Survey Distribution Tutorial

From QualtricsWiki

Contents 1 Survey Distribution Overview 1.1 Five Ways To Distribute Your Survey 1.1.1 Generic link 1.1.2 Customizable text 1.1.3 Qualtrics Mailer 1.1.4 Pop-up surveys 1.1.5 Embedded HTML Survey 1.2 Survey Distribution - Advanced Topics 1.2.1 Distribution Method Pros and Cons 1.2.2 Survey Integrity 1.2.3 Reminder and Thank you Emails

[edit] Survey Distribution Overview

[edit] Five Ways To Distribute Your Survey

[edit] Generic link

When you activate your survey, Qualtrics generates a generic link that navigates a respondent's web browser to your survey. This generic link can be copied and pasted into emails, web pages, or documents. Following the link will bring the respondent directly to your survey.

1. Go to the Distribute Survey tab of Qualtrics.
2. Select a survey from the drop down menu (if you have already selected a survey from the My Surveys page and are navigating from edit or view results the previously selected survey will automatically appear).
3. If the survey is not active, activate it.
4. Highlight and copy the Blue Survey link, paste it to whatever method you want to distribute.

[edit] Customizable text

Qualtrics will generate HTML coding that can be copied and pasted into a website's HTML code for a customized text link. For example, if you want to have a link from your website to the survey that says "click here" rather than a URL address, you can copy and paste the code directly from Qualtrics.

1. Go to the Distribute survey tab of Qualtrics.
2. Select a survey from the drop down menu (if you have already selected a survey from the My Surveys page and are navigating from Edit or View Results the previously selected survey will automatically appear).
3. If the survey is not active, activate it.
4. In the "Custom Text" box, type the text as you want it to appear.
5. Copy the Code from the box below and paste into your website's HTML.

[edit] Qualtrics Mailer

The Qualtrics Mailer is the most common method of distribution. It automatically generates an invitation by email, allowing you to distribute your survey to a panel of participants. Each participant receives a individualized link and a response ID, which allows you to track the responses. Using the Qualtrics Mailer requires some preparation. You will need to have:

• A prepared panel, uploaded into the library
• An invitation message also uploaded into the library

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1. Go to the Distribute Survey tab of Qualtrics.
2. Select a survey from the drop down menu (if you have already selected a survey from the My Surveys page and are navigating from edit or view results the previously selected survey will automatically appear).
3. If the survey is not active, activate it.
4. Click on the "Qualtrics Survey Mailer" sub-tab.
5. Select if you want to send your survey to an individual, a panel, or a sample generated from a panel.
6. In the pop up window type your subject.
7. Select the date and time that you want your survey distributed.
8. Select your panel from the drop-down menus.
9. Select your message from the appropriate drop down menus.
10. Click Schedule.

Advanced options

[edit] Pop-up surveys

Qualtrics generates HTML code that can be copied and pasted into your website's HTML so that when a respondent navigates to a specific page, the survey pops up in a separate window.

• Most web browsers have a pop-up blocker automatically installed which will stop your survey from coming up. If this could be a problem consider another method of distribution.

1. Go to the Distribute survey tab of Qualtrics.
2. Select a survey from the drop down menu (if you have already selected a survey from the My Surveys page and are navigating from Edit or View Results the previously selected survey will automatically appear).
3. If the survey is not active, activate it.
4. Click on the "HTML Pop-up Survey" sub-tab.
5. Copy the HTML Code from the text box and paste into your HTML of your website.
6. In the boxes below, you can change the size of your pop up window.

[edit] Embedded HTML Survey

An embedded survey is similar to the pop up survey, but rather than popping up in a separate window, the survey is a part of the page to which the respondent navigates to.

1. Go to the Distribute Survey tab of Qualtrics.
2. Select a survey from the drop down menu (if you have already selected a survey from the My Surveys page and are navigating from Edit or View Results the previously selected survey will automatically appear).
3. If the survey is not active, activate it.
4. Click on the "Embedded HTML Survey" sub-tab.
5. Copy the HTML Code from the text box and paste it into the HTML of your website.
6. In the boxes below, you can change the size of your pop up window.

[edit] Survey Distribution - Advanced Topics

[edit] Distribution Method Pros and Cons

Any method of distribution comes with advantages and disadvantages. Any time that a generic survey link is used (this includes the pop-up and embedded surveys) you have more chances of people taking the survey, but you don't have as much control over the responses. People can take the survey more than once which may sway the statistical significance of your results. With the Qualtrics Mailer, you can identify all of your respondents, track their status (complete or incomplete), and use embedded data to create reports on the back-end. The drawback of the Qualtrics Mailer is that you are limited to those people that you already have information about. When designing a survey and planning its distribution you should think about your desired results and the distribution method by which to best achieve them.

[edit] Survey Integrity

Qualtrics offers several options to help insure your responses are legitimate and pertinent. Survey integrity is always an issue when collecting data from people. These options can increase the relevancy of your responses.

1. Prevent Ballot Box Stuffing - Install a cookie on the machine that prevents that computer from accessing the survey a second time.
2. Invitation only surveys - Only those receiving an invitation from the Qualtrics Mailer are allowed to take the survey.
3. Password Protection - In order to take the survey, the respondent needs a password.
4. Survey Expiration - Set the specific dates and times that the survey will be active.

These options can be accessed by:

1. Go to the Edit a Survey section of Qualtrics.
2. Click on the survey options sub-tab.
3. Under the survey protection section, all options will be displayed with check boxes to select/deselect.

[edit] Reminder and Thank you Emails

If you have used the Qualtrics Mailer to send your survey to a panel, Qualtrics can automatically assign reminder emails to those who have not yet finished the survey, and Thank you messages to those who have completed the survey.

• This requires that reminder/thank you messages have been saved in the library.

1. Go to the Distribute Survey tab.
2. Click on the Qualtrics Mailer sub-tab.
3. The table displayed shows all the mailings scheduled for the selected survey. Find the panel, sample, or individual to whom you want to send a reminder/thank you email and click on the plus button on the far right of the table.
4. In the pop up window select what kind of message you would like to send.
5. Schedule the reminder/thank you in the same way that you would a regular mailing.

Surveys are presented in HTML format. Go the the "Distribute" tab on the main menu and click on the "E-mail Survey" link. This will e-mail the survey to you as an HTML file. From there, it is up to you to work the HTML to put it into your specific web page format. Note that you must have a reference to powered by www.qualtrics.com on this page (part of the user agreement).