Academic Technology Center
Teaching with Technology Collaboratory

Tips for Using Qualtrics

Qualtrics features include:

Before your survey, think about:

  1. How will your survey be distributed?


  3. Will your survey have multiple pages or all questions on one page?

    In order for responses to be saved, the respondent needs to click the button to proceed to the next screen. Therefore, if there are 20 questions on a page, and a respondent’s browser crashes when they are answering question number 19, the entire survey will have to be completed again. Therefore a good guideline is 1-3 questions per page.

  4. What tool(s) will you use to analyze your data and prepare your reports?

    There are built-in analysis tools in Qualtrics, but they are basic. Frequency distributions and cross tabulations are possible within the online tool. For more advanced analysis, you can download the data into a SPSS dataset or a comma separated value (.csv) file. Consider the exact analysis that you will need to perform before designing your survey.

Some Tips for Creating Your Survey:

  1. Include a Back Button so that users can navigate throughout your survey (in the survey options tool, check the appropriate box).
  2. Validation – Use the force response carefully. If respondents want to skip a survey question for any reason, the force response option is not desirable. Including a “don’t know/decline to answer” option can help mitigate this.
  3. Carry Forward - allows you to select response categories to be dependent on what the respondent did or didn’t select in a previous question, click on the survey question, then click on the purple box next to the question and select “Carry Forward Choices”.
  4. Piping Text – Piping allows you to use text from a previous question in a subsequent text. For example, if a respondent answered a question asking about their major with “Biomedical Engineering”, a subsequent question might ask “Why did you choose Biomedical Engineering?”. To pipe text into a question, click into the question text area. The box will turn yellow and a blue tab will appear above it that says “Rich Text Editor.” When you click this, a dialog box opens; click the Smart Text icon and follow the prompts.
  5. Logic – Logic allows you to direct respondents through a path of questions dependent on their answers. For example, if a gate question asks, “Have you borrowed equipment from the Academic Technology Center?” follow up questions about the nature of the equipment borrowed would only be relevant if the answer is “Yes”. When using skip logic, enter all of your questions first, and then you can use logic to create the path. Skip instructions will be processed in the order you place them. If you want to remove an item after adding logic, you will need to delete the logic first. Qualtrics uses two types of Logic: Display Logic – use for a single follow up question. Skip Logic - use for multiple follow up questions. Be sure to test all logic before deploying your survey!

Analyzing Your Survey:

You can view the ongoing results of a survey at anytime by clicking “View Results”. Make sure the correct survey is selected by looking at the “Current Survey” section which is near the top right of the page. The other option for a report is to use the Reporting tab. This option allows you to generate a more detailed report, where you can add, manage and arrange content.

Collaborating with other WPI Researchers:

You can share your survey with other members of the WPI community. The creator of survey can allow others to Edit, View Results, Activate/Deactivate, Copy and/or Distribute the survey. To enable Collaboration, click the Collaborate button next to the survey name on the My Surveys tab.
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Last modified: Jul 10, 2013, 14:00 EDT
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