Advanced Survey Options

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[edit] The Advanced Survey Elements Tab

Advanced survey options are located as one of the sub-tabs of the Edit a survey section. In this tab you can direct the survey to do three things.

  1. Quotas - Quotas enable you to define the total number of needed responses for a survey or question. Once the total is met, the question is skipped, branched or the survey is deactivated.
  2. Triggers - Triggers are event-based notifications. They watch survey responses for a defined event or condition and email you when the event occurs or the condition is met.
  3. Conjoint - A conjoint is a special type of question that is dynamically generated to perform multi-variable analysis. Note: once a conjoint question is defined, it must be added to the survey flow.

[edit] Quotas

[edit] Overview

When a Quota is in place, Qualtrics will skip a question, block, or deactivate the survey based on a number of specified responses. Quotas can be measured by plain question response, or by embedded data. This feature is useful when you wish to have only a certain number of responses, or when you have several groups and you want equal responses from all (i.e. equal responses from males and females).

[edit] To make a Quota

  1. Go to the Advanced Survey Elements sub tab of the Edit a Survey section
  2. Click on Add Quota
  3. In the Pop-up select a name for the quota and whether you wish to base the quota off of a question response or embedded data
    • Embedded data must be included in the survey flow
  4. After you have selected the Quota type the conditions section will appear. In this section assign the logic that the quota will be based on
    • This is the same logic box, and works in the same way as skip logic or branch logic
  5. When the logic is assigned the bottom section will appear in which you assign the number for the quota at which your specified action will take effect.
    • Next to this is a check box that will reset the Count of the quota without changing anything else in the survey, just click save quota when this check box is selected.
  6. Finally, select an action that Qualtrics should take when the quota is reached. Qualtrics can not display a question, block, skip a question, or apply skip logic or branching.

[edit] Triggers

[edit] Overview

Qualtrics can alert you when a specific action takes place in your survey. You can specify a trigger by completed responses, embedded data, or by an answer to a specific question. This feature is useful when a generic link is posted to a website (and you want to be alerted as surveys come in), when you are tracking specific respondents, or when you want to be alerted when someone selects a specific answer (i.e. when on a customer satisfaction survey someone selects "very poor").

[edit] To make a Trigger

  1. Go to the Advanced Survey Elements sub tab of the Edit a Survey section
  2. Click on Add Trigger
  3. Select the Trigger Type
  4. Add the qualifying logic
  5. Select the action to be taken
  6. Fill in the fields with the necessary information for your alert.

[edit] Conjoint Analysis

Conjoint analysis is a technique used to assess the different weights individuals place on the features of a given product. There are several different types of conjoint analysis methods. The Qualtrics survey software is equipped with a conjoint creation wizard which uses the self-explicated conjoint model. The wizard can set up a conjoint survey easily and quickly. In the self-explicated model, the respondents are asked “direct” questions about the desirability of a particular list of products and profiles.

Using the Qualtrics Question Wizard, you can build and deploy a conjoint question set in under twenty minutes. If you know the features/levels for the product/service that you want to evaluate, the survey engine handles all the complex logic of preparing questions for feature and level presentation. However, once a conjoint question is defined, it must be added to the survey flow.