Qualtrics Platform Essentials (L1) - EX

Tom wants to send a survey so that each person receives a unique link for response tracking, but wants to send the email invite from his own internal email platform. Which distribution link type should Tom use? - Personal Link - Email Distribution (individual link) - Anonymous Link - QR Code

- Personal Link Personal Links help you create a file with a link for each participant so that you can distribute that link to each person however you would prefer.

Which of the following is an example of Experience data (X data?) - Loyalty Status - Mobile Number - Region - Overall Satisfaction

- Overall Satisfaction X data is defined as data that is actively being collected from stakeholders that helps an organization understand experiences.

Shelley is looking at the preview of her contact list import. She sees that all of the fields she wants are there. Which fields are being uploaded as embedded data? - First Name and Last Name - Panelist_ID and Centre_Location - Email and Centre_Location - ExternalReference and First Name

- Panelist_ID and Centre_Location All fields that are not Email, First Name, Last Name and External Data Reference will always be uploaded as embedded data.

Charles wants to know who started his survey and who has finished it. Where should Charles click to see the distribution history? - Compose Email Button - Three Lines Menu - Drop Down Button - Show Details Link

- Drop Down Button Your distribution history allows you to see who you sent the survey to as well as who has started/finished the survey.

When building questions, what are automatic choices? - Answer choices that are automatically selected when the respondent first sees a question. - An auto-advance feature, so when respondents click an answer choice they're immediately advanced to the next question in the survey - A pre-made list that once selected will automatically populate the chosen scale for your question. - Questions that do not allow you to select your own answer choices as they are from the library

- A pre-made list that once selected will automatically populate the chosen scale for your question. Automatic choices are helpful when you are creating scale question because they allow you to automatically populate answer choices instead of having to type them out. For example, if you are asking "how much do you agree with the following statement" you can automatically populate answer choices that go from "strongly agree" to "strongly disagree"

Where in the platform can you view your Responses in Progress? - Selecting View Reports and then clicking Response Reports - Downloading the Distribution History - Access Data and Analysis, then go to Responses in Progress - Clicking Survey Options and then picking Preview Responses

- Access Data and Analysis, then go to Responses in Progress The only area that will allow you to see Responses in Progress is Data and Analysis.

What is an example of a positive insight organizations can gain from Experience Management? - An organization makes a change after it is suggested by customers - An organization becomes aware of a strength that they were not aware of and capitalizes on it - An organization adds new resources that will be beneficial - All of the above

- All of the above Positive Insights are usually found when an organization collects experience data and finds ways to improve and continue to grow.

Derek sees that some of his responses under "recorded responses" have not been 100% finished. What would be a reason for responses to move from "responses in progress" to "recorded responses" even if they are not complete? - By default, the Partial Completion settings automatically record the responses after the set amount of time - The respondent clicked on the opt out link in a distribution after starting the survey - The respondent's progress was not saved - The respondent skipped to the last question of the survey and left the others blank

- By default, the Partial Completion settings automatically record the responses after the set amount of time Partial completion settings will close out all responses that have not been completed within the allotted time frame.

A researcher wants to build a survey that she can fully customize. She has created a survey outline to meet her specific research needs. What kind of project should be used? - Importing from a .QSF file - Create a new blank survey - A survey template from her library - An XM Solution

- Create a new blank survey Blank surveys allow you to start your survey from scratch so that you can build it exactly how you would like.

John wants to share his survey results in a visual way on his website so that visitors can access it. What sharing method would be best for him to use? - Send out a report email - Create a public report - Send the URL that appears when he is editing his report - Download the report as a CSV to upload into his website

- Create a public report Public reports give you a URL that you can share with others so that they can look at your report by clicking directly on the link.

An organization that is consistently collecting and acting on feedback data to nurture an environment of continuous improvement. Which component of the XM Operating Framework is this company trying to strengthen? - Technology - Culture - Competency - Execution

- Culture Culture is defined as the mindsets and beliefs that nurture XM-centric attitudes and behaviors across an organization. The culture of an organization can either accelerate or inhibit the spread of XM competencies. Companies need to foster an environment that encourages XM-centric mindsets and behaviors in their leaders and employees

Which of the following is an example of Operational Data (O-Data)? - Customer ID - Satisfaction Rating - Net Promoter Score (NPS) - Employee Engagement

- Customer ID O Data is data that is collected as part of the normal course of business that does not measure satisfaction or the human element of an experience. Data such as Location, State, Employee ID, Tenure, Region, etc can be considered O Data.

Where should you click in order to create additional reports besides the "default report"? - Default Report Drop Down - Select Field +/- - Share Drop Down - Gear Drop Down

- Default Report Drop Down To create a new report, you will click on the drop down arrow that appears next to "default report" .

Which question type below would be most suitable for you to display a set of instructions, an introduction or a consent form in your survey? - Text Entry - Multiple Choice - Graphic Question - Descriptive Text

- Descriptive Text This question allows you to add text into your survey in cases where you do not want to as the participant a question along with the text.

William wants to download his data, but only the field columns that he can see in the Data & Analysis section. Which option will allow William to do this? - Use Legacy Exporter - User Submitted Files - Download all fields - Use choice text

- Download all fields This option lets you pick which columns you want to download. Only the columns that you choose to display in Data and Analysis will download when "download all fields" is not checked off.

Jane is in HR, she created a personal wellbeing test for her staff. One of her staff members wants to review her test with Jane. Jane does not want to download all of the data as she does not want to reveal other people's responses. Where can Jane go to view that individual's response only? - Export & Import Drop Down - Tools Drop Down - Add Action Button - Drop Down next to Response

- Drop Down next to Response The option to view a specific response in more detail appears next to every response. This allows you to see how the respondent answered and what questions he/she saw.

Thank you emails are compatible with which of the following distribution methods? - Anonymous link - SMS distributions - Multiple Completes Link - Email distribution (individual link)

- Email distribution (individual link) Thank you emails can only be sent on distributions that were made through the Qualtrics mailer using individual links.

A(n) ____ is a moment of truth that affects the human components of your business. - Experience - Gap - Insight - Opportunity

- Experience This is how Qualtrics defines an Experience. One example of this would be a customer using a brand new product for the first time.

An organization collects data about a future interaction to understand the potential reaction to the interaction. What kind of data is being collected? - Experience Expectations - Ad Hoc Diagnostics - Relationship Attitudes - Choice Preferences

- Experience Expectations Experience Expectations is how people think and feel about a future interaction with an organization, which can be collected on a regular cycle or periodically.

_____ is a discipline that is used to deliver improved experiences to different stakeholders across an organization to gain competitive advantage. - Employee Management - Culture Management - Customer Management - Experience Management (XM)

- Experience Management (XM) As a discipline, XM helps organizations deliver differentiated experiences by continuously listening to feedback, propagating insights, and rapidly adapting to change.

Product satisfaction is an example of O data. True or false?

- False O Data is data that is collected as part of the normal course of business that does not measure satisfaction. Data such as phone number, email and region are considered O Data.

True or false: Page breaks can only be added between blocks and not between questions.

- False Page breaks can be added between questions. Additionally, when you create a new block, a page break will be automatically added so that each block appears as one page in your survey.

True or False: Sophia added a question in her survey that asks participants to input their email address and name. However, because she distributed her survey using the anonymous link, none of this data will be recorded.

- False The most basic way to distribute a survey is by using the Anonymous Link. This is a URL that is produced with the intention that you share the same survey URL with all respondents. Any personal information that is collected through questions will still appear in your data.

True or False: You can import your data into a blank project that does not have a survey.

- False In order to import data, you also need to import the survey that the data belongs to.

What is the most efficient way to filter out underage respondents' responses from your data? - Filter responses by completion date, select the underage respondents, and choose With Selected > Delete. - Filter your responses by completion date, select all of the responses tagged "underage," and choose With Selected > Delete. - Filter responses by the age question, select the underage responses and choose With Selected > Delete. - Export the data, delete the responses from underage respondents and import the data back into your account.

- Filter responses by the age question, select the underage responses and choose With Selected > Delete. Filtering allows you to break down your data into specific groups. To add a filter, select the question and then the answer choice you are looking for.

For a Mailing List to import into Qualtrics, which of the following fields MUST be present in the .CSV file? - First Name, Last Name, Email, Phone Number - First Name, Email, Phone Number - First Name, Email, External Data Reference, Phone Number - First Name, Last Name, Email, External Data Reference

- First Name, Last Name, Email, External Data Reference In order to import a contact list into Qualtrics you need to have First Name, Last Name, Email and External Data Reference as columns in your file.

Where do you click to see all of your folders? - Folder Icon - Survey in the list - Last Modified Drop Down - Three dots project menu

- Folder Icon To access your folders, including folders with shared projects, you will need to click on the folder icon.

Where should you click to access the Report Settings? - Default Report Drop Down - Add Report Breakout - Select Field Drop Down - Gear Icon

- Gear Icon The Gear icon will allow you to access the Report Settings to make any necessary changes.

Where should you click in order to share a report? - Default Report Drop Down - Select Field +/- - Share Drop Down - Gear Icon

- Share Drop Down You can share a report by going to the top right corner next to the gear icon.

Jake's boss wants to receive the survey results report every Wednesday so that she can look at the new data and graphs each week. Which of the following sharing methods would NOT accomplish this? - He can download it as a PDF and email it to her boss each week - He can set up a scheduled email to her boss each week containing the results - He can create a public report and give her the link so she can access it each week - He can download the raw data file and send it to her each week

- He can download the raw data file and send it to her each week When you download the raw data file you will no longer be able to see the graphs and visualizations that you built out. You will only see the data that makes up each visualization.

Which of the following examples of question wording is written according to design best practices? - How satisfied were you with our food and customer service? - Do you always shop at our store? - How satisfied were you with the customer support representative? - How satisfied were you with the fast and improved online experience?

- How satisfied were you with the customer support representative? When creating a question, it is important to try to keep the question as neutral as possible by avoiding words such as always, improved, better etc. Additionally, we recommend only asking about one item per question. If you ask about food and customer service for example, it will be hard to know how the participant felt about each individual one.

Elizabeth is sending out an email survey invite. What is the purpose of "${I://SurveyLink?d=Take the Survey}" in the invite? - The full URL to the survey will appear here - It will look the same as it does in the image - Hyperlinked text that says "Take the Survey" which the respondent will click on to start the survey - An opt out button

- Hyperlinked text that says "Take the Survey" which the respondent will click on to start the survey The piped text that appears will show up as a hyper link that the respondent can click on to take the survey.

Sally wants to a question from her survey to appear in the Survey Invitation Email. Which tool enables her to do this? - In-Line Question - Embedded Data - Opt-out link - Survey Options

- In-Line Question When composing an email invitation, to add a question from the survey you would use an In-Line Question.

Which of the following question-wording is an example of a double barreled question? - Please rate our customer service on their patience - Please rate our customer service on their efficiency - Please rate our customer service on friendliness and efficiency - Please rate our customer service on their friendliness

- Please rate our customer service on friendliness and efficiency Question stems should not ask participants to rate two items in the same question. In this case, it would be best to separate this into two different questions.

Which of the following is NOT an example of a leading question? - Please tell us what you think about the updated product packaging - Please tell us what you think is good about our new product packaging - Please tell us what you think about the new and improved product packaging - Please tell us what you love about the new product packaging

- Please tell us what you think about the updated product packaging When you are writing questions it is important to stay as neutral as possible so that you can get the most accurate data. You should avoid words such as improved, good, bad, and delicious.

Which of the following is an example of a well written question statement? - Product X is the most efficient and competent - Product X offers good value for money and service - Product X offers good customer service and online services - Product X offers services for a fair price

- Product X offers services for a fair price When creating questions, it is important to only measure one thing at a time and to not use words that tend to over generalize such as "most" and "always".

Which of these is NOT a key component of the XM Operating Framework? - Culture - Proficiency - Competency - Technology

- Proficiency The operating framework for XM is based on Culture, Competency and Technology.

Allison wants to create a survey to find out if people in her neighborhood would like to have a new park in their area. She wants to post flyers around her neighborhood for people to take the survey, but thinks that having people type out the full survey URL might be challenging. What would be a good alternative for Allison? - SMS Distribution - Anonymous Link - Personal Links - QR Code

- QR Code Use a QR Code to provide access to your survey in printed materials and other image-based collateral.

Jane wants to delete all of her data at once. Where can she click in order to select multiple responses at once? - Select All - Export & Import - Edit Button - Tools Drop Down

- Select All You can delete multiple responses at once by selecting the check box on the left side. This will allow you to click on "with selected" and choose to delete them.

Each of the choices below is a step in the recommended workflow for creating a survey project. What is the first step you should take? - Setting a survey length - Setting your research objectives - Producing your answer choices - Planning the order of your questions

- Setting your research objectives It is important to start out by setting your research objectives because this will help you identify which and how many questions you need to collect the necessary data.

Which of the following attributes are true about naming conventions for embedded data? Select all that apply - Spelling of the field must match the data exactly - It is case and syntax sensitive - Special characters are ignored - The naming should match the naming used in the contact list

- Spelling of the field must match the data exactly - It is case and syntax sensitive - The naming should match the naming used in the contact list Embedded data fields are case and syntax sensitive so it is important to keep all spelling consistent across the contact list and survey flow.

Jane wants to collect respondents' email address in a survey. Which question type will allow participants to add this information? - Text Entry - Side by Side - Multiple Choice - Descriptive Text

- Text Entry This question type allows you to create a blank box in which respondents can enter text.

Your Survey Expiration date has passed, but you've still collected a few additional responses after the deadline! What is the most likely reason for this? - You forgot to pause responses collection manually, which overrides your expiration deadline. - The Partial Completion rules allows respondents to finish surveys after the survey Last Activity. - You must delete all partial responses or they will be open until they have been completed - You put in the wrong survey expiration date

- The Partial Completion rules allows respondents to finish surveys after the survey Last Activity. Partial Completion settings will allow participants to finish the survey sessions that they have started within the allotted amount of time.

Which of the following is true when it comes to making changes to the Report Settings? - The changes you make only apply to specific graphs - The changes you make only apply to specific questions - The changes you make apply to the entire report - The changes you make only apply to specific pages

- The changes you make apply to the entire report All changes that you make in the Report Settings page are at the report level. This means that they will affect the entire report and not just specific questions.

In a spreadsheet, Columns R to T have some data values missing. Why might this be? Pick two possibilities. - The questions were hidden from respondents - You paused this open survey and halted data collection - You need to export again allowing time for the process to finish - The questions were seen but unanswered by respondents

- The questions were hidden from respondents - The questions were seen but unanswered by respondents When data is missing from certain responses, it usually means that you had display logic so the respondent did not see the question or they skipped past it.

Which of the following statements would meet the criteria set by this filter? Any of the following are true: Q8_2 - Sales Rep Is 2 - Extremely Satisfied Q8_2 - Sales Rep Is 2 - Somewhat Satisfied ------Any of the following are true: ---------- Q8_1 Customer Support IS 2 - Extremely Satisfied ---------- Q8_1 Customer Support IS 3 - Somewhat Satisfied - The respondent said they were extremely satisfied or somewhat satisfied with the customer support representative OR the sales representative - The respondent said they were extremely satisfied or somewhat satisfied with the customer support representative AND the sales representative - The respondent said they were either extremely satisfied or somewhat satisfied with the sales representative - The respondent said they were somewhat satisfied or extremely satisfied with the customer service representative

- The respondent said they were extremely satisfied or somewhat satisfied with the customer support representative AND the sales representative This filter uses "any of the following". This means that one statement from each group needs to be true in order to meet the filter criteria.

Where do you click to activate/deactivate a project? - Folder Icon - Last Modified Drop Down - Create new project button - Three dots project menu

- Three dots project menu To activate and deactivate a project you will need to click on the three dots to go to the project's menu.

An organization identifies issues in their service delivery operations and sets out to write questions that will aid in collecting data related to those issues. This is an example of XM, true or false?

- True It is important to make every question in your survey count so that each one of them gives you insight into a potential issue or area of growth.

True or False: The Results report is designed to automatically create a visualization for each of the questions and embedded data fields of your survey.

- True The Results Report creates visualizations for you so that you can visualize your data in real time. As new responses come in, you will see the graphs adjust to include these.

Survey Length plays an important role in influencing survey completion rates.

- True When creating a survey, it is important to make every question count since long surveys can be harder for participants to complete.

Three of the following can be viewed together in the Data Table in Data & Analysis. Which choice must be viewed separately from the rest? - View Responses in Progress - View Completed Responses - Partial Responses that have been closed - Test and Preview Responses

- View Responses in Progress View Responses in Progress is its own separate area. This area allows you to see the progress that each response is at as well as which questions have been answered.

When is it advisable and/or possible to use Display Logic? - When you need to display questions or content based on respondents answers from previous questions. - When you need to screen respondents out of your survey based on their answers - When you're jumping respondents past (or hiding) a lot of unnecessary questions based on the current question. - When you need to jump respondents to another block in the survey

- When you need to display questions or content based on respondents answers from previous questions. Display logic allows you to hide questions from some participants and display them to others.

When importing responses to Qualtrics, can you use this data in Reports and Results? - Yes - No

- Yes All of the data under Data and Analysis will appear under Reports so that you can visualize it.

Using the Default Report, Alice wants to show some of her questions in different visualizations. Is this possible? - No, Alice can only add another visualization to every question in the report at once - No, Alice would have to create a different report if she wants to add more graphs as this one cannot be customized - Yes, Alice can add more visualizations, but only if there is space on the page - Yes, Alice can add more visualizations to each question individually on a case by case basis

- Yes, Alice can add more visualizations to each question individually on a case by case basis You can add more visualizations to each specific question to display it in different formats.

Jennifer has a question that asks "What location do you go to?". She would like to be able to breakout the report by age so that she can get a better idea of which age groups attend which locations. Is this possible? - Yes, she can breakout specific visualizations by the age field - Yes, she can breakout the whole question and not just individual visualizations by the age field - No, she can only breakout the entire report by age - No, there is no feature that would allow her to do this

- Yes, she can breakout specific visualizations by the age field The breakout feature in reports can be used on specific visualizations. It cannot be applied to the entire question at once.

Where should you click to add an inline question to your email invitation?

The Inline question feature will allows you to add a question that appears in the body of the email rather than at the beginning of a survey. This can increase response rate.