Survey Building
What are the 4 different ways of creating a survey project?
Blank Project, From a Copy, From a Library, From a File
How do I display different messages for different participants at the end of the survey?
Combine Branch Logic and customised End of Survey Elements (custom messages, redirects, etc.)
What are the differences between the Anonymous link and the Individual link?
Anonymous Link can be used as many times as needed (depending on Prevent Ballot Box Stuffing). It does not collect any personal information on the participant except for geolocation based on IP address. An Individual Link is automatically generated when you email your survey through the Qualtrics mailer or create Personal Links. Individual Links can only be used one time and will automatically collect contact list information.
Can a respondent retake their survey? Name the 2 methods and explain the difference.
Retake Response: The edited response replaces the original response.
Retake as New Response: The edited response is saved in addition to the original response.
What is the difference between Results vs Reports?
Results: Quickly view and analyze your results in a Default Report consisting of question-based Pages and customizable Visualizations.
Reports: Format Reports from the ground up where you control the layout.
I have a CSAT question about website experience, and I want to add an “N/A” answer choice. How do I ensure that when people select the "N/A" choice, it doesn’t affect my average CSAT score?
Select the "Exclude From Analysis" option from the "N/A" answer choice menu.
A block has a red error message at the top of it saying "Not in Survey Flow". What does this mean?
Blocks in the survey editor do not all have to be used in the Survey Flow. However, only blocks that are in Survey Flow can be seen by respondents, shown/exported in the Data & Analysis tab, or be used in Reports. You can add or remove blocks in Survey Flow at any time without invalidating or losing collected data.
What is the difference between Individual links and Personal links?
Personal Links are, in fact, individual links, but they are generated if you need to use a third-party mailing system to distribute your survey invitations but also need to track personal information from a contact list.
How do I export my data to SPSS?
Click the Export/Import option > Export Data > SPSS tab > Download
What are the share options for Reports?
Export to PDF, public report, saving individual visualizations (JPEG or word), scheduling report emails
My CSAT data is showing up as 5 Extremely Dissatisfied and 1 Extremely Satisfied - Can I reverse the scale? How?
Yes, open the Recode Values menu on the CSAT question and reverse the order of the values. This will work retroactively.
What is the difference between a Branch element and a Group element?
You can use Branch Logic to branch respondents to different Survey Flow elements based on variables like question responses or Embedded Data. Group elements can be great for keeping blocks paired together. This is useful if content always has to stay together, but you need to use separate blocks for it.
Can I email the anonymous link through the Qualtrics mailer?
Yes. In the Distributions tab, select the Emails section on the left-hand side of the page and select Compose Email. Select Show Advanced Options in the bottom-left corner and select Anonymous in the Link Type dropdown menu.
How do I delete all of my Preview/Test responses?
Can I hide pages in my Results-Report without deleting them so I can use them later?
Yes. You can hide pages by hovering over the question text in the menu on the left-hand side of the page and unchecking the checkbox that appears. You can recheck the page at any time to unhide the page in your report.
How can I make sure the participant only takes the survey once? Must answer for both Individual and Anonymous Links.
Individual Links will automatically be generated for each participant that can only be used once. If you are distributing your survey through the Anonymous Link, there are two options to prevent participants from retaking the survey: Prevent Ballot Box Stuffing or Authentication
How do I test embedded data that has static values? How do I test embedded data that has dynamic values?
Static values can be tested with the preview survey link or by generating test responses. Dynamic values that are set by contact profiles will need to be tested using a test contact profile and the Individual Link.
How do I turn off access to using the Anonymous link for a specific survey?
By default, whenever your survey is active, the Anonymous Link can be filled out by anyone with the link. If desired, you can disable the Anonymous Link and only allow Personal or Individual Links by enabling By Invitation Only in the Survey Options. This can be useful if you previously distributed your survey through the Anonymous Link but would now only like to use Individual Links instead.
Can I edit or add information to a response after it has been submitted? Explain both processes.
Manual variable creation feature allows you to add additional fields to survey responses after they have already been recorded. Additionally, our response editing feature allows you to edit individual responses or groups of responses after they have been collected and keeps a record of any edits that have been made.
I want to use a certain visualization for my data, but that visualization option isn’t appearing when I choose my data source. Why?
Depending on the particular data sources you select, you'll have different visualizations available to use. The reason for this is that not every visualization makes sense with every data source. For example, it doesn't make sense to have a Bar Chart option for Text Entry questions.
What will respondents see if I make changes to a live survey? Must answer for both Individual and Anonymous Links.
Changes will only be presented to respondents after you click the Publish button. Then, only respondents who didn’t start the survey until after you published will see new changes. If you want respondents who started before you published to experience the changes, then they will need to start their survey over. Individual: send them a new Individual Link. Anonymous Link: Clear browser cache, open an incognito window, or use a different browser.
What are some best practices in naming embedded data fields? Give 3 examples.
1. Names should never exceed 200 characters. 2. Avoid unusual characters like emojis, periods, dollar signs, and hashtags 3. Spelling and captilisation matters 4. If you plan on using query strings, either remove spaces or use underscores 5. Don’t use predefined Qualtrics embedded data terms like EndDate, Status, etc.
Can I add information to a contact list after I have sent out my survey? Will the updates be shown in my data?
If you change the recipient email address, a new email is not sent, but all future emails will go to the updated address. If the respondent has already opened their survey, their survey and collected data will not update with the new information. They will have to be sent a new link. If the respondent has not yet opened their survey, their survey will update with the new information.
Why is my contact list information not appearing in the downloaded data?
Only Embedded Data fields that are saved in the Survey Flow are included in the downloaded data. You can add Contact List embedded data to your Survey Flow retroactively, so long as there are values in the contact list. If the contact list information you’re trying to download was not included in the contact list at the time the members took the survey, retroactively adding the Embedded Data fields to the Survey Flow will not add that information to the downloaded data later.
Can I add other columns of information to my visualizations?
In order to add additional columns of information to a visualization, start with a Text Entry question. In Results-Reports, use a Paginated Table. In Advanced-Reports, use a Results Table. Then, Add Additional Columns. No other visualization can add additional columns like this.