Using Qualtrics

Qualtrics

Qualtrics is a browser-based app used for creating surveys, polls and other items. It also handles feedback using analytical tools. It can be accessed here: https://montanatech.co1.qualtrics.com/

Table of Contents

1. Projects Page
   • Projects Basic Overview
   • Creating a Project
     • Browsing the Catalog
     • Creating a New Survey Project
     • Creating from a Copy
     • Creating from the Library
     • Creating from a File
     • Creating Projects from Guided Solutions
     • Creating from a Template
   • Organizing & Viewing Your Projects
     • Understanding Folders in the Projects Page
     • Searching Projects
     • Filtering Projects
     • Displayed Columns and Sorting
     • Starred Content
     • Folders Pane
     • Project Actions
     • Renaming a Project
     • Deleting a Project
     • Copying a Project 
   • Collaborating on Projects
     • About Collaborating on Projects
     • Collaborating Inside Your Organization
     • Collaborating Outside Your Organization and with New Users
     • Collaborating with SSO Users
     • Accessing Shared Surveys
     • Collaboration Permissions
     • Troubleshooting
2. Survey Tab
   • Survey Basic Overview
   • Editing Questions
     • Creating Questions
       • How to Add New Questions
       • Deleting Questions
         • To Delete A Question
         • To Undelete A Question
         • Permanently Deleting a Question
       • Editing Multiple Questions
       • Copying Questions
       • Moving Questions
     • Formatting Questions
       • Editing Question Text
       • Adding & Editing Answer Choices
       • Editing Question Labels
       • Question Numbers
       • Adding Validation
       • Question Actions
       • Question Behavior
     • Formatting Answer Choices
       • Adding Answer Choices
       • Editing Answer Choices
       • Suggested Choices
       • Additional Dropdown Options
       • Allow Text Entry
       • Insert Graphic
       • Exclude from Analysis
       • Make Answer Exclusive
       • Assign to Group
       • Move Choice Up & Down
       • Removing Choices
     • Piped Text
       • Piping from a Previous Question
       • Piping from an Embedded Data Field
       • Piping from a GeoIP Location
       • Piping from a Scoring Category
       • Piping Date / Time
     • Question Behavior
       • Display Logic
         • Setting Question Display Logic
         • Setting Answer Choice Display Logic
         • Editing & Removing Display Logic
         • Hiding Questions with Display Logic
         • Using In Page Display Logic
       • Skip Logic
         • Adding Skip Logic
     • Look and Feel
       • Survey Theming
         • How To Apply Themes
         • Theme Types
         • Layout
         • Survey Logo
         • Survey Background
     • Survey Options
3. Workflows
   • Workflows Basic Overview
     • Workflows in a Project vs. Stand-alone Workflows
     • Creating Workflows
     • Scheduled Workflows vs. Event-Based Workflows
     • Scheduled Workflows
     • Event-Based Workflows
     • Creating Conditions
     • Defining Tasks
     • The Order of Tasks in a Workflow
     • Navigating Workflows
     • Workflows Templates
     • Managing Existing Workflows

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For ALL Other Questions, link to https://www.qualtrics.com/support/ for more information.