Qualtrics Quick Start Guide

Introduction

Below is a set of steps to help you get started with survey platform Qualtrics. There are links to other knowledge base articles or vendor resource with more information about how to complete the identified steps.

Estimated Time to Complete

Reviewing this guide will take no more than 60 minutes

Vocabulary

Special Concepts

1. You will need a Qualtrics account to complete these steps.  If you do not have an account, please read this article and follow the instructions to login to Qualtrics or request a new account.
2. SPSS is not a part of the Qualtrics platform. If you need to use SPSS to analyze your survey data:
   • Students need faculty member to request SPSS access for them. Once approved, students may access SPSS from ISU portal.
   • Faculty may install SPSS on thei rcomputers from the Software Center.

When to Contact OIT

OIT is responsible for

• Account creation (new account request) for a department or student: 
  https://indstate.teamdynamix.com/TDClient/1851/Portal/Requests/ServiceDet?ID=18827,
• Account modification (re-activate, special permission): 
  https://indstate.teamdynamix.com/TDClient/1851/Portal/Requests/ServiceDet?ID=19137,
• Account locked:
  When you type in wrong password too many times, your account will be locked for one hour. After an hour, your account will be automatically unlocked.
• Issues when accessing Qualtrics (including system down): 
  https://indstate.teamdynamix.com/TDClient/1851/Portal/Requests/ServiceDet?ID=19473
• General and feature questions, such as "Can I upload a file in my survey?".  Please contact Qualtrics support if your question is "How do I upload a file in Qualtrics survey?".

Steps to Access Qualtrics

1. Individual users please refer to Qualtrics Account and Single Sign-On for instruction on how to login to Qualtrics.
    
2. Departmental account users please go to https://login.qualtrics.com.
   2.1. Enter your departmental username, and your departmental Qualtrics password.
   
   
   2.2. Departmental user If this is the first time you login to Qualtrics, please change your password as soon as you login.
   2.3. Click on the user logo at the top right corner and then click on the Account Settings. You'll see "Change Password" section.
   2.4. If you forget your Qualtrics password, click on the "Forget your password?" link on the login page, and you'll get a password reset email.

Steps to Locate Your Survey

1. View the list of  all projects.
   Once you login to your Qualtrics account, the first page you see  is your Dashboard. The Dashboard may not display all your projects. Instead, you may see a list of projects in a specific folder. To display the list of all your projects, click on “All Projects” on the top left corner.
   
   
    
2. Go back to Qualtrics Dashboard
   If you browse to different pages in Qualtrics and want to go back to your Qualtrics Dashboard, click on the four dots on the top left corner.
   
   
    

Steps to Create a New Survey

1. To create a new survey, click on the green “+Create Project” button. Sometimes it may just show a green "+" symbol.
   
   
    
2. If you create a survey from scratch, click on “Blank Survey Project”. If you want to copy one of your own projects and use it as a template, then click “Create From Existing”. You may also create a new survey using a template provided by Qualtrics, by just clicking on one of the templates at the bottom.
   
   
    
3. To learn more about each question type and how to create and customize them, please refer to Qualtrics self-training tutorials Creating Questions and Question Types.

Steps to Distribute a Survey

1. To distribute a new survey, click “Distributions” on your survey page.
   
   
    
2. The easiest way to distribute a survey is to get the anonymous survey link, and email it to participants using Outlook. Qualtrics also has a mailer that allows you to send out survey invitation from Qualtrics platform.
   
   
    

Steps to Find Responses and Reports

You may access survey responses from the dashboard or from specific survey page.

1. From dashboard
   Once you find your survey project on the Dashboard page, you may access multiple features from the dropdown menu under column “Actions”.
   Click on the down-arrow to expand the dropdown menu.
   Click on “Data & Analysis” to go to individual responses, and click on View Reports to review survey reports.
   
   

2. From survey page
   Click on the survey name under column “Project Name”, which leads you to the survey page.
   
   
   
   Click on “Data & Analysis” to go to individual responses, and click on View Reports to review survey reports.
   
   

Conclusion

You should be able to create a basic online survey following the instructions in the Qualtrics Quick Start Guide. We also recommend the following short video clips for a quick start. Each video is less than 5 minutes long.

Creating a Survey Project

Adding Typical Question Types

Anonymous Survey Distribution and Survey Invitation via Email

Navigating Data and Analysis

Manage Reports

More in-depth self-training resource is available at Learn the Qualtrics Survey Platform.