QUALTRICS 101 - 1/10 - THE USER INTERFACE

This is a transcript of this video. Please consider this page as a work in progress. My intention is to update this with updated screenshots, to reflect the newer interface, and add some more relevant information. If you have suggestions, please let me know.

Summary of Topics Covered:

• Introduction to the Qualtrics user interface

• Setting up a new survey

• Organizing surveys

• Overview of project page features

• Customizing survey appearance

• Introduction to survey options and tools

Script:

Welcome! I’m Dr. Alex Russell from the Experimental Gambling Research Laboratory at CQUniversity Australia. Today, I’m going to teach you about Qualtrics.

In this first video, I’ll show you around the Qualtrics user interface. I’ll demonstrate how to set up a new survey and how to organize your surveys to make your life easier.

When you first log into Qualtrics, this is the screen you will see. This is your projects page, which is another term for surveys. However, there are other options at the top of the page, such as Contacts and Library, which I will show you in future videos. You can access your account settings by clicking on the little person icon in a circle. Here, you can change settings such as the time zone for your survey.

When you first log in, you might not have any surveys set up yet, and that’s okay. I’ve got a couple set up here ready to go. Before I show you how to create a new survey, I want to show you how you can organize your surveys to make life easier. At the moment, I’ve got two surveys in my account. These are currently uncategorized, but I can add them to folders. One of these surveys is a Moodle survey, and the other is a sample survey. To organize them, I create a new folder and drag the Moodle survey into it. I do the same for the sample survey, dragging it into a folder labeled ‘Samples’.

Even when all projects are selected, categorized surveys still appear, but when you select a specific folder, only the surveys in that folder will be shown. For someone like me, who has hundreds of surveys in their account, this really helps keep things organized.

On your projects page, you will see an overview of each survey, including the number of questions, the number of responses, and a 12-day trend showing the activity on your survey. For example, you might see a bar indicating a lot of responses on a particular day.

To set up a new survey, click on “Create New Project”. This will take you to a screen with many templates. Qualtrics caters to various industries, so many of these templates might not be relevant for academic use. However, they can provide interesting ideas for your research. If you scroll to the bottom, you’ll find some academic templates, but I usually prefer to create my own surveys and templates.

Scroll back to the top and click on “Create Your Own Survey”. You can then give your survey a name, such as “Demo Survey”, and click “Get Started”. This sets up a blank survey, ready for you to start adding questions.

This is the survey interface within Qualtrics. Here, you can customize the look and feel of your survey by changing button appearances, adding progress bars, and inserting your branding or logos. For example, by default, a CQUniversity logo will appear in all of your surveys, but you can turn this off or add your own branding if desired.

The layout can also be adjusted to look flat, modern, classic, or other styles. Explore these options to make your survey look and feel exactly how you want.

Survey flow is another important component of Qualtrics, allowing for advanced customization and functionality. The more you learn about survey flow, the more you can do within Qualtrics surveys.

In the “Survey Options” section, you can change how the survey appears to participants, focusing on functionality rather than aesthetics. Options include showing question numbers, enabling a back button, selecting the survey language, customizing validation messages, setting a password, and more. These settings are crucial to review before distributing your survey.

Finally, the “Tools” section offers useful features such as collaboration, sending your survey to colleagues, and powerful reviewing tools. I will demonstrate these tools in future videos.

That’s it for the first video. In the next video, we’ll talk about putting questions into the survey and setting up blocks and questions. See you then!