basic instruction for qualtrics at cityu · basic instruction for qualtrics at cityu ... chapter 4...

Basic Instruction for Qualtrics at CityU

Page

Chapter 1 Log in CityU Qualtrics 2

Chapter 2 Create Project (Survey)

Part 1 create project

Part 2 create questions

3

Chapter 3 Advanced Settings

Part 1 Look & Feel

Part 2 Survey Options

5

Chapter 4 Distribute Survey

Method 1 use anonymous survey link (Open Access under Survey Options)

Method 2 email links to contact list (By Invitation Only under Survey Options)

8

Chapter 5 View Results

Part 1 View Reports

Part 2 Download Data

Hint: How to open CSV file with non-English character data in Excel

13

Chapter 6 Deactivate Survey 19

Source:

Qualtrics Support [https://www.qualtrics.com/support/], then “Survey Platform”

https://www.qualtrics.com/support/


Chapter 1 Log in CityU Qualtrics

1. Access [http://go.cityu.hk/qualtrics] and make sure you see the “red gate” background. Enter your

CityU EID and password to log in.

2. After logging in Qualtrics successfully, you are ready to create / view survey.

(Note: This screen shot shows you have logged out Qualtrics. Click here to re-log on to Qualtrics.)

http://go.cityu.hk/qualtrics


Chapter 2 Create Project (Survey)

Part 1 create project

1.1 Under Projects, click .

1.2 In the box that appears, type Project Name and select Folder to save it in.

1.3 Finish by clicking .

(more details: https://www.qualtrics.com/support/survey-platform/my-projects/creating-a-project/)

https://www.qualtrics.com/support/survey-platform/my-projects/creating-a-project/


Part 2 create questions

2.1 After clicking , Multiple Choice question is shown as default. Use the question pane

to the right to change the question type or change the question settings.

2.2 Click on the area “Click to write the question text”. Edit the question text.

Do similar action for editing choice text by clicking “Click to write Choice ……”.

2.3 Click to add question.

(more details: https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/creating-questions/)

question settings

https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/creating-questions/


Chapter 3 Advanced Settings

Part 1 Look & Feel

Click on under Survey tab.

Look & Feel box would be shown.


In the Look & Feel you can:

1.1 Change the Skin (template) of your survey

1.2 Customize Next / Back Button Text (i.e. change “>>” to “Submit” or “Next”)

1.3 Add a Header or Footer (click Advanced firstly)

The preview would be changed according to modified settings. Click to save your settings.

(more details: https://www.qualtrics.com/support/survey-platform/survey-module/look-feel/look-feel-overview/)

Step 1

Step 2

https://www.qualtrics.com/support/survey-platform/survey-module/look-feel/look-feel-overview/


Part 2 Survey Options

Click on under Survey tab.

Survey Options box would be shown. The most common settings are in place by default. You can modify

the settings such as Survey Title (tab title in browser), Open Access or By Invitation Only.

(more details: https://www.qualtrics.com/support/survey-platform/survey-module/survey-options/survey-options-overview/)

Set Survey Expiration if you know

when the survey will be closed.

https://www.qualtrics.com/support/survey-platform/survey-module/survey-options/survey-options-overview/


Chapter 4 Distribute Survey

Method 1 use anonymous survey link (Open Access under Survey Options)

1.1 Go to the Distributions tab.

1.2 Click the icon Web, then under Web.

1.3 Highlight the link that appears, and hit Ctrl+C (command+C for Mac) on your keyboard to copy the link.

1.4 Paste the link into an email or on a website to distribute. You can shorten the link by using CityU

ShortURL [http://go.cityu.hk].

(more details: https://www.qualtrics.com/support/survey-platform/distributions-module/web-distribution/anonymous-link/)

Step 1

Step 2

http://go.cityu.hk/

https://www.qualtrics.com/support/survey-platform/distributions-module/web-distribution/anonymous-link/


Method 2 email links to contact list (By Invitation Only under Survey Options)

Before sending email to a group of participants, please create a contact list as step 2.1 – 2.4 if there is no

contact for the group.

2.1 Click Contacts from top, make sure My Contacts is being selected and click .

(Other survey creators would see your added contact if you have created it under City University of

Hong Kong.)

2.2 Fill in the name of Contact List and select folder (keep “Uncategorized” if no idea). Then click

.

XXXXX CHAN

XXXXX CHAN

Step 1

Step 2

Step 3


2.3 Choose how you would like to import panel members: Import From a File to upload a spreadsheet of

members, Add Manually using a web-based form, or Import From a Survey to use previous survey

responses to build your contact list.

2.4 Take Add Manually as example. Fill in the Email, First Name and Last Name for each of your contacts.

Make sure no blank space before or after the text. Click when you are done.

2.5 Go to the Distributions tab, then click Emails from left panel. Click .


2.6 Click on the “To:” drop-down menu to select the recipients of the survey. Select My Library and then

the existing panel (choose Select Entire Contact List).


2.7 Next, choose When (i.e. Send Now) to send your survey.

2.8 In the Message section, enter a From Name, Reply-To Email Address, and Subject for your email. Click

.

(more details:

Contact List: https://www.qualtrics.com/support/survey-platform/contacts/contact-list-overview/

Emails: https://www.qualtrics.com/support/survey-platform/distributions-module/email-distribution/emails/emails-overview/)

https://www.qualtrics.com/support/survey-platform/contacts/contact-list-overview/

https://www.qualtrics.com/support/survey-platform/distributions-module/email-distribution/emails/emails-overview/


Chapter 5 View Results

To view results of survey, click Data & Analysis or View Reports on the popup menu for the survey under

My Projects.

Or click Data & Analysis or Reports after opening the survey.


Part 1 View Reports

1.1 Open the Reports page. You can adjust visualization settings.


1.2 The report would be opened. To navigate the report,

i. Click any question on the left of the report to display data for that question.

ii. Click Next Page or Previous Page to switch between consecutive pages in your report.

1.3 To create printed report, go to Printed Reports then click .

1.4 You can set the printed report as public to web by clicking Share > Publish To The Web… .

(more details: https://www.qualtrics.com/support/survey-platform/reports-module/reports-overview/)

i

ii

https://www.qualtrics.com/support/survey-platform/reports-module/reports-overview/


Part 2 Download Data

2.1 Open Data & Analysis page, click Export/Import > Export Data… .

2.2 Click Export Complete Data Set.

2.3 Under Export Data Sets, selecting the file type you would like to download. The available file types are

CSV (recommended), XML, SPSS, HTML, Fixed Field Text.


2.4 Click More Options and select Use choice text so the actual text of the answer choices will be included.

2.5 After confirming the options, click .

(more details:

https://www.qualtrics.com/support/survey-platform/data-and-analysis-module/data/download-data/export-data-overview/)

https://www.qualtrics.com/support/survey-platform/data-and-analysis-module/data/download-data/export-data-overview/


Hint: How to open CSV file with non-English character data in Excel

Step 1 Step 2

Step 3

Select Delimited and

Unicode (UTF-8)

Step 4

Tick Comma and click

button Finish

Click tab Data

Click From Text and

browse the CSV file


Chapter 6 Deactivate Survey

1. On the My Projects page, click Close on the popup menu for the survey.

2. Select Close all active survey sessions and record them as partial data and click

.

basic instruction for qualtrics at cityu · basic instruction for qualtrics at cityu ... chapter 4...

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