survey for you to build questions in, but you can add more. Each block of questions will be shown to respondents on a separate page.

1. Log in toubc.qualtrics.comusing your UBC CWL, and click theprojectyou want to edit.
2. ClickCreate a New Questionat the bottom of the survey.
3. Click thequestionyou added and a panel of customizable options for it will open on the right-hand side. You can modify many aspects of the question in the panel, including the question type.
4. Build out your survey questions:
   • To the change the text of a question or its answers, click thetextdirectly and begin editing.
   • To move a question, hover over the question and click theup arrowordown arrowthat appears on the left-hand side.
   • To add a new question block, clickAdd Blockat the bottom of the survey.
   • ClickPreviewat any point to test your survey as a respondent.
5. When you are finished building your survey questions, clickPublishto save your changes.
   • For new surveys, please note publishing willnotmake the survey live for others to see. You will need to follow the instructions in the distribution section of this guide to make your survey live.

Customize options in your Qualtrics survey

Qualtrics offers many ways of customizing your survey. The following are a few of the more commonly used options that may be helpful to add, once you've created your survey and built in your questions.

Survey logic

Survey logic is what you can use to control which questions are shown to respondents, as it will hide or show questions depending on specific conditions you set. You can use "display logic" to control the conditions in which a question will appear and "skip logic" to control the conditions in which a question willnotappear. You can use both these functions to create survey branching, where answers to earlier questions dynamically change what later questions are asked.

• Learn how to set up display logic
• Learn how to set up skip logic

Custom end-of-survey message

You can set up a custom message to display to respondents, once they complete a survey. You can use this feature to reveal information after respondents have completed the survey, like showing next steps to follow or other site links to explore.

• Learn how to set up end-of-survey messages

Post-survey email

Trigger an email to be sent to respondents, once they've completed the survey. This email is useful if you would like to send a confirmation of survey completion or if there is information that needs to be revealed after the survey is submitted and you want respondents to have their own copy to reference.

• Learn how to set up email triggers

Timer

If you host a quiz in Qualtrics, you may wish to add a timer. Qualtrics timers can be used to force respondents to continue to the next part of a survey after a certain amount of time has passed or to prevent continuing to the next part until a certain amount of time has passed. Note that this timer only affects questions in the samequestion block。If you would like a timer to apply to the entire survey, make sure your questions are all contained within the same question block.

• Learn how to set up a timer

Survey look

The look and feel of your survey can be modified by using different themes. Some themes allow further customization of areas like the the layout, background, and motion effects when moving between pages.

• Learn more about changing the look and feel

Distribute your Qualtrics survey

Once you've created your survey, built in your questions, and customized your options, you're ready to distribute your survey to respondents.

1. Log in toubc.qualtrics.comusing your UBC CWL, and click theprojectyou want to edit.
2. ClickDistributionsto find options for releasing your survey to respondents, including the two of the most commonly used options:
   • Anonymous Link: Use the anonymous link option if you would like to create a link to your survey that respondents can take anonymously.
   • Trackable Link: Use the personal or trackable link option if you would like to create unique links for each respondent. By using unique links, you will be able to track who has responded.
3. Pick whichoptionyou'd like to use and follow the prompts to complete the distribution steps.

Analyze your Qualtrics survey data

Once you've collected responses to your survey, you can use Qualtrics to analyze and visualize the outcomes.

1. Log in toubc.qualtrics.comusing your UBC CWL, and click theprojectyou want to review.
2. ClickData & Analysisto find options for reviewing your survey responses, including three of the most commonly used features:
   • Data: Use the data page to view your raw data. In the table, you can filter the responses and add/remove fields to customize the view. If you prefer to work offline, you can export the data into several different formats.
   • Text: Use the text page to assign topics to the text-based responses of open-ended survey questions. This process is useful for surfacing themes from qualitative feedback that can be reported on. You canlearn more about text analysis optionsin the Qualtrics documentation.
   • Crosstabs: Use the crosstabs page to have Qualtrics analyze relationships between variables and determine if there is statistical significance. You canlearn how to set up crosstabsin the Qualtrics documentation.
3. ClickReports和visualiza建立一个自定义的显示结果tions from your data that can also be shared as a link or downloadable file. You can include filters at the top to parse the data displayed in different ways.