transitioning from fluidsurveys to qualtrics · “please upload your resume”. file upload is and...
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FLUIDSURVEYS----------------->QUALTRICS
TransitioningTerminology:FromFluidSurveystoQualtrics
FluidSurveys QualtricsSigningintoyouraccount Signintoyouraccountat:queensu.qualtrics.com
or
Tobeginaddingquestions Bydefault,youaretakenrighttothe“edit”pageonceyouhit“CreateProject”
Additemsfromtheleftpanel
Additemsfromtherightpanel.Onlywhenthequestionisselectedcanyouchangethedefaultmultiple-choiceoption.
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FLUIDSURVEYS----------------->QUALTRICS
FluidSurveysQuestionsTypes:
QualtricsQuestionTypes:
NOTE:Tocreatea“checkbox”,ordropdown,ofchangethealignmentofyourresponseoptionsyoumustclickonthe“multiplechoice”optiontoexpandformoreoptions.
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FLUIDSURVEYS----------------->QUALTRICS
Editingyouritem/questioninFluidSurveys:1. Enterinformationindesignatedfieldsontheleft2. AddchoicesàusingBULKallowsforenteringmultipleitemsatonce3. Selectedadvancedoptionslike:“appearance”,“optional”,“Randomize”,etc.
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FLUIDSURVEYS----------------->QUALTRICS
Editingyouritem/questioninQualtircs:1. EnterinformationindesignatedfieldsontheRIGHT2. AddchoicesàusingEDITMULTIPLEallowsforenteringmultipleitemsatonce3. Selecteddesiredadvancedoptions:“Choices”,“Answers”,“Position”,“Actions”etc.4. FormoreinformationonSpecialtyquestionsandAdvancedoptionsgoto:
https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/question-types-guide/question-types-overview/
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FLUIDSURVEYS----------------->QUALTRICS
Toeditsurveyfonts,colours,etc.Wherechangingpageoptionsare
Toeditsurveyfonts,colours,etc.Youwillseeapreviewofthe
surveystylewhenyouselectthis.Hereiswhereyoualsocanchangesurveypageoptions
andcreateanExternalCSS
WhereyoucreateauniqueURL*Thisfeatureisnotavailablein
Qualtrics,onlyanonymousandpersonalizedlinksare.YoucanhowevercreateasingletestlinktoembedonwebpageoremailinQualtrics.Seenotesimmediatelybelow.
Select“Distributions”onthetopleftofprojectpagetogeneratespecificlinks
Qualtricscangeneratealistofunique,or“Personal”,surveylinks.Theselinksaretiedtospecificsurveyrecipients,andthenamesandanyotheruploadedEmbeddedDatawillbeincludedwiththeresponsesintheresults.
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FLUIDSURVEYS----------------->QUALTRICS
InQualtricsyoucancreateaLinkTextforanonymousreusablelinks.ThiswillprovideanHTMLcodebelowforthetextofyourchoiceasyoutypeitintotheLinkTextbox.
Whereoptionsforthesurveysettingseditsare Contains:
- SurveyExperience(pageoptions)- SurveyProtections- SurveyTermination- InactiveSurveys- PartialCompletion
FileUpload=aquestiontypethatallowsrespondentstouploadafiletoyoursurvey,i.e.,“Pleaseuploadyourresume”.
FileUploadisandadd-onfeatureandisdisabledinQueen’sQualtrics;howeverthisdoesnotmeanyoucannotuploadapictureorvideoforquestions.See:
Picture/VideoBasedQuestions InsertMedia:Qualtricsacceptsmostimagefiletypes,thoughtheyrecommendsavingyourimageasaPNGratherthanaJPG.Aswellyoucanuploadmp4videofilestoyourpersonallibraryforuseinsurveys.Qualtricshasalimitof16MBforfiles.They
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FLUIDSURVEYS----------------->QUALTRICS
recommendusingYouTubeembedURLsinstead.
InFluidSurveysyoucouldcollaborate(share)withusersonanysurveysavedwithinaGroup.YoucanalsoTransferSurveyToanotheruserviaemail.
SharingaProjectinQualtricscanbedonefromthemaindashboardpageofaprojectsfolder.ThisallowsyoutoinvitecollaboratorswithouttheneedforaGroup.
ToTransferaQualtricsSurveytoanotheruseryoumustExportyoursurveyin.QSFformat.Youcanthenemailthefiletothepersonyouwishtotransferitto.
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FLUIDSURVEYS----------------->QUALTRICS
NOTE:OnlyAdminscantransferownershipofprojectsbetweenusers.
BranchingandLogicUnderPagetabofasurveyusethe“AdvancedBranchingWizard”
UsingLogicinQualtircsincludes:
• BranchLogicforshowingablockofquestionsconditionally.
• DisplayLogicforshowingasinglequestionconditionally.
• EmailTriggersforconditionallysendinganemailuponsurveycompletion.
• ContactListTriggersforconditionallyaddingarespondenttoacontactlistuponsurveycompletion.
• Quotasfordeterminingwhichrespondentsshouldcounttowardaresponselimityouset.
• CustomValidationforrequiringrespondentstomeetcertainanswerrequirementsbeforeproceedinginasurvey.
Seethisvideoforfurtherexplanationandtraining.
ClickontheInvitesiconfromthesurveydashboardtoaccess:
- AddressBook- AddContacts–- Manageemaillists- SendEmailinvitestoSurveys
ContactListClickon“Contacts”onthetoprightofyourmainpagetocreateyourlists.
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FLUIDSURVEYS----------------->QUALTRICS
- Youcanorganizespecificfoldersfordifferentemaillists.
- Youcanimportorexportemaillists(CVSonly)
- YoucanSharelistsinGroups(onlyifuserifinaGroup)
EmailSurveyinFluidSurveysisalsoundertheInvitessection.
ToemailasurveylinktoacontactlistclickonDistributionswithinyourProjectpage
SelectComposeEmailtoaccesssurveyemailsystem.
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FLUIDSURVEYS----------------->QUALTRICS
Deploylaunchesthesurveyonceyouchangedeploymentstatustolive
Distributionsallowsyoutosendyoursurveyoutthroughvariousmediums.NOTE:OfflineAppisanadd-onfeaturethatisNOTenabled.
GeneratingreportsinFluidSurveysforviewingorexport.
Reports(Overview)ClickonReportsatthetopofyourmainprojectpagetoaccessvarietyofReportoptions.See:ExportReportsOptions.
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FLUIDSURVEYS----------------->QUALTRICS
InFluidSurveysresponses(ordatasets)areexportedby
selectingExportResponsesinCSV,XML,andSPSSformat.
ExportingDataInQualtricsyoucanexportdatafromtheData&Analysissection.
SelectDownloadDataTable
Exportingfiletypesinclude:CSV,TSV,XML,andSPSS.
InFluidSurveysyoucanPreviewthewholesurveyand,
PreviewPagebypageasyouconstructthem.
InQualtircsPreviewSurveywithintheProjectdashboard.
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FLUIDSURVEYS----------------->QUALTRICS
PrintSurveyUnderDeployyoucanPrintSurveytoPDForWord.
ExporttoWord
Groups–InFluidSurveysuserscouldcreatetheirownGroupsandmanuallyinviteotherFSusers.
GroupsinQualtricsarecreatedbyAdminsonly.IfaDivision(ordepartment)wouldliketomanagegroups,requestscanbemadetotheBrandAdministratorsKimAkerblomandSaraMongomery:[email protected]@queensu.caGroupscansharedLibrariesandContactLists.