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Getting Started Mondays

Discover weekly posts for new users highlighting Qualtrics support pages, community posts & more.

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47 Topics
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ QSF | Getting Started Mondays | January 29th 2024

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | January 29th 2024 Topic: QSF Whether you want to transfer a survey to a different account or simply keep a survey backup on your computer, exporting as a QSF is your best option. While a QSF or Qualtrics Survey Format file will not contain any response data, it will contain survey formatting and settings, including any questions in your trash.  This export method makes it easy to share survey templates via email by adding the QSF file as an attachment. This method differs from simply collaborating or duplicating a survey since there are no restrictions regarding survey ow

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pamelalbeck
Level 4 ●●●●
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Distributing Surveys via SMS | Getting Started Mondays | August 14th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | August 14th 2023 Topic: Distributing Surveys via SMS Even though mobile optimization is a common practice among survey creators, a commonly overlooked form of distribution is SMS. The two forms of SMS distribution available on Qualtrics include sending a link to the survey to be taken on a mobile browser and a 2-way interaction where respondents text their replies to each question. This distribution method uses phone numbers instead of emails, but other aspects such as scheduling messages, reminders, and viewing distribution history are similar to email distribution.  If

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JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Setting Values from the Survey URL | Getting Started Mondays | November 20th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | November 20th 2023 Topic: Setting Values from the Survey URL A commonly overlooked tool is the Survey URL, by adding embedded data field names and values to the end of the survey link you can still bring embedded data into the survey for each respondent. This feature comes in handy when you have the survey link posted in multiple places and want to know which source is bringing in the most responses. For example, if you have your survey posted on Facebook, LinkedIn, and Instagram, you can add an embedded data field in your survey flow and a Source field and value to your

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M
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Add Javascript | Getting Started Mondays | March 27th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | March 27th 2023 Topic: Adding Javascript From adjusting the appearance of a matrix question to adding advanced functionality, adding Javascript to your Qualtrics survey allows you to customize your project to fit your needs.The first step to adding your own custom code to your survey is knowing where to access the JavaScript editor. After doing so, you can use the XM Community's Custom Code category to search for posts that are similar to your use case, or make your own post and wait for users to help you.Create customized & unique user experiences for your surveys an

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JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Inline Email Question | Getting Started Mondays | September 11th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | September 11th 2023 Topic: Inline Email Questions If you’ve ever considered customizing your email distribution to make your survey invitations more engaging, adding an inline email question may be the perfect solution. This feature grabs the recipient’s attention and can increase your response rate by making it incredibly convenient for them to provide a response. Once an answer choice is clicked, the recipient is immediately launched into the survey in a new tab with their response already selected. To take it a step further, you can have your inline email question subm

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G
Level 1 ●
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Distributing a Survey | Getting Started Mondays | June 5th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | June 5th 2023 Topic: Distributing a Survey Once you have finished creating your survey, it is essential to compare and understand the different distribution channels available to select the correct distribution method for your project.  Email is one of the most commonly used distribution channels because it allows you to use either the Qualtrics mailer or your own email system to send custom survey invitations, use different types of links, and even send reminder and thank you emails.  Anonymous links are part of the web distribution channel, and they are popular because

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JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Using Post Survey Options | Getting Started Mondays | December 11th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | December 11th 2023 Topic: Using Post Survey Options It happens to everyone, you click on a survey link you’ve been planning on taking for a while just to be greeted with the default message of “Your session has expired, and your response, if any, has been recorded.” If you don’t remember taking this survey, this message can cause some confusion and lead to a poor respondent survey experience.  The Post-Survey options tab, located in Survey Settings, allows survey creators to send thank-you emails to respondents and add a message for respondents who select a personalized l

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JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Table of Contents | Getting Started Mondays | January 22nd 2024

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | January 22nd 2024 Topic: Table of Contents Back buttons are one of the most useful features for respondents when taking a survey, but their usefulness relies on the length of the survey. Once a survey gets too long the back button becomes less effective and the table of contents element starts to be the better option. The table of contents is an element added to the survey flow that allows respondents to see a list of all the blocks included and the ability to navigate to any block. You can customize this feature by adding a header, adding a custom introduction message, s

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Creating Response Reports | Getting Started Mondays | October 9th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | October 9th 2023 Topic: Creating Response Reports If you’ve ever needed to include a survey response summary in an email before, you’ve likely used the Include Response Report feature on an email task. This feature displays full question text and answers in a follow-up email to respondents but does not allow you to select certain questions or information. Since you cannot customize your response report, an alternative option to this use case is to use Piped Text to select your desired questions and format them in an easy-to-read fashion. Instead of enabling the Include Re

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JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Auto-Number Questions | Getting Started Mondays | January 8th 2024

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | January 8th 2024 Topic: Auto-Number Questions Question numbers are not only a good way to identify your questions while reviewing your survey data, but they can also be displayed to respondents to allow them to keep an eye on their survey progress. While question numbers can be manually edited, the longer a survey gets, the more tedious manually changing question numbers becomes.  If you’d like all your numbers to be in order, you can use Auto-Number Questions to order all the question numbers in your survey at once. The numbering options you can choose from include seque

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Managing Survey Availability | Getting Started Mondays | December 4th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | December 4th 2023 Topic: Managing Survey Availability If you’ve ever received the message “Sorry, this survey has already expired” while testing out a survey and not known what to do, then you likely have never used the survey availability setting. Survey Availability is the updated version of survey expiration; this setting allows you to set an expiration date when the survey will be closed to new respondents.  You can choose between setting a specific start & end date or allowing the survey to collect responses so long as the status is active. For a more personalize

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Generating Test Responses | Getting Started Mondays | November 27th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | November 27th 2023 Topic: Generating Test Responses It’s easy to get excited about distributing a newly created survey and overlook the testing phase, however, this excitement and lack of testing can unfortunately lead to negative survey experiences and subpar data collection.  To help mitigate this poor survey experience, you can generate test responses before sending out your survey to ensure that your survey is acting and collecting data exactly as expected. There’s no need to be careful when choosing the number of test responses you wish to generate since the response

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Randomizing the Survey Flow | Getting Started Mondays | November 13th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | November 13th 2023 Topic: Randomizing the Survey Flow Whether you’re looking to minimize order effects, reduce response bias, or need to display different blocks to different respondents, the randomizer element is an essential feature you should have in your survey tool belt! As simple as it may seem, the randomizer element in the survey flow allows survey creators to pick and choose what parts of the survey they wish to randomize, from question blocks to embedded data. One of the most common use cases for the randomizer includes randomly assigning respondents to either a

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Using an NPS Question| Getting Started Mondays | November 6th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | November 6th 2023 Topic: Using an NPS Question Net Promoter Score or NPS is one of the most popular options to measure customer satisfaction and for the survey makers’ convenience, it is built directly into Qualtrics as a question type. NPS measures how willing a customer is to recommend a product or service by splitting the responses into three categories based on the scale point the respondent selects. After splitting the responses into either the Detractor, Passive, or Promoter group, the overall score can be calculated by taking the percentage of respondents who are p

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Allow Text Entry | Getting Started Mondays | October 30th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | October 30th 2023 Topic: Allow Text Entry When multiple-choice questions are used, respondents are required to choose the answer choice that they believe to be true, but what happens when the respondent deems all of the answer choices incorrect? These situations are where you most commonly see the “Other” answer choice implemented. The Allow Text Entry option lets you add a text box to your answer choice so respondents can enter their own unique responses. You can also add text entry validation so you can ensure that when that choice is selected, the text box is required

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Custom Validation Messages | Getting Started Mondays | October 23rd 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | October 23rd 2023 Topic: Custom Validation Messages If you’ve taken a survey before and attempted to proceed to the next page only to be stopped by a vague error message, then you completely understand the feeling of frustration a respondent feels when they don’t know what needs to be fixed to continue.  These experiences dissuade respondents from taking your future surveys and may even lead them to abandon their current survey session altogether. To minimize these negative experiences, we can choose clear default messages or create descriptive custom validation messages.

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Mobile Specific Content | Getting Started Mondays | October 16th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | October 16th 2023 Topic: Mobile Specific Content Something commonly forgotten is that roughly a third of respondents take surveys on their mobile device, for this reason, it is crucial to consider both Desktop and Mobile experiences while creating surveys.  A few ways to optimize your survey’s mobile experience include selecting and avoiding certain question types, creating mobile-specific themes, and even creating completely different survey experiences for your mobile respondents with mobile-specific content. To create this content, branches in the Survey Flow can be us

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Pulling Data Into a Second Survey | Getting Started Mondays | October 2nd 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | October 2nd 2023 Topic: Pulling Data Into a Second Survey Not all research studies can be concluded after one session of survey taking, especially if there’s a time component involved that requires respondents to take a survey every day or every other week. Longitudinal surveys are a great solution for this use case that connects surveys so that the second survey retains and can display certain information for the same respondent. To pull data into a second survey, many features are used such as embedded data, random number generator, contact lists, workflows, end-of-surv

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Survey Response Workflows | Getting Started Mondays | September 25th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | September 25th 2023 Topic: Survey Response Workflows While it may seem like a simple feature, the survey response event adds even more functionality to workflows by firing for newly created survey responses and responses updated via the Qualtrics API. The customization doesn’t stop there because this event allows for conditions based on information like embedded data, quotas, response statuses, and more to define when a task should be triggered. This event is even more useful if you’re mainly distributing surveys with multiple translations since it allows you to specify w

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Custom Validation | Getting Started Mondays | September 18th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | September 18th 2023 Topic: Custom Validation Content validation is an effective way to ensure respondents are responding to your text entry questions the way you specifically tell them to. Qualtrics offers several different types of content validation, however, these are meant to cover the most common use cases such as email, phone number, postal code, number, date, etc. Custom validation allows survey makers to tailor their custom logic for any scenario they need while using forced response and requiring the respondent to answer the question. Common use cases for custom

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Deselecting Answer Choices | Getting Started Mondays | August 28th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | August 28th 2023 Topic: Deselecting Answer Choices De-selecting an answer choice is a common use case in surveys, especially when an answer is clicked accidentally on an optional question. There are times when respondents change their mind and want to leave a question unanswered, but by default, once an answer choice is selected the only option respondents have is to choose another answer. By utilizing multiple-answer multiple-choice questions and adding an answer range validation, you create a regular multiple-choice question that allows choices to be de-selected and dis

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Adding a Submit Button to a Survey| Getting Started Mondays | August 21st 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | August 21st 2023 Topic: Adding a Submit Button to a Survey As simple as it may seem, having a submit button at the end of a survey can enhance a respondent’s survey experience by providing a clear endpoint, alerting them of their last opportunity to edit their responses, and allowing them to decide when to submit their responses. This feature can also improve the quality of data by reducing the likelihood of incomplete responses and allowing respondents to review their responses before submitting them. To add a submit button to the end of a survey, the last page of questi

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Changing Button Text | Getting Started Mondays | May 22nd 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | May 22nd 2023 Topic: Changing Button Text The Look & Feel tab’s general section allows you to personalize your survey to create a better respondent experience by specifying the number of questions shown per page, adding a progress bar, and editing the next and back button text. By default, survey buttons consist of arrows that allow respondents to know how they will advance if the button is pressed. While these arrows are generally intuitive, customizing this text to be more descriptive provides more clarity and accessibility to all users.  If you need descriptive but

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Displaying Messages Based on Scoring | Getting Started Mondays | August 7th 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | August 7th 2023 Topic: Displaying Messages Based on Scoring Whether you’re supplying personalized resources based on the respondent’s answers or building a quiz and providing feedback on grades, there are numerous reasons to display messages based on scoring. Since there can only be one end of survey message for each respondent it is crucial to add all of the information in one message while still keeping it brief to increase the likelihood of it being fully read. Embedded data, display logic, and Text/Graphic questions can be used together to display multiple messages, h

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JoseS
Former XM Community Team Member
JoseS
Former XM Community Team Member
JoseSFormer XM Community Team Member
published in Getting Started Mondays
✏️ Setting up A/B Testing in Surveys | Getting Started Mondays | July 31st 2023

What is Getting Started Mondays? Every Monday we will highlight a Core XM feature, and the post will include a description of the chosen topic, a support page, and related community content. The goal of this weekly series is to help users find support pages or community posts that relate to the topic. Remember to always contact Qualtrics Support for product-related issues or urgent questions. Getting Started Mondays | July 31st 2023 Topic: Setting up A/B Testing in Surveys A/B testing is a commonly used research methodology students and professionals use to compare two different versions of something to identify the better-performing option.   One frequent use case among survey creators consists of displaying a new logo to half of the respondents, displaying the original logo to the other half, and analyzing which logo was more well-received. This and other use cases can be easily set up in Qualtrics by creating a block for each condition, adding a randomizer, and enabling the “Evenly

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JoseS
Former XM Community Team Member

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