Qualtrics Survey Tool @ Kenyon A Beginners Guide Creating an Account/Logging In Go to kenyon.qualtrics.com Log in with your Kenyon credentials (username and password). Once youve created an account you will not automatically have access to create a survey until you sign off on the Qualtrics training form: http://bit.ly/14Qi5WY This will take you to the main interface. The 8 tabs at the top of this page indicate the various sections that you can work in. By default you will land in the My Surveys tab. Creating a Survey
Go to the Create Survey tab. (Alternatively, you can use the Create Survey button in the My Surveys tab.) You must now choose from 3 options: The Quick Survey Builder allows you to construct a survey from the ground up The Create from Copy option allows you to use one of your previous surveys as a template The Survey Library option allows you to use one of Qualtrics premade templates as a place to start Using the Quick Survey Builder
Click Quick Survey Builder. Enter a name for your survey in the first box If you want to store the survey in a specific folder, enter the name of the folder in the second box. Otherwise, leave it blank Click Create Survey. You will now be taken to the Edit Survey tab, where you can begin creating questions. Creating a Survey from a Copy
Click Create from Copy. Choose the survey you want to copy from the dropdown list in the first box Enter a name for the new survey in the second box If you want to store the survey in a specific folder, enter the name of the folder in the second box. Otherwise, leave it blank Click Create from Copy. You will now be taken to the Edit Survey tab. Using the Survey Library Templates
Click Survey Library. Select either My Library (to copy one of your previous surveys) or Global Library (to use one of Qualtrics templates) from the first dropdown Choose the category (if applicable) from the second dropdown Choose the specific survey you would like to copy from the third dropdown Enter a name (and folder, if necessary) for the new survey Click Create Survey. You will now be taken to the Edit Survey tab. Survey Questions
To start managing questions for a survey, click on that surveys name in the Edit Survey tab. To create a new question: Click the Create a New Question button Edit the text in the question and answer fields to fit what you need. (More info on next slide) To delete an existing question, point to the question in the list and click the red minus button that appears on the right. Survey Questions (cont.) When you create a new
question, it will be multiple choice with 3 options by default. To change this, use the questions pane on the right sidebar: To change the question type, use the green dropdown box Once that is done, you can play with the other options to make it look the way you want. Survey Questions (cont.) To select multiple questions, click the checkboxes in the upper-left corner of each question. Once you have selected them, you can do the following
things: Send to trash: Delete multiple questions at once Copy: Copy multiple questions at once Group: Bring selected questions together Move to a new block: Moves selected questions to new block Move: Moves the selected questions as a unit Finally, you can select Force Response under Validation to require respondents to answer a given question. Survey Questions (cont.)
To copy a question, click on the Copy Items From tab at the bottom of your questions. Select the library you wish to copy from, then the category or survey you would like to pull the question from. Select the question. (You can also select multiple questions using Cntrl + Shift / Cmd + Shift). Managing Survey Folders Click the Manage Folders button in the My Surveys tab. This will open the Folders menu.
From this point, you can do several things: To create a new folder, click the Add Folder button, then enter the folder name. To view the contents of an existing folder, select the folders name from the list in the left box. The contents will be displayed in the right box. To move a survey into a folder, click and drag the survey from the right box to the name of the desired folder in the left. To delete a folder, select the folders name in the left box and click the Delete Folder button. (Note: This wont delete the surveys inside the folder, just the folder itself.)
Collaboration One of the cool things Qualtrics lets you do is collaborate on surveys with other users, sharing editing and distribution responsibilities and all having permission to view the survey results. In the My Surveys tab, find the survey you wish to collaborate on and click the Collaborate button to the right. (NOTE: If you do not see the button, check with an administrator to make sure your account has permission to collaborate.) From here, there are two choices: You can either collaborate with someone already in the same organization as you (i.e., Kenyon), or you can invite a specific person to collaborate on a given survey. Collaboration (cont.) To collaborate with someone in your organization:
Click User and Group Address Book. Select the appropriate user or group from the list and click Add Selected. Under the Edit and View Results link, place a check mark next to items you would like your collaborator to have access to. Click Save. The next time the other person logs in, they will be able to see your survey. Collaboration (cont.) To collaborate with someone outside your organization or
with someone who doesnt have a Qualtrics account, you will need to send them a collaboration invitation. He/she will need to accept it before seeing the survey. To send the invitation: Enter the collaborators email address, then click Add. Enter a personalized message and click OK. Under the Edit and View Results link, place a check mark next to items you would like your collaborator to have access to. To accept a shared survey:
Open the email invitation. Log in to Qualtrics, either an existing account or by registering for a new one. Click Accept Shared Survey, then enter the code in the email. Click Accept. Now you will be able to see the survey. Other Resources Qualtrics provides very good training resources. To access them, simply log-in to your Qualtrics account and click on the yellow Help and Tutorials button at the top right hand of the page. This will take you to Qualtrics Unversity or you can click here: http://www.qualtrics.com/university/researchsuite/
You can search by topic or take the Learn Qualtrics in 5 Steps training. If you have further questions to which you cant find answers, please contact Erika Farfan [email protected] or Paul Curran [email protected]
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