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Contents 1 Block Options 1.1 Toggle block preview/outline mode 1.2 Block title 1.3 Add Page Break 1.4 Add Display Logic 1.5 Add Skip Logic 1.6 Move Questions to a New Block 1.7 Loop and Merge 1.7.1 Loop and Merge over question response 1.7.2 Static Loop and Merge

Block Options

When you click on a question, it brings up a menu of options on the right hand side. These options allow you to add further dimensions to your survey. This section is an overview - most of their functionality will be covered as they are referenced in other sections.

Toggle block preview/outline mode

If you click on this button it will toggle your view of the questions within a block to a preview mode where the questions appear in a similar form to how they will appear in the survey, and an outline mode that is more simplified.

Note that if more than 15 questions are added to a single block that the questions appear differently when not selected, and the toggle button no longer functions.

Block title

On the top left hand side of each block there is a block title with a small triangle. If you click on the text you can edit the block title. By clicking on the triangle you can hide or unhide all of the questions in that block.

Add Page Break

If you haven‘t chosen a survey skin that allows only one question per screen, your survey questions will, as a default, be displayed together on one page. Clicking on this button will place a page break directly after the question that you have selected. The page break will be the length of a question with no text on it. The same add question, delete, and move icons that appear on questions will appear on the page break when you hover over it with your mouse. Note: Sometimes a page break is required for certain functions to work. One of these is the "Qualtrics Smart Text" or "Piped Text" function, if the piped text refers to an answer in a previous question. In this case, a page break must be inserted between the question from which you are piping and the question to which the text is piped. Page breaks can occur automatically when other functions in the system are used. Page breaks will automatically occur:

1. At the transition between question blocks.
2. After any question with skip-logic

Add Display Logic

Display Logic is similar to skip logic in that it determines which questions are shown to the respondent. However, this logic is added to the question that is conditionally displayed rather than the question that the logic is based off of. Also, unlike skip logic, display logic allows for multiple levels of logic whereas skip logic only allows for one statement. If there are only one or two questions in a row that need to be conditionally displayed, this can be an easier solution than display logic. For instance, If you had one question asking if the respondent likes ice cream, you could add display logic on a follow up question that asks which kind they like so that it is only displayed if they originally said they liked ice cream.

1. Click on the question that is to be conditionally displayed.
2. From the Advanced Question Options drop down, select Add Display Logic.
3. You will be guided through multiple drop down menus. Use these to select which conditions determine whether the question should be displayed.

Add Skip Logic

This is one of the simplest ways to customize a survey. Skip Logic works within question blocks to skip respondents past a question or questions based on their answer to the question immediately preceding the question(s) to be skipped.

• Click on the question which determines what other questions will be skipped. The skip logic will appear directly under the selected question for editing. There are 3 drop down boxes "If", "Is", and "Then Skip To". Click on the first drop down box and choose the question to which you want to add the skip. This question will be the "hinge" for the skip — the way a person answers this question will determine whether they will skip the next question(s) or not.
• Next, you will choose the answer choice you desire to use in the logic for this skip, and ALSO the way that choice is answered. For example, you may choose to skip if the answer you chose "is selected," "is not selected," "is displayed," or "is not displayed."
• Next, you will choose the question to which the respondents will be skipped. NOTE THAT THIS IS NOT ASKING YOU TO CHOOSE THE QUESTIONS TO SKIP, but rather the first question that will not be skipped. All questions between this one and your "hinge" question will be skipped.
• Your box will end up with a clause saying something like this:

"If Question – Are you a golfer? Choice – Yes:Choice Is Selected, Then Skip To How many times a year do you typically golf?

Move Questions to a New Block

Clicking on this button will automatically create a new block and move all the selected questions to that block. Note that two or more questions must be selected for this option to be available.

Loop and Merge

There are two type of Loop and Merge. One is the "Loop and Merge over a question response", and the other option is the "Static Loop and Merge".

Loop and Merge over question response

Loop and Merge over a question response is the most commonly used loop and merge option. It is typically used to ask the same group of questions about a particular set of answer options from a previous question by looping over the selected block of questions. This can greatly reduce survey creation time because the survey creator can ask about each targeted answer choice without having to add the same questions to the survey over and over.

When a loop and merge is applied, data is exported as if a separate block of questions was created for each of the possible options,

Warning: Using loop and merge can increase the size of your data export greatly because the smaller number of questions in the survey will appear in the reports and raw data as if the looped questions were actually created individually within the survey. Typically this is only an issue when downloading raw data exports into Excel, where there is a column limit (256 columns in Microsoft Office 2003 and other comparable spreadsheet programs). The data is downloaded, but Excel will not import all of the data within the file. To get around a large export, the best option is to download groups of questions at a time rather than the entire survey all at once. Another option is to use Excel 2007, or a comparable program, with a higher column limit.

To use the Loop and Merge feature in Qualtrics, you will need to set it up using two question blocks.

1. The first question block will have the question you want to base your looping off of.
   For example: Please select each option that pertains to your situation. Which of the following browsers have you used within the last two months (Select all that apply)?
   • Internet Explorer
   • Mozilla Firefox
   • Safari
   • Camino
   • Opera
2. The second question block will contain the questions you would like to loop regarding the answer choices of the question in the first question block. These can be any question types you would like to use. Since this block will be looped, these questions will appear each time the survey loops.
3. Once you have added the questions you would like to appear when the survey loops, click on the Set Block Options button (a window will pop up) and select the Loop and Merge tab at the top of the window.
4. Select “Use Loop and Merge over a question response with this question block”.
5. Select the question you are basing the loop off of from the first available dropdown menu.
6. In the second drop-down menu, select the appropriate response. Most people choose "Selected Choices", which means it will loop only for the responses selected in the target question.
7. Click the Save button.
8. Loop and Merge over a question response has now been applied to your survey. Preview your survey to test it and make sure it is working as your desire.

Static Loop and Merge

This option allows you to specify items to then pipe into a question to alter it for the survey taker. It is static because unlike the question response looping option, it cannot be based off of which answer choices were selected in a previous question. Instead, the system loops as many times as there are rows of information when you set up the Static Loop and Merge.

To access this feature:

• On a question block click "Block Options"
• Select "Loop and Merge"
• Select "Use static Loop and Merge with this question block".

The setup occurs in the text box at the bottom of the window.

In the green text above the text box, we get an example which says the following:
Data Prefix (Alphanumeric characters no _ or spaces), Merge Text 1, Merge Text 2, Merge Text 3, ...
CB, Candy Bar, Mars, Snickers, Rolos
FF, Fast Food, McDonalds, Arbys, Subway

The "Data Prefix", or "CB" and "FF" in the example, is what is used by our system to specify which block the question refers to when you export the data.

The "Merge Text" (or "Candy Bar", "Mars", "Snickers", "Rolos", and "Fast Food", "McDonald's", Arby's", and "Subway" in the example) is where you specify what you want to pipe into the question.

When using piped text, each row is one loop of the question block, and only the items displayed via piped text are what the survey taker will see.

To pipe in your Merge Text:

1. Go to the Pipe Smart Text dialog
   • Click into the question text field of a question to edit
   • Then click on "Rich Text Editor"
   • On the Rich Text Editor toolbar, click on the Pipe Smart Text button .
2. Select to Pipe Text from a: "Loop and Merge Field".
3. In the next "Loop and Merge Field:" dropdown, select the number that corresponds with the order of item in the Merge Text.
   • The "Merge Text" is everything that comes after the Data Prefix (CB and FF in the example).
     • So in our example, field "1" refers to the first item after the Data Prefix, which would actually match up with "Candy Bar" and "Fast Food" in our respective rows. Field "3" would refer to "Snickers" and "Arby's" in the respective rows.
4. Insert piped text to display Merge Text fields where needed in other questions.

RESULTS for Static Loop and Merge

• Reports: In the Qualtrics reporting tool, each question is repeated for as many loops as there are (rows you set up in the static loop and merge area). So when you click on a question to view its tables and charts, it will display the question text with the Data Prefix displaying afterward, like in the example below.

• Download Data (Raw Data): The raw data downloads from the Download Data page will do the same. The same question will repeat next to each other (In Excel, it will repeat in the columns), with the only change being the Data Prefix displaying after the question text.