Qualtrics Survey Software Research Committee Brown Bag Session

Qualtrics Survey Software Research Committee Brown Bag Session John Laugesen March 13, 2019

Agenda • About Qualtrics • Survey Platform • Survey Building • • Question Types Piped Text Display Logic, Skip Logic Carry Forward • Survey Distribution • Survey Analysis and Reporting • Questions 2

About Qualtrics • 18 offices, 9 countries, 4 continents (includes office in Toronto) • Headquartered in Provo, Utah and Seattle Washington • Offer ‘Experience Management Software’, we use the Research Platform • Cloud based service for building, distribution, data analysis, and reporting of surveys • Work with over 2, 000 universities including 99/100 top-ranked business schools • Customized URL (e. g. , https: //sheridancollege. co 1. qualtrics. com) for surveys • Customized survey pages with Sheridan logo 3

About Qualtrics • 18 offices, 9 countries, 4 continents (includes office in Toronto) • Headquartered in Provo, Utah and Seattle, Washington • Offer ‘Experience Management Software’, we use the Research Platform • Qualtrics offers the highest level of security to keep data secure • Qualtrics is Fed-Ramp certified (U. S. Federal Government certification of cloudbased data storage security) • Robust and flexible functionality simple enough for students and sophisticated enough for academics • Allows for centralized academic institution control of administration and user accounts • Uniform tool across Sheridan (15 licences, 1 for PSB) 4

Survey Building – Question Types • Static Content • Descriptive Text • Graphic • Standard Questions • • • Multiple Choice Text Entry Matrix Table Slider Rank Order Side by Side 5

Survey Building – Question Types • Specialty Questions • Constant Sum • Pick, Group, Rank • Hot Spot • Heat Map • Drill Down • Net Promoter Score. TM • Highlight • Signature • Advanced • Timing • Meta Info • Captcha 6

Static Questions – Descriptive Text • Allows you to place text with no response required. Can be used to ask the survey responder to read a statement, agree to survey terms, etc. (can use Captcha functionality as well) 7

Static Questions – Graphics • Allows you to place a graphic with no answer required. Can be used to show an image that a number of following questions are based on. 8

Static Questions – Advanced Descriptive Text • With knowledge and use of html and web scripting, can also be used to provide descriptive web content, such as embedded You. Tube videos, etc. 9

Advanced - Timing • Use timing functionality to force respondent to remain on question for a set period of time. The timer can either be hidden or shown to the respondent. 10

Standard Questions – Multiple Choice • From simple single answer to multiple answer, dropdown, select box and multi-select box. 11

Standard Questions – Text Entry • From simple 1 -line text entry to multi-line, essay box, customizable forms and password entry. 12

Standard Questions – Matrix Tables • Typically used with Likert scales to assess multiple statements related to a topic. Note: number of statements and number of scale points is customizable 13

Standard Questions - Slider • Sliders can be used in situations when you want the respondent to actively and visually enter values with continuous ranges. Note: can also use bars or stars instead of slider; can change values on grid. 14

Standard Questions – Rank Order • Used primarily when you require respondents to place items in ranked order (e. g. , of importance, difficulty, etc. ) Note: can also use radio buttons, text entry boxes or a select box to show ranked order. 15

Standard Questions – Side by Side • Typically used when you have multiple topics you wish to gather regarding multiple statements. Note: number of columns (topics) and number of items within each topic are customizable 16

Specialty Questions – Constant Sum • Used when you wish to force or encourage respondents to add weightings to their responses. Note: option to force or suggest a total is available 17

Specialty Questions – Pick, Group, Rank • Allows the respondent to place items into groups and then rank those items within each group. Note: number of items, groups customizable. 18

Specialty Questions – Hot Spot • Can be used to gain respondent feedback on areas of an image (selected by surveyor) that respondent can place in a category (e. g. , good or bad, etc. ) Note: box placement, visibility are customizable, click options can be click one/twice/off or on/off) 19

Specialty Questions – Heat Map • Can be used for respondent to show which parts of the image are of interest to them, etc. Respondent controls where they can click and select. Note: number of clicks (and therefore dots) is customizable 20

Specialty Questions – Drill Down • Can be used when there are multilevels of items that you require respondents to select. Note: data file can be imported that contains all of the options for the different dropdown categories 21

Specialty Questions – Net Promoter Score. TM • Tool that can be used to gauge the loyalty of an organization’s customer relationships. Tool aims to measure the loyalty that exists between a provider and a consumer. Standard reporting tool indicates if overall respondents are detractors, neutral or promoters. 22

Specialty Questions - Highlight • Allows respondents to highlight words or terms based on descriptions by selecting the term and choosing one of the provided descriptors. Note: words/terms and descriptors (including number of) and colour schemes are customizable. 23

Specialty Questions - Signature • Allows respondent to provide online signature (either using touchscreen or mouse). Useful for proving acceptance of terms and conditions. 24

Advanced – Meta Info • Qualtrics can record meta info about the respondents browser, operating system, etc. 25

Survey Building – Piped Text • Qualtrics allows you to use responses from previous questions in the text of later questions. 26

Survey Building – Skip Logic • Qualtrics allows you to move to another part of the survey, or end the survey depending on responses to survey items. 27

Survey Building – Display Logic • Qualtrics allows you to display questions or answers only if specific conditions are met. 28

Survey Building – Display Logic • Qualtrics allows you to display questions or answers only if specific conditions are met. 29

Survey Building – Carry Forward • Qualtrics allows you to carry forward responses from earlier questions as either statements and/or survey items (e. g. , scale points, etc. ) 30

Survey Distributions creates an anonymous URL link Send survey link to customizable email distribution list and track responses, follow up only with those who have not responded Create personalized web links to distribute Post survey on Twitter, Facebook, Linked In Allow responses to be captured offline and uploaded later Creates QR code to allow respondent to scan code to enter survey 31

Survey Analysis and Reports • Qualtrics can produce applicable graphs, charts and images for individual survey questions/responses. 32

Survey Analysis and Reports 33

Survey Analysis and Reports • Data can be downloaded to different format for analysis and reporting using Excel, SPSS, etc. 34

End of Survey • Customizable text for the end of the survey. 35

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