Qualtrics Competency

The Sage of Qualtrics: Spencer

Qualtrics Competency

This competency pretty much covers everything you will do in a class. Make sure to go above and beyond exploring your survey options and looking at all question types so you will be prepared for any questions you may get in class. Just like the class, there are two parts to this competency, creating a survey and editing and using the results.

Be prepared to walk through your survey explaining what decisions you made and why. Feel free to either type up how you did it or talk to the Sage.

Part 1- Create a survey

  • Set up a Qualtrics account (byu.qualtrics.com)
  • Create two different surveys that are designed for two different target groups (ex: employee survey, event feedback, weekly progress report, etc.) Be creative! 🙂 In each survey use at least two blocks and edit your survey flow. Be prepared to explain why you used each question and why you chose the specific question formats you used.
    • Customize look and feel, and set your survey options (be sure to use a progress bar) and be familiar with the following options:
      • Randomize Choices/Answer Order
      • Look and Feel menu (BYU Qualtrics does limit your options)
        • Edit fonts, color of survey
        • Header/Footer Messages
        • Templates
        • Foreground Contrast
        • Spacing
        • Add/edit progress bar
        • Transition Animation
        • Autofocus
        • Auto Advance
        • Logo
        • Background Color
      • Survey Options (Be able to explain the use of each Setting)
        • Title your Survey
        • Add Meta Description
        • Back Button
        • Save and Continue
        • Making your Survey Public
        • Making your Survey Invitation Only
        • Set an Expiration Date
        • Customize the end of the survey
        • Adding a Response Summary
        • Automatic thank you email
        • Make responses anonymous
        • Create partial completion submission
    • Based off of your target audience, write your own questions, be sure to be familiar with and include a variety of the following types of questions:
      • Descriptive Text
      • Graphic
        • Graphic text options
        • Insert Graphic
      • Multiple Choice
        • Changing the number of choices and Automatic Choices
        • Change number of answers allowed
        • Positioning of choices
      • Matrix Table
        • Edit number of statements
        • Edit number of scale points
        • Edit number of labels
        • Matrix options
      • Text Entry
        • Edit text type (change amount of space available for response)
        • Change validation requirements (min/max length or content range/validation)
      • Slider
        • Edit number of choices
        • Edit number of labels
        • Change the type of slider
        • Edit Grid Lines
        • Edit value range
        • Decimal Range
      • Rank Order
        • Edit number of items
        • Automatic Items
        • Change the type of ranking
      • Side by Side
        • Edit number of statements
        • Edit number of columns
        • Edit header repetition
      • Constant Sum
        • Edit number of Choices
        • Edit the type of  format
        • Edit positioning
        • Add a symbol
      • Pick, Group, and Rank
        • Edit number of items
        • Edit number of groups
        • Columns or no columns
      • Hot Spot
        • Add regions
        • Choose a graphic
      • Heat Map
        • Chang click count
        • Add regions
        • Choosing graphic
      • Graphic Slider
        • Slider position
        • Gauge vs Bar
          • Different types of Gauges
      • Drill Down
        • Creating a CSV File (Excel)
        • Import CSV File
        • Custom Validation Messages
      • Net Promoter Score
        • Change number of labels
      • Highlight
        • Combine words together to create phrases
        • Change Color Scheme and Settings
        • Add categories between 0 – 3
        • Make highlights in the answer section
      • Signature
        • Click and drag to sign
        • Add or get rid of Sign Here background
        • Change Box Size (S, M, L)
      • Timing
        • Set survey page time minimum
        • Set survey page time limit & auto advance
        • Show/Hide timer
      • Meta Info Question
        • Collects Info:
          • Browser type
          • Browser version
          • Operating system
          • Screen resolution
          • Flash version
          • Java support
          • User agent
      • Captcha Verification
        • Center the box
        •  Light vs Dark theme
      • Question Library
        • Navigate
        • Import questions
    • Have at least 15 questions
    • Add page breaks
    • Use piped text from another question
    • Use rich content editor to add a picture, and to emphasize a word in a question (i.e. bold)
    • Use skip logic AND display logic
  • Use loop and merge
  • Distribute your survey
    • Send it to the Qualtrics Sage and anyone else for them to take it (Send out to the entire team and or 20 people)
 

Part 2 – Results

  • Review your results and look for mistakes
  • Add graphs and tables where appropriate
  • Export your results to Excel

Lesson Plans

All foundations lesson plans for this program must be reviewed by the program lead before this competency can be signed off.