Overview of Qualtricsat

Yale University

Denise HerseyKatie Clark

March 2, 2012

Introduction

• Denise & Katie• Our disclaimer• How many of you have used

Qualtrics?• Who is in the room?• Specific issues to address?

Take Home Message

• 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• Emails• Phone Calls

What is Q all about?

• Overview• Setting up an account• Logging in• Create a survey– Importing – Library– Copy

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)

Adding Questions• How to add• Different types• Examples of using• Multiple vs. Single answer– Edit multiple– No Response Cards– Adding a Text Entry to Choices

• Deleting Questions– Caution: this is very is to do and no

undo button!

Other Features of Questions

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

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

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

Survey Flow

• Changing Block Location – Demo

• Adding Logic and Conditions– Demo and New Haven Questions

Survey Options• Survey Options– Survey Experience– Survey Protection– Survey Termination– Inactive Surveys– Partial Completion– Response Set

• Look and Feel• Translate

Testing Your Instrument

• Preview Survey• Using Link• Who Should Test• How Should You Test• Creating a Mod Log– Needs depend on access: excel vs

Gdocs• Quality Control vs. Pilot Testing• Reviewing Data

Distribute

• Activate a survey• Anonymous survey link• Email survey• Panels• Social Media• In-page pop up

Results

• View Reports– Report Options– Export Data (Word, PowerPoint, Excel,

PDF)

• 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

Overview of Library-Cont. Audio

• Audio Options• Recording Options– Audacity

• Organization Options– Naming files in Q and other places

• Time Commitment• Training and Experience• How to upload– Double upload: once to Q library, then to

question

Polls Tab

Polls are useful for gathering a small amount of information quickly

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

Collaborate

• Allow someone access to your survey• Can limit permissions

Final Thoughts?

• Questions• Comments

• Contact Us:– Denise: denise.hersey@yale.edu– Katie: katie.clark@yale.edu

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