Qualtrics Instructor Guide

Qualtrics logo
Qualtrics is UBC’s primary tool for creating surveys and collecting and analyzing survey data.​ In Qualtrics, you can build custom surveys that are tailored to your pedagogical needs, for use with students or other people. You can use many questions types and include advanced features such as branching, where answers to earlier questions dynamically change what later questions are asked.

Cost Yes Free.
Bandwidth Yes Low demand on internet connections.
Canvas Integration No None.
Privacy Yes Verified by UBC’s Privacy Impact Assessment process.
Similar UBC-Supported Tools N Qualtrics is the only centrally-supported tool for robust survey collection and analysis. However, the built-in quizzes in Canvas can also be used to survey students.

What can I use it for?

You can use Qualtrics for collecting many types of feedback:

  • Running pre- and post-surveys at different times in a course to gauge changes in course metrics
  • Soliciting student opinions or feedback
  • Managing consent forms or sign-ups for activities
  • Collecting research data
  • Having students create surveys to gather and analyze data themselves

What do I need to use Qualtrics?

A supported web browser

Qualtrics runs in your web browser and supports using Chrome, Edge, Firefox, Internet Explorer, or Safari. We recommend that you use the most up-to-date version of your browser for the best experience.


  • You and your students can log in to Qualtrics at ubc.qualtrics.com, using your UBC CWL (Campus-Wide Login).
  • You can collaborate with others on Qualtrics surveys, including people from outside of UBC. Collaborators can receive different levels of access for each survey.

How do I use Qualtrics?

To use a Qualtrics survey in your course, you will need to create a survey, add questions to it, then distribute the survey and analyze the results.

Click any bar below for instructions and tips for using Qualtrics.

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Create a Qualtrics survey

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

  1. Log in to ubc.qualtrics.com using your UBC CWL. This action will open your Qualtrics projects page.
  2. On your projects page, you will find a listing of all the surveys that you own or collaborate on. To create a new survey, click Create new project.
  3. Select how you would like to create your survey:
    • Create from scratch by clicking Survey.
    • Create from existing data by clicking Imported Data.
    • Create from a template for a head start on a particular kind of survey by selecting a template option.
  4. Give your project a name, then click Get Started to create the survey.


  • You also have the option of copying an existing survey when you create a new survey, if you want to re-use a set of questions.
  • You can share access to any survey by adding collaborators to your project. From the projects page, add a collaborator by clicking the more options icon (the three horizontal dots) next to your project, then selecting "Collaborate". You can add people by Qualtrics username or an email address and set what access you'd like them to have for the project.

Build the questions in your Qualtrics survey

After you've created a new survey project, you can begin adding questions to your survey. In Qualtrics, question blocks are used to organize your survey questions into groups.

By default, one question block is provided in your survey to build questions in, but you can add more. Each block of questions will be shown to respondents on a separate page.

  1. Log in to ubc.qualtrics.com using your UBC CWL, and click the project you want to edit.
  2. Click Create a New Question at the bottom of the survey.
  3. Click the question you added and a panel of customizable options for it will open on the right-hand side. You can modify many aspects of the question in the panel, including the question type.
  4. Build out your survey questions:
    • To the change the text of a question or its answers, click the text directly and begin editing.
    • To move a question, hover over the question and click the up arrow or down arrow that appears on the left-hand side.
    • 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.
  5. When you are finished building your survey questions, click Publish to save your changes.
    • For new surveys, please note that publishing will not make the survey live for others to see. You will need to follow the instructions in the distribution section of this guide to make your survey live.


  • Qualtrics provides more than 100 question types to choose from in building your survey. You can learn more about the available question types in the Qualtrics documentation.
  • Once you've added a question to your survey, you can insert new questions before or after it by hovering over the question and clicking the plus icon that appears on the right-hand side. This feature is useful if you decide to add a new question later to an earlier part of the survey.
  • Adding content validation to a question helps ensure that you will receive the correct answer format from respondents. Click any question to see the content validation options for that question type.
  • You can force a response on any question to require that respondents answer the question before submitting their survey. Click any question to see the force response options.
  • You can prepare your questions outside of Qualtrics and then import them into your survey. Creating questions outside of Qualtrics can be useful if you intend to copy or add large amounts of questions at once. Qualtrics accepts imported questions using their .txt or .doc templates.

Customize options in your Qualtrics survey

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

Survey logic

Survey logic is what you can use to control which questions are shown to respondents. It will hide or show questions depending on specific conditions you set. You can use "display logic" to control the conditions in which a question will appear and "skip logic" to control the conditions in which a question will not appear.

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

Custom end-of-survey message

You can set up a custom message to display to respondents, once they complete a survey. You can use this feature to reveal information after respondents have completed the survey, like showing next steps to follow or other links to explore.

Post-survey email

Trigger an email to be sent to respondents, once they've completed the survey. This email is useful if you would like to send a confirmation of survey completion, if there is information to reveal after the survey is submitted, or if you want respondents to have their own copy to reference.


Qualtrics timers 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) to prevent respondents from continuing to the next part until a certain amount of time has passed.

Note that this timer only affects questions in the same question block. If you would like a timer to apply to the entire survey, make sure your questions are all contained within the same question block.

Survey look

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

Distribute your Qualtrics survey

Once you've created your survey, built in your questions, and customized your options, you're ready to distribute your survey to respondents.

  1. First, if your survey is intended for broad distribution (e.g., surveys that are not course-based, for classroom projects, or faculty-specific), determine whether it requires guidance by the UBC Survey Governance Committee by looking at the linked page under the "Scope" section.
    • If your survey requires guidance from the committee, please submit your request to them a minimum of two weeks before your intended distribution date. You can also use the UBC Survey Calendar to avoid any potential conflicts.
  2. Log in to ubc.qualtrics.com using your UBC CWL, and click the project you want to edit.
  3. Click Distributions to find options for releasing your survey to respondents, including the two of the most commonly used options:
    • Anonymous Link: Use the anonymous link option if you would like to create a link to your survey that respondents can take anonymously.
    • Trackable Link: Use the personal or trackable link option if you would like to create unique links for each respondent. By using unique links, you will be able to track who has responded.
  4. Pick which option you'd like to use and follow the prompts to complete the distribution steps.


  • The UBC Survey Governance Committee aims to reduce survey fatigue and increase response rates by coordinating the surveys deployed to the UBC community. To learn more about the Survey Governance Committee, please visit the UBC survey governance page.
  • Surveys that require an ethics review require additional steps, because you must also submit requests to and receive approval from a UBC Research Ethics Board.
  • To use personal or trackable links, you will need to add respondents to your Qualtrics contacts with their name and email. You can also import contacts from another survey. Click "Contacts" in the upper right from any page to see options for managing your Qualtrics contacts.
  • Learn more about survey distributions in the Qualtrics documentation.

Analyze your Qualtrics survey data

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

  1. Log in to ubc.qualtrics.com using your UBC CWL, and click the project you want to review.
  2. Click Data & Analysis to find options for reviewing your survey responses, including three of the most commonly used features:
    • 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.
    • Text: Use the text page to assign topics to the text-based responses of open-ended survey questions. This process is useful for surfacing themes from qualitative feedback that can be reported on. You can learn more about text analysis options in the Qualtrics documentation.
    • Crosstabs: Use the crosstabs page to have Qualtrics analyze relationships between variables and determine if there is statistical significance. You can learn how to set up crosstabs in the Qualtrics documentation.
  3. Click Reports to build a display of custom results and visualizations from your data that can also be shared as a link or downloadable file. You can include filters at the top to parse the data displayed in different ways.


  • You can save layouts for your data tables, so you can switch between different views of your raw data quickly. When viewing the table, click "Tools", then "Save Layouts" to create a new layout view. You will select your saved layouts from this same location.
  • To receive data reports without logging in to Qualtrics, schedule an emailed report to send you updates automatically. You can learn how to set up email reports in the Qualtrics documentation.

Where can I get more support with Qualtrics?

Technical support

If you have technical trouble with Qualtrics:

  • Contact Qualtrics: 1 800 340 9194 (24/7) or use the Qualtrics support site:
    • Ignore the initial login fields, and click Sign in with SSO.
    • Type ubc in the “Organization ID” field, and click Continue.
    • Log in with your UBC CWL, if prompted, and complete the steps to send a support request.

If you want help learning and using Qualtrics:

Pedagogical support

  • Qualtrics surveys can be used to collect mid-term feedback to hear from students near the middle of a course, so you can make adjustments and improvements before the term is over. Read about approaches and strategies for mid-course feedback (Module 9) in the UBC Online Teaching Program.

Learn more

  • For more how-to instructions, explore Qualtric’s support documentation.
  • Join a Qualtrics studio session to explore this tool with hands-on support and guidance. Check for any upcoming UBC Qualtrics sessions on the CTLT events page.
  • For more on how to build good surveys in Qualtrics, complete the self-paced Qualtrics Platform Essentials training. To register for any course, click to sign in, choose the “Sign in with SSO” option, and type “ubc” in the “Organization ID” field. Then use your UBC CWL to log in and register.

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