-  This webinar is being recorded. The slides and recording will be

distributed to all registrants and attendees

-  Please use the chat window to ask questions, we will answer

some throughout, and reserve time at the end of the webinar for

additional Q & A

-  Join the conversation on Twitter using @Qualtrics #surveys

HOUSEKEEPING!

INTRODUCTIONS!

David Lewis | Product Specialist dlewis@qualtrics.com

Jordan Archibald | Product Marketing jordana@qualtrics.com

Agenda!

•  Beginner to Advanced Features (21 Total)

•  Geared Toward Users of Qualtrics Research Suite or those

seeking to learn more about features and functionality

•  Very faced paced, so hang on tight

END GOALS!

•  Become More Familiar with Research Suite

•  Save Time and Money

•  Better Survey, Better Data, Better Decisions

•  Prevent Headaches

FAVORITE FEATURE!

SCENARIO #1: “I need to show a commercial advertisement to my participants but the video needs to autoplay and be compatible with all browsers.”

SOLUTION: Embed A YouTube Video

<iframe width="560" height="315" src="https://www.youtube.com/embed/JDwRN2GBUj8?autoplay=1” frameborder="0" allowfullscreen></iframe>

SCENARIO #2: “I have been an active user of Qualtrics for some time and now I have over 100 surveys in my account. Is there anyway to have my most recent surveys displayed first?”

MY SURVEYS!

SOLUTION: Organize By Last Modified

SCENARIO #3: Q-Tip, you can move elements in the survey flow in two different ways. Can you think of both?

EDIT SURVEY - SURVEY FLOW!

SOLUTION: Click “Move” Then Drag And Drop Or Select The Element And Use The Arrow Keys!

SCENARIO #4: “I want to use the Embedded Data I added to my panel in my reports (i.e. Department, Gender, Assorted Cheese Preference). How do I make sure they all show up in the report and the downloaded data file?”

EDIT SURVEY - SURVEY FLOW!

SOLUTION: Add From Panel (Embedded Data Element)

SCENARIO #5: “I’ve finally finished my survey but now I want to make sure that the respondents are forced to answer all of the questions. Do I really have to check ‘Force Response’ for every question individually?”

EDIT SURVEY!

SOLUTION: Selecting Multiple Questions

SCENARIO #6: “One of my survey questions asks respondents to ‘check all that apply’ and includes ‘None of the above’ as one of the answer choices. I want to prevent them from checking ‘None of the above’ along with other answer choices.”

EDIT SURVEY!

SOLUTION: Make Answer Choice Exclusive

SCENARIO #7: “I have a huge list of answer choices (from a Word document or some other source). Is there a way to get them all into the survey question that is faster than typing one answer choice at a time?”

EDIT SURVEY!

SOLUTION: Copy And Paste Lists

SCENARIO #8: “I love how Qualtrics allows me to preview my survey, but I’m tired of clicking through the whole survey just to get to the section I want to check out.”

EDIT SURVEY - PREVIEW!

SOLUTION: Preview Bookmarks + View Block

SCENARIO #9: “The question numbers (e.g., ‘Q1,’ ‘Q2,’ etc.) for my survey questions are all out of order. This is making it difficult for my team to find and refer to questions as we collaborate on building the survey.”

EDIT SURVEY!

SOLUTION: Auto-Number Questions

SCENARIO #10: “As I work on my survey, I am interested in seeing how the data is going to come out. Other than passing a survey link around the office and begging people to take it, is there any way to get some kind of data I can use for testing purposes?”

REPORTING!

SOLUTION: Test Survey

SOLUTION: Publish To The Web

SCENARIO #11: “How can I share this awesome report I’ve built? I don’t want to make the report viewers log into my Qualtrics account to see it, and a PDF or PPT export won’t do because they need access to real-time data.”

REPORTING!

SCENARIO #12: “My team was working on a collaborated survey together but they copied and pasted bits and pieces into the survey from different sources and now all of the fonts are different.”

EDIT SURVEY - LOOK & FEEL!

SOLUTION: Strip Formatting + Look & Feel

SCENARIO #13: “I have a very specific demographic for my Ninja Turtles Survey. How do I make sure I am not charged for partial responses and for those participants that I screen out?”

RESPONSE MANAGEMENT!

SOLUTION: Delete After One Week + Customized End of Survey Element

BONUS: Screen-Out Reporting (Add-On Feature)

Bonus: Screen-Out Feature (Incidence Reporting)

SCENARIO #14: “I am curious to see if there is a bias between the participants who took the survey on a mobile device versus a computer. How can I identify mobile respondents?”

EDIT SURVEY - SURVEY FLOW!

SOLUTION: Branch Logic By Device Type

SCENARIO #15: “I have placed a discount code at the end of my survey to incentivize participants to complete. However, I do not want them to simply rush through the survey in order to receive it.”

RESPONSE MANAGEMENT!

SOLUTION: Q_TotalDuration + Branch Logic + End Of Survey Element

SCENARIO #16: “I heard back from some of my survey participants telling me that they did not recognize the Qualtrics email. They are accustomed to receiving emails directly from our company.”

DISTRIBUTE SURVEY!

SOLUTION: SMTP (Simple Mail Transfer Protocol) Or SPF (Send Policy Framework)

Qualtrics Server Your Org’s Server

Qualtrics User Emails the Survey Survey Participant

SMTP (Simple Mail

Transfer Protocol)

Qualtrics Server “Mask” Email

Survey Participant Qualtrics User Emails the Survey

SPF (Sender Policy

Framework)

SCENARIO #17: “We’d like to send out an email to our customers using Qualtrics, but we don’t want the email to be a survey invitation.”

PANELS AND DISTRIBUTION!

SOLUTION: “Send Email To Panel” (Panels Tab)

SOLUTION: “Show On All Pages”

SCENARIO #18: “Ok, so I finally have the perfect look for the first page of my report. It’s got our logo, nice-looking borders, and other stuff that I want to be consistent throughout the survey. Can I apply my work to the other survey pages automatically?”

REPORTING!

SOLUTION: Copy And Paste Keyboard Commands

SCENARIO #19: “I just spent all this time getting a particular graph or table in my report formatted exactly how I want it. Now I need a graph or table that is almost exactly same, but for a different question. Do I have to start from scratch again?”

REPORTING!

SCENARIO #20: “I want to post a general survey link via email, Facebook, Twitter, QR Code, the company’s website, and on a kiosk tablet device. However, I need to know where each respondent is coming from to analyze the distribution effects.”

DISTRIBUTE SURVEY!

SOLUTION: Append Embedded Data To The Survey Link

Anonymous Survey Link

SCENARIO #21: “My market research firm collects customer satisfaction data for 20 businesses. I need to quickly change the button color to match the different logos of our clients. However, there is no default option to do this in the Look & Feel.”

EDIT SURVEY - LOOK & FEEL!

SOLUTION: Inspect Element + Custom CSS Code

END OF PRESENTATION

MIND = BLOWN

Use the chat window to begin submitting your questions, we will try

to answer as many as possible, if your question is not answered

during Q & A we will reach out personally and make sure we get

your question answered.

Q & A!