Available to faculty, staff, and students, this powerful survey tool lets you create, distribute and track surveys that can be as simple or as complex as needed to meet your needs.
Follow along with these step-by-step guides for all you need to know about creating, sharing, and viewing survey data from Qualtrics.
Review some of these sample surveys being used at PNW. If any of these surveys are a good fit for your needs, contact us. We can meet and give you a copy of the survey which for you to edit and re-purpose.
- For a detailed list of question validation options, including how to specify maximum word length in text entry questions and how to include email validation, visit the Qualtrics support page.
- To require a response to a question, click on the question you want to change and then check the box next to “Force Response” in the Validation Options menu on the right hand side of the screen.
Use Survey Logic
- For a detailed overview of survey logic, visit the Qualtrics support page.
- “Logic” refers to any part of Qualtrics where you set conditions for an action. For example, you may want to show a question (action) only to those who are above the age of 18 (condition) by using Display Logic. Alternatively, you may need to send an email (action) to every respondent who scores above an 80% on your exam (condition) using Email Triggers.
Use Display Logic
- For a detailed guide to question display logic, visit the Qualtrics support page.
- Question display logic lets you choose to display a question based on a response to a previous question. For example, if you ask “Was this course required for graduation” and want to display a follow up question only if a respondent chooses “Yes” display logic can help.
- Step 1: To add display logic, click on the question you want to display conditionally. Go to the left hand side of the screen that says “Edit Question” and scroll down to “Question Behavior”. Click on the first option “Display Logic”.
- Step 2: A pop up window will appear where you will choose the question you wish to base the display on. Next, choose which answer you wish to cause this question to display. For example, if they answer Yes to a previous question asking if they would like to receive updates from your department you may choose to display a text entry question where people can enter their email address so you may contact them. In this case, choose the “May we add you to our department mailing list” from the list of previous questions.
- Step 3: Next, choose “Yes” from the possible question answers and “Is Selected.”
- Step 4: Click the green “Save” button to create the question logic. A blue box will appear above the question showing the display logic you have set up.
Use Skip Logic
- For a detailed guide to skip logic, visit the Qualtrics support page.
- Skip Logic allows you to send respondents to a future point in the survey based on how they answer a question. For instance, if a respondent indicates that they don’t agree to your survey’s consent form, they could immediately be skipped to the end of the survey.
- Step 1: Click on the question to which you wish to add skip logic. Go to the left hand side of the screen that says “Edit Question” and scroll down to “Question Behavior”. Click on the first option “Skip Logic”.
- Step 2: In the first drop down menu, specify where respondents who skip ahead should be sent. You can skip the respondent to future questions within the current block, to the end of the current block, or to the end of the survey.
- Step 3: In the second drop down menu , select the answer choice to use in your Skip Logic.
- Step 4: In the third drop down menu, select how the participant should interact with this choice to trigger Skip Logic.
- Step 5: Click “Confirm” to apply the skip logic to the question.
Use Branch Logic
- For a detailed overview of Branch Logic, view the Qualtrics support page.
- Branches are useful when you want to send respondents down different paths in the survey. You can use Branch Logic to branch respondents to different Survey Flow elements based on variables like question responses or Embedded Data. Depending on how your respondents answer certain questions, they will take different routes through your survey.
- For example, you can use Branches to show one block of questions to survey respondents who own your product and a different block of questions to respondents who don’t. You can also use Branches to tag users with Embedded Data labels.
Use Email Triggers
- For a detailed guide outlining how to use email triggers, visit the Qualtrics support page.
- Whether you need to know about a response immediately or send a follow-up email to your respondents, Email Triggers provide a simple solution. Email Triggers allow you to send an email notification to someone when a survey response is completed and specified conditions are met.
- Step 1: Navigate to the Survey tab and click Survey Options. Next, click on Post-Survey and click on Edit Triggers.
- Step 2: A pop up window will appear. Here you can enter the reply to email address, email subject and custom message.
- Step 3: If you wish to add logic, click “Add a Condition” to set the trigger to send when the survey is completed AND a specified condition is met. If you choose not to add a condition, the Email Trigger will be sent any time a respondent completes the survey.
- Step 4: Press the “Save Triggers” button to save and apply the trigger to your survey.
Use Survey Appearance Options
- For a detailed overview of survey appearance options, visit the Qualtrics support page.
- Step 1: To apply the pre-made Purdue Northwest Theme to your survey, click on the Look and Feel button on the left toolbar.
- Step 2: Click on “Themes” on the left side of the Look and Feel toolbar.
- Step 3: Choose Purdue University – Northwest from the available themes and click “Save.”
Use the Preview Options
- To learn even more about previewing a survey, visit the Qualtrics support page.
- Once you have finished building your survey, you can preview it to ensure that everything is working the way you want by clicking Preview Survey in the top-right of the Survey tab.
- The preview page will display what your survey will look like on a desktop/laptop and mobile devices. You can complete your entire survey to test display logic and triggers before distributing it.
- For a detailed guide to sharing your survey via social media outlets, visit the Qualtrics Support page.
- The Social Media section in the Distributions tab makes it easy to post your survey to social media websites. Qualtrics currently supports the following sites:
- When sharing a survey through social media, the social media site the respondent comes from will be recorded in each response as Embedded Data. Simply add an Embedded Data field to your survey and name it Q_SocialSource. You can access and report on this data the same way you access and report on all other Embedded Data fields.
- The survey name and description that appears when you post your survey on social media is the Survey Title and Meta Description. These can be edited by opening the Survey Options. Make sure yours are the way you want them before you post to social media, or the social media site might cache your original title and description for a few days.
Posting Your Survey
- Step 1: In the Distributions tab, click the Social Media section.
- Step 2: Click your preferred social media platform.
- Step 3: Fill out the login prompt (if you are already logged in, you won’t see the prompt).
- Step 4: Follow the subsequent prompts from the social media site to post your survey link.
The Reports tab houses features in Qualtrics related to generating reports and viewing aggregated survey results. There are two places to build reports under the Reports tab, each with a separate purpose: