Basic Instruction for Qualtrics at CityU
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Chapter 1 Log in CityU Qualtrics 2
Chapter 2 Create Project (Survey)
Part 1 create project
Part 2 create questions
3
Chapter 3 Advanced Settings
Part 1 Look & Feel
Part 2 Survey Options
5
Chapter 4 Distribute Survey
Method 1 use anonymous survey link (Open Access under Survey Options)
Method 2 email links to contact list (By Invitation Only under Survey Options)
8
Chapter 5 View Results
Part 1 View Reports
Part 2 Download Data
Hint: How to open CSV file with non-English character data in Excel
13
Chapter 6 Deactivate Survey 19
Source:
Qualtrics Support [https://www.qualtrics.com/support/], then “Survey Platform”
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Chapter 1 Log in CityU Qualtrics
1. Access [http://go.cityu.hk/qualtrics] and make sure you see the “red gate” background. Enter your
CityU EID and password to log in.
2. After logging in Qualtrics successfully, you are ready to create / view survey.
(Note: This screen shot shows you have logged out Qualtrics. Click here to re-log on to Qualtrics.)
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Chapter 2 Create Project (Survey)
Part 1 create project
1.1 Under Projects, click .
1.2 In the box that appears, type Project Name and select Folder to save it in.
1.3 Finish by clicking .
(more details: https://www.qualtrics.com/support/survey-platform/my-projects/creating-a-project/)
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Part 2 create questions
2.1 After clicking , Multiple Choice question is shown as default. Use the question pane
to the right to change the question type or change the question settings.
2.2 Click on the area “Click to write the question text”. Edit the question text.
Do similar action for editing choice text by clicking “Click to write Choice ……”.
2.3 Click to add question.
(more details: https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/creating-questions/)
question settings
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Chapter 3 Advanced Settings
Part 1 Look & Feel
Click on under Survey tab.
Look & Feel box would be shown.
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In the Look & Feel you can:
1.1 Change the Skin (template) of your survey
1.2 Customize Next / Back Button Text (i.e. change “>>” to “Submit” or “Next”)
1.3 Add a Header or Footer (click Advanced firstly)
The preview would be changed according to modified settings. Click to save your settings.
(more details: https://www.qualtrics.com/support/survey-platform/survey-module/look-feel/look-feel-overview/)
Step 1
Step 2
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Part 2 Survey Options
Click on under Survey tab.
Survey Options box would be shown. The most common settings are in place by default. You can modify
the settings such as Survey Title (tab title in browser), Open Access or By Invitation Only.
(more details: https://www.qualtrics.com/support/survey-platform/survey-module/survey-options/survey-options-overview/)
Set Survey Expiration if you know
when the survey will be closed.
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Chapter 4 Distribute Survey
Method 1 use anonymous survey link (Open Access under Survey Options)
1.1 Go to the Distributions tab.
1.2 Click the icon Web, then under Web.
1.3 Highlight the link that appears, and hit Ctrl+C (command+C for Mac) on your keyboard to copy the link.
1.4 Paste the link into an email or on a website to distribute. You can shorten the link by using CityU
ShortURL [http://go.cityu.hk].
(more details: https://www.qualtrics.com/support/survey-platform/distributions-module/web-distribution/anonymous-link/)
Step 1
Step 2
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Method 2 email links to contact list (By Invitation Only under Survey Options)
Before sending email to a group of participants, please create a contact list as step 2.1 – 2.4 if there is no
contact for the group.
2.1 Click Contacts from top, make sure My Contacts is being selected and click .
(Other survey creators would see your added contact if you have created it under City University of
Hong Kong.)
2.2 Fill in the name of Contact List and select folder (keep “Uncategorized” if no idea). Then click
.
XXXXX CHAN
XXXXX CHAN
Step 1
Step 2
Step 3
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2.3 Choose how you would like to import panel members: Import From a File to upload a spreadsheet of
members, Add Manually using a web-based form, or Import From a Survey to use previous survey
responses to build your contact list.
2.4 Take Add Manually as example. Fill in the Email, First Name and Last Name for each of your contacts.
Make sure no blank space before or after the text. Click when you are done.
2.5 Go to the Distributions tab, then click Emails from left panel. Click .
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2.6 Click on the “To:” drop-down menu to select the recipients of the survey. Select My Library and then
the existing panel (choose Select Entire Contact List).
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2.7 Next, choose When (i.e. Send Now) to send your survey.
2.8 In the Message section, enter a From Name, Reply-To Email Address, and Subject for your email. Click
.
(more details:
Contact List: https://www.qualtrics.com/support/survey-platform/contacts/contact-list-overview/
Emails: https://www.qualtrics.com/support/survey-platform/distributions-module/email-distribution/emails/emails-overview/)
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Chapter 5 View Results
To view results of survey, click Data & Analysis or View Reports on the popup menu for the survey under
My Projects.
Or click Data & Analysis or Reports after opening the survey.
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Part 1 View Reports
1.1 Open the Reports page. You can adjust visualization settings.
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1.2 The report would be opened. To navigate the report,
i. Click any question on the left of the report to display data for that question.
ii. Click Next Page or Previous Page to switch between consecutive pages in your report.
1.3 To create printed report, go to Printed Reports then click .
1.4 You can set the printed report as public to web by clicking Share > Publish To The Web… .
(more details: https://www.qualtrics.com/support/survey-platform/reports-module/reports-overview/)
i
ii
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Part 2 Download Data
2.1 Open Data & Analysis page, click Export/Import > Export Data… .
2.2 Click Export Complete Data Set.
2.3 Under Export Data Sets, selecting the file type you would like to download. The available file types are
CSV (recommended), XML, SPSS, HTML, Fixed Field Text.
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2.4 Click More Options and select Use choice text so the actual text of the answer choices will be included.
2.5 After confirming the options, click .
(more details:
https://www.qualtrics.com/support/survey-platform/data-and-analysis-module/data/download-data/export-data-overview/)
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Hint: How to open CSV file with non-English character data in Excel
Step 1 Step 2
Step 3
Select Delimited and
Unicode (UTF-8)
Step 4
Tick Comma and click
button Finish
Click tab Data
Click From Text and
browse the CSV file