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Discovering the Unique Features of Qualtrics Survey Software

Courtney West, PhDDirector, Office of Medical EducationQualtrics Administrator, HSC

Objectives

At the end of this session, participants will be able to:

• Describe some of the special features of the Qualtrics software• Explain how to create and distribute a survey, gather

data, and select reporting options• Determine if Qualtrics is a good fit for specific

projects

What is Qualtrics?

An online survey software available through the HSC It enables users to:• create survey instruments• distribute them electronically• track participation• send invitations and reminders• display survey results graphically and statistically• export raw data in a variety of formats

Stanford University IT Services, 2013

How do I access Qualtrics?

• Open a web browser window (i.e. Internet Explorer, Mozilla Firefox, etc.)• Access Qualtrics: www.tamuhsc.qualtrics.com and click

on “Create a New Account.” Type in your HSC email address and then create a personal password • Log-in by entering your username and password

The software…• is user-friendly but can handle complex designs • can be used to produce simple surveys in minutes with a

“quick survey builder” guide for beginners• complex studies, involving randomization and embedded

and longitudinal data, are also possiblePayne & Medina, 2013

UNIQUE FEATURES

The ability to customize almost everything

• logos, branding, text, questions, messages, choices, reports, graphs, images, colors, exports, code, e-mails, fonts, skins, sharing, panels, and blocks.

Qualtrics, 2014

Customizing survey options

Support and Resources

• Helpful and friendly customer support• Training videos and additional

resources

Dashboard

• Allows you to quickly create, edit, and access surveys• Enables collaboration with a survey sharing mechanism• Provides an opportunity to view results and distribute the survey

Libraries• Include templates that can be adjusted to meet specific

needs• Provide an ability to store and share commonly used

surveys and question banks

Item and Question Block Tools

• Select the question that the skip logic will be inserted after

• Click on “Add Skip Logic”• Select “Done”

Skip Logic

Survey Flow• Display Logic - It will help you if you need something

more than just ''and if'' logic. You can conditionally display entire questions or individual statements in a matrix table.

• Branch Logic - Skip or display entire sections of questions; create multiple termination points within a survey.

• Loop and Merge- Building a survey which cycles through a block of questions for a specific list or selections from a previous question.

Snow, 2006; Qualtrics, 2014

Publishing and Distributing Surveys

• Click on “Distribute Survey” or “Launch Survey”• Select “Activate your survey to collect responses”• Copy and paste the link in an email (Note that the link

can be customized)• Distribution of surveys to select panels of e-mail

recipients is also possible

Additional Features

• survey translation capabilities, allowing respondents to select a language or default to a browser language preference and track those selections in survey results• continuous file saving,

minimizing potential data loss due to browser crashes• folders for survey

organization Qualtrics University, 2014

Results and Reporting Options

• Ability to create custom reports that update as soon as new responses are received • Includes features that similar survey software

does not

• Select “Results” and then one of the following: • View Reports• Edit Results• Download Data • Cross Tabulation

Qualtrics, 2014

View Report Options• Filters and Subgroups: Filter your report by date, keyword,

subgroup, question response, etc.• Drill Down: Create a comparative report that divides each

graph and table by the answers to a specific question. • Reorder Questions: Drag and drop questions to adjust the

order.• Stylization: Change the color, font, and size of graphs and

tables.• Share: Publish your report to the web, collaborate with

other users, or schedule report emails to be sent at specific times.• Export: Download your report as a Word document,

PowerPoint Presentation, Excel Spreadsheet, or PDF.Qualtrics, 2014

Initial Report – Examine the options

BECOMING WELL VERSED IN QUALTRICS REQUIRES…practice, trial and error, and a need to know.

https://tamuhsc.co1.qualtrics.com/ControlPanel/?ClientAction=ChangePage&s=MySurveysSection&ss=&sss

WHAT WOULD YOU LIKE TO KNOW MORE ABOUT?

WHAT DID YOU LEARN THAT YOU MAY UTILIZE?

EXIT TICKET

References• Payne, K., & Medina, L. (2013). Qualtrics survey research suite.

Retrieved March 6, 2014 from http://www.csustan.edu/ir/documents/QualtricsSurveyResearchSuite_presentation_07312013_WEB.pdf

• Snow, J. (2006). The complete research suite: A step-by-step guide to using Qualtrics. Retrieved March 2, 2014 from http://www.qualtrics.com/docs/TheCompleteResearchSuite.pdf

• Stanford University IT Services. (2013). Survey tool (Qualtrics). Retrieved March 2, 2014 from https://itservices.stanford.edu/service/survey

• Qualtrics. (2014). About viewing reports. Retrieved March 6, 2014 from http://qualtrics.com/university/researchsuite/reporting/view-reports/about-viewing-reports/

• Qualtrics University. (2014). What would you like to learn? Retrieved March 6, 2014 from https://qualtrics.com/university/researchsuite/