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Getting Started Mondays

Getting Started Mondays

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

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JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Assigning Random IDs | Getting Started Mondays | July 24th 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 24th 2023 Topic: Assigning Random IDs Whether you need to track respondents through multiple surveys or are practicing anonymity and not collecting personal information, randomly generated numbers can be used as unique identifiers for your respondents. Embedded data and the built-in random number generator are used to assign and save these IDs for each respondent. It is best practice to use IDs 10 to 12 digits long to reduce the likelihood that more than one respondent will have the same ID. If you’re having respondents prove their completion with this ID, you can d

901

1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Adding a Consent Form to a Survey | Getting Started Mondays | July 17th 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 17th 2023 Topic: Adding a Consent Form to a Survey Consent forms in surveys typically consist of a text section explaining what the participant is consenting to and a multiple-choice question that allows the participant to decide if they wish to continue or exit the survey. Obtaining consent before a participant begins a study is critical, not only to be IRB compliant, but also to promote transparency, protect the participant, and ensure reliable data is collected. If the participant decides to not take part, skip logic will take them to the end of the survey withou

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Grouping Answer Choices| Getting Started Mondays | July 10th 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 10th 2023 Topic: Grouping Answer Choices While it is best practice to keep answer choices concise and clear, sometimes a long list of answer choices is unavoidable. Grouping answer choices mitigates cognitive overload and promotes clarity by organizing these long lists to be easily understood and navigated. While this functionality may seem simple, it allows survey makers to customize the groups by adding randomization, setting selection requirements, choosing to display the group name, and even using the Rich Content Editor to edit the group names. You can also hide

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Translating Comments | Getting Started Mondays | July 3rd 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 3rd 2023 Topic: Translating Comments Adding different translations to your survey makes the survey more accessible and allows respondents to have better-personalized experiences. Once the data is collected, we need to be able to analyze the feedback given in different languages. The translate comments feature allows us to select text entry fields in the Data & Analysis tab, like Embedded Data and Text Entry questions, to be translated as soon as they're recorded. While TextiQ uses Google Translate by default, you can discuss adding a custom translation or changi

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Math Operations | Getting Started Mondays | June 26th 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 26th 2023 Topic: Math Operations If you’ve used scoring in the past and felt it was missing the ability to use custom formulas or want to create custom values based on responses, math operations might be the tool you’ve been looking for! Piped text can be added inside the math operation to calculate dynamic values for each respondent. This feature allows you to pipe in scoring values to the formula and create custom calculations like adding the scores of all scoring categories together. To save these values and have them visible in your results, the operations must b

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Carry Forward | Getting Started Mondays | June 19th 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 19th 2023 Topic: Carry Forward Choices Too many answer choices can result in a higher cognitive load for respondents and can lead to an increase in the dropout rate. The easiest way to combat this is by getting rid of unnecessary or inapplicable answer choices. Carry forward can help remove unwanted answer choices by allowing you to specify which answer choices you want to bring from one question to a future question. For example, if your initial question has eight answer choices, and your respondent only selects three of them, carry forward let’s you decide if you

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Hiding Questions | Getting Started Mondays | June 12th 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 12th 2023 Topic: Hiding Questions Once a survey has gone live and data has been collected, changes such as deleting questions, changing question types, and modifying response requirements will result in previously gathered data being deleted or altered. When you need to remove a question and want to preserve your data, instead of deleting anything, the answer is to hide these questions so that they are no longer shown to your respondent but kept in your survey. Using Display logic and creating a logic statement that can never be met, is one of the two main ways to hi

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Expert Review | Getting Started Mondays | May 15th 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 15th 2023 Topic: Expert Review Expert Review plays a crucial role in optimal survey creation by reviewing your survey and providing suggestions on how to improve your project to collect the highest quality data possible. The recommendations are based on survey methodology, survey errors, accessibility compliance, and sensitive data requests. Survey errors are the most important suggestions to implement because the flagged errors are likely to negatively affect the respondent experience. Remember that not all suggestions need to be implemented to have a successful sur

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Sharing a Survey | Getting Started Mondays | April 24th 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 | April 24th 2023 Topic: Sharing a Survey Whether you need someone to review your project or you’re sharing your final results, there are many reasons to provide other users access to your surveys. Qualtrics allows surveys to be shared, however, you must be the owner of the survey and need to have the permission to collaborate enabled. While you are able to collaborate within and outside of your organization, when collaborating across organizations, the collaborator account permissions will be limited to that of a trial account & limited to 10 emails a week. If you don

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Closing a Survey | Getting Started Mondays | May 8th 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 1st 2023 Topic: Closing a Survey Closing a survey, also known as pausing response collection on a survey makes it so that the survey no longer accepts new responses and disables your distributed survey links. Whether you need to re-write some questions, fix some logic issues, or you’re done collecting responses, Qualtrics allows you to pause response collection via the projects page and the Distributions tab. Before pausing your survey, it is crucial to check your survey’s incomplete response settings since these settings decide if your responses in progress are allow

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Response Rates | Getting Started Mondays | May 1st 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 1st 2023 Topic: Response Rates Low response rates can be caused by a variety of different factors including respondent motivation, survey length, and even invitation email wording. Although high response rates alone don’t define the quality of your data, generally, the higher the response rate, the more representative the sample and the less likeliness of non-response bias. Generally, companies report having response rates that fall between 20% and 30%, if your rates are lower than 20%, it is essential that you review your survey and take actions to improve your respo

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Scoring | Getting Started Mondays | March 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 | March 6th 2023 Topic: Scoring Feedback is the primary way to understand how one performed on an exam or task, and identify areas of strengths and weaknesses. Scoring is an efficient way to provide feedback after a respondent completes a survey, by being able to calculate a score based on their responses & including a customized message at the end of the survey. Scoring allows you to assign numeric values to each answer choice, this process can be done automatically or manually if you need customized values for each choice. Scoring categories can be used to create dif

796

1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Query Strings | Getting Started Mondays | March 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 | March 13th 2023 Topic: Query Strings Although we use URLs every time we interact online, most people’s knowledge of the subject ends after the domain. Query strings provide a way to pass additional information to a website by adding this information to the end of a URL. The syntax consists of a FieldName which is the name of your data field and a FieldValue which is the specific data value of your field. Specifically for Qualtrics, query strings allow you to pass information into a survey that can be saved as embedded data and then used in branch and display logic along w

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Quotas | Getting Started Mondays | March 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 | March 20th 2023 Topic: Quotas After calculating the necessary sample size for a project, in order to accurately represent the chosen population, the sample size needs to be partitioned into different subgroups that make up the entire population. You can use survey quotas to set specific targets for each demographic group in your survey and ensure that you gather only the exact amount of data required for your study. With simple logic quotas, the count will be incremented each time a respondent meets the conditions you have set. With cross-logic quotas, you use percentage

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Custom Field Creation | Getting Started Mondays | February 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 | February 27th 2023Topic: Custom Field CreationWhen more information is needed after response collection has already begun, simply adding more questions won’t fix the issue, but adding custom fields will. The custom field editor is an essential tool that allows you to append additional information to a response after its been collected. A bucketing field gives each response a value based on a categorical question or field, so responses can be categorized for reporting or filtering.Values assigned with a bucketed variable will be applied to both collected and future data,

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Piped Text | Getting Started Mondays | February 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 | February 20th 2023Topic: Piped TextPersonalized survey experiences help create a more engaging and relevant survey experience for respondents that leads to higher response rates & more accurate data. Piped text allows you to dynamically insert text to your survey questions via a line of code you add to your survey that pulls information from different sources and displays that information to the respondent. This feature allows you to tailor follow-up questions based on your respondents’ previous answers and other information such as metadata & contact information.I

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Reference Surveys | Getting Started Mondays | February 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 | February 13th 2023Topic: Reference SurveysReference surveys allow you to create multiple surveys with the same sets of questions in a time-effective manner by utilizing surveys stored in your Qualtrics library and referencing them inside your other surveys. The ability to reference surveys differs from duplicating a project because any change that is made to the reference survey in your library will also update the questions within any project they’re referenced in.Improve your survey creation workflow by utilizing reference surveys and making mass edits to your questions

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Version History | Getting Started Mondays | January 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 | January 16th 2023Topic: Version History Every time you publish or save your survey, you create a “version” of it. You can view, preview, or even restore past versions of your survey through a feature called Version History. This feature is specifically designed to keep a history of your survey changes and is a good tool to use when you need to revert to an earlier version or check what changes have been made since you last published your survey. Where to find this feature:Navigate to the Survey tab and click Tools. Highlight Versions. Select View Version History.Support P

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Rich Content Editor | Getting Started Mondays | February 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 | February 6th 2023Topic: Rich Content EditorThe Rich Content Editor is a crucial tool for text formatting that can be found in various parts of the platform such as question text, choice text, survey headers & footers, and many more. This tool allows for basic text styling like bolding, underlining, & aligning, while also giving you the option to see the HTML behind your text and make any direct edits to the code.Remember that text formatting is vital for keeping your readers engaged, so quit relying on your default text and learn how to use the Rich Content Editor

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Preview Survey | Getting Started Mondays | January 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 | January 30th 2023Topic: Preview SurveyTesting your survey prior to data collection is a crucial step in the survey-making process as it leads to the identifying and fixing of any technical or conceptual errors, and ensuring the survey meets the objectives of the research. The preview survey feature facilitates this step by allowing you to test all aspects of your survey by placing a bookmark, ignoring question validations, and even showing hidden questions to avoid having to repeatedly complete your entire survey. Using these tools to ensure the survey is ready to launch w

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ Reusable Choices | Getting Started Mondays | January 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 | January 23rd 2023Topic: Reusable Choices When creating a survey with similar answer choices, duplicating the question or copying and pasting the choices can quickly become inefficient and redundant. Reusable choices allow you to save a list of choices in your survey that you can reuse in more than one question. Through this functionality, you can make changes to the Reusable Choices that will be applied wherever the Reusable Choices exist in your survey project. Also, this feature allows you to import, manually create, format, recode, and/or hide these choices. Where to fi

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1 year ago

JoseSFormer XM Community Team Member

published in Getting Started Mondays

✏️ What is Qualtrics? | Getting Started Mondays | January 9th 2022

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 9th 2022Topic: What is Qualtrics? Qualtrics Experience Management (XM) is the only software platform that helps brands continually assess the quality of their four core experiences—customers, employees, products, and brands. While Qualtrics offers a variety of different products, this post focuses on the Survey Platform. This platform allows users to create surveys, analyze their data, and generate detailed reports all in one place with no programming knowledge necessary. Where to find this feature:Open the navigation menu on any page of the Qualtrics product and

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