Qualtrics is a powerful online survey tool designed for everything from simple questionnaires to complex research projects. Qualtrics can handle survey creation, distribution, and reporting. View or download individual responses and overall data trends or create custom reports. All DMU faculty, staff, and students have access to Qualtrics through single sign-on. Click here to access Qualtrics If you're new to Qualtrics, click here to learn how to create your account.  Please note you do not need an account to be able to take surveys someone else has sent you; you only need an account if you want to create your own surveys. To learn more about Qualtrics: View our other Qualtrics knowledge base articles Visit the Qualtrics Support site Projects Basic Overview Survey Basic Overview Distributions Basic Overview View Qualtrics release notes If you still need help, click here to request assistance with Qualtrics.

If you are new to Qualtrics, follow the steps below to create your account within our DMU-managed Qualtrics instance.  Please note you do not need an account to be able to take surveys someone else has sent you; you only need an account if you want to create your own surveys. Navigate to dmu.qualtrics.com. You will be redirected to the Microsoft login page for single sign-on.  Enter your normal DMU username and password.  [Not sure which format to use?  Double-check here.] After logging in, you will be asked "Do you have a preexisting Qualtrics account for this brand?"  Select "No, I don't have a preexisting account here". You may see a notification that "Your user was successfully created".  Click the "Sign In" button beneath that. Review the Terms of Service, and click "I accept" if you agree to the terms.  Note: You will not be able to use Qualtrics unless you agree to the Terms of Service.  [If you don't see the "I accept" button, it may be hidden behind the product updates notification--click "Dismiss" to close it and get it out of the way.] After accepting the Terms of Service, your Qualtrics account will be created and you will be taken into your account.  Click here to learn how to create your first survey. If you still need help, click here to request assistance with Qualtrics.

When you log in to Qualtrics, you'll start on the Home page. To create and edit surveys, click the menu icon from the top-left corner of the page and select Projects. From here, you can see all surveys you've created or have access to. Click the name of an existing survey to access tools for editing, distribution, and reporting. Or you can click Create project and follow these steps to create a new survey. For more information about the Projects page, click here. ► Note: One setting we recommend adjusting for all surveys is how incomplete responses are handled. Qualtrics defaults to recording incomplete responses after 1 week. A respondent will no longer be able to edit their response after their incomplete response is recorded. You can adjust the timing and behavior for incomplete responses under "Survey Options" ( from the left-hand side) > "Responses" > Incomplete survey responses. After creating or opening a survey, you'll move to the survey editor, where you can add and edit questions. The following resources will help you get started: Survey Basic Overview Creating Questions Question Types Force Response and Validation Preview Survey For more advanced Survey features: Display Logic Skip Logic Survey Options Email Triggers When you're ready to distribute your survey, click here to learn how. If you still need help, click here to request assistance with Qualtrics.

When you have created your survey and clicked Publish, you're ready to start collecting responses. There are multiple options for distributing a Qualtrics survey. The primary two are: Anonymous Link - This is the easiest way to distribute a survey. You share the provided link with your participants through Outlook, D2L, or some other system external to Qualtrics. No identifying information (name, email address, etc.) is captured unless you specifically ask for it in your survey questions. Click here to learn how to distribute your surveys with Anonymous Links. Qualtrics Mailer - Upload a mailing list into Qualtrics to send survey invitation emails through Qualtrics directly. Contact list information is attached to each response, and Qualtrics can track who has or has not completed the survey. Click here to read more about emailing survey invitations from Qualtrics. Additional resources: Distributions Overview Sending Reminder or Thank You Emails Contacts Overview Editing Contacts When you're ready to access your survey data, click here to learn how. If you still need help, click here to request assistance with Qualtrics.

You can access your latest Qualtrics survey data at any time while the survey is live or after the survey has closed.  View or download individual responses or create reports with aggregate data. Individual Data Data and Analysis Overview View and Manage Recorded Responses Export Response Data Filtering Responses Aggregate Data When you access the Reports section of a Qualtrics survey, you'll see a Default Report that has been automatically built for you.  Download the report as is, modify the Default Report, or build a custom report from scratch. Results vs. Reports Results Overview Advanced Reports Export Reports If you still need help, click here to request assistance with Qualtrics.

Qualtrics allows for sharing and collaboration on a survey/project. To add a collaborator to one of your surveys: Log in to Qualtrics. Click the menu icon from the top-left corner and select Projects. Locate the survey you want to share. Then click the 3 dots to the far right of the survey name and select Collaborate. Click in the box at the top of the Collaborate window that pops up and start typing the name of the person you want to share with. Matching Qualtrics users will appear below the search box. Click to select the user you want to share with. Don't see the user you want to share with? They may not have a Qualtrics account. Have them follow the steps here to create their Qualtrics account before you can collaborate with them. After selecting the user, click Add. You can optionally add a message for the collaborator. Then click OK. Select what permissions you want the collaborator to have for the survey by checking or unchecking the boxes. Then click Save. If you still need help, click here to request assistance with Qualtrics.

There are a few options we recommend checking for each Qualtrics survey you create. After logging in to Qualtrics and opening your project, make sure you are in the Survey tab and select "Survey Options"  from the left side menu. Then check the following options: From the Responses section: Back button - defaults to off; allow respondents to return to a previous page of the survey Incomplete survey responses - By default, Qualtrics will record incomplete survey responses after 1 week, at which time respondents will be unable to continue their in-progress response; this is especially problematic for surveys distributed through Qualtrics. You can change the behavior to record or delete in-progress responses and select a time period between 1 hour and 1 year. The best option will vary depending on your survey and your specific needs. From the Security section: Prevent multiple submissions - defaults to off; prevent respondents from taking your survey multiple times (but relies on browser cookies, so there are ways your respondents can get around this) Some additional recommendations and things to consider: Distribution method - If you distribute your survey using the anonymous link, respondents' names and email addresses are only collected if you explicitly ask for them in your survey. Otherwise, you can create a contact list and distribute through Qualtrics to collect contact information and track who has and has not completed the survey. Next/Previous Button Text- By default, the "next button" and "back button" (if enabled) appear as arrows. At a minimum, for the best respondent experience, you should change the label for the "next button" in the last block of your survey to read "Submit". To adjust the next/previous button text for an individual survey block: Select the block by clicking inside the block but outside any questions and then click "Next/Previous button text" from the left side menu. Click into the "Next Button Text" field and type "Submit" (or whatever label you prefer). Then click "Save". Please note that adjusting "next button" text will apply to all next buttons within the block, so this is not recommended for blocks with line breaks. Instead consider adding text to the bottom of the last page that indicates clicking the "next button" will submit the survey. Or you can remove your line breaks and instead separate the single block into multiple blocks. Finally, make sure to Publish your survey each time you're done making any changes. The published version is what your respondents will see, which may vary from what you see in the Preview version.

If one of your respondents has made an error or otherwise needs to edit a response, you have two options: You can issue a retake link for the respondent to edit their own response. Or you can edit the response on their behalf. Issuing a Retake Link If you want to generate a retake link to allow the respondent to edit their own response: Open your survey/project and go to the "Data & Analysis" tab. Locate the response you want to edit. [Tip: Add a filter to find it more easily.] Click the three dots for the desired response row under the settings/gear icon and select either: Retake Response - To keep both the original response and the new response. Retake as New Response - To replace the original response with the new response. Copy the survey link that appears and send it to your respondent. Editing a Response If the respondent has minimal updates, you may prefer to update the response yourself: Open your survey/project and go to the "Data & Analysis" tab. Locate the response you want to edit. [Tip: Add a filter to find it more easily.] If the field you want to edit is not currently showing as a column, select it from the "Column Chooser" to add it. Double-click into the field you want to edit in the row for the desired respondent. Make your changes. Click "Review and Publish" from the bottom-right of the page. Double-check your changes and click "Publish your Changes" when you're ready.

Qualtrics offers two options for automatically sending an email notification when someone submits a survey response: email triggers, or email tasks within Workflows. Qualtrics strongly recommends using email tasks within Workflows rather than email triggers. Email tasks within Workflows are essentially the new and improved version and offer greater functionality and reliability. This article explains how to set up an email task within Workflows. Log in to your Qualtrics account and navigate to the desired project/survey. Select the "Workflows" tab. Click the blue "Create a workflow" button and select "Started when an event is received". The first step of the workflow is to define the trigger. In this case, select "Survey response: When a response is received or updated". Leave all the default settings and click "Finish". Then we need to define the task. Click the blue "+" button below "Survey response" and select "Add a Task". Scroll down and select the "Email: Send an email" option. Customize all the email fields as desired. Helpful hints: If you want to email yourself a notification whenever someone submits a response, enter your email address for "To". Alternatively, if you want to email the person who completed the survey, use piped text to add their email address to "To". Select the {a} option to the right of the "To" field and select the field containing the respondent's email address (typically either a Survey Question you created or Panel Field > Recipient Email if you distributed to a Qualtrics contact list). Be sure to check the box for "Include Response Report" if you want to include a full report of all the respondent's survey answers. A message is required, even if you select "Include Response Report". Then click "Save" when you're ready. Your workflow is automatically turned on by default. If you ever want to turn it off, click the toggle next to "Turn the workflow off" near the top-right of the page. For additional details about all the options available, see this Qualtrics Support article on Email Tasks.