QUALTRICS 101 - 2/10 - BASIC QUESTION TYPES

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.

Video 2 – Setting Up a New Survey

Summary of Topics Covered:

• Introduction to survey blocks and questions

• Setting up an information sheet and consent form

• Adding demographic questions

• Using the Rich Content Editor for formatting

• Setting up forced response

• Previewing the survey for different devices

Script:

Welcome back! In this second video, I’ll show you the first steps with a new survey, including setting up survey blocks and survey questions, and how to create initial basic questions such as your information sheet and consent form. I’ll also introduce more advanced questions in subsequent videos.

This is our user interface, and here’s my survey name. If I need to change my survey name, I can just click on it, type away, and change it to whatever I want. For example, I might add “v2” to indicate that this is my second version. The same goes for changing just about anything else in Qualtrics. If I want to change my block name, I’ll call this one “Info and Consent” because this is going to be the first block that my participants see. It will contain an informational sheet and a consent form for them to fill in. We’ll add those in a moment.

For the purposes of this demo, I’ve written a very brief survey. I recommend setting up your survey in a Word document before you start programming it into Qualtrics—it’ll make your life a lot easier. Here is my survey: the first block has two questions, an information sheet and consent form. The next block includes demographic questions such as gender, age, and Aboriginal and Torres Strait Islander status. These different question types will allow me to show you how to program various questions into the survey engine and consider the specific requirements for each type.

Later, we’ll add some gambling behavior questions, including a brief scale to show how it can be done in Qualtrics, and some questions about help-seeking for gambling-related problems. Not everyone will need to answer these, so I’ll demonstrate how to display questions selectively.

Scrolling down, I’ve got my actual document here, and I can copy the text and paste it into the Qualtrics survey, which simplifies the process. In the first video, I mentioned that the CQUniversity logo will automatically appear in your surveys unless you choose to remove it. So, there’s no need to add it manually.

I can select all of this text, which is my standard consent form, and paste it into the Qualtrics survey. You’ll notice that it tries to retain the formatting, such as bold text. If the formatting isn’t correct, you can use the Rich Content Editor to adjust things like bold text, italics, and alignment. For example, you might center-align the text or add hyperlinks.

I have an email address in my consent form, and I can set it up as a hyperlink. Click the link button, specify the link type (in this case, an email), and fill in the email address and subject. This makes it easier for participants to contact you directly from the survey. You can also change text colors to make important information stand out, but use colors sparingly to maintain readability.

Now, let’s set up the consent question. I’ll change the question name from Q2 to “Consent” so that it’s clear in the data. I’ve set it up with bullet points, but sometimes formatting doesn’t carry over correctly. If that happens, use the Rich Content Editor to fix it. Add the bullet points manually if needed.

For the consent question, I’ll provide two response options: “Yes, I consent” and “No, I do not consent”. It’s important to make questions clear and concise. To ensure participants must respond to this question before proceeding, I’ll enable forced response. Forced response is a powerful feature in Qualtrics and other survey engines, ensuring that participants answer critical questions before moving on.

Let’s preview the survey to see how it looks on both desktop and mobile devices. Click the preview button at the top of the screen. This allows you to check if your survey is mobile-friendly, which is essential as many people take surveys on their phones.

Here’s my information sheet with the active hyperlink. Clicking “Next” takes me to the consent form. If I try to proceed without answering, it prompts me to respond. I’ll select “Yes, I consent” to continue.

That’s all we’ve set up so far. In an upcoming video, I’ll show you how to handle cases where participants do not consent and how to prevent them from completing the rest of the survey.

That’s it for this video. In the next video, I’ll show you how to set up a new block of questions, including demographics like gender, age, and Aboriginal and Torres Strait Islander status. Each of these question types has specific considerations, and I’ll explain additional settings and considerations for them.

See you in the next video!