Read our simple step-by-step practical guide to creating your survey in Qualtrics.
If you’ve ever wondered how to create a survey on Qualtrics,
you will find it’s an easy-to-use tool that even survey novices can use, coupled with an in-depth statistical and analysis
capability that could even meet the needs of some data scientists. When you open the tool, it may not look
as visually impressive as others, a small scratch below the surface reveals all
the depth of a tool to manage even the most complex surveys.
The depth of use cases and functionality of Qualtrics covers
many industries, and many other requirements that businesses may have in
understanding their customers or employees – this article focuses on Qualtrics
as a self-serve survey software tool. Here we guide you step-by-step as you
create your survey on Qualtrics.
Your first challenge may be understanding where to start and
cutting through the sheer volume of options Qualtrics has available.
The good news is that you can create a survey free and there are many up-front videos to guide you. Despite some restrictions on analysis, if you
go to this
page, you can create a survey immediately, or start a 30-day free trial of
‘Design XM’ which contains more analysis options and more features in
general. Note that no pricing is
available on the website, so before you get too comfortable, you’ll need to
request more information. As you would
expect given the depth of features, Qualtrics is more expensive than Alchemer or
Survey Monkey, but if this depth is what you need it may be worth it.
Whilst this is always our number one recommendation before
diving into writing or creating your survey from templates, because Qualtrics has such
a depth of expertise behind it, you can be confident that if they have included
a question in one of their templates and that template is the right one for
you, there is a good reason for each question being there.
If you are using open
ended questions, you will also need to code your data before analysis can
begin. Whilst Qualtrics has a basic tool
to support this, codeit offers a
direct connection to Qualtrics to ensure this can be done fast and efficiently.
The project creation tool allows you to filter down your
template choices by choosing audience, department and use case. All question templates are written by
industry experts. Taking customer
research as an example, there are twelve templates available, from concept
testing to Touchpoint NPS. Browse the choices to make sure you can find one
that meets your needs. We’ll cover the steps on how to use it under ‘Built your
Like many tools, Qualtrics offers links, QR codes and the
ability to get a quote to use an online panel.
Qualtrics’ interface mirrors most other survey builders such
as Survey Monkey and Alchemer, with a five-step menu guiding you through each
phase of survey creation and reporting.
Under ‘Survey’, choose the one that’s right for you –
or closest. The image below shows you
the options you can use to get the initial survey that’s best for your project.
You can then add individual question using ‘Add Block’ below
a question where you want to insert your new ones. For example you may want to insert
demographics questions at the start (if using them for quotas) or the end of
You can choose from:
Once you’ve created the bulk of your questions from a
template and chosen more from the extensive library, you can fine-tune your
Click on each one in turn, where you’ll see a left-hand menu
enabling you to edit an exhaustive list of question features, such as:
Before launching your survey you are able to complete
various housekeeping tasks such as autonumbering questions, generating test
responses, and exporting the questionnaire to Word.
Qualtrics also incorporates something called ‘Workflows’
which enables you to trigger actions, such as your questionnaire to be
delivered when an event occurs – this can come from triggers such as a service
desk ticket, via a JSON data connection trigger from another external platform
such as salesforce, or when a response is received to a survey.
Using one or more of the options described in section four,
your survey is launched!
you await the influx of competed surveys, it’s already time to think about your
and how to analyse data from Qualtrics. codeit works seamlessly with Qualtrics via a direct connection to
ensure your coding can be done fast and at the depth required. If you’d like to give codeit a go, you can
take up their 30 day free trial to help
you start coding and analysing your open-ended question data today.
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