Qualtrics is a versatile online survey tool that supports everything from simple forms to complex research projects. Qualtrics enables you to create, distribute, and analyze surveys. You can view or download data as individual responses or aggregated results, and you can also create custom reports to curate and present your findings. All DMU faculty, staff, and students have access to Qualtrics through single sign-on. → Access Qualtrics → Learn how to create your Qualtrics account Note: You do not need an account to complete surveys, only to create and manage them. Get Started with Qualtrics Explore these resources to learn more about Qualtrics: Browse our other Qualtrics knowledge base articles Visit the Qualtrics Support site Projects Basic Overview Survey Tab Basic Overview Workflows Basic Overview Distributions Basic Overview View Qualtrics release notes Need Help? If you still have questions or need technical support, submit a request for Qualtrics assistance.

If you are new to Qualtrics, follow the steps below to create your account within our DMU-managed Qualtrics instance. Note: You do not need an account to complete surveys, only to create and manage them. 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 should 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. Feel free to take the guided tour if prompted, or click here to learn how to create your first survey. If you still need help, click here to request assistance with Qualtrics.

This guide provides a quick overview of how to create and edit a Qualtrics survey, along with links to official Qualtrics resources for more advanced features. Create a New Survey Log in to your Qualtrics account. Click Create a new project from the bottom-left side of the page. Under the "From scratch" header, choose Survey and then click Get started from the bottom-right corner of the page. Name your survey, optionally select a folder, and then click Create project. Edit an Existing Survey Log in to your Qualtrics account. Click the hamburger menu icon from the top-left corner of the page and select Projects. All surveys you've created can be found under Projects and Programs. Surveys that someone else created and shared with you can be found under Shared with me. Navigate to and click the name of the survey you want to edit. Add and Edit Questions Utilize the Survey tab to create or edit your survey: Click + Add new question and select a question type to add a new question. Drag and drop to reorder questions. Click on a question to open a left side toolbar, which allows you to change the question type or adjust formatting, response requirements, and question behavior. ► See our article on Tips for New Qualtrics Surveys. Preview, Test, and Publish Before publishing and distributing your survey, click Preview to view a preview version of your survey. Click through and interact with the preview to make sure everything looks and functions as expected. After validating, click Publish and then confirm by clicking Publish again. You will need to republish your survey every time you make changes. Additional Resources Support articles: Survey Basic Overview Creating Questions Question Types Force Response and Validation Preview Survey Display Logic Skip Logic Survey Options ► Or sign up for the free Qualtrics course on Building a Survey Project if you prefer a more guided experience. 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.

Once your survey is ready and published, Qualtrics offers several options for distribution. This article walks you through the most common methods. 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. ► Learn how to distribute your surveys with Anonymous Links. Qualtrics Email to a Contact List Upload a contact 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. ► Learn how to distribute your surveys to a Qualtrics contact list. 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 Results section of a Qualtrics survey, you'll see a default Results view that has been automatically built for you. Download the view as is, modify the default view, or build a custom report from scratch. Results vs. Reports Results-Reports Overview Advanced Reports Export Reports If you still need help, click here to request assistance with Qualtrics.

Collaborating on a Qualtrics survey allows multiple users to view, edit, distribute, and analyze a survey together. This article provides step-by-step instructions for how to add collaborators to a survey you have created. Steps Log in to Qualtrics. Click the hamburger 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 collaborate 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. The selected collaborators will receive an email notification (unless they've disabled that setting), and they'll be able to find the shared survey on their Projects page under Shared with me. Additional Resources Collaborating on Survey Projects 2-Minute Tips: Collaborating With Others on a Survey 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.

Purpose: If you want to allow respondents to change their answers to a Qualtrics survey, you can either issue a retake link for that individual or build a retake link to be included in email confirmations and automatically sent to all respondents upon submission of a survey response. Note that building retake links to be sent automatically must be done before you distribute the survey, while manually issuing retake links as needed must be done after responses are received. Steps: Details on retake links and how to issue or build them can be found here: https://www.qualtrics.com/support/survey-platform/data-and-analysis-module/retake-survey-link/. Specifically, see the sections on "Issuing Retake Links" for manually issuing them after responses have been received and "Building a Retake Link" for building retake links to send out automatically in email confirmations. If you would like assistance, please submit a Solutions Hub request.