Using Qualtrics


Qualtrics is a browser-based app used for creating surveys, polls and other items. It also handles feedback using analytical tools.

Table of Contents

  1. Getting Started
  2. Creating Surveys
  3. Workflows
  4. Distributions
  5. Data and Analysis
  6. Results
  7. Reports

Getting Started

In order to access Qualtrics, You must find it in MyMtech.

  1. On the sidebar, scroll down and click on General Resources under Important Links.
  2. Click on Qualtrics. If this is your first time using Qualtrics, it will look like this:
  3. If you have not created an account through Qualtrics, click No, I don't have a preexisting account here and go through the steps to create your account. If you have used Qualtrics before, you can just click No, I don't have a preexisting account here. Afterward, you will see the options below. For now, select Discover Qualtrics.
  4. Click Continue to see the main Qualtrics Interface.

Creating Surveys

In Qualtrics, there are many different templates to choose from depending on what your survey is for. The first page you see is the Catalog where you can find templates or create a project from scratch. The bar on the far left is where you can search for templates by category and the larger page on the right is where you can select the templates. For now, click on Survey under Projects from scratch.

  1. Give your project a title and click Create project.

2. In the middle of the interface, you will see something that looks like this:

3. This is where your create your questions and blocks. You can click Add Block, then you can click Add new question to add different question types. Each block can have multiple questions. At the bottom, you can set the message people will see once they complete your survey. To the left, you'll see something like this:

4. This is where you can select different menus, like Edit Question, which allows you to alter the question you currently have selected. The second menu is called Survey flow, which allows you to control how the survey introduces each block of questions. You can customize your survey with Look and feel and you can choose which theme you want to use. Finally, there's Survey options, which allows you to control the overall settings for your survey.

5. Once you've finished adding what you need, you can click Publish in the top right corner. Qualtrics will open a pop up which you can copy and share with whoever you'd like.



1. At the top of your webpage, there's a bar of options that look like this:

2. Select Workflows, which should open a new menu that allows you to view Your workflows, Run history, and Revision history. Click Create a workflow to get started.

3. You should see an interface like this. On the left sidebar, you can filter your templates which will be displayed on the right. Click Started at a specific time. This will create a workflow which will run at a time you choose.

4. When you create a workflow, it should look like this. You can set the time and the frequency here. Once you've done that, you can click the plus symbol to set the action it will perform. This can include creating Google Calendar events, automatically putting survey responses on a sheet, or sending an email. You can use Run history or Revision history to look at the workflows you've created and when they have run.


In Qualtrics, you can distribute your survey in a variety of ways with the Distributions page:

On the sidebar, you can distribute your survey using the methods listed:

1. Copying an Anonymous link and sending it in any way you'd like.

2. Sending an email with the link at a specific time

3. Sending a Personal link to one of your contacts

4. Posting on a Social media app like Twitter Facebook, Reddit, Linkedin, or Pintrest.

5. Embedding it in an Offline app authorized by your sales representative.

6. Downloading a QR code as a jpeg.

You can use Distribution summary to see where your survey has been sent and you can use Downloads to access the distributions you have downloaded in the past 7 days. You can click Pause response collection to stop collecting responses.


Data and Analysis

Once your survey is created, you can see people's responses in the Data & Analysis tab. Once opened, it should look like this:

Once you start getting responses, they should appear as a table in the Data tab. You can use Add Filter to filter the data depending on the responses and you can use Field Editor to create and edit fields.

In the top bar, you can select Text IQ to extract data from text-based questions. Similarly, you can use Stats IQ for number-based questions.

Crosstabs allows you to create variables and organize them into rows and columns to analyse them. You can export the resulting data into a excel spreadsheet.

Weighting allows you to create weight schemes which adjusts populations depending on different settings. You have the choice between Ranked weighting, Cell based weighting, and Static weighting methods.


The Results page allows you to see the responses to each question in your survey put into a report.

On the left side, you can select the question you want to analyze and on the right side you can see your responses in a bar graph. For numerical responses, you can see the min, max, and mean values of the responses. If you scroll down, you'll see more visualizations like this:

This shows how many people selected a multiple choice option. You can click Add Visualization to analyze your data in more ways. You can also click Create Custom Page to make a blank page.


The Reports page helps you create a document displaying all your data. When you open the page, click Create Report and you should see this:

Here you can name your report, adjust some settings and create your report. If you already used the Results page, you can export your data from there with From Results Report and if you want to open a report you already downloaded, you can use Import from QRF. For our purposes, you can just name your report and click Create. Your report should look like this:

Here, it works similar to the Results page. You can select Insert to add an object whether it be an image, text or a visualization of your data. The four icons in the top left corner allow you to create a public report you can share, download it as a PDF, preview it as a public report, and edit its overall settings.

Along the top row, there's a series of drop-down menus. Each contains a series of options which are displayed below:

The File menu allows you to create a new report, make a copy of the current report, download the report as a QRF, delete the report, rename it, edit its overall settings, and find information about using the reports feature.

The Share menu allows you to download your report as a PDF, Share it as a public report, and email it at a specified time.

The View menu allows you to control if your document has margins, a grid, outlines or if it highlights the blank spaces. You can also control the zoom of your document and preview it as a public report.

Finally, you can use the Insert menu to add data from your survey like Questions, Survey Metadata, and Embedded Data. Under Other Projects, you can insert data from other surveys you've made. You can add other items like text, images, blank spacers, dividers, and visualizations to improve your report. It also includes formatting options like adding a Page Break or a Header and Footer.


Article ID: 141326
Thu 2/10/22 1:31 PM
Tue 6/14/22 2:17 PM