Qualtrics Day 1: Account Set-up and Basic Survey

Objectives

Objectives

General:
Students will:

  • Be able to set up a Qualtrics account and navigate through Qualtrics
  • Create basic surveys
  • Apply a variety of local options and formatting to questions and answers

Specific:
Students will:

  • Access Qualtrics using a byu.edu email account
  • Describe the advantages of online surveys
  • Create new surveys and populate it with a variety of question types
  • Effectively use the piped text and rich content editor tools
  • Customize the look and feel of survey

Outline

Qualtrics is an internet-based platform for the creation, distribution and analysis of surveys. Qualtrics is a great tool for creating surveys that will yield easy to manipulate results. Please have students set up a Qualtrics account before they come to class; it could save up to 15 minutes of class time (see Hook).
Hook
What Qualtrics does and why we use it

  • Assess student’s experience with Qualtrics
  • Benefits of online surveys
  • Qualtrics is free for BYU students

Navigating Qualtrics

  • Headings of interest
  • Tools most useful for us

Create a survey

Editing Questions

Question Actions

Look and Feel of a Survey

  • Look and Feel menu
    • Editing fonts, colors of survey
    • Adding a header and footer message (editing the text of header & footer)
  • Templates for surveys from the library

Survey Options

  • What are the survey options?
  • Add a back button option
  • Customize the End of Survey Message
  • Partial Completion option

Preview survey before you finish to make sure it works!
Conclusion

  • Recap with questions
  • Next time: customize the look and feel of a survey, use different survey options, customize the logic and flow of survey, how to activate and distribute a survey and using response options
  • Office/Facebook

Hook

Email students a step-by-step instruction list of how to set up a Qualtrics account (and what to do if you don’t have a BYU email) about 3/4 days before class. In that email include a simple 4 or 5 question Qualtrics survey  (this could include questions such as “Have you ever taken a Software Training Class before?” and “Have you ever used Qualtrics before?” or “What do you want to use Qualtrics for?” etc. Use formatting skills and anything you think will impress your students/get them excited to learn more. When your students come to class ask if they saw or completed the survey and then pull up the survey and announce the lesson objectives for today by referencing to your own survey to show them how techniques were used.
Example Hook: https://byu.az1.qualtrics.com/SE/?SID=SV_6Ya3IECFkYa9hMF
Setting up a Qualtrics account (Please send this to students BEFORE class)

  • Must use byu.edu email (if you don’t have BYU email, go to my.byu.edu and set up an email alias which just creates a byu email address that forwards all emails to your regular account)
  • Follow instructions on byu.qualtrics.com to create a new account

Questions

What Qualtrics does and why we use it:

  • Who has taken a Qualtrics survey before?
  • What was your experience with Qualtrics like?
  • What kind of surveys would you be interested in making?
  • What do you want to learn the most from this class?

Navigating Qualtrics:

  • Where would you go if you wanted to make a new survey?
  • Where would you go if you needed to send out your survey to more than one person?
  • Where would you find already made surveys online?

Creating a Survey:

  • How can I change the answer type to my question (i.e if it is multiple choice, drop down, type answer, etc)?
  • Show me how I could create a question that has a dropdown list as the answer type
  • Why would we want to use a page break?
  • What are the benefits of using piped text?
  • Why would you want to use Rich Text editor?
  • What kind of question would be appropriate for a multiple choice answer response?
  • What kind of response style would be appropriate for a question such as “How would you rate your professor?”
  • What kind of response style would be appropriate for a question such as “What time do you eat breakfast?”

Skip/Display Logic:

  • Suppose that I have a question that asks if you like cheese but it is preceded by a question if you are lactose intolerant. If you are lactose intolerant I don’t want you to have the next question about cheese. How would I create this scenario in my survey?
  • What is skip vs display logic?

Look and Feel of a survey:

  • Why does the look of your survey matter?
  • What would be bad formatting? i.e. what wouldn’t look good?

Survey Options:

  • If I want my respondents to know the survey is over, how will I put that in my survey?
  • How will I create a partial completion message?

Activity: What Would You Like For Lunch?

Your boss is hosting a seminar to train employees next week and is bringing in a catering company to feed everyone lunch. She wants to know if anyone has any dietary requirements such as nut allergy, vegan, vegetarian etc. The food options are turkey sandwich, berry salad, ham sandwich, and cheese sandwich or tomato basil pasta. She has assigned you to find out who will be eating what. Each meal comes with 2 optional sides: if they order soup they can have roll or crackers. If they order any sandwich they can have chips or carrot sticks, if they ordered salad, they can have roll or bag of nuts. Your task is to make a Qualtrics survey that addresses all of the employer’s demands. You will need to use all the things we have learned today in class to make an effective survey. Be creative as possible!

  • Give class this scenario on the board
  • Ask students what techniques from today we will need to use to make this survey
  • Ask students what questions we will need to include in our survey
  • Ask students what response types we will need to get the results necessary for this survey
  • Once you have brainstormed and used this opportunity to review this day’s materials, give students 5-7 minutes to make a survey of their own
  • Ask 1 or 2 students how they did something in their survey (make them explain to the class)
  • Presumably some of your students will want to know how to send out their survey, use this as an opportunity to promote the next lesson!