Go to Qualtrics using the link in the ITS pages at the top of this blog post and sign in with your University of Sunderland username and password

To create a new survey click "Create project" (the "Create Project" button might be located on the bottom left in your view)

Name your survey and choose "Create a blank survey project" and click on "Create project"

Your first question will be multiple choice by default, you can choose a different question type by clicking on "Question Type"

Multiple choice
Text entry
Text/Graphic
Matrix table
Slider
Form field
Rank order
Side by side
Net promoter score
Timing
Graphic slider
Constant sum
File upload
Pick, group and rank
Drill down
Signature
Heat map
Hot spot
Meta info
Captcha verification
Highlight
Screen capture

The first question we will do is going to be multiple choice. You can click into the various fields and write your questions...

There are options to add Bold and other "Rich Content" if you need to in the blue tab.

I have changed the first two answers and just clicking on the third one here:

Once you've finished on your first question click "Add new question"

Choose your question type, let's choose "Text Entry" for my next question

Again, click within the question to change the text

Go ahead and add new questions as needed by clicking on "Add new question"

This time I will choose a "Matrix table" question type

Once again, click within the text to add your question

And do the same with the options down the left

You can also change the options across the top:

We want to make this "Multiple choice" a "yes" or "no" answer and then, if the answer is "yes", for another box to appear for the person taking the survey to add more information. If they answer "no" the box won't appear.

Name the two options no / yes and for the last option use the drop down arrow and select "Remove Choice"

We will choose "Text entry" so the people who answer "yes" can give more details on their answer

Here is our question, Question 5 (Q5), that we want people who answered yes to add more detail

To choose when this last question appears, click on that question (In this case Question 5 (Q5)) and then click on "Question Behaviour" and "Display logic"

Click "Select Question..." and select the question they will answer yes or no to, so for this survey that's Q4

Click "Select Choice..." and we want to select "yes", as that is the answer we want for the Q5 to appear

Click "Save". Now when Q4 is answered "yes" Q5 will appear, if they answer "no" in Q4, then Q5 won't appear.

You can preview your survey by choosing "Preview"

You will then see what those answering your survey will see

To alter the look and feel of your survey click on the "paint roller" icon

You will see your current survey on the right, and options to change it on the left.

Dynamic Themes
University of Sunderland : Faculty of Applied Sciences
University of Sunderland - Life Changing
Technical Services
UoS Blue
Uni Sport
Blank

...a different layout style... see the difference below

...a different layout style...see the difference above in the answer fields.

Under "Style" you can change Colours and Fonts

Remember to save your changes (I nearly forgot!)

You can also personalise your thank you message that participants receive at the end of the survey.

We thank you for your time spent taking this survey.

Your response has been recorded.

To do that choose "Custom" and then My Library: *Your Name*

Type in your new message. You will also need to give the new message a "Description" and then click "Save"

Once you are ready, to publish your survey click "Publish"

Click "Copy link" to copy the link to your survey to send to others

Click "Okay" you're now ready to send out your survey.

sunduni.eu.qualtrics.com

This is a very short how-to guide for those wanting to use Qualtrics to create a survey, but need some help to start using it. This guide is aimed at complete beginners to help navigate the tool. It goes through 3 question types, an example of using the logic tool, and changing the look and feel of a survey. *It is a guide to Qualtrics doesn't cover the dos and don'ts of creating a survey*

Qualtrics orientation for complete beginners