Overview of Qualtricsat

Yale University

Brian FriedKevin Callender

November 2, 2012

Introduction

• Brian & Kevin• How many of you have used

Qualtrics?• Who is in the room?

Getting Started

• Official Yale Qualtrics site:yalesurvey.qualtrics.com

• www.qualtrics.com• http://www.qualtrics.com/university/

researchsuite/– Start with Overview Videos– View Specific Training Videos and Tutorials

• Setting up an account & Logging in

Navigating Qualtrics

• The “My Surveys” Home Screen• Create a survey– From Scratch– Library– Copy

Adding Questions• How to add• Create a new question• Canned question from library

• Different types• Examples of using• Additional Options– Page Break– Forced response– Adding a Text Entry to Choices

• Moving & Deleting Questions

Blocks

• Purpose of Blocks• Naming Blocks• Organizing Survey• Create a New Block – With Current Questions

• Logic– Within Survey– Within Survey Flow (more to come)– Loop & Merge (more to come)

Basic Logic

• Avoid using double logic • Using skip and display: if changed=

double work

• Display – Single question– CAUTION: And vs. Or – Based on answer to current questions– Can be used to skip rest of a block or to

end of survey

Other Features of Questions

• Content Validation • Using for test/quiz – Text entry options: number, email, etc

• Carry forward – repeat responses• Piping Text• Loop & Merge–What is it?– How to set it up–Working with blocks

Survey Customization

• “Look and Feel”– Style– Progress Bar

• Survey Options– Access– Protection: passwords and ballot stuffing– Closing Messages

• Survey Flow

Survey Design and Flow

• Length• Introduction and conclusion• IRB

• Changing Block Location • Adding Logic and Conditions

Sharing and Testing Your Instrument

• Adding Collaborators• Preview Survey using Link• Different ways to test• Creating a Modification Log when

collaborating– Needs depend on access: excel vs Gdocs

• Quality Control and Pilot Testing• Reviewing Data

Distribute

• Activate a survey• Anonymous survey link• Email survey• Panels• Social Media

A few words on using MTurk

• What is Mturk?• Advantages/disadvantages• Linking with qualtrics:

http://reactiontimes.wordpress.com/2012/01/31/just-a-test/

• Social Media as an alternative

Results

• View Reports– Report Options– Export Data (Word, PowerPoint, Excel, PDF)– Text vs Numeric– Randomization

• Responses• Download Data (CSV, SPSS, Text, XML,

HTML)

• Cross Tabs

Overview Of Library

• Qualtrics Library• Group Library• Saving a survey to the Library• Using a survey from the Library• Using a question from the Library

Polls Tab

Polls are useful for gathering a small amount of information quickly

• Create• Edit• Look and Feel• Insert into web site

Final Thoughts?

• Questions• Comments

• Contact Us:– Brian: brian.fried@yale.edu– Kevin: kevin.callender@yale.edu

• For more in-depth information about Survey Design please contact Sherlock Campbell at the StatLab stathelp@yale.edu