Qualtrics Help

This page contains some information on how to administer Qualtrics surveys, but most questions can be answered through the Official Qualtrics Help Pages (see Help Resources below).

Help Resources

Official Qualtrics Help & Tutorials

Qualtrics tips from MIT (PDF doc)

Getting Started / Account Setup

Set up your Swarthmore Qualtrics account at https://qualtrics.swarthmore.edu

1. Log into the system with your Swarthmore credentials
2. Click "I don't have a Qualtrics account" in pop-up window
3. Agree to Terms of Service

To start creating a survey

1. Click Blank Survey when asked presented with Research Core pop-up with Customer Experience, Employee Experience, Product Experience, Brand Experience options.
2. Enter a survey name
3. Click Create
4. Start adding questions!

Collaborating

It is possible to work on surveys with colleagues at Swarthmore or from other institutions.  Details are available from the Collaboration page at the Qualtrics support site.  

Adding a submit button

By default, the button to click to the next page of a survey looks like this: >>.  It is easy to accidentally submit a survey if you don't realize that you are on the last page.  One solution is to change the text on the "next page" button of the last page of your survey to say "Submit".  The Qualtrics help site has instructions on how to change the button text.

Limit number of words (instead of characters) in a text box

This information is from Lafayette College's Custom Validation in Qualtrics help page.

Sending a reminder for a survey in progress

When sending out a reminder email, the message may not get sent to people with a survey in progress (even if they haven't accessed it for a while).  If you go to the "responses in progress" screen and close a person's responses, it then records the results as partial.  You can then go back in and resend the link with their partial answers included.  

Survey response shows as incomplete, but user says they completed the survey

If this is a survey that uses a panel, go to Distribute Survey → Email History  and download the mailing history.  Find the link to the survey respondent and copy and paste into a browser.  Try to submit the survey on their behalf.

Automatically shift to next question + No Next button (fastest way to navigate through survey)

When you need to get someone's first response to a question, and not allow them to go back to second guess, or rethink it...

1. Make sure survey Look and Feel is set to 1 question per page
2. Enter Javascript editor on any question
3. Copy and delete all code in that window

4. Paste the following:

   Qualtrics.SurveyEngine.addOnload(function() { var that = this; this.questionclick = function(event,element){ if (element.type == 'radio') { that.clickNextButton(); } } });
   
   

5. Enter into HTML editor for same question and switch to the HTML code view

6. Move the cursor to the bottom/end of the text

7. Add the following:

   <style> #NextButton {display:none;} </style>

Prevent video replay

In some cases, a video inserted into a Qualtrics question should only be viewed once and the respondent should not be able to restart the video and watch it again.  It is possible to check if the video has ended and then turn off the playback controls, to prevent replay.

Insert a video using the Qualtrics rich text editor.  Add the following Javascript to the question (right after the line "/*Place your JavaScript here to run when the page is fully displayed*/")

var vids = jQuery("video"); 
jQuery.each(vids, function(){	
	this.on('ended', function(e) {
	   var target = e.target || e.srcElement;
       target.controls = false; 
   }); 
});	

If you add this code to one question on a page, it will affect all videos on that page, even if they are in a different question.

Calculating a total

This custom code will calculate a total dollar amount from a list of categories.

Add a Matrix table question type with short or medium text extry.  Use as many statements as needed with a single scale point.  Your matrix should look like single column with multiple rows.  

Example (click to expand)

In the rich text editor for the question, go into HTML source mode and add the following code: Total:&nbsp;<span id="total_expenses">N/A</span> 

Use the following for the Javascript content (replace the entire existing Javascript code):

var questionObject;


Qualtrics.SurveyEngine.addOnload(function()
{
	/*Place your JavaScript here to run when the page loads*/
	
	//var choices = this. getChoices();
	//document.getElementById("QR~QID4~5~1~TEXT").addEventListener("focusout", function() {alert("hi");});


	
});

Qualtrics.SurveyEngine.addOnReady(function()
{
	/*Place your JavaScript here to run when the page is fully displayed*/

	
	updateTotal(this);// In case there is any saved data

	questionObject = this;
	var questionid = this.questionId
	jQuery("#" + questionid + " :input").focusout ( function(){updateTotal(questionObject);});

});

Qualtrics.SurveyEngine.addOnUnload(function()
{
	/*Place your JavaScript here to run when the page is unloaded*/

});

function updateTotal(q) {
	var choices = q. getChoices();
	
	var total = 0;
		for (var i = 0; i< choices.length; i++) {
			var x =  q.getChoiceAnswerValue(choices[i],1);
			if (isNumeric(x)) {
				total += parseFloat(x);	
			}
			
			console.log(x);
		}
		jQuery("#total_expenses").text("$" + total.toFixed(2));
}


function isNumeric(n) {
    return !isNaN(parseFloat(n)) && isFinite(n);
}

Password Protecting a Survey

See our help page on Password protecting a Qualtrics Survey