Qualtrics Tips
SU's Qualtrics page has additional info.
Basic Steps
Login using your NetID credentials at http://syracuseuniversity.qualtrics.com
Create a new project then under 'Create your own' click Survey. Then on the right click Get Started.
Now you should be on the Untitled Project page with your first question showing. It defaults to Multiple Choice but along the right side of the screen are all sorts of questions that can be customized. It's super powerful.
Click on the name Untitled Project to rename it.
There are buttons to Preview your survey before publishing it. You can even share a preview link with others before it goes live. We recommend gathering feedback while in the Preview stage and not Publish until it's finalized.
After you click Publish it gives you a link to share with people.
The Distribution tab has various ways to let people know about the survey, but you can stick with the link if you want.
The Reports tab helps you see the results and then share the results (see the Share Report button in the upper right, where you can choose PDF, CSV, etc)
You can add other survey collaborators from the SU community. They have to login once to Qualtrics on their own before you can add them. On the main Projects page, click the three dots to the right of your survey and pick 'Collaborate'. You can then add other syr users and give them specific permissions like edit, view only the reports, etc.
You can include file uploads as part of your survey and limit to specific file types and file size.
Add a collaborator to your survey
Before adding a collaborator, they must first log into Qualtrics; otherwise they won't appear in the auto-populate list when you type their email.
On the main Projects page (under hamburger menu), click the three dots to the right of your survey and pick 'Collaborate'. You can then add other syr users and give them specific permissions such as Edit, View Survey, View Reports, etc.
Add a back arrow button to survey pages
To add a back arrow/button, go into the Survey options and then enable ‘Back button’.
Add a Submit button to the end of your survey
To add the Submit button to the end, first select the block that contains the last question. Then look on the left and you should see the Edit Block panel. Click ‘Next/Previous button text’.
Enter Submit in the Next Button Text box.
Output survey results to a live Excel spreadsheet
Change end-of-survey message
On Survey tab, scroll to bottom of survey and select the ‘End of Survey’ block.
On the left under Edit end of survey:
Change End of survey message drop down to Custom.
Change second drop down to My Library and it will let you create a new message.
Add a date and time picker to survey
On the Survey tab, click the Look and Feel icon > General > Header.
Select Use Fixed Text
In the Header editing window, click the Source icon and paste the following code, which loads the Flatpickr platform. Then click Save.
<link href="https://cdn.jsdelivr.net/npm/flatpickr/dist/flatpickr.min.css" rel="stylesheet" /><script src="https://cdn.jsdelivr.net/npm/flatpickr"></script>Now select the survey question where you want the Date/Time picker to appear.
Click Javascript on the left and paste the following code into the Onload section and click Save.
jQuery("#"+this.questionId+" .InputText").flatpickr({enableTime: true, altInput: true, altFormat: "Y-m-d h:i K", dateFormat: "Y-m-d h:i K", minDate:"today", maxDate: new Date().fp_incr(7)});Options that can be changed in the code:
Change how many days out are displayed: fp_incr(7)
Enable or disable the time picker: enableTime: true/false
Send an email to a specified person every time a form is filled out
This process will send an email to a specified person every time the form is filled out.
Click Workflows tab.
Click ‘Create a workflow’ and choose ‘Started when an event is received’.
Click Survey response extension.
Accept defaults (Newly created responses) and click Finish.
This will create a new workflow called Survey Response.
Click the + sign to add a task.
Choose the task Email.
Enter the To address. Responses will be sent to this address. Can enter multiple addresses separated by comma.
Leave the From address at the default surveys@syr.edu address.
Set the Reply-To email address to the same as the To: address (usually).
Enter a subject.
Enter something for the message, as it can’t be empty, such as ‘Room Reservation request’ or whatever is relevant.
Enable Options ‘Include Response Report’ and ‘Show Full Question Text’.
When done, make sure the workflow is turned on. You can also name the workflow in the name field above the Workflow Editor tab.
Send a thank you email upon survey completion
To send a thank you email, click the Options button, then Post-Survey, then configure the ‘Send a thank you email’ setting. You can create a New Message to send.
Limit the file upload size in a survey
To limit the file size, select the file upload question, and look for the ‘Edit question’ panel on the left. Enable ‘Add validation’ and change Content Type to Custom.
This will pop up the Custom Validation box. Change the Select Choice field to ‘File Size’ and then to limit something to say, 10mb, set ‘Is Less Than or Equal to’ to 10000000. (1mb = 1,000,000 bytes).
Limit the file type for uploads (such as PDF only)
To restrict a file upload to a PDF or some other format, select the file upload question and look for the ‘Edit question’ panel on the left. Enable ‘Add validation’ and change Content Type to PDF or some other format.
Reusing a survey
You can copy a survey (project), which will create a new copy minus all the responses.
From your Projects list (under the 3-line menu icon), click the three dots to the right of the survey name. Then click 'Copy project'.
Search and Replace
To update text throughout a survey, go into the survey and click Tools > Review > Search and Replace.
Support and Training
There’s a nice set of tutorials on using Qualtrics for research collection of data at:
https://researchguides.library.syr.edu/dataservices/ResearchTutorials#s-lib-ctab-5524747-1Qualtrics also provides free phone support if you can’t get results from us or campus resources: see Qualtrics Support & Training.