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1 Creating a Basic Survey Using Qualtrics Clayton State University has purchased a campus license to Qualtrics. Both faculty and students can use Qualtrics to create surveys that contain many different types of questions and formats then analyze the results using Qualtrics itself or by downloading the data to Excel. Users can also collaborate easily on surveys. Before we begin, go to and complete the survey. This is a basic survey that uses blocks of information, page breaks, logic that controls the appearance of questions, randomized answers, and forced responses. After you complete the survey, compare what you saw on the survey to the actual questions listed below: Colors Q1 Thank you for participating in our survey on your favorite color! We promise this will take only a few minutes of your time. As you work through the survey, use the << and >> buttons in the bottom right corner to navigate to the previous and next page. You may change your answers on previous questions. Q2 First, we need a little background information. Male Female Are you male or female? Q3 What is your age? Under 18 years old years old years old years old years old Over 40 years old Clayton State University

2 Q4 Do you own your own home? Yes No Q5 Of the colors listed below, which is your favorite? Blue Yellow Purple Red Green White Black Orange Q6 On a scale from 0-10, how much do you like the color you selected? Q7 Have you painted a room in your house during the last year? Yes No Q8 What color did you paint it? Clayton State University 2

3 Q9 If you were going to paint a room in your house, consider the following colors and rate how likely you are to choose a shade of that paint color? Very Unlikely (1) Unlikely (2) Somewhat Unlikely (3) Undecided (4) Somewhat Likely (5) Likely (6) Very Likely (7) Blue Yellow Purple Red Green White Black Orange Q10 Look at the names of these shades of white. Which appeals to you the most? Very Unlikely (1) Unlikely (2) Somewhat Unlikely (3) Undecided (4) Somewhat Likely (5) Snow White Off White Ecru Bone Beige Did all of the questions printed here actually appear on your survey? If, for example, you answered no to owning your own home, your survey ended at that point. If you didn t answer the question about owning your own home, the survey would not proceed until you did. Also, the order of the color choices in the list of favorite colors may have been different from what is printed here. Qualtrics controls all of these things. Clayton State University 3

4 How do I get to Qualtrics? Login to the SWAN from the Clayton State University page. Look for the Qualtrics icon on the right side of the SWAN page. Creating a new survey 1. Click on the Create Survey tab in the top left corner of the screen. 2. Select one of the three options: Quick Survey Builder, Create from Copy, or Survey Library. Since we are creating a survey from scratch in this exercise, select Click to Continue on the Quick Survey Builder. 3. Name the survey and either name a new folder or select a folder from the drop down list. For this exercise please name the survey Colors by Your Name (replace Your Name with your name) and place it in a folder called Practice. 4. Click on Create Survey. The survey will be created and if you look at the tabs at the top of the Qualtrics window you should be on the Edit Survey tab. The name of your survey appears at the top of the survey just above the Default Question Block. Clayton State University 4

5 About Blocks and Page Breaks Both blocks and page breaks provide separation. They are also necessary when skip or display logic is applied to a question. So what s the difference between blocks and page breaks? Blocks From the survey creator s point of view Blocks are more visual for the creator you could put all of your demographic questions into a block labeled Demographics for example, but the respondent will never see the Demographic label when he takes the survey (they will see the questions, just not the label). The Demographic block and all of the questions in that block can be moved up or down in a survey. From the respondent s point of view The respondent s screen will refresh when the survey moves from the last question in the Demographic block to the first question in a new block. Page breaks From the survey creator s point of view For the creator, page breaks also appear in the Edit Survey mode between questions or blocks. From the respondent s point of view For the respondent, a page break will make the next question below the break appear on a new screen during the survey. So survey creators might want to insert one or more page breaks when they know that the number of questions is going to be very long and that it will require the respondent to do lots of scrolling. Why it s important to use either a page break or a block when applying logic When you apply logic, either to skip a question or display a question based on the answer to a previous question, there must be a break for Qualtrics to evaluate the answer to the previous question and decide whether or not to display the question with logic applied to it. In the opening screen was in a block. The personal information questions are all in one block, but there is a page break after the question about age. Clayton State University 5

6 Renaming a block (optional) 1. Click on the block name in the top right corner of the block. 2. Key in the new name for the block. In this example, I will rename the block Introduction. The Introduction block actually has one question in it, but that question has no available responses. This question is strictly to convey instructions to the respondent. Adding a new question To add a question to a block, click on the Create a New Item icon. You can also add a new question above or below the current question by clicking on the + icons at the right hand side of a question. The (minus) sign removes a question to the trash at the bottom of the survey. Clayton State University 6

7 Adding the instructions to question 1 1. Click on the Click to write question text. You can add text at this point OR click on the tab for Rich Text Editor to bring up a WYSIWYG editor that has icons similar to Word. Using the rich text editor you can easily add font styles such as bold and italics, upload pictures, and even add hyperlinks. The rich text editor is not limited to the introduction question. It can be used to write any question. When you have finished using the editor, click outside of the editor window and it will close. Here is the introduction from the Colors survey: Inserting a picture This particular picture of the artist s palette came from Microsoft s Clip Art, but you can use any graphic image. First you have to upload the image into your Qualtrics picture library then you can insert it into the editor. 1. Click on the picture icon in the rich text editor. 2. If necessary, click on Upload a New Graphic. 3. Browse for the file or get an image from the web. Click on Save. Clayton State University 7

8 4. Select the image from the library. When it appears in the editor, either double-click on it or right click and select Image Properties. It is not necessary to complete everything in the image properties, but you really should comnplete the Alternative Text for respondents who use screen readers. In our case we also need to select Right under Align. Enter the text from the example. The finished product should look like this: Clayton State University 8

9 5. Click outside the rich text editor window and it will close. Your first question still has results listed below it. To remove those, change the number of responses to zero. Clayton State University 9

10 Your survey should look similar to this: Saving your work You re probably wondering if you need to save your work. Qualtrics saves for you as you go along. Changing the question type and using logic Take another look at the Colors survey at This time pay attention to what type of questions are used, where the breaks are, and what happens if you select a particular response. Questions 2-4 are the traditional type of multiple choice where the respondents select a radio button. In question 5, respondents select from a drop-down list. In question 6, respondents can rate their answer on a sliding scale from Questions 2-4, 7 Question 5 Question 6 Question 8 Questions 9 & 10 Multiple choice Multiple choice with a drop-down menu Sliding scale Text entry Matrix table Questions 2-4 are in a block called Personal Information. There is a page break between questions 3 and 4. Question 4 (own your own home) has two special attributes Clayton State University 10

11 respondents MUST answer this question and logic is applied. If the response is no then the survey ends. In Question 5 the answers are randomized. Display logic has been applied to Question 8. This question will appear ONLY if the respondent answered yes to Question 3, Have you painted a room in your house during the last year? Selecting the type of question After you add a question, you can change the type by selecting the green button on the right side of the screen under Change Item Type. Highlight the question first by clicking somewhere inside the question. The green button lists common types of questions, but even more are available if you click on the Show All Question Types link at the bottom of the open Change Item Type window. Clayton State University 11

12 The options for each question depend on what type question you have selected. Make sure you select or click inside a question so that the type/options appear on the right side of the screen. Moving questions up and down To move a question up or down in the survey, select or click inside the question, then click on the up or down arrows that appear at the right side of the question. Renumbering questions After you add/remove questions and rearrange them, you might notice that they are no longer in order. To renumber the questions, select Advanced Options in the top right corner of the Qualtrics window, then Autonumber. You can choose from three formats of numbering. Copying a question from the same survey Select the question you want to copy then click on Copy Question on the bottom of the right pane. By default the copy is added below the selected question. Copying a question from a different survey 1. Scroll to the bottom of the survey. 2. Click on the Copy items from link. 3. Select My Surveys (or the Qualtrics library if desired) 4. Select the appropriate survey. 5. Select the appropriate question. Clayton State University 12

13 Forcing a Response In the Colors survey at we want to survey only respondents who own their own home, so the survey ends if the respondent answers no to that question. Since it is so important that respondents answer this question, I have forced the response. This means that the respondent can t move to the next question unless he/she answers this one. To force a response, select the question, then select Force Response in the right pane. Randomizing Answers 1. To randomize the answers in a question select the question then select the Advanced Question Options button on the left side. 2. Select Randomize then select how to randomize. Adding Skip or Display logic Select the question then click on the Advanced Question Options on the left side. Select either Skip or Display logic. Skip logic means that the survey will skip to a certain question based upon the answer to this question. You can also use skip logic to end a survey based on the answer to a question. In our Colors survey, the survey ends based on the answer to Do you own a home? Display logic means that this question will be displayed ONLY if other questions are answered in a certain way. In our survey, Question 8, What color did you paint it? appears only if the respondent answered yes to Question 7, Have you painted a room in your house during the last year? Clayton State University 13

14 Survey Options Controlling when and how long a survey is active, if respondents can move to the next (>>) and previous (<<) screens, and who is allowed to take the survey are just a few of the things you ll find under the Survey Options icon. Previewing a survey You can preview a survey at any time while you are working on it by clicking on the Preview icon at the top of the screen. Feel free to answer all the questions because you can delete any results you collect before you launch the survey. Launching the survey Once you are totally satisfied with your survey you need to launch it. Click on the Launch Survey icon at the top of the screen. Once the survey is launched you ll see a link that you can copy and send to potential respondents or paste into a web page or GeorgiaView. Be very careful about making changes to a survey that has already been launched and one in which results have been collected. Obviously, small editing changes, such as correcting typos, will not make a difference in your results, but other changes, such as changing question answers, will. Results You can use Qualtrics to analyze your results or download them to Excel and other formats. To view the results of the survey click on the Results tab at the top of the window. There are four icons on the Results bar: View Reports: Initially results are tabulated in a report called Initial Report. Click on the Initial Report link and page through each question to see the results for that question. Basic statistics are listed directly below the results for each question. Responses: Click on each link in the Respondent ID column to view an individual response. You can also select responses and delete them on this screen (this is how you delete any responses that may have been entered while you were testing out the survey). Clayton State University 14

15 Download data: Choose this icon if you want to download data into an Excel or SPSS file. Cross Tabulation: Choose this icon to create a table that analyzes one variable in terms of another, i.e., what color men chose as their favorite. NOTE: Only the results from multiple choice and matrix questions can be used in a cross tabulation, so plan your survey accordingly. Cross tablulations will be included in the Advanced Qualtrics workshop. Collaboration Sometimes you need to share or collaborate with a coworker on a survey or survey results. You can designate collaborators in Qualtrics on the My Survey tab. 1. Click on the My Surveys tab. 2. Locate the survey you wish to collaborate on. 3. Click on the Collaborate icon on the right side of that row. 4. Enter the user name of the first collaborator. You can also try entering their address but I ve had better luck using their username. 5. If the username is recognized, their address should appear. Click on the address then click on the Add button. Their name should appear as a user. 6. Select what rights you want to give the collaborator. They can have the right to edit, view the results, delete the survey, etc. Click on Save. When the collaborator logs in to Qualtrics, the surveys they are collaborating on will appear on their survey list. Need Help?? Qualtrics has a help feature that includes instructional videos and articles. To get to it click on Get Help in the top left corner of the My Surveys list or while editing any survey. The help window will open in a new window so that you can keep it open and still work on a survey. You can also click on Ask a Question then enter your question and submit it. Clayton State University 15

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