Getting Started: Primary Training Guide
Whether you have been using Qualtrics for one month or 10 years, it’s always helpful to review the basics. Keep scrolling to learn more!
Bookmark the following enablement resources. Learn to use and navigate each.
- XM Basecamp *
- Product Guides
- Qualtrics Support *
- Qualtrics K12 Community * (Congrats, you’re here!)
- Content Hub
- XM Institute
- Live Training Calendar
Qualtrics Platform Essentials Certification (L1)*
Before diving into projects, ensure you understand the fundamentals of Qualtrics.
- Planning a Survey
- Building a Survey
- Distributing a Survey
- Understanding Raw Data
- Reporting Survey Results
Pass L1 Exam ($100) (Courses are free to complete. The exams are purchased separately. Receive 50% off with an .edu email address here.)
Introductory Training Videos*
Kick off your first project build using these videos:
Building Your First Project
- Configuring Your Project
- Customizing Your Project
- Sharing Your Project
- Automating Follow Ups
- Collecting Feedback
Reporting Your Data
Introductory Product Guides
The following written guides will solidify your knowledge of the platform as well as dive deeper into specific functionality:
- Qualtrics Terminology
- Creating a Project
- Surveys Builder Overview
- Actions Overview
- Distribution Overview
- Data & Analysis Overview
- Results & Reports
Additional Resources:
* Requires Qualtrics Username to access
✝ Optional
