Lunch and Learn: How to make your own web based survey with Qualtrics at Princeton

Prince­ton has a sophis­ti­cated sur­vey cre­ation and report­ing tool, and if you are part of the PU com­mu­nity, it could be just the tool for your next survey.

On Wednes­day, March 7th, 2012, Edward Free­land and Naila Rah­man talked about Qualtrics, an online sur­vey man­age­ment solu­tion used by the Prince­ton Uni­ver­sity Sur­vey Research Cen­ter. The video of the ses­sion is below. The University’s Sur­vey Research Cen­ter needed a sur­vey solu­tion that was web based, online, sim­ple to use and learn eas­ily, sophis­ti­cated enough to do exper­i­ments, secure, and respect­ful of sur­vey par­tic­i­pants per­sonal infor­ma­tion. They chose Qualtrics, and have used it since July of 2010. Since that time, they have amassed 300 sur­vey cre­ators, 1500 sur­veys, and 230,000 interviews.

Rah­man explained that cre­at­ing a sur­vey with Qualtrics is as easy as click­ing a but­ton and cre­at­ing or copy­ing exist­ing ques­tions. Sur­vey cre­ators can build their own sur­veys, copy exist­ing sur­veys, or browse and select from a few sur­vey libraries in Qualtrics. With proper for­mat­ting, you can even import your sur­vey using an uploaded Word doc­u­ment. Many ques­tion types exist for sur­veys in the sys­tem, includ­ing mul­ti­ple choice, drop­down list, sin­gle answer, mul­ti­ple answer, graph­ics based ques­tions, rank­ing style ques­tions in which you drag and drop to rank items, and slid­ers & matri­ces for lik­ert styled sur­vey ques­tions. The edi­tor for sur­veys has a clean and use­ful wysi­wyg edi­tor, where you can add page breaks, bold or ital­i­cize text, make spe­cific color choices, cus­tom head­ers, and more.

Rah­man spent some time explain­ing the system’s skip and dis­play logic, where you can set rules based on sur­vey responses to dis­play dif­fer­ing con­tent or cus­tom sur­vey des­ti­na­tions. You can also pipe text, mean­ing you can use a pre­vi­ous ques­tion response to mod­ify an upcom­ing ques­tion in a sur­vey. For instance, if you ask a respon­dent what their favorite color is, and they say red, you can have Qualtrics ask how much the respon­dent likes red specif­i­cally with a scale based question.

Sur­vey cre­ators can add from pre-existing ques­tion libraries such as the Prince­ton sur­vey ques­tion library in the sys­tem, which holds ques­tion pools on top­ics like demo­graph­ics. Qualtrics libraries store your mes­sages that are sent to your sam­ples, graph­ics used in your sur­veys, ques­tions and other items, so that they can be re-used repeat­edly. Your results are stored online, and are graphed to give you a visual rep­re­sen­ta­tion of your data. You can export your data to Excel, and you can even sched­ule an emailed report of updated data and sur­vey results. The Sur­vey Flow fea­tures allows you to ran­dom­ize or re-order either por­tions or the entirety of the sur­vey. Dis­tri­b­u­tion can be done via email or direct link — The Pan­els fea­ture allows you to upload a CSV file with first name, last name, and email for a sam­ple. You can man­age and sched­ule the announce­ment to your sur­vey sam­ple directly through Qualtrics.

Rah­man went into some deeper detail about the sophis­ti­cated use of Sur­vey Flow, ques­tion types, dis­play logic, and skip logic in Princeton’s 2010 inter­nal sur­vey on Fam­ily Ben­e­fits, which gave the audi­ence a sense of the power that Qualtrics has in deliv­er­ing high-quality surveys.

If you are a part of the Uni­ver­sity com­mu­nity, please visit http://www.princeton.edu/~psrc to get started with Qualtrics.

To get overviews and tuto­ri­als on how to use Qualtrics in 5 steps, please visit: http://www.qualtrics.com/university/researchsuite/learn-qualtrics-in-5-steps

About Princeton’s Sur­vey Research Cen­ter:
Our Mis­sion: The SRC’s main pur­pose is to assist stu­dents and fac­ulty in design­ing and imple­ment­ing their own sur­vey research projects. The SRC pro­vides con­sul­ta­tion and guid­ance on study design, sam­pling, instru­ment devel­op­ment, data col­lec­tion and data pro­cess­ing. The Cen­ter has a 12-station computer-assisted tele­phone inter­view­ing (CATI) facil­ity, a library col­lec­tion on sur­vey research meth­ods, and a net­work of exter­nal resources.

About Us: The Prince­ton Uni­ver­sity Sur­vey Research Cen­ter (SRC) was founded in 1992 with a grant from the Andrew W. Mel­lon Foun­da­tion. The SRC is a resource for Prince­ton Uni­ver­sity stu­dents, fac­ulty, and admin­is­tra­tion. The SRC has three prin­ci­pal activ­i­ties: con­sul­ta­tion, edu­ca­tion and project management.

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