Qualtrics Guide

Create a Qualtrics survey

Surveys in Qualtrics are called projects, so you will begin by setting up a new project.

1. Log in to Qualtrics using your UBC CWL. This action will open your Qualtrics homepage.
   • If this is your first time logging in to Qualtrics, follow the prompts to allow access and accept the Terms of Service.
2. Click the main menu icon (the three stripes on the top left) and select Projects from the drop-down.
3. On the "Projects" page, you will find a listing of all the surveys that you either own or have been added to as a collaborator. To create a new survey, click Create project.
4. Create from scratch by clicking Survey.
5. Click Get started.
6. Name your project and click Create project to create the survey.
7. By default, Qualtrics collects information on people’s general locations (based on IP address) when they take a survey. For completely anonymous surveys, you need to enable the “Anonymize responses” feature:
   • Click the “Survey options” slider icon in the left sidebar.
   • Click Security.
   • Scroll to the bottom of the page and turn on Anonymize responses.

Build the questions in your Qualtrics survey

After you have created a new survey, you can begin adding questions to it.

In Qualtrics, question blocks are used to organize your survey questions into groups. By default, one question block is provided to build questions in, but you can add more. Each question block will be shown to respondents on a separate page.

1. Log in to Qualtrics using your UBC CWL.
2. Click the main menu icon (the three stripes on the top left), select Projects from the drop-down, and click the project name you want to edit.
3. Click Add new question at the bottom right of the question block and choose which type of question you want to add.
4. Modify any aspect of the question in the panel of customizable options on the left-hand side, including changing the question type.
5. Continue building your survey:
   • To change the text of a question or its answers, click the text and begin editing.
   • To move a question, click the question and drag it to your desired location.
   • To add a new question block, click Add Block at the bottom of the survey.
   • Click Preview at any point to test your survey as a respondent.
6. When you are finished, click Publish on the top right.
7. In the pop-up, add a description for your version history, and then click Publish again.
   • To distribute your survey, you can copy the anonymous link from the pop-up that appears after you publish and/or follow the instructions in the distribution section of this guide for other options.

Customize options in your Qualtrics survey

Qualtrics offers many ways to customize your survey. The following are a few of the commonly used options that may be helpful to add, once you have created your survey and built your questions.

Survey logic

You can use survey logic to control which questions are shown to respondents. The logic will hide or show questions depending on conditions you set. Use "display logic" to set the conditions in which a question will appear and "skip logic" to set the conditions in which a question will not appear.

You can use these logic options to create survey branching, where answers to earlier questions dynamically change what later questions are asked.

• Learn how to set up display logic
• Learn how to set up skip logic

Custom end-of-survey message

You can set up a custom message to display new information, once respondents complete a survey. For example, you could show the next steps to follow or provide other links to explore.

• Learn how to set up end-of-survey messages

Post-survey email

You can trigger an email to be sent, once respondents complete a survey. This email is useful if you are collecting respondent emails and would like to send a confirmation of survey completion, reveal new information, or give respondents a copy of their responses.

• Learn how to set up email triggers

Timing

You can add time restrictions to your survey. Qualtrics timings can be used to
a) force respondents to continue to the next part of a survey after a certain amount of time has passed, or
b) prevent respondents from continuing to the next part until a certain amount of time has passed.

Note that this timing only affects questions in the same question block. To apply timing to the entire survey, make sure all your questions are within the same question block.

• Learn how to set up question timing

Survey look

You can modify the look and feel of your survey by using different themes. Some themes allow customization of areas like the layout, background, and motion effects when moving between pages.

• Learn more about changing the look and feel

Distribute your Qualtrics survey

Once you have created your survey, built your questions, and customized your options, you are ready to distribute your survey to respondents.

1. If your survey is intended for broad distribution (e.g., surveys that are not course-based, for classroom projects, or Faculty-specific), determine whether your survey requires guidance by the UBC Survey Governance Committee. Refer to the "Scope" section of the linked page.
   • If your survey is covered by the committee, please submit your Survey Governance Committee request a minimum of one month before your intended distribution date. You can also use the UBC Survey Calendar to avoid any potential conflicts with other broadly distributed surveys.
2. Log in to Qualtrics using your UBC CWL.
3. Click the main menu icon (the three stripes on the top left), select Projects from the drop-down, and click the project name you want to edit.
4. Click Publish on the top right, if the survey has not been published already.
5. Click the Distributions tab to view options for releasing your survey to respondents, including two of the commonly used distribution options:
   • Anonymous link - Use this option to create a link to your survey that respondents can take anonymously. Anonymity is only guaranteed if you are not collecting personally identifying information in the survey and have turned on the "Anonymize responses" option in the survey options (as described in the last step of the creating a survey section above).
   • Personal links - Use this option to create unique links to your survey for each respondent. By using unique links, you will be able to track who has responded and how.
6. After you pick a distribution, follow the prompts to complete the steps and share the access point with respondents.

Analyze your Qualtrics survey data

Once you have collected responses to your survey, you can use Qualtrics to analyze and visualize the outcomes.

1. Log in to Qualtrics using your UBC CWL.
2. Click the main menu icon (the three stripes on the top left), select Projects from the drop-down, and click the project name you want to review.
3. Click the Data & Analysis tab to find the five default options for reviewing your survey responses:
   • Data - Use the data page to view your raw data. In the table, you can filter the responses and add/remove fields to customize the view. If you prefer to work offline, you can export the data into several different formats. You can learn more about exporting response data in the Qualtrics documentation.
   • Stats iQ - Use the stats page to add or select variables, conduct statistical analyses like correlation and regression, and create pivot tables. Stats iQ can be used with an existing project or by uploading a dataset to Qualtrics. You can learn more about running statistical analyses in the Qualtrics documentation.
   • Text iQ - Use the text page to assign topics to the text-based responses of open-ended survey questions. This process is useful for surfacing topics from qualitative feedback that can be reported on. Additionally, you can use Text iQ to automatically find recurring patterns within large qualitative datasets. You can learn more about text analysis options in the Qualtrics documentation.
   • Crosstabs iQ - Use the crosstabs page to have Qualtrics analyze relationships between variables you set and determine if there is statistical significance. You can learn how to set up crosstabs in the Qualtrics documentation.
   • Weighting - Use the weighting page to adjust the weighting of variable fields so the data accurately reflects targeted demographics. You can learn how to set up response weighting in the Qualtrics documentation.
4. Click the Results tab to view a pre-made display of your results that can also be shared as a link or as a downloadable file. You can adjust the visualizations and include filters at the top to view the data in different ways.