qualtrics certification

Default end of survey message

"We thank you for your time spent taking this survey. Your response has been recorded."

what are the six main statuses that show up on the CSV file?

0: A live response 1: A preview response 2: A test response 4: An imported response 8: A possible spam response 16: A Qualtrics Offline App response

by default, the buttons at the bottom of each page will show what?

>> and <<. To place text in the buttons instead, open the Look & Feel menu and enter the desired text directly in the Next Button Text and Back Button Text boxes.

what are logic sets?

A Logic Set is a group of conditions that are evaluated together. Logic Sets are also linked with And/Or conjunctions.

QR code

A QR, or Quick Response, code is a barcode that can be printed, shown online and read by mobile devices with a camera. Your survey's QR code is linked to the Anonymous Link.

what is a survey flow?

A Survey Flow maps your survey's many possible branches, options, elements, and endings.

what is a theme?

A Theme is a designed composition of color choices, fonts, images, and backgrounds.

bar chart

A bar chart is the most common visualization to compare groups or time periods. It works well with rating scales and categorical data.

Heat Map

A heat map represents data from a heat map question. The coordinates respondents selected are overlaid across the graphic as colored areas, the color corresponding with selection frequency. Dark red areas mean more respondents chose that coordinate

line chart

A line chart is a time-series visualization that shows changes in a metric over time. You'll need a date field to segment metrics over time.

Prevent Ballot Box Stuffing

A participant can take your survey via the Anonymous Link as many times as they like. Selecting the Prevent Ballot Box Stuffing option keeps participants from submitting more than one response. Like Save and Continue, this feature works by using cookies.

what is a progress bar?

A progress bar shows respondents how far along they are in the survey.

Changing Titles and what is put by default?

A title displays in the browser's tab near the top of your browsing window. By default, Online Survey Software | Qualtrics Survey Solutions appears.

the accuracy column reveals how the information was captured. what do the numbers mean?

A value of -1 means that the geolocation coordinates were taken from the respondent's IP address. A positive value means that the geolocation coordinates were taken from the GPS of the respondent's device. The value estimates accuracy in terms of meters.

To create two randomized Branches:

Add a Randomizer. Insert two branches within it. Give both branches a condition that will always be True for your respondents.

When sharing a survey through social media, you can record the site the respondent is directed from. To capture this information:

Add an Embedded Data element to your Survey Flow. Name it, Q_SocialSource.

Adding Page Breaks

Add page breaks to avoid overwhelming respondents with too many questions per page. You can add page breaks manually or limit the number of questions on each page automatically.

randomize questions in advanced randomization option

All choices moved into the Randomize Questions box will all be randomized and re-inserted into the display order where the {Randomized} placeholders appear.

Before making a filter with multiple conditions, review the two types of operators:

All—All conditions must be met. Similar to "And." Any—At least one condition must be met. Similar to "Or."

And requires what?

And requires that both conditions must be met.

what is the shortcut to make a logic set?

As a shortcut, you can hold Shift when clicking the Plus Sign to add a new logic set.

what are the available visualizations for mc questions?

Bar Charts Line Charts Pie Charts Simple Tables Breakdown Bars

train analogy for blocks

Blocks are trains and questions are train cars. The Survey Flow is a visual mapping of all the possible tracks that any of the trains may take to all manner of places. Elements are the tickets that guide passengers to their unique trains, seats, connections, and final destinations.

Grouping Questions with Blocks

Blocks organize survey questions for convenient classification, manipulation, previewing, and reuse. Blocks also provide the foundation for sophisticated Survey Flow Logic.

four key elements of survey flow

Branch — use conditions to divert respondents to key questions, Blocks, or other Elements. Embedded Data — collects extra information about a respondent that can be reused with Piped Text. Randomizer — randomizes the appearance of elements. End of Survey — create customizable survey endings for some or all of the respondents.

what do branches do?

Branches use conditions to guide respondents through Blocks and any customized Elements defined in the Survey Flow.

what is nesting?

Branches, Elements, and Randomizers must be "Nested" within associated Blocks. Nesting defines relationships and will divert demographic groups down assigned pathways

outcomes of qualtrics certification

Build, distribute, and report findings from a Qualtrics survey Apply multiple types of logic to customize a participant's survey experience Practice distributing surveys through the web and to your own list of contacts Analyze data and share key findings using reporting

what is the default for displaying data?

By default for legacy format exports, question data is exported displaying the numeric values. If you prefer choice text, open the Export Data with Legacy Format menu and click More Options to select the desired format.

what is the default for contact list triggers and how do you change it?

By default, the trigger adds or modifies a respondent when any response is submitted. If desired, click Add a Condition so the trigger only fires when a response is submitted and a specified condition is also met.

Anonymize Responses

By default, your respondents' contact information is stored in your dataset with their responses. You can disassociate contact information from responses using Anonymize Responses.

how can you save survey progress with the anonymous link?

By default, your respondents' progress is saved as they take the survey and return later with a feature called Save and Continue. It places a cookie in the browser, storing the answers and place in the survey. When respondents return, they resume where they left off.

Preventing Web Indexing

By default, your survey will NOT be indexed by search engines, though you can change this by clearing the check mark next to Prevent Indexing in the Survey Protection section of your Survey Options.

Captcha Verification

Captcha Verification ensures that respondents aren't robots by presenting a "challenge" that must be solved to proceed.

where can you change the meta description?

Change your survey's Meta Description in the text entry box in Survey Options.

Regardless of the export type, you can download the data as either choice text or numeric values. what does that mean?

Choice text refers to the text respondents see when they are taking the survey. If you have enabled variable naming, you will see those labels instead. In the data table, switch between numeric values and choice text by clicking the column header and selecting the preferred setting.

To create a Logic Set:

Choose Move to a new Logic Set from the And dropdown.

Inserting Page Transitions

Choosing the right page transition can increase visual appeal. Depending on the survey theme selected, you can choose from a variety of page-load animations. To select your transition, click the Page Transition dropdown in the Look & Feel menu and select which the transition you want.

Rather than applying a breakout to one visualization, you can apply it to the entire report. To do this:

Click Add Report Breakout Select a data source. Adding a report breakout applies to compatible visualizations across your report. You can still make changes to specific visualizations after applying a report breakout.

To create a contact list:

Click Contacts. Click Create Contact List.

To publish your report:

Click Export Report. Click Manage Public Report. Set Public report available at the following link to On. Copy the link.

Import from the Qualtrics Survey Library

Click Import Questions From Select Qualtrics Library, then select Survey Library (or another library if available) Click an appropriate category. Click on questions to preview them.* Select a question, multiple questions, or an entire survey. (Press Ctrl or Cmd and click your mouse button to select multiple questions.) Click Import. Edit the question(s) normally.

Import from your Surveys

Click Import Questions From. Choose My Surveys from the menu. Choose the survey you want to take questions from. Click on your questions to preview them. Select a question, multiple questions, or an entire survey. (Press Ctrl or Cmd and click your mouse to select multiple questions.) Click Import.

how can you first export your current list and then import a current version of your contact list with edits?

Click List Options, and then click Export List. Enter your changes into the other columns of the file (editing, adding, or deleting fields). To import your modified file, open your contact list and click Add Contacts in the upper right corner.

Previewing Options

Click Preview Survey at the top of the Projects page to launch an interactive preview.

To specify metrics, such as sum and decimal place settings:

Click Report Options. Click Global Options. A pop-up window appears.

to quickly hide many pages:

Click Report Options. Click Hide All Pages. Re-select the desired pages.

to send a reminder:

Click Schedule Reminder beneath a distribution block in the emails tab

what is the use weighted metrics option?

Click Use weighted metrics to turn the data weighting for your visualizations on and off.

The default metric might be choice count, but you can change to a sum or mean of values instead. To do this:

Click a visualization. Click Select Metric in the Editing pane. Select a new metric.

To remove style changes from a single question:

Click in the question or choice text fields. Click Remove Formatting.

One way to use Piped Text is to pull in a respondent's previous answer into a later question. To do so:

Click into the question text and then select Piped Text. From the dropdown choose Survey Question. Locate the previous question you want to pipe from. Choose the value you want to pipe in. Note: In this example, Selected Choices has been chosen, which means any choice a respondent selects (for instance, in a Multiple choice-multiple select question) will be inserted into follow-up questions.

how can you add from contacts?

Click the Add From Contacts link within an Embedded Data element. Specify the contact list. The Embedded Data fields that exist in the list will populate the window. Click OK to finalize. The Embedded Data fields from the specified contact list populate the Embedded Data element automatically.

how can you access answer choice randomization?

Click the Advanced Question Options dropdown.(looks like a gear to the left of a question) Select Randomization.

Formatting Inline Email Questions

Click the Inline Email Question icon. Select a compatible question type (Multiple Choice - Single Answer or NPS®). Select a color scheme.

to save versions:

Click the Tools dropdown. Hover over Versions. Click Create New Version. Name your Version to make it easier to find.

To delete by response type (test responses, for example):

Click the Tools dropdown. Point to Delete Data. Click the type of response to delete.

To randomly generate a lot of "dummy" test responses without retaking your survey multiple times:

Click the Tools dropdown. Select Test Survey. Enter the number of responses you want to generate, Click Test

what is the variations button?

Click the Variations button to view the different values across the duplicate members. Specify which variation you prefer or type a different value altogether.

To break out a visualization:

Click the visualization. Click Breakout By in the Editing pane. Select a question or other value.

To use edit multiple:

Copy the list of choices from Microsoft Word or other documents. Click Edit Multiple in the Editing Pane. Paste your list into the Edit Multiple box. (Qualtrics will populate the answer choices with your uploaded content.)

how do you create a time series?

Create a line chart visualization. Add a breakout using a date field. An option Group Date By appears. Select a time interval.

To change the global color of items in your survey, click the Colors tab. From here you can:

Customize the color of different text segments. Change the background color. Add a color for alternate rows of multi-statement questions. Note: Some of these options, like changing the background color, are influenced by the survey theme you've selected and may not be edited.

data and analysis tab vs. reports

Data & Analysis allows you to view and manage individual responses, Reports looks at the bigger picture

Delete Projects

Delete a Project from the One-Click menu. Qualtrics will caution you by asking for a confirmation: Read the Delete Project warning. Be sure you don't need any of the data or reports from this project. Select All data related to this project will be permanently deleted. Click Delete Project.

what happens when you delete a contact permanently?

Deleting a contact permanently deletes the stored contact information. If a contact is deleted, responses collected from that contact appear as anonymous.

Displaying Question Numbers

Displaying question numbers gives progress feedback to your respondents. They appear in the upper left-hand corner of questions in your Survey Editor.

To rearrange pages do one of the following:

Drag the page to its destination. In Page Options, click Move to Top or Move To Bottom.

Drill Down

Drill Down questions can make it easy to sort through long lists of options. Respondents pick from a general category and then "drill down" to more precise answers. For example, after selecting an automaker, a car buyer can drill down to a specific car Year, Make, and Model.

CSV Files for Drill Down Questions

Drill down choices are set up in applications like Microsoft Excel that can save Comma Separated Values or CSV files. Columns are created for each dropdown menu you would like included. Rows are used for each possible combination of choices.

where are duplicate blocks often placed?

Duplicated Blocks are often placed in mutually exclusive branches, yet this still gives you the option to pull all of the data together into a single report.

Changing Visualizations

Each question type has a default visualization setting. You can change the type of visualization by clicking a different icon under Visualization. Different question and data types have different available visualizations.

In reviewing the data, you may see blank cells for some questions. Blank cells can indicate that the respondent either saw and didn't answer the question or never saw the question. To differentiate between the two possible causes:

Export Data with Legacy Format. Click More Options. Select Recode seen but unanswered questions as -99.

fields vs. values

Field names describe related variables (Gender, School, Degree, Title, Color). For example, a field named "State" can have multiple values like "Massachusetts," "California," and "Texas."

File Upload question

File Upload collects user-uploaded photos and documents.

how can you bring embedded data in the survey flow?

First, navigate to the Survey module and open your Survey Flow. Add an Embedded Data element for each field that exists in your contact list. Do not set a value for the field in the Survey Flow. Qualtrics will search your contact list for a field with the name entered, and if found, will include the value in the survey's data

By default, when you distribute a survey to a contact list, survey response data will include the following fields:

FirstName, LastName, Email, and ExternalDataReference.

Including Footers

Follow the same process explained for headers to include footers. Footers may include help or copyright information.

Gap Analysis

Gap Analysis questions identify positive or negative satisfaction gaps and allow respondents to clarify why they selected their answer.

Gauge Charts

Gauge charts are used to measure averages, sums, counts, and Net Promoter® Score. The curved bar adjusts as responses are gathered, and the colors can be changed accordingly.

To pause response collection:

Go to the Distributions tab. Click Pause Response Collection. Select how to handle responses in progress (or "active survey sessions"). You can close them all and have them recorded as partials or allow them to be finished. Click Pause Response Collection.

To change question types...

Go to the Editing Pane (on the right of your question). Click Change Question Type. Pick any new question type.

Graphic Slider

Graphic Slider questions capture preferences with the help of a graphic, for instance, changing a smiley face or picking a letter grade. Graphic Sliders are particularly useful for younger audiences

heat map

Heat Map questions are similar to Hot Spots. Screen coordinates are captured as participants click an image. The most oft-clicked areas are clearly visible in the results. You can also add hidden regions.

Highlight

Highlight questions let participants select words or phrases from text samples and then select their level of "like" or "dislike" for the text segments.

what is one way to drastically reduce browser incompatibility issues?

Hosting media on a site like YouTube or SoundCloud

Hot Spot

Hot Spot questions can be used used for "concept testing" (i.e. Which portions of this ad stand out to you?) and "usability testing" (i.e. Which elements on this webpage are unclear?). Hot spots allow respondents to click predefined regions within the image. Region shapes are created manually. You can have as many clickable regions as needed.

You might have certain pages you don't want to display in your published report. To hide a page:

Hover over the page icon to the left of the page name. Clear the checkbox.

why should i use caution when restoring past versions?

If a past Version is substantially different from the current Version, you may lose data collected between the two.

Coding Custom CSS

If are familiar with custom code and would like to add unique styling tags: Click the Advanced tab and then click Add Custom CSS. From the CSS Editor, insert your own CSS code.

Generating Test Responses

If you complete a test survey and Submit your response, you will capture that data. It will be available in your responses so you can examine how your backend data will appear. Note: This does not count toward your response limit.

what should you do if you decide not to use a default choice?

If you decide not to include a default choice, return to the menu and select Clear.

on a shared project, how can you see who the project owner is?

If you ever need to see who the project owner is, click the Sort By dropdown and select Owner.

Adding Previewers

If you want others to preview your survey, send them the URL from the Preview Survey page. Note: Your colleagues don't need a Qualtrics account to use the link.

add a condition for email triggers

If you want to set conditions on when this email should send, click Add a Condition and enter your criteria.

how do you add another condition to display logic?

If you want to show this follow-up question if either Very Dissatisfied or Dissatisfied are selected, click the Plus Sign to the right to add another condition.

should you use skip or display logic when wanting to go past many questions?

If you're jumping a respondent past a lot of questions, it may be easier to skip rather than hide so many questions with Display Logic.

Edit Multiple

If you've written questions in a text editor like Word, use Edit Multiple to transfer your answer choice text. You can also use Edit Multiple to delete or rearrange your answer choices by highlighting, copying, and pasting choices in the Edit Multiple box.

Colors apply to your visualizations from left to right. This means:

If your visualization only needs one color, the color at the far left of the palette is used. If your visualization uses three colors, the three colors at the far left are used.

features of MC questions

Increase or decrease the number of choices Flip the way answers are displayed Add images Change formatting and colors

what are inline email questions?

Inline Email Questions let you insert a question in an email. When participants click their answer to that question, the survey launches a new window with their answers pre-populated, and they continue taking the survey.

The Anonymous Link features

Is not able to track who has taken the survey Does not collect contact information Incompatible with Reminder and Thank You messages

Multiple Completes Link

Is unique to each participant Allows participants multiple attempts on a survey Each time a participant takes the survey, a new response is recorded in your dataset and stores all the contact's information Cannot track who has taken the survey Incompatible with Reminder and Thank You messages Relies on cookies to save progress and must be accessed from the same browser on the same device

where can the link be pasted?

It can be pasted into an email, a website, or in-page pop-ups.

key features

Key Qualtrics question types Combining Skip, Display, and Branch Logic functionality Look and Feel options to enhance the artistic look of a survey Anonymous Link and Contact List distribution End of Survey Elements and Embedded Data to manage responses Basic Reporting to analyze findings

what options do you have when inserting videos?

Link to a video. Upload a video file to your Library.

how to delete a single response

Locate the response, and then click the Actions drop-down. Click Delete Response. Select Decrement all quotas for deleted responses to remove deleted responses from the quota counts. Select the appropriate confirmation option, and then click Delete this response. Once you delete a response, you cannot retrieve it.

The last three columns contain geolocation information. They provide what?

LocationLatitude, LocationLongitude, and a measure of LocationAccuracy.

what do logic sets do?

Logic sets organize the conditions used for Display or Branch logic to assess more complex criteria.

the most common question type

MC

Writing Meta Description

Meta Description is the text that appears beneath a survey's title when it's posted to social media or turns up in a web search.

Meta Info questions

Meta Info questions are also hidden and record public information about a respondent's device, operating system, and browser type.

what happens if you don't autosave and the browser times out?

Most browsers have a timeout of about an hour. If you're working on a question and don't autosave save within that hour, the browser may time out and your unsaved work may be lost.

Net Promoter Score

NPS is a customer loyalty metric with a standard format: "On a scale from 0-10, how likely are you to recommend our [company/product] to a friend or colleague?"

NPS® questions have two options for data representation:

NPS® group (Promoter, Passive, Detractor) Numeric value (0-10)

how do you launch your survey with the anonymous link for the first time?

Navigate to the Distributions tab. Click Web. Click Use Anonymous Link. This creates an Anonymous Link URL.

To view and edit recode values and variable naming:

Navigate to the Survey tab. Click the Question Options menu. Click Recode Values. You can edit recode values and variable naming at any time without invalidating recorded data. Changes are reflected in the next export requested, reports, and dashboards.

A project can have one of three statuses:

New Active Inactive

what is collected by the anonymous link?

No personal identifying information is collected unless specifically asked for in the survey. Note that the IP address is collected.

To change a title:

Open Survey Options. Scroll down to the Survey Experience section. Change the text in the Survey Title text box.

To customize the Data Table columns:

Open Tools. Hover over Choose Columns and select the data that you want to include. Possible data fields include questions, survey metadata (Start Date, Response Type, IP Address, and so on), contact list fields, and Embedded Data fields.

To insert a header:

Open the Look & Feel menu. Click the Advanced tab. Click Edit beneath the Header box to open the Rich Content Editor Use the Rich Content Editor to style a header or to insert an image to serve as a logo.

To add a progress bar:

Open the Look & Feel menu. Click the Progress Bar dropdown. Select a style you like. Save your settings.

to add or upload a video:

Open the Rich Content Editor. Select the Insert Graphic toolbar button. In the Insert Media box, either: Paste a link to a video into the URL box. Click Advanced to change the width and height of your video's frame.

to create a conditional Branch with an if statement:

Open the Survey Flow. Click the green Add a New Element Here link. Note: You may also click Add Below. From the Elements Menu in yellow, click Branch. At the blue marker, Add a Condition to trigger a new Branch

to capture HTML embed code from YouTube:

Open the video's YouTube page. Click Share. Click Embed Copy the embed code. Return to Qualtrics. Open your Rich Content Editor and click Source. Paste your code and then click out of your question.

To use Embedded Data in Display Logic:

Open your logic menu and choose Embedded Data. Enter the field name exactly as it appears in the Survey Flow. Enter what value that field should or shouldn't be. For example "Equal to 18-25" if you want to display the question only to that age group.

Track Project Status

Opening Qualtrics and clicking Projects takes you to the Projects landing page where all of your surveys are listed. After each project's name is a dynamic set of information that updates based on the status of your surveys: Status (New, Active, or Closed) Number of Questions Number of Responses or Languages Estimated Response Time or 12 Day Trend

what is the opting in/out option?

Opting a contact in or out of the contact list impacts the future emails sent to this contact list. Only opted in contacts will receive future mailings.

undisplayed items in advanced randomization option

Options dragged into the Undisplayed Items will never be displayed to respondents.

Random Subset in advanced randomization option

Options placed into Random Subset will all be randomized but only your selected number will be re-inserted into the display order where the {Random Subset} placeholders appear.

Or requires what?

Or requires that one condition must be met.

Pick, Group, and Rank

Pick, Group, and Rank options allow respondents to drag and drop items into categories or groups.

what are theme thumbnails?

Picking a Theme's thumbnail instantly reveals how its design will appear in a survey

what is piped text?

Piped Text dynamically updates the text displayed in your survey questions based on who is taking the survey. This feature is often used to personalize the survey experience.

the two purposes of survey logic

Providing a meaningful survey experience for your customers. Identifying the data needed to drive your program forward.

Automatic Choices

Qualtrics has automatic choice statements that can help build questions.

what type of media content does qualtrics support?

Qualtrics supports JPG/JPEG, PNG, and GIF images and video files that are 16 MB or smaller.

what are the two types of pages?

Question pages are default pages that Reports generates for you for each question, embedded data field, custom field, and text topic in your project. Custom pages are blank spaces to create a preferred layout of visualizations. Both types of pages are customizable and can hold many visualizations.

what should you be careful of in setting questions per page?

Questions per Page settings can cause manually inserted page breaks to be ignored. In addition, Skip Logic and Display Logic (where In Page isn't selected) will still force a page break and can override your Questions per Page setting.

what are the three types of randomization?

Randomize the order - of all choices Present only a subset - of the total choices (For example, if you decide to display only three of six possible answer choices.) Advanced Randomization - where you specify which choices are randomized versus which choices are always fixed in the same location

To renumber questions so they appear sequentially, you can:

Re-number manually Use Auto-number Questions (click tools and autonumber questions)

what are recode values?

Recode values are the values assigned to each answer choice in a question. They are also called numeric values and can be helpful to perform additional analyses.

when are reminders used?

Reminders are sent to participants who have not finished their survey. These emails include recipients' individual links which allow them to continue where they last left off if they already started.

what are the two ways to remove style changes?

Remove Formatting Strip Formatting

The distribution history is a list of all email recipients along with data such as:

Response ID is unique identification code assigned to each recorded response, populated once the recipient is finished their survey. Status indicates current condition of the respondent's survey invitation (Email Sent, Survey Started, Survey Finished). End Date lets you know when the recipient finished the survey. Link tells you the Individual Link URL assigned to the recipient. Link Expiration is when the recipient's survey link expires.

Preview mode looks and behaves like your actual survey with some additional testing options:

Restart Survey jumps back to the beginning of your preview. Ignore validation bypasses questions with answer validation, like any character limits in Text Entry questions. Show hidden questions lets you view questions that may be hidden to respondents, like Timing and Meta Info questions. Place Bookmark tags any page you are currently on, letting you skip previously tested questions later.

when are samples used?

Samples are used to run pilot distributions, space your data collection over time, send more tailored survey invitations, and more.

the save and continue options only works when what?

Save and Continue only works if respondents return to the survey on the same browser on the same device and did not delete their browser cookies.

To create Page Breaks:

Scroll to the Actions section in the Editing Pane. Click Add Page Break.

To upload a CSV file into Qualtrics...

Select Click here to add answers. Browse to your CSV file and click Import.

To create your own message to end the survey

Select Custom end of survey message from survey options . . . Click the Load a Saved Message dropdown. Select an End of Survey message you've saved in your library or create a new one.

To remove formatting from several questions at once:

Select all the desired questions. Click the Tools dropdown. Click Strip Formatting.

Distribute survey With a Contact List

Select the Emails option. Click Compose Email. Click Select Contacts. Hover over your library to choose a Contact List.

branches use conditions to:

Show, hide, and randomize Blocks. Assign Embedded Data fields. Launch customized Elements, messages, and survey endings. Authenticate users.

Side by Side

Side by Side options ask multiple questions in a condensed table. Each column is treated as a separate question possessing its own structure, format, and choice options.

Signature

Signature questions let participants draw their signature with a mouse or with their finger on mobile devices.

how are questions displayed in the CSV file?

Simple questions, like text entry and single answer Multiple Choice, display in one column. More complex questions, like Matrix Table and Side by Side, display across multiple columns.

Simple Tables

Simple tables allow you to view basic information about a selected metric for a given data source. By default, it displays: Answer choice name Percentage and count of each answer choice Total number of responses

Skip Logic controls what?

Skip Logic controls the questions respondents will see based on how they answered a previous question.

slider

Slider questions use a draggable bar to indicate preference and are an interactive alternative to Matrix Table questions.

Multiple Conditions with And/Or

Sometimes the logic you need requires multiple conditions. Multiple conditions are connected with conjunctions And/Or.

Statistics Table

Statistics tables combine aggregate metrics for your data source. You use a statistics table to evaluate all of the responses collected and to display calculated results such as: Mean Standard deviation Variance

You can skip to:

Subsequent questions within a block The end of the current block The end of the survey

Change the size of your text box from... Set character limits through...

Text Type in the Editing Pane. Under Validation Type, set character limits to restrict response length.

Text Highlights

Text highlights represent data collected from the highlight question. Each text portion of your question is marked with a different shade of color depending on the number of times that word was selected, showing up darker if it was selected more often.

Distribution Summary

The Distribution Summary provides an overview of collected responses and metrics for your survey, broken down by channel (including preview and test results). It includes: A bar chart displaying recent response trends A table showing all responses collected

what is the distributions tab?

The Distributions tab summarizes and keeps track of email distribution metrics for your project

where is the piped text button?

The Piped Text button in the Rich Content Editor is a stylized letter "a" enclosed in curly brackets {a}. Click {a} to launch this feature. Piped Text can be launched from the Answer Choice and Question Editor menus.

Testing Mobile Devices with QR Codes

The Preview Survey page shows an interactive preview of how your survey will look on a mobile device. This preview is not device specific. To test on a personal device: Click QR Code. Scan the code with your device. Preview directly on your mobile device.

question ID number in piped text code

The Question ID number (QID5) lets you know which question the text is pulling from (i.e., question 5).

Redirect to a single response report

The Redirect to a single response report option sends respondents a list of all their answers as well as every question in the survey, regardless of whether respondents saw or answered the questions. It also allows respondents to download a PDF copy.

Rich Content Editor

The Rich Content Editor can change styling anywhere you can edit text. These changes only alter the question you are editing and override global changes applied in the Look & Feel menu.

what does the color of the checkmark of the contact indicate?

The color of the checkmark indicates the contact's subscription status. Green indicates that the contact is currently opted in and will receive emails sent to this list. Gray indicates that the contact is opted out and will not receive any emails sent to this list.

what is the main difference between the two types of pages?

The main difference between the two page types is that custom pages can display visualizations from any data source, whereas question pages only show visualizations from the data source the page was created for. Additionally, custom pages have more options: Can be renamed and deleted Display survey metadata fields Display first in a report

One-Click Actions Menu

Three small dots on the far right of the project name opens the One-Click menu of common operations. You can activate, collaborate, rename, or copy a project from this menu. Other options include editing, previewing, translating, distributing surveys, and viewing reports.

Timing question

Timing questions are hidden to respondents and track time. You can use them to limit how long participants spend on a survey page or track average response times.

how do you add pre-populated answer choices to a question?

To add pre-populated choices to a question, click the Question Options dropdown (gear to the left of a question) and select Add Default Choices.

how do you change the color of an item?

To change the color of an item, click the color swatch and select your new color. Note: You can also enter a HEX code to set a specific color.

Search and Replace

To change words throughout a survey, use Search and Replace found in the Tools dropdown.

how do you create a sample?

To create a new sample, navigate to the Contacts section and click Create Sample. Select the contact list the sample will come from. Give the sample a name and enter a limit for your sample size. Use the Sample Randomness slider to control how fast and how randomly the sample is calculated (Faster or More Random are the defaults). If desired, click Add a Sample Condition and construct conditions that must be met to include a list member in the sample. You can base logic conditions on Embedded Data, recipient history, or recipient sample membership.

Breakout By

To create more meaning with your data, you can segment or group your visualization by other questions or fields using Breakout By. For example, using demographic questions, you can observe how age, income, or region affects answers to other questions.

how can you disable force/request response in preview?

To disable validation, click the Gear icon and click Ignore validation.

Adjusting Themes

To make adjustments to a Theme, pick and choose from among the options to the right of the thumbnails.

Highlighting and Separating Questions

To make it easier for respondents to see where they are on a page of questions: Select Highlight Questions to draw attention to the currently-selected question. Select the Question Separator to add a light bar and extra space between questions.

how to pull in info from a custom field?

To pull in information from a custom field, hover over Embedded Data Field and enter the field name exactly as it appears in your contact list.

how do you set a single swatch back to its original color?

To reset a single swatch back to its original color, click the x that appears next it.

how do you set all swatches back to their original color?

To reset all swatches back their original colors, click Reset Colors.

where do major theme changes appear?

To reset all swatches back their original colors, click Reset Colors.

what do you do to set up an email trigger?

To set up an Email Trigger, click the Tools dropdown, hover over Triggers, and select Email Triggers.

what should you do to view past versions?

To view past Versions, click Tools, hover over Versions, then select View Version History. From this menu, you can view past Versions, view Versions in the Editor, and Restore Versions.

View Buttons

Toggle between the two View buttons to condense or expand the way project names display. The first option reveals the most status updates per survey. The second displays more projects in the list.

force response

Use Force Response to make respondents answer a question before moving forward in a survey. If they try to leave the question blank, they'll receive a message indicating they must answer the question before continuing the survey.

what should you use logic sets for?

Use Logic Sets to define complex logic.

Requesting Response

Use Request Response to prompt, but not force, a respondent to answer a question.

when should you use skip logic vs. display logic?

Use Skip Logic to skip it. Use Display Logic to hide it.

scale points

Use the Plus or Minus signs to adjust the number of Scale Points. Scale points adapt to your selection.

what are contact lists used for?

Use these lists to distribute survey invitations via email or SMS.`

will skip logic cause a page break?

Using Skip Logic will always cause a page break after the question.

how to Personalize an Email or Survey

Using a Contact List and Piped Text, you can display information in an email. In the Rich Content Editor, click the {a} symbol to pull in contact list information like a first name.

when would you want to place answer choices in the undisplayed items box?

Using the Undisplayed Items category is helpful to prevent displaying outdated answer choices without deleting the options (and their collected data) from the survey.

what are versions?

Versions are snapshots of your survey at a point in time. Create a Version if there are changes you want to save or return to later. Then, you can restore your survey to this or other previous versions at any time. qualtrics periodically saves Versions for you.

reports are comprised of which 3 components?

Visualizations —A presentation of data in a graph or table. Pages —Where one or more visualizations and notes are displayed. Report —A collection of pages and visualizations.

what is a Validation Icon?

When Force and Request Response validation options are enabled, a Validation Icon (an asterisk) appears to the left of the question.

open access vs. invitation only

When a survey is open for collection, it is accessible by anyone who clicks the Anonymous Link URL. By default, the link is set to Open Access. By enabling By Invitation Only, you can disable access to your survey via the Anonymous Link to ensure that only those with an Individual Link (discussed later) can enter.

Consolidate Duplicates

When multiple members with the same email address are found in one contact list, a red Consolidate Duplicates button appears in the upper right corner. when you consolidate, the email histories will be combined.

how many actions can you add to a single question for display logic?

With Display Logic, the only action available is to hide the question if the respondent doesn't meet your specified conditions.

what can you do with display logic that you can't do with skip logic? (conditions)

With Display Logic, you can compose complex sets of criteria enabling multiple conditions. For instance, "Only show this question if a participant is 16-25 years old and is Satisfied with the product".

how can you leave notes on questions for collaborators?

Within the Survey module, open the Editing Pane of any question and click Add Note to leave a comment beneath that question. Collaborators can see your comments and add their own. These notes will not be displayed to survey participants.

what are report options?

You can customize your report to follow a certain styling or use specific metrics. When you create new visualizations, they will take on those customizations. These options are found in Report Options.

Redirecting to Web Pages and Reports to end survey

You can redirect your respondents to a URL. To redirect to a custom web link ( your main website or a product page, for example), select Redirect to a full URL and enter the desired web address.

Schedule Recurring Emails

You can send a copy of your report to a specified email list on a recurring basis. This report includes most recent data and updates in each mailing.

can you use skip and display logic in combination?

You can use Skip and Display Logic in combination. For example, you can skip participants to a question in a later Block and then use Display Logic to hide specific questions in the Block, customizing their experience even further.

what types of themes could your license include?

Your license may include custom survey themes designed to match your branding.

what is added by default to any display logic question and how can you override this default?

a Page Break is added before any Display Logic question Override this default by clicking In Page in the bottom-left of the Display Logic window, which causes the question to appear on the same page.

what does piped text generate?

a code that will pull previously gathered information into a survey question. You can "pipe" in values from: Answered questions Contact fields GeoIP data Current date and time More

qualtrics library

a foundation of pre-made survey questions, which include demographic, calendar, scale, and satisfaction questions.

where does skip logic jump respondents to?

a future point of a survey based on a previous response. For example, if a respondent answers "No" on a consent question, you can skip them to an exit message and end their survey.

what should you add after any question that uses piped text?

a page break

Conditional logic statements (like Display and Branch Logic) are created with...

a series of dropdown menus that determine a condition's parameters. Each menu drills down, step-by-step, until you have a full conditional statement. When the conditions are met, an action will be triggered.

what do you mark your critically important surveys with? and how?

a star. Display Starred projects by clicking Starred in the Sort By menu.

what is a sample?

a subgroup of participants from a contact list. You can create a sample randomly or only include participants that meet a specified condition.

view history in contact lists

access a record of all emails sent to and all responses submitted from this contact.

where do you access themes?

accessed from Theme libraries found in the Look & Feel menu in the Survey tab.

how do you pre-populate a text entry question?

add the text that will appear in the textbox as the question opens. (Respondents CAN edit this text.)

what is variable naming?

adds a label to each choice to facilitate analysis. Variable naming does not update the text displayed to the respondent.

when to send a thank you email

after a respondent has taken a survey same process of sending as with a reminder

what are paginated tables?

allow you to view all of your open response data in a single navigable table.

filtering

allows you to locate and view subsets of your data when you're analyzing and reporting. adds a single filter

The Sort By menu can display projects how?

alphabetically by project name or by modification date. You can also sort by owner, group, project type, or by the date the survey was created.

what does every contact need?

an email, it doesn't need everything else

Descriptive Text and Graphic questions don't have...

answer choice options. only texts and graphics are displayed. They are often used for introductions or instructions.

what does display logic base its conditions off of?

any information collected previously in the survey, (previous answers, contact lists, Embedded Data, and so on).

where can you access the rich content editor?

anywhere you have access to text, including: Questions Answers Messages Emails

footers

appear at the bottom

what is current jobs in your contact list?

appears at the top of the page to denote any tasks in progress. These tasks include items like updating lists or importing new contacts. Click Current Jobs to view the job type and progress.

what are recorded responses?

are closed and recorded in your dataset. These include completed responses, responses closed due to inactivity, preview responses, and test responses.

when will edit multiple be disabled?

as soon as you collect your first response to ensure your data isn't invalidated.

where do custom pages always appear?

at the top of your report, above default question pages. You can reorder custom pages within the custom page section, but it's not possible to move a question page above a custom page.

what are contact list triggers?

automatically add individuals to a contact list or update their existing entry in the list as soon as they fill out a survey.

how does qualtrics save your projects?

automatically whenever you click outside of a question or move to a different section.

what is the add from contacts option?

brings all Embedded Data fields found within a selected contact list into your Survey Flow at once.

Unselected Choices (in piped text)

brings in all the choices the respondent didn't click on.

All Choices - Displayed & Hidden (in piped text)

brings in every single answer choice in the question.

Selected Choices (in piped text)

brings in only the choices the respondent clicked on.

Undisplayed Choices (in piped text)

brings in only the choices the respondent didn't see.

Displayed Choices (in piped text)

brings in only the choices the respondent saw.

how may you increase email response rates?

by inserting a question into an email message directly.

Piped Text {a} in rich content editor

can be used to insert someone's name, a title, or any other embedded data about an individual taking a survey.

how do you pre-populate a rank order question?

choose the order in which you want the options to appear.

To reverse the list to ascending order...

choose the same option again and the list will flip upside down.

how do you shrink questions?

click Collapse Questions in the Block Options menu.

To add a question to a survey...

click Create a New Question.

To individualize the actual survey ending...

click Customize on the specific End of Survey element, select Override Survey Options, and set the ending you want.

where do you create the contact list trigger?

click Tools, point to Triggers, and click Contact List Triggers.

how do your share the project if the person you want to share with is within your qualtrics license?

click User and Group Address Book. From here, you can view and search for all the groups and users you can automatically share with. Once you've selected all the people you would like to share your project with, click Add Selected.

how can you hide your questions completely?

click the Down Arrow next to the Block's name. To reveal the Block's questions again, re-click the Down Arrow.

to share your project...

click the Project Actions dropdown to the right of the project and select Collaborate. (on the projects landing page)

what should you do if you want to send this email as a follow up to a participant?

click the {a} symbol in the Rich Content Editor for the message and choose either the question or the contact field (if you're emailing your survey through Qualtrics) their email is stored in. copy the placeholder text and paste into the To Email Address field.

if you have duplicate contacts in your list, what can Qualtrics do?

combine them.

what is one thing that can improve survey completion rates?

completion feedback

what are pages?

containers for your visualizations You can arrange pages how you want and export them to a file.

what is the copy block under block options?

creating an entirely new set of editable questions.

The first time you pick an option from the Sort By menu (such as Last Modified or Project Name) your projects will be listed in

descending order

Rank Order

determine an order of preference for a list of items by respondents selecting a value, typing in values, or dragging and dropping answers into a rank order.

how do you pre-populate a slider question?

determine where the statement slider handles should be placed as respondents first see the question.

survey titles

display in a browser's tab

projects page

displays the surveys you've created and surveys shared with you. Here you can create new surveys, sort them, glimpse the status of each, and delete surveys.

what are public reports?

enable you to share reports with a web link. Public reports are dynamic, interactive, and update in real time. Your colleagues don't need a Qualtrics account to access the link.

default contact info

first name, last name, email, external data

what is view as coded values?

for some questions types, you can view the column entries as coded values or choice text. Click View as Coded Values to update the displayed data.

You have three options to add members

from a file (must be CSV), manually, from a survey.

what does the letter "e" men in piped text code?

from embedded data

how can you recover deleted questions?

from the Trash at the bottom of the survey.

editing pane and its special feature

how to change question types to the right of your question The Editing Pane automatically customizes its options to match the newly selected question type.

logic sets allow you to state that..

if one group of statements is true And/Or if another group of statements is true, then perform the action.

how do you use contact list triggers?

if you are using the trigger to create new contacts, you must include a question in your survey that asks for the respondent's name, email address, and any other information you want to save in the contact list. If updating an existing contact list, you need to ask for the fields you want to update.

Fixed Display Order box

in the Advanced Randomization menu, use the Fixed Display Order box to determine where a choice is assigned to appear.

where can you view recorded responses?

in the Data Table. By default, the columns display the recorded date for each response in addition to a few questions from the survey.

where are global changes to styling made?

in the Look & Feel menu. Here you can update the theme, fonts, color choices, and background images across an entire survey.

When you schedule or send an email distribution using Qualtrics, it's recorded as a distribution block where?

in the email page

what does embedded data collect?

information that you can reuse in questions, Survey Flow logic, and reports.

Audience Size

is number of links distributed.

what is a data source?

is specific response information to display in a visualization, such as dates or answers from a survey question.

Distribution Channel

is the channel that was used ( Preview, Anonymous Link, Invite Over Email).

what does the letter "m" mean in piped text code?

it is from a mailing or contact list

Individual Link

it is the default link. Is unique to each participant Is one-time use Saves contact's information in your dataset Automatically saves the participant's progress in the survey, able to resume on any device. Subject to an expire after 60 days by default. After expiring, a participant cannot start the survey. Allows you to track who has taken the survey Compatible with Reminder and Thank You emails

Actions section of the Editing Pane

lets you Copy, Move, and Preview questions. One option lets you place questions on separate pages.

The most common Matrix Table question is built upon the

likert scale. But others, like Bipolar and MaxDiff, are also available from the Editing Pane.

contact lists

lists of potential respondents

what are values?

millions of data bits used in embedded data

what are some best practices of adding embedded data?

move an Embedded Data element to the top of the Survey Flow so that values are set as soon as respondents start the survey. If you place the element at the bottom of the Survey Flow, the values won't be assigned until the respondent finishes the survey, and the values can't be used during the survey. If you forgot to add the Embedded Data fields to your Survey Flow before you collected responses, don't worry. As long as the values were stored in your Contact List during response collection, you can add the Embedded Data fields at any time and the data will be included.

which questions are added by default?

multiple choice

does the anonymous link ever change?

no

should you have qualtrics in multiple tabs at a time?

no, this may interfere with the Autosave and override changes.

can you edit duplicated blocks?

no. you will only see one source block in your Survey Editor. Plus, you will only have one set of questions in your dataset.

how many conditions determine if the respondent moves ahead in skip logic?

only one condition determines whether the respondent is skipped ahead.

which embedded data fields are included in the downloaded data?

only those saved in the survey flow

If you want to allow respondents to return to previous questions...

open Survey Options and select Back Button.

Participants who try to start the survey while it's inactive will see an inactive survey message. To change this message...

open Survey Options and use a custom inactive survey message.

how can you display your question numbers in the survey?

open your Survey Options and enable Show Question Numbers.

Question Text (in piped text)

pipes the question a respondent sees when taking the survey.

survey headers

place titles and logos at the top of the page

what does qualtrics use to connect to social media?

pop ups - so make sure theyre enabled

display logic conditions are based on what?

previously collected information such as answer selections, contact list information, or Embedded Data.

what are metrics?

quantifiable measures used to track data. Visualizations use metrics to display data. Metrics can be averages, counts, or sums.

what shouldnt you edit in the contact list while in excel

recipient ID If the ReceipientID column is not present, Qualtrics creates new members in the list instead of updating existing members.

Description (in piped text)

refers to previous answer choice text. For example, if they select "Vanilla - Description," the Piped Text would bring in "Vanilla."

display logic ensures that...

respondents only answer questions relevant to them.

what do you do if you accidentally delete a question?

restore it by scrolling to the bottom of your survey and finding it in the Trash. Select the question, then select Restore. Restoring a deleted question from the Trash will bring back deleted data associated to that question.

what does the letter "q" mean in piped text code?

reveals that the Piped Text is pulling from a question

where do you insert graphics and videos?

rich content editor You can also attach files to your questions for respondents to download.

what options are available to me for automatic choices?

satisfaction scales, frequency scales, and likeability scales. Choices vary with each question type.

how do you change the font of the question text only?

select Change Question Text and specify the formatting. Change Choice Text does the same, but for answer choices.

how do you pre-populate a MC question?

select which option(s) will be selected automatically for respondents.

how can you access the anonymous link at any time?

selecting it from the distributions tab

constant sum questions

set percentage allocations (i.e. the percentage of a budget spent in specific categories). Each entry is summed and displayed in real time.

what does the all response table show?

shows all responses collected for each distribution channel used.

display logic shows or hides questions based on what?

specific conditions

contacts are only created when a respondent does what?

submits a survey

A Net Promoter® Score is calculated by

taking the percentage of Promoters and subtracting the Detractors. If respondents select 0-6, they're a Detractor. Similarly, 7-8 means they are Passive. Finally, 9-10 means they are a Promoter.

where else can you pause and activate surveys from?

the Project Actions dropdown on the My Projects page.

what are the sample options?

the Sample Options drop-down contains fewer options. Export List allows you to download a list of all the sampled contacts, and Regenerate Sample uses the same sample conditions to re-create your subgroup of members from the original contact list.

skip logic bases its conditions off of what?

the answer choices in the current question

Every survey includes at least one Block named...

the default question block (This name stays until you rename it). For simple surveys, placing all of your questions in the Default Question Block is fine.

If the Email Trigger does have a condition, and the respondent meets the condition but doesn't finish the survey

the email trigger will send upon closing

How question data displays in the downloaded data is controlled by what?

the export settings.

what does the recent response chart display?

the number of responses collected for each distribution channel over the last fourteen days.

what is the anonymous link?

the simplest, yet most flexible way to distribute a survey.

what if these participants quit the survey?

their response to the email question is saved as a partial response and recorded in your dataset.

what happens each time respondents see a duplicate block?

they'll see that their previous choice is already pre-selected. If they change their answers the second time through, only the most recent answers will be recorded.

sharing a project

this gives another Qualtrics user controlled access to your project. For example, if you have translators working on your project, you can share a project with them and give them permission to edit the survey but not to view the results.

what should you do to style sliders?

try bars, sliding handles, or stars. Set minimum or maximum values. You can even add labels or alter the number of visible grid lines.

you can preview Blocks independently of the rest of the survey with what option?

view block option in the block options menu

click the survey flow to...

view your Blocks as separate "trains" lined up at the station.

what is updating contacts manually a good option?

when you are making small edits to a couple of members

what are fields?

where embedded data values are stored

Selected Choices Recode (in piped text)

will bring forward the coded value assigned to any selected choice.

Entered Text (in piped text)

will bring forward the text that the respondent entered in an answer choice text box.

HTML <> Source in rich content editor

will let you edit the underlying HTML tags and CSS code used to create your online question pages.

Text Entry (in piped text)

will pipe any text a respondent enters. For example, if your respondent picks "Other" and types in "Peanut Butter", the "Other (Text Entry)" Piped Text would bring forward "Peanut Butter."

where are local changes to styling made?

with the Rich Content Editor and only affect the appearance of the specific question or answer choice you are currently styling.

what are the available visualizations for text entry?

word cloud or a paginated table.

can you also add display logic to answer choices?

yes

can you add more than one option triggering Skip Logic in the same question?

yes. For instance, you can add a Skip Logic statement to each answer choice in a multiple-choice question. Each statement's option menu will display as a different color to avoid confusion.

If you want some emails to go to certain recipients under some conditions and other emails to send to different recipients under different conditions what should you do?

you can add another email trigger. You can place different conditions on this trigger, enter different recipients, and create a different message.

how many actions can you add to a single question for skip logic?

you can add multiple actions to a single question. You can skip respondents to point A if they answer one way or to point B if they answer another way, and so on.

how else can you modify contacts on a bigger scale?

you can also edit contacts by importing modified contact information from a file. This option is most useful when you are making mass edits to a large portion of your list.

Matrix Table questions can collect more information than Multiple Choice options because...

you can condense several questions into a single display.

what do you do if a project has been shared with you?

you can easily find it by going to the Shared with Me folder on your Projects page.

what if the collaborators are not within your license?

you can share with them by typing their email address into the address bar and clicking Add. Note that you must use the email address associated with their Qualtrics account.

what should you do once all of your collaborators are added?

you can use the checkboxes to indicate what level of project access each individual will have. You can give permission to edit the project, view results, pause or resume response collection, copy, and distribute. If needed, you can further customize the Edit and View Results permissions by clicking Details.

what can you do from the data and analysis tab?

you can view all of the active and collected responses.

what can you do in the reports tab?

you can view answer summaries, visualize data, and manage aggregate results.

how do you include additional fields?

you need to add them as Embedded Data in your Survey Flow.

It's easier to view Blocks if...

you shrink or hide your questions first

what is the duplicate block under block options?

you're NOT creating a new Block of questions. Instead, you are re-displaying and repeating the same questions.