Qualtrics Instructions PDF

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Summary

Qualtrics Instructions...

Description

Log into InsideND, search “Qualtrics,” click on the Qualtrics icon. Sign in using your Notre Dame net id and password. You will be redirected to the Qualtrics home screen. As you can see, the home screen displays a list of all your current and past surveys. Organize your surveys into folders. See surveys shared with you. Title of your project— you can change this to whatever you want.

“Type” shows the format of the survey. You will be creating a Survey. Qualtrics has pre-set questionnaires such as the “Relationship NPS,” which will be labeled as their “type of survey” rather than just as “survey.”

Progress of your survey. Active means that you have published it for people to answer.

Shows how many people have answered your survey.

Click on “Create new project.” You can see your recent projects on the far left. You have the option to create your own project or use a template/previous published project. These appear to appeal mostly to buisnesses.

We are going to create our own. If you click on the “Create your own” button, you see a list of options. These follow some of their preset surveys.

Instead of selecting from these categories, click on “Survey.” Title your survey.

After naming your survey, click “Get Started.”

You can click on the text to write in your own questions and answers.

You can change the type/format of the question.

Many psychology scales ask participants to rate how they feel or how much they agree on Likerttype scale from 1 to 5 or 1 to 7. In order to ask this type of question, use the “Matrix Table” question format.

“Text Entry” allows participants to answer a free-response question.

“Descriptive Text” allows you to insert your own instructions or notes to participants.

Let’s create a new question: “Rate how well the following statements describes you.” The first statement will be “I enjoy problem solving.” The default scale ranges from “Extremely well” to “Not well at all.” These answers do not make sense for the statement we wrote.

If you look at the panel on the right that gives you details about the question, you can see that “Automatic scale points” is checked and “How well” is entered below it.

If you click on “How Well,” the drop down will give you a list of preset response scale items. You can choose one of these items or uncheck “Automatic Scale Points” and type in your own responses.

Let’s select the “Bad – Good” option for our question.

Now our response options match our statements. You can change the number of scale items you have. Do we really need 7 items for our questions? Probably not. Click the minus circle to decrease the number of response options.

Now we see Qualtrics automatically updated our responses.

The questions panel gives you some more formatting options.

You can format the question so that only one answer can be checked at a time (“Single Answer”). You can allow participants so select more than one answer (“Multiple Answer”).

You also have the options for a dropdown list or a drag-and-drop type of question. Statements You can add or delete statements in your matrix using the plus and minus buttons. Requiring participants to answer all questions:

Under “Validation Options,” you can check the box to “Force a Response” or click the dropdown menu and select “Request Response.” I strongly suggest you all check “Request Response!” This will alert participants if they have missed a question and ask them if they want to go back to answer the missed question. They can also choose to continue without answering if they intentionally chose to skip that question for whatever reason. A few other notes:

Page breaks are nice to prevent participants from having to scroll down a long page of questions, then scroll up and down to find a question they missed or wanted to go back to look at. Add display logic is useful when you want participant who answered a question in a certain way to then be asked a new question that is related to their response on the previous questions. For example.

If I click on Q13, then click on “add display logic,” I get a pop-up box that looks like this:

I then select the question I want to use display logic for…

Now participants will only be asked about their favorite movie genre only if they select “yes” to question 12, “Do you like movies?”

If you click on file upload, you can choose a file from your downloads to upload a video to your questionnaire.

Now let’s add a new block to our questionnaire. A “Block” is a set of questions grouped together on Qualtrics. Click on “Import Questions From…” Click on “Qualtrics Library.”

Survey Library—gives you access to full surveys Block Library—gives you access to blocks from the surveys in the survey library. Click on “Block Library.”

Click on “Demographics.”

You can enter you own demographic questions by hand or use some of their preset questions. Click on “Demographics Base/Universal.”

All of the questions that are in this set are shown on the left. A preview of what the question looks like is on the right.

Go ahead and import this block of questions. You can see that a new block has been created in your survey for this set of questions.

What if we want participants to report their age rather than their year of birth? Click on the text of the question. Delete “year of birth” and type in “age.”

What if we don’t need all the questions that are in this block? For example, we are all asking undergrads to complete these surveys, so we don’t need to know how many years of education they have completed Click on the red minus sign on the right to remove a question from a block.

Finally, you can click on the “Preview” button at the top of the screen to see what your survey will look like to your participants.

You can re-order blocks by clicking on “Survey Flow.”

Survey Security Click on “Survey Options” at the top.

On your official surveys, everyone must check “Prevent Ballot Box Stuffing.”

Uploading Informed Consent Participants must first give consent to participate in your study. For question 1, select “Descriptive Test” as the question type. Copy and paste text from the informed consent document into the text box. Increase the number of choices to 2. “Yes/No.” Add skip logic, similar to how we used display logic. The skip logic should end your survey if a participant selects “No.”

We will go over how to understand the Data & Analysis and Reports tabs after break!...