Transcript Discovering the Unique Features of Qualtrics

HOW MANY HAVE USED QUALTRICS?
Discovering the Unique Features of
Qualtrics Survey Software
Courtney West, PhD
Director, Office of Medical Education
Qualtrics Administrator, HSC
Objectives
At the end of this session, participants will be able to:
• Describe some of the special features of the
Qualtrics software
• Explain how to create and distribute a survey, gather
data, and select reporting options
• Determine if Qualtrics is a good fit for specific
projects
What is Qualtrics?
An online survey software available through the HSC
It enables users to:
• create survey instruments
• distribute them electronically
• track participation
• send invitations and reminders
• display survey results graphically and statistically
• export raw data in a variety of formats
Stanford University IT Services, 2013
How do I access Qualtrics?
• Open a web browser window (i.e. Internet Explorer,
Mozilla Firefox, etc.)
• Access Qualtrics: www.tamuhsc.qualtrics.com and click
on “Create a New Account.” Type in your HSC email
address and then create a personal password
• Log-in by entering your username and password
The software…
• is user-friendly but can handle complex designs
• can be used to produce simple surveys in minutes with a
“quick survey builder” guide for beginners
• complex studies, involving randomization and embedded
and longitudinal data, are also possible
Payne & Medina, 2013
UNIQUE FEATURES
The ability to customize almost everything
• logos, branding, text,
questions, messages,
choices, reports, graphs,
images, colors, exports,
code, e-mails, fonts,
skins, sharing, panels,
and blocks.
Qualtrics, 2014
Customizing
survey options
Support and Resources
• Helpful and friendly customer support
• Training videos and additional
resources
Dashboard
• Allows you to quickly create, edit, and access surveys
• Enables collaboration with a survey sharing mechanism
• Provides an opportunity to view results and distribute the survey
Libraries
• Include templates that can be adjusted to meet specific
needs
• Provide an ability to store and share commonly used
surveys and question banks
Item and Question Block Tools
Skip Logic
• Select the question that the skip logic will be
inserted after
• Click on “Add Skip Logic”
• Select “Done”
Survey Flow
• Display Logic - It will help you if you need something
more than just ''and if'' logic. You can conditionally
display entire questions or individual statements in a
matrix table.
• Branch Logic - Skip or display entire sections of
questions; create multiple termination points within a
survey.
• Loop and Merge- Building a survey which cycles through
a block of questions for a specific list or selections from a
previous question.
Snow, 2006; Qualtrics, 2014
Publishing and Distributing Surveys
• Click on “Distribute Survey” or “Launch Survey”
• Select “Activate your survey to collect responses”
• Copy and paste the link in an email (Note that the link
can be customized)
• Distribution of surveys to select panels of e-mail
recipients is also possible
Additional Features
• survey translation
capabilities, allowing
respondents to select a
language or default to a
browser language
preference and track those
selections in survey results
• continuous file saving,
minimizing potential data
loss due to browser
crashes
• folders for survey
organization
Qualtrics University, 2014
Results and Reporting Options
• Ability to create custom reports that update as
soon as new responses are received
• Includes features that similar survey software
does not
• Select “Results” and then one of the following:
•
•
•
•
View Reports
Edit Results
Download Data
Cross Tabulation
Qualtrics, 2014
View Report Options
• Filters and Subgroups: Filter your report by date, keyword,
subgroup, question response, etc.
• Drill Down: Create a comparative report that divides each
graph and table by the answers to a specific question.
• Reorder Questions: Drag and drop questions to adjust the
order.
• Stylization: Change the color, font, and size of graphs and
tables.
• Share: Publish your report to the web, collaborate with
other users, or schedule report emails to be sent at specific
times.
• Export: Download your report as a Word document,
PowerPoint Presentation, Excel Spreadsheet, or PDF.
Qualtrics, 2014
Initial Report – Examine the options
BECOMING WELL VERSED IN
QUALTRICS REQUIRES…
practice, trial and error, and a need to know.
https://tamuhsc.co1.qualtrics.com/ControlPanel/?ClientAction=ChangePage&s=MySurveysSection&ss=&sss
EXIT
TICKET
WHAT WOULD YOU LIKE TO KNOW
MORE ABOUT?
WHAT DID YOU LEARN THAT YOU MAY
UTILIZE?
References
• Payne, K., & Medina, L. (2013). Qualtrics survey research suite.
Retrieved March 6, 2014 from
http://www.csustan.edu/ir/documents/QualtricsSurveyResearchSuite
_presentation_07312013_WEB.pdf
• Snow, J. (2006). The complete research suite: A step-by-step guide to
using Qualtrics. Retrieved March 2, 2014 from
http://www.qualtrics.com/docs/TheCompleteResearchSuite.pdf
• Stanford University IT Services. (2013). Survey tool (Qualtrics).
Retrieved March 2, 2014 from
https://itservices.stanford.edu/service/survey
• Qualtrics. (2014). About viewing reports. Retrieved March 6, 2014
from http://qualtrics.com/university/researchsuite/reporting/viewreports/about-viewing-reports/
• Qualtrics University. (2014). What would you like to learn? Retrieved
March 6, 2014 from https://qualtrics.com/university/researchsuite/