Connecting Qualtrics to Tufts Systems

Qualtrics allows you to take advantage of integrating with other Tufts systems, such as easily uploading multiple files directly to Box and putting a Tufts login screen in your survey to capture user information and ensure that only users with a Tufts account can see certain survey questions.

You can put a Tufts login screen in your survey. This is also called Tufts single sign-on or Tufts SSO authentication. You might do this to:

  • Ensure that only members of the Tufts community can take your survey (or a section of your survey)
  • Automatically 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).

Preview/Test Note: The Tufts login screen does not always appear if you click the Preview button in Qualtrics (since you're logged in to edit the survey, Qualtrics does not always ask you to re-log in to take the survey preview). 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
  2. Open your survey for editing.
  3. On the left side of the survey screen, click the Survey Flow icon.
    Survey Flow icon looks like two connected rectangles.
  4. Under Survey Flow, underneath the first Question Block bar, click Add a New Element Here.
    Green text under all question blocks
  5. From the options that appear, select Authenticator. This is the login screen that we will configure.
    Authenticator has a lock icon next to it
  6. Move the authenticator 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.
    • For your survey to start immediately with a Tufts login screen, let go of the Authenticator when the green bar is at the top of Survey Flow, above all Question Block bars.
    • Move is at the bottom of the box
      Drop the authenticator where you'd like it to be in the survey
  7. 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
  8. 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

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

To additionally capture information about the respondent, see the section "Use a Tufts Login Screen to Automatically Capture a Respondent's Information" below.

If you have a Tufts login screen in your survey that you added via an SSO authenticator in Survey Flow, you can configure the authenticator 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.

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

You can capture any or all of the following:

  • Full name (a.k.a. display name: "John Jumbo")
  • First name (a.k.a. given name: "John")
  • Tufts username (a.k.a. Tufts UTLN: "jjumbo01@tufts.edu")
  • Tufts email address (a.k.a. "john.jumbo@tufts.edu")
  • Tufts telephone number (a.k.a. 555-555-5555)
  • Tufts title (a.k.a. "Design Manager")

To capture Tufts respondent information:

  1. Log in to tufts.qualtrics.com
  2. Open your survey for editing.
  3. If you don't already have a Tufts login screen in your survey, follow the steps in the section "Adding a Tufts Login Screen to your Survey" above.
  4. On the left side of the survey screen, click the Survey Flow icon.
    Survey Flow icon looks like two connected rectangles.
  5. Scroll down to your Tufts SSO authenticator .
  6. Check Capture respondent identifying info.
    Embedded data will only appear after you check the box
  7. Click Add Embedded Data...
  8. Add the Tufts information you want to capture by adding the same keyword to both sides of the equation. To add a new row, click the green plus to the right of the row.
    • Important: Qualtrics uses LDAP terminology to refer to attributes, and it is case sensitive. Please refer to the below table and accompanying screenshot.
    If You'd Like... Enter in Qualtrics... Example
    Full Name displayName John Jumbo
    First Name givenName John
    Tufts Username eduPersonPrincipalName jjumbo01@tufts.edu
    Tufts email address email john.jumbo@tufts.edu
    Tufts telephone number telephoneNumber 555-555-5555
    Tufts title title Design Manager

    Be careful for case sensitive and spelling.

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

You can configure files uploaded to a Qualtrics survey to be sent directly to a Box folder.

For example, you may have a Qualtrics survey for students that has a file upload question: "Upload your graduation photos" and as students take your survey, you want these photos to be sent directly to a Box folder called "Pictures of Graduation". You can configure a file upload question in your Qualtrics survey such that the uploaded file is automatically sent to and stored in the Box folder.

How do you set up a file request to Box?

To do this, you will use Box's File Request Feature and embed this feature inside the Qualtrics survey. To set this up:

  1. First, set up the Box side. After creating your Box folder, go to our IT guide with steps to follow to set up the Box folder, under the "File Request Feature" accordion.
    • Note: We recommend turning on requiring a box sign-in so that you only get uploads from verified Tufts folks.
  2. When you add the File Request Feature to Qualtrics, you have two options for how the file upload is displayed. The only difference is how you want the survey to look.
    1. You can get a link to the file upload, which will open in a new tab from the survey.
    2. You can embed the file upload in Qualtrics.
  3. Here is an example survey with both these options. In the survey, there are steps on how to do each option, which you will follow after and while you set up the File Request Feature in Box.

Important: Both the options shown in this example survey will upload the files immediately - not waiting to only upload after the survey is submitted. If you want the user to have the option to upload files only after the survey is submitted, instead place the file upload in the End of Survey message. You can still use either option - the only difference is where you put either the link or the embed code. Steps to edit the end of survey message are available here.