Transcript Intro to Qualtrics

Overview of Qualtrics
at
Yale University
Denise Hersey
Katie Clark
March 2, 2012
Introduction
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Denise & Katie
Our disclaimer
How many of you have used Qualtrics?
Who is in the room?
Specific issues to address?
Take Home Message
• 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
• Emails
• Phone Calls
What is Q all about?
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Overview
Setting up an account
Logging in
Create a survey
– Importing
– Library
– Copy
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)
Adding Questions
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How to add
Different types
Examples of using
Multiple vs. Single answer
– Edit multiple
– No Response Cards
– Adding a Text Entry to Choices
• Deleting Questions
– Caution: this is very is to do and no undo button!
Other Features of Questions
• Content Validation
– Using for test/quiz
– Text entry options: number, email, etc
• Carry forward – example
• Piping Text
• Loop & Merge
– What is it?
– How to set it up
– Working with blocks
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
Survey Flow
• Changing Block Location
– Demo
• Adding Logic and Conditions
– Demo and New Haven Questions
Survey Options
• Survey Options
– Survey Experience
– Survey Protection
– Survey Termination
– Inactive Surveys
– Partial Completion
– Response Set
• Look and Feel
• Translate
Testing Your Instrument
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Preview Survey
Using Link
Who Should Test
How Should You Test
Creating a Mod Log
– Needs depend on access: excel vs Gdocs
• Quality Control vs. Pilot Testing
• Reviewing Data
Distribute
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Activate a survey
Anonymous survey link
Email survey
Panels
Social Media
In-page pop up
Results
• View Reports
– Report Options
– Export Data (Word, PowerPoint, Excel, PDF)
• 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
Overview of Library-Cont. Audio
• Audio Options
• Recording Options
– Audacity
• Organization Options
– Naming files in Q and other places
• Time Commitment
• Training and Experience
• How to upload
– Double upload: once to Q library, then to question
Polls Tab
Polls are useful for gathering a small amount of
information quickly
• Create
• Edit
• Look and Feel
• Insert into web site
Collaborate
• Allow someone access to your survey
• Can limit permissions
Final Thoughts?
• Questions
• Comments
• Contact Us:
– Denise: [email protected]
– Katie: [email protected]
• For more in-depth information about Survey Design please contact
Sherlock Campbell at the StatLab [email protected]