Creating a Survey
From qualtrics
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== Create a new survey == | == Create a new survey == | ||
On your first login to Qualtrics, you will be asked to create your first survey. To do so, click on one of the following: | On your first login to Qualtrics, you will be asked to create your first survey. To do so, click on one of the following: | ||
| - | + | * “Create Survey” tab | |
| - | + | * “Create Survey” icon | |
| - | + | * Text in the main area of the screen | |
| - | + | ||
| - | + | ||
== Build your survey == | == Build your survey == | ||
You have the following options to build your survey: | You have the following options to build your survey: | ||
| - | + | * Quick Survey Builder – This is recommended for beginners. | |
| - | + | * Create from Copy – This is used when you would like to copy a survey that is already in “My Account”. | |
| - | + | * Survey Library – This is used when you need a template of some kind. There are multiple survey libraries: The Qualtrics library has templates for many different types of surveys. You may also have a library with survey templates related to your brand. | |
| - | + | ||
| - | + | ||
=== Quick Survey Builder === | === Quick Survey Builder === | ||
| Line 23: | Line 21: | ||
== My Surveys == | == My Surveys == | ||
Once you have created a survey, on subsequent logins, you will be taken to your “My Surveys” page, which is like your homepage within the Qualtrics tool. Here, you can manage and access all the surveys that you have made or have copies of. Note that in any page of the Qualtrics tool, you can click on individual icons or tabs to do the following: | Once you have created a survey, on subsequent logins, you will be taken to your “My Surveys” page, which is like your homepage within the Qualtrics tool. Here, you can manage and access all the surveys that you have made or have copies of. Note that in any page of the Qualtrics tool, you can click on individual icons or tabs to do the following: | ||
| - | + | * CREATE new surveys | |
| - | + | * EDIT your surveys | |
| - | + | * DISTRIBUTE surveys | |
| - | + | * VIEW survey results | |
| - | + | * Access the Qualtrics and Group Libraries, Panels and Polls | |
| - | + | ||
| - | + | ||
== Folder management == | == Folder management == | ||
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To access folders, click on the “My Surveys” tab and click on the “Manage Folders” link located above the survey list | To access folders, click on the “My Surveys” tab and click on the “Manage Folders” link located above the survey list | ||
=== To add a folder === | === To add a folder === | ||
| - | + | * Click “New Folder”</ul> | |
=== To rename a folder === | === To rename a folder === | ||
| - | + | * Double click the folder name.</ul> | |
=== To delete a folder === | === To delete a folder === | ||
| - | + | * Select a folder | |
| - | + | * Click “Delete Folder” next to the red button </ul> | |
=== To move surveys between folders === | === To move surveys between folders === | ||
| - | + | * Drag and drop surveys to their new destination</ul> | |
| - | + | ||
| + | |||
[[Category:Basics]] | [[Category:Basics]] | ||
Revision as of 08:58, 9 June 2011
Contents |
Create a new survey
On your first login to Qualtrics, you will be asked to create your first survey. To do so, click on one of the following:
- “Create Survey” tab
- “Create Survey” icon
- Text in the main area of the screen
Build your survey
You have the following options to build your survey:
- Quick Survey Builder – This is recommended for beginners.
- Create from Copy – This is used when you would like to copy a survey that is already in “My Account”.
- Survey Library – This is used when you need a template of some kind. There are multiple survey libraries: The Qualtrics library has templates for many different types of surveys. You may also have a library with survey templates related to your brand.
Quick Survey Builder
- Give your survey a title
- You can always rename the survey later
- Type in a folder name for your survey (optional)
- Select the account where you would like the survey to be created. The default option is “My Account.”
My Surveys
Once you have created a survey, on subsequent logins, you will be taken to your “My Surveys” page, which is like your homepage within the Qualtrics tool. Here, you can manage and access all the surveys that you have made or have copies of. Note that in any page of the Qualtrics tool, you can click on individual icons or tabs to do the following:
- CREATE new surveys
- EDIT your surveys
- DISTRIBUTE surveys
- VIEW survey results
- Access the Qualtrics and Group Libraries, Panels and Polls
Folder management
If you anticipate that you will have a large variety of surveys, folders are useful. However, having folders is not necessary. To access folders, click on the “My Surveys” tab and click on the “Manage Folders” link located above the survey list
To add a folder
- Click “New Folder”</ul>
To rename a folder
- Double click the folder name.</ul>
To delete a folder
- Select a folder
- Click “Delete Folder” next to the red button </ul>
To move surveys between folders
- Drag and drop surveys to their new destination</ul>
