Login: www.itap.purdue.edu/learning/tools/qualtrics/
Quick Guide for Qualtrics Basics – May 2012
Training: http://ipfw.edu/training
Login: www.itap.purdue.edu/learning/tools/qualtrics/
Quick Guide for Qualtrics Basics – May 2012
Qualtrics Basics
Creating a new Qualtrics Account
Creating a new account
Note: Anyone with a Purdue career account
can create a Qualtrics account.
1. In an Web browser, navigate to
www.itap.purdue.edu/learning/tools/qual
trics/
2. Click Qualtrics Login and Account Creation
> Create a Qualtrics account.
3. Type in your First Name, Last Name, Email
and Purdue account information.
4. Click Submit.
Creating a Survey
Creating Survey
1. Under the My Surveys tab, click Create
Survey.
2.
3.
4.
5.
a. Note: For first time users, you can click
the link: Click here to create your first
survey!
Choose one of the following options
a. Quick Survey Builder
b. Create from Copy
c. Survey Library.
Type in a title for the survey.
If desired, from the Folder drop-down list,
click a folder.
Click Create survey.
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Moving questions
1. Open the desired survey.
2. Place the cursor over the desired question.
a. An icon with arrows will appear on the
left.
Creating & Arranging Questions
Creating/Adding Questions
1. Open the survey.
2. Click Create a New Item.
a. The default question type is Multiple
Choice.
3. If desired, under Change Item Type on the
right, click the drop-down menu and click
the desired type to change the question
type.
4. Write the question text in the proper field.
5. If needed, type the choices for the question
in the proper fields.
6. If desired, click the – or + button under
Choices on the right to add or delete
choice(s).
3. Click the down arrow to move a question
down.
a. Or click the up arrow to move a
question up.
Deleting questions
1. Open the desired survey.
2. Place the cursor over a question, the
Remove Question icon appears on the
right.
3. Click the Remove Question icon.
Editing Questions
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Quick Guide for Qualtrics Basics – May 2012
Training: http://ipfw.edu/training
Rich Text Editor (RTE)
1. Open the desired survey.
2. Click the desired question text.
3. Click Rich Text Editor tab.
4. Click the desired template.
a. A preview will be displayed.
5. If desired, change fonts, colors, or edit
header & footer.
6. Click Save.
a. A text editor window will pop up.
4. Format or edit the desired text.
5. Click anywhere outside the formatting box.
Force response
Note: When this option is selected, it requires a
compulsory answer for the question from user.
1. Open the desired survey.
2. Click the desired question.
a. Question tools will appear on the right.
3. Under Validation Option, check Force
Response.
4. Click the desired randomization option.
a. Click Advanced Randomization for
advanced options.
5. Click Close.
Setting up Advanced Randomization
1. In the Choice Randomization pop-up
window, click Set Up Advanced
Randomization.
2. Click the desired arrow button(s) to
customize the randomization options.
3. Click Save when finished.
Editing a Survey
Randomization Options
1. Open the desired survey to edit.
2. Click the desired question.
3. Click the Advanced Question Options dropdown menu (gear icon) > Randomization…
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Look & Feel
1. Open the desired survey to edit.
2. Under the Edit Survey tab, click Look &
Feel.
a. The Look & Feel window will open.
3. Click the right arrow button to open the
template option.
Survey Options
1. Open the desired survey to edit.
2. Under the Edit Survey tab, click Survey
Options.
a. The Survey Options window will open.
3. Check the desired boxes related to the
actions.
4. Click Save Changes when finished.
Preview Survey
1. Open the desired survey.
2. Click the Edit Survey tab > Preview Survey.
Distributing a survey
Create a link to your survey
1. Open the desired survey and click the
Distribute Survey tab.
2. Click Activate your survey to collect
responses.
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a. A generic link is created which can be
copied and pasted into e-mails, web
pages, or documents.
Email Survey
1. Open the desired survey and click the
Distribute Survey tab.
2. Click Email Survey > Activate your survey
to collect responses.
3. In the To: field, the recipients.
4. In the When: field, specify when the mailing
will be sent out.
5. Set up the Message: field as a regular email
message.
6. Click Send Now.
Post a survey on your Web site
1. Open the desired Survey and click the
Distribute Survey tab.
2. Click In-Page Popup.
3. Enter the Popup and the Link Text.
4. Click Add Popup To My Website.
a. The Popup Code will appear.
5. Copy and paste the HTML code into the
webpage’s code.
Viewing Results
Reports
1. Open the desired survey and click the View
Results tab.
2. Click View Reports.
3. Click the name of the report to view.
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Quick Guide for Qualtrics Basics – May 2012
4.
To see a Graph or Table report, click the
corresponding icon, on the right of the
survey’s name.
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4.
On the Date Range drop-down list, click the
desired option.
Generating a Report to Word,
PowerPoint, Excel, or PDF
1. Open the desired survey and click the View
Results tab > View Report.
2. Click the desired report.
3. On the top right side of the Report bar, click
the desired icon for MS Word, MS
PowerPoint, MS Excel, or PDF.
Filtering a report by date
1. Open the desired survey and click the View
Results tab > View Reports.
2. Click the desired report.
3. Under Initial Report tab, click Show filters…
Searching Recorded Responses
1. Open the desired survey and click the View
Results tab > Responses.
2. Click the link under Response ID to obtain
an Initial Report.
3. To filter responses, use the Response
Search Criteria fields.
a. Search response between dates, by
type, specific panel members, name, email, or external data reference.
Download Data
1. Open the desired survey and click the View
Results tab > Download Data.
2. If desired, modify the default setting(s).
3. Click the icon corresponding to the file
format you desire.
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