Exploring the New Qualtrics Platform TITLE SLIDE GOES HERE ... · Qualtrics enterprise-wide, OCIO...
Transcript of Exploring the New Qualtrics Platform TITLE SLIDE GOES HERE ... · Qualtrics enterprise-wide, OCIO...
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TITLE SLIDE GOES HEREOptional subhead would go here
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Exploring the New Qualtrics PlatformHeather Lansky, [email protected]
Manager – Quality Data ReportingOffice of Research
146 Arps Hall | 1945 N High Street
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Explain governance structure Walk through the Insight Platform Highlight new features Questions Tinker / In Depth Look at Feature
OBJECTIVES
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First, some reassurance …
The upgrade will not affect current or past surveys/data.
Everything will migrate as is, with the addition of new functionality.
Until June 21, you can toggle between the “old” and the “new.”
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OCIO Governance Structure
Qualtrics enterprise-wide, OCIO managed • The only tool on contract*• Must have use-case for other tools
(e.g. SurveyMonkey) Governance structure under development
*Source OCIO Knowledge Base KB04697
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WHY DID THEY DO THIS??
• Rebuilt from the ground up
• Previously different “flavors” of Qualtrics
• We’ve had the Research Suite
• Redesign integrates all to a single platform
• Opportunity to improve functionality
• Add new features
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GETTING THE NEW PLATFORM
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Links to Features Guide and Qualtrics University
Click off to the side to exit menu
SUMMARY OF CHANGES
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• Projects, Contacts, and Libraries are separated and moved to the upper right-hand corner.
• My Projects is in the upper left corner and is a navigation to project folders
• These sections are visible from every screen, allowing you to easily move between functions from anywhere within the platform.
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Create Survey renamed to Create Project
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EDIT SURVEY = SURVEY MODULE
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Click Folders to navigate surveys
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Survey tasks moved to the Project Options dropdown
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Survey collaboration simplifiedEveryone gets an email notification and collaboration codes are no longer necessary
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Panels have been renamed ContactsUse Dropdown beside survey name contact management CONTACTS
Click for full contact info
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LIBRARIES
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SURVEY DIRECTOR
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New Functionality
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Drag and drop surveys into folders
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New question types:• Highlight• Signature
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Changes to Distribution tab
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CombinedEmail SurveyandEmail History
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Generated links renamed
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SMS is currently only available as a purchased add on.
• Send to known mobile numbers
• Post a send-to number(e.g. text Qualtrics to 12345)
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INLINE EMAIL QUESTION
Only Single Answer Multiple Choice and NPS question types can be used
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DESIGN VIEW SURVEY VIEW
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MANAGING EMAILS
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Replaces View Results
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EDIT FIELDS
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CUSTOM FIELDS
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STEP ONE
STEP TWO
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POPULATE THE NEW FIELD (MANUALLY)
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0
CUSTOM FIELDS
FILTER BY CUSTOM FIELDFiltering also allows nestablelogic sets
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EXPORTING DATA
0
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CUSTOM FIELDS / DATA EXPORT
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New field is exported and data set is filtered
CUSTOM FIELDS / DATA EXPORT
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0
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Scroll down for options
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TEXT ANALYSIS
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TOPICS CAN ALSO BE USED IN FILTERING DATA
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REPORTING
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FILTER REPORT FURTHERUSING “BREAKOUT BY” FEATURE
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CREATE PUBLIC REPORTS
REPORTS CAN BE PUBLISHEDVIA A LINK
EITHER PUBLICOR ACCESS CODE PROTECTED
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EVEN IF YOU EXPORT DATA FOR ANALYSIS IN SAS, SPSS, ETC.
QUALTRICS REPORTING TOOLS CAN BE USED TO QUICKLY SPOTINTERESTING TRENDS (WHAT QUALTRICS CALLS INSIGHTS)
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Qualtrics Customer Service(800) 340-9134
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Questions?Time for exploring