1. Overview of Qualtrics at Yale University Denise Hersey Katie Clark March 2, 2012

2. Introduction Denise & Katie Our disclaimer How many of you have used Qualtrics? Who is in the room? Specific issues to address?

3. Take Home Message Official Yale Qualtrics site: yalesurvey.qualtrics.com yalesurvey.qualtrics.com www.qualtrics.com http://www.qualtrics.com/university/researchsuite/ Start with Overview Videos View Specific Training Videos and Tutorials Emails Phone Calls

4. What is Q all about? Overview Setting up an account Logging in Create a survey – Importing – Library – Copy

5. Blocks Purpose of Blocks Naming Blocks Organizing Survey Create a New Block – With Current Questions Logic – Within Survey – Within Survey Flow (more to come) – Loop & Merge (more to come)

6. Adding Questions How to add Different types Examples of using Multiple vs. Single answer – Edit multiple – No Response Cards – Adding a Text Entry to Choices Deleting Questions – Caution: this is very is to do and no undo button!

7. Other Features of Questions Content Validation – Using for test/quiz – Text entry options: number, email, etc Carry forward – example Piping Text Loop & Merge – What is it? – How to set it up – Working with blocks

8. Basic Logic Avoid using double logic Using skip and display: if changed= double work Display – Single question – CAUTION: And vs. Or – Based on answer to current questions – Can be used to skip rest of a block or to end of survey

9. Survey Flow Changing Block Location – Demo Adding Logic and Conditions – Demo and New Haven Questions

10. Survey Options – Survey Experience – Survey Protection – Survey Termination – Inactive Surveys – Partial Completion – Response Set Look and Feel Translate

11. Testing Your Instrument Preview Survey Using Link Who Should Test How Should You Test Creating a Mod Log – Needs depend on access: excel vs Gdocs Quality Control vs. Pilot Testing Reviewing Data

12. Distribute Activate a survey Anonymous survey link Email survey Panels Social Media In-page pop up

13. Results View Reports – Report Options – Export Data (Word, PowerPoint, Excel, PDF) Responses Download Data (CSV, SPSS, Text, XML, HTML) Cross Tabs

14. Overview Of Library Qualtrics Library Group Library Saving a survey to the Library Using a survey from the Library Using a question from the Library

15. Overview of Library-Cont. Audio Audio Options Recording Options – Audacity Organization Options – Naming files in Q and other places Time Commitment Training and Experience How to upload – Double upload: once to Q library, then to question

16. Polls Tab Polls are useful for gathering a small amount of information quickly Create Edit Look and Feel Insert into web site

17. Collaborate Allow someone access to your survey Can limit permissions

18. Final Thoughts? Questions Comments Contact Us: – Denise: denise.hersey@yale.edu – Katie: katie.clark@yale.edukatie.clark@yale.edu For more in-depth information about Survey Design please contact Sherlock Campbell at the StatLab stathelp@yale.edustathelp@yale.edu