Transcript Intro to Qualtrics

Overview of Qualtrics
at
Yale University
Brian Fried
Kevin Callender
November 2, 2012
Introduction
• Brian & Kevin
• How many of you have used Qualtrics?
• Who is in the room?
Getting Started
• Official Yale Qualtrics site:
yalesurvey.qualtrics.com
• www.qualtrics.com
• http://www.qualtrics.com/university/researchsuite/
– Start with Overview Videos
– View Specific Training Videos and Tutorials
• Setting up an account & Logging in
Navigating Qualtrics
• The “My Surveys” Home Screen
• Create a survey
– From Scratch
– Library
– Copy
Adding Questions
• How to add
• Create a new question
• Canned question from library
• Different types
• Examples of using
• Additional Options
– Page Break
– Forced response
– Adding a Text Entry to Choices
• Moving & Deleting Questions
Blocks
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Purpose of Blocks
Naming Blocks
Organizing Survey
Create a New Block
– With Current Questions
• Logic
– Within Survey
– Within Survey Flow (more to come)
– Loop & Merge (more to come)
Basic Logic
• Avoid using double logic
• Using skip and display: if changed= double work
• Display
– Single question
– CAUTION: And vs. Or
– Based on answer to current questions
– Can be used to skip rest of a block or to end of survey
Other Features of Questions
• Content Validation
• Using for test/quiz
– Text entry options: number, email, etc
• Carry forward – repeat responses
• Piping Text
• Loop & Merge
– What is it?
– How to set it up
– Working with blocks
Survey Customization
• “Look and Feel”
– Style
– Progress Bar
• Survey Options
– Access
– Protection: passwords and ballot stuffing
– Closing Messages
• Survey Flow
Survey Design and Flow
• Length
• Introduction and conclusion
• IRB
• Changing Block Location
• Adding Logic and Conditions
Sharing and Testing Your Instrument
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Adding Collaborators
Preview Survey using Link
Different ways to test
Creating a Modification Log when collaborating
– Needs depend on access: excel vs Gdocs
• Quality Control and Pilot Testing
• Reviewing Data
Distribute
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Activate a survey
Anonymous survey link
Email survey
Panels
Social Media
A few words on using MTurk
• What is Mturk?
• Advantages/disadvantages
• Linking with qualtrics:
http://reactiontimes.wordpress.com/2012/01/31
/just-a-test/
• Social Media as an alternative
Results
• View Reports
– Report Options
– Export Data (Word, PowerPoint, Excel, PDF)
– Text vs Numeric
– Randomization
• Responses
• Download Data (CSV, SPSS, Text, XML, HTML)
• Cross Tabs
Overview Of Library
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Qualtrics Library
Group Library
Saving a survey to the Library
Using a survey from the Library
Using a question from the Library
Polls Tab
Polls are useful for gathering a small amount of
information quickly
• Create
• Edit
• Look and Feel
• Insert into web site
Final Thoughts?
• Questions
• Comments
• Contact Us:
– Brian: [email protected]
– Kevin: [email protected]
• For more in-depth information about Survey Design please contact
Sherlock Campbell at the StatLab [email protected]