Create and Edit a ProjectCreate 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 email@example.com 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:
- Within the project’s Survey tab, click the Tools dropdown and choose Collaborate.
- In the Add window, locate the person you wish to add using one of the following:
- Tufts username
- First name
- Last name
- Full email address (only if they are not affiliated with Tufts)
- 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.
- Click OK. The email will not be sent until you hit save in a few more steps.
- 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.
- 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.
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:
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:
- 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.
- Set up your GeoIP Display Logic on this new question #1 for those you don't want to take your survey.
- To this new question #1 you've just created, add Skip Logic: If this question “Is Displayed”, skip to “End of Survey.”
- 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 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.
- For the display logic, you’ll select “GeoIP Location” and then “Location from Map.”
- Then, click on the EEU countries.
- Unfortunately, Liechtenstein cannot be selected on the map and that will need to be entered manually.
The display logic will look like this:
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
- Log in to tufts.qualtrics.com and open your survey for editing.
- On the left side, under the Survey menu, click the Survey Flow icon.
- Under the Default Question Block (which represents all of the questions in your survey), click Add a New Element Here.
- From the options that appear, select Authenticator.
- 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.
- 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.
- Click and hold Move on a Question Block you want to be behind the Tufts login screen.
- Drag and drop the Question Block to be indented underneath the Authenticator block.
- When you're finished, your Survey Flow will look like this:
- Now, configure the Authenticator. Set the Authentication Type to SSO, uncheck "Associate Respondent with Panel", and set the SSO Type to Shibboleth.
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: "firstname.lastname@example.org")
- Tufts email address (a.k.a. "email@example.com")
- Tufts telephone number (a.k.a. 617-627-5555)
- Tufts title (a.k.a. "Design Manager")
To capture user information:
- Follow the steps above to open Survey Flow, and find the Tufts SSO authenticator you previously set up.
- Check Capture respondent identifying info.
- Click Add Embedded Data...
- 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 firstname.lastname@example.org Tufts email address email@example.com Tufts telephone number telephoneNumber 617-627-5555 Tufts title title Design Manager
Finally, click Apply in the bottom right of Survey Flow.