Create and Edit a Project

Create and Edit a Project

The following sections provide instructions on all aspects of creating your survey. Click on each blue accordion header to open the content. 

  • Create a Project - This section demonstrates how to create a new project and create a project from an existing project.
  • Creating Questions - Once you've created a project, you're ready to start building your survey! This page explains how to add, delete, copy, and edit questions in the Edit Survey tab.
  • Question Types Guide - With over 100 ways to ask a question in Qualtrics, the possibilities are limitless. This page provides an overview of the 18 primary question categories.
  • Format Questions - Once you've created a question, you can format it to fit your survey. On this page you will learn how to change the question type, add answer choices, enable validation, and use question shortcuts.
  • Format Answer Choices - You send out a survey to get answers. Presenting answer choices so that respondents can provide actionable information is a crucial step when creating your survey. In this tutorial you will learn about the settings available for individual answer choices and how to adjust answer choice presentation.

Owners of a survey can invite others to work with them on that survey, such as editing questions, distributing the survey, or viewing survey responses. This is called collaborating on a survey. You can invite both Tufts and non-Tufts users as collaborators.

Important: Before inviting someone as a collaborator in your survey, they must have logged in to Qualtrics at least once previously.

Note: If you create numerous surveys that need to be shared with the same people over and over again, you can use a Survey Group to quickly select that entire group. Contact it@tufts.edu and request the creation of a survey group, with the users you would like in the group.

To invite a collaborator to your survey, follow these steps:

  1. Within the project’s Survey tab, click the Tools dropdown and choose Collaborate.
    Tools is above the first survey question
  2. In the Add window, locate the person you wish to add using one of the following:
    1. Tufts username
    2. First name
    3. Last name
    4. Full email address (only if they are not affiliated with Tufts)
      Type in the box that appears
  3. Click Add, and, optionally, enter what you'd like the user to see in the email that Qualtrics will automatically send them to notify them that the survey has been shared with them.
    The message box is optional.
  4. Click OK. The email will not be sent until you hit save in a few more steps.
  5. You can choose what a collaborator has permissions to do by checking and unchecking permission boxes. For example, here we are allowing Brian to edit the survey and view reports, but not to activate/deactivate, copy, or distribute the survey.
    Note: To set more fine-grained Permission Levels, check boxes to the right of his or her name.
    Check the boxes, or click the red minus to remove a collaborator
  6. Click Save. An invitation to the survey will automatically be sent to the new collaborator with any email text you earlier provided.

In Qualtrics, you have two choices for anonymous responses. Using the standard Anonymous Link distribution is sufficient for almost all use cases - not recording the user's name, email address, etc. However, if you need to go a step further (e.g. if your survey is for research purposes and the survey needs to be thoroughly scrubbed of all identifying information), there is an Anonymizing Responses setting.

Anonymous Link (Common)

If you'd like respondents to be anonymous when they take your survey, Qualtrics has an "anonymous link" distribution option. This is the default option for distributing surveys and will create one single link that you can widely distribute.

You will only have the respondents' names, emails, or other personal information if you create a survey question asking for it.

Click here to see how to create an anonymous link for distribution.
 

This option will be sufficient for almost all use cases. However, the default anonymous link distribution still records a small amount of information: the respondent's IP address and location data.

Anonymizing Responses (Strict Scrubbing of Identifying Information - Not Common)

If you need your survey responses to be entirely scrubbed of all identifying information, you can fully scrub your survey data even of IP address and location. For example, you would choose this option if your survey is for research purposes and this is required by the IRB, These steps walk you through enabling the Anonymizing Responses setting.

Note: The Qualtrics feature GeoIP Logic will not work with this strict Anonymize Responses setting enabled. This setting strips out the respondent's location information, which GeoIP Logic relies on.

Qualtrics can guess a user's location based on their IP address or geographic range, which you can then use to show or hide questions in your survey. This is called "GeoIP display logic". For example, you can show a survey only to those within the United States, or hide some questions from GDPR countries.

Note: Please note that GeoIP Logic will not work if you have enabled the strict Anonymize Responses setting enabled (not to be confused with the "Anonymous Link" URL). The Anonymize Responses setting strips out the respondent's location information, which GeoIP Logic relies on.

Using GeoIP Logic:

Click here to walk through configuring GeoIP display logic.

Note: On this page, you'll find a list of Qualtrics country codes.

Use case: Block access to your survey from anyone coming from a specific location:

  1. Start the survey with a descriptive text question. Include some text such as, “Due to the EU General Data Protection Regulation (GDPR), we are regrettably unable to offer you the chance to take this survey. We thank you for your consideration and your willingness to participate.” You will show this question only to those outside of your desired geographic region. This way, every user, regardless of location, will see text on your survey page and not think the link is simply broken.
  2. Set up your GeoIP Display Logic on this new question #1 for those you don't want to take your survey.
  3. To this new question #1 you've just created, add Skip Logic: If this question “Is Displayed”, skip to “End of Survey.”
  4. In the below screenshot, we have a survey we only want to display to those in the United States. Our first question has Display Logic showing the question to only those not in the United States, followed by Skip Logic sending the user to the end of the survey. The rest of the survey can be built as normal.
  • Use display logic and skip logic on the same question

Use case: Present a single question only to respondents within the correct location

On any specific question you'd like to show to a specific geographic demographic, use the Display Logic for GeoIP Location as described above. Only include skip logic if you want to jump from that question to elsewhere in the survey.

Use case: GDPR Specifics

A common use case for GeoIP logic is GDPR, which necessitates either blocking access to a survey from, or presenting information and a question only to, respondents with an EEA IP address.

  1. For the display logic, you’ll select “GeoIP Location” and then “Location from Map.
  2. Then, click on the EEU countries.
  3. Unfortunately, Liechtenstein cannot be selected on the map and that will need to be entered manually.

The display logic will look like this:

Choose all EU countries from the map

To ensure that only members of the Tufts community can take your survey (or a branch of your survey), and/or to automatically capture identifying information about a Tufts respondent, you can put a Tufts login screen in your survey. This is called adding SSO authentication, or "Single Sign On".

Optionally, once you have the Tufts login in your survey, you can also record Tufts information about a respondent, such as email address and name.

Click here to see an example survey. (If you don't see a Tufts login screen, open this in a private window).

Editing Note: The Tufts login screen does not function well with the Preview ability. If you use the same window, Qualtrics will use your existing Qualtrics cookies and automatically log you in. The best way to test adding a Tufts login to your survey is to copy the link of the preview (or the anonymous link of the published survey) and open the link in a new, private browser window.

Adding a Tufts Login Screen

  1. Log in to tufts.qualtrics.com and open your survey for editing.
  2. On the left side, under the Survey menu, click the Survey Flow icon.
    Survey Flow icon looks like two connected rectangles.
  3. Under the Default Question Block (which represents all of the questions in your survey), click Add a New Element Here.
    Green text under all question blocks
  4. From the options that appear, select Authenticator.
    Authenticator has a lock icon next to it
  5. This Authenticator box is the Tufts login screen. Move it to the place in the survey you'd like it to be by clicking Move and dragging the box.
    • As you're dragging, a green bar will appear to preview where the Authenticator will move to. If you'd like the Tufts login screen to be at the beginning of the survey, let go of the Authenticator when the green bar is at the top of Survey Flow.
    • Move is at the bottom of the box
      Drop the authenticator where you'd like it to be in the survey
  6. By default, all users will see the survey questions - even if they don't successfully authenticate. To show questions only to Tufts authenticated respondents, move all question blocks to be indented underneath the Authenticator.
    • Note: If you have multiple question blocks, be sure you do not change the order they are in.
    1. Click and hold Move on a Question Block you want to be behind the Tufts login screen.
      Click and hold Move on the question block
    2. Drag and drop the Question Block to be indented underneath the Authenticator block.
      The question block will drop on the green bar
    3. When you're finished, your Survey Flow will look like this:
      Check for indented question block
  7. Now, configure the Authenticator. Set the Authentication Type to SSO, uncheck "Associate Respondent with Panel", and set the SSO Type to Shibboleth.
    Set SSO and Shibboleth from the drop down
  8. Finally, click Apply in the bottom right of Survey Flow.

 

Automatically Capture a Respondent's Tufts User Information

Once you have a Tufts login screen in your survey, you can configure survey flow to capture a variety of Tufts identifying information. These questions will not be shown to the respondent, but you'll have the information when you look at the survey response in the Data & Analysis section.

You can capture any or all of the following:

  • Full name (a.k.a. display name: "Susi Remondi")
  • First name (a.k.a. given name: "Susi")
  • Tufts username (a.k.a. Tufts UTLN: "sremon02@tufts.edu")
  • Tufts email address (a.k.a. "susan.remondi@tufts.edu")
  • Tufts telephone number (a.k.a. 617-627-5555)
  • Tufts title (a.k.a. "Design Manager")

To capture user information:

  1. Follow the steps above to open Survey Flow, and find the Tufts SSO authenticator you previously set up.
  2. Check Capture respondent identifying info.
  3. Click Add Embedded Data...
    Embedded data will only appear after you check the box
  4. Add the Tufts information you want to capture by adding the same keyword to both sides of the equation.
    • Qualtrics uses LDAP terminology to refer to attributes, and it is case sensitive. Please refer to the below table and accompanying screenshot.
    • To add a new row, click the green plus to the right of the row.
    If You'd Like... Enter in Qualtrics... Example
    Full Name displayName Susi Remondi
    First Name givenName Susi
    Tufts Username eduPersonPrincipalName sremon02@tufts.edu
    Tufts email address email susan.remondi@tufts.edu
    Tufts telephone number telephoneNumber 617-627-5555
    Tufts title title Design Manager

    Be careful for case sensitive and spelling.

  5. Finally, click Apply in the bottom right of Survey Flow.

Qualtrics - Online Survey Tool

Qualtrics - Online Survey Tool

Qualtrics is an easy to use, full-featured, web-based tool for creating and conducting online surveys (which includes forms, polls, and quizzes).

With Qualtrics, you can quickly create and distribute a survey. Then, you can view individual responses in a spreadsheet as well as create graphs (bar charts, tables, pie charts, etc) to show trends, which will stay updated automatically with the latest responses.

To access Qualtrics, open a web browser and go to https://tufts.qualtrics.com. Log in with your Tufts username and password.