Survey Options Page

From QualtricsWiki

This tab contains a miscellany of options for your survey. When you make changes to any of the options on this page, make sure you hit the "Save Changes Now" button before navigating to another tab.

Contents 1 Survey Experience 1.1 Back Button 1.2 Save and Continue 1.3 Survey Language 1.4 Show Export Tags 2 Survey Protection 2.1 Open access / By invitation only (requires Qualtrics Mailer) 2.2 Survey Password 2.3 Prevent Ballot Box Stuffing 2.4 HTTP Referer Verification 2.5 Survey Expiration 3 Survey Termination 3.1 End Survey Message 3.2 Thank you email 4 Inactive Surveys 5 Partial Completion 5.1 Survey Response Sets

Survey Experience

Back Button

The back button will allow respondents to move backwards with in the current block. It does not move back to a previous block.

Save and Continue

This feature is turned on by default. Save and Continue saves the respondents' progress every time the "next" button is clicked. If a respondent cannot finish the survey and closes their browser, the next time he/she clicks on the link the survey will be where he/she left off (the last time they hit the next button).

• When using an anonymous link this option uses cookies placed on the browser to remember a respondent.
• When using a personalized link in the mailer the system "remembers" the respondent using the unique link.

Survey Language

You should set this box to the language your survey is written in; however, this box is not a survey translator! It only changes the language of the instructional and error messages the system displays to a survey respondent not the entire survey. A common example of an error message is, "you cannot press the back button while taking this survey."

Show Export Tags

This option allows the survey respondent to see the export tag for each question. By default the export tag is also the QID number. So QID1 has an export tag of Q1. Export tags can be changed in the More Advanced Options .

Survey Protection

Open access / By invitation only (requires Qualtrics Mailer)

Open access lets any one who can access the generic link (anonymous link) take your survey. By invitation only disables the generic link making it so that only the unique links sent out by the Qualtrics mailers can function. This makes it so that only invitees can access your survey.

Survey Password

If you enable this option, a page requiring the password you specify will appear as the first page of your survey. This page will have the same color scheme as the rest of your survey.

Prevent Ballot Box Stuffing

This function is only necessary if you are NOT distributing your survey via the Qualtrics Mailer. The Qualtrics Mailer sends each respondent a unique link, which means no respondent can take the survey twice. The other distribution options use a generic link which is the same for every respondent. When "Prevent Ballot Box Stuffing" is turned on, the system will put a cookie on the computer of each respondent who takes the survey via the generic link. The cookie will disallow that person to come back in and take the survey once they have completed it.

HTTP Referer Verification

If you post a survey on a site (for example, within a login system), you can specify a URL here for where they access the survey from. If they access it from the specified URL, it will let them take the survey. If they do not access from the specified URL, it will not let them take the survey.

Note: The typo "Referer" is actually how it is used in http code, so it is the correct name.

Survey Expiration

The default setting here is "This survey does not expire." If you want your survey to turn on and shut off after a certain date, choose the second check box and enter the "valid from" and "valid to" dates. The date you specify for it to expire means the survey will expire at the very beginning of that day (basically 12:01am, or more specifically 12:00:01am MST).

Note: Survey Expiration and Survey Deactivation are two different ways to make your survey unavailable. An expired survey is not necessarily an inactive survey. Activation and expiration are different functions. If you have an expired survey that you wish to re-distribute, you must not only turn off the expiration date, but make sure the survey is active as well.

Survey Termination

End Survey Message

There are several options for an end survey message.

1. You can have the default end survey message.
2. You can specify an end survey message that you have in your message library, (the message must be made in message library and saved as an end survey message first).
3. You can also redirect to a web page. When you type in the URL to redirect to make sure to include the http://

Thank you email

If you distributed your survey using the Qualtrics mailer, you may create a thank-you message in your library and have it automatically emailed to every respondent who completes the survey. Click the check-box, and in the first dropdown box choose the library, and in the second dropdown box choose the message.

Inactive Surveys

The system has a default message that will be shown to people who attempt to take a deactivated survey. If you would like to show a custom message (i.e. to tell them a date when the survey will become active again), click the radio button and choose the library in the first drop-down box and choose the message in the second drop-down box. You must create the message in the library before you can activate it here.

Partial Completion

This is also known as partial data. The industry standard is to use partially completed surveys in the final analysis.

You may set this option to close surveys that have not been finished and record the partial data (the questions the respondents did answer) in your results. You can customize the amount of time your survey will wait until it does this. The default for this setting is one week.

Survey Response Sets

Think of a response set as a "bucket" into which data is collected. Normal data collection places all of your data into the "Default Response Set." For most surveys, this is sufficient. However, you may create other response sets which will split your completed data into discrete groups that can be viewed and downloaded separately. Response sets can differentiate your data in two ways:

1. By Time: When you activate a new response set, all future incoming data will be placed in that response set rather than the old one. This will give you data in two sets (for example, a pre-October 15th and a post-October 15th response set).
2. By Mailing: Using the Qualtrics Mailer, you may specify the response set into which the data for a particular mailing will be placed.

• To create a new response set, click on the "Manage Response Sets" button. You will be shown a window with two boxes. The top has a list of the response sets you have created. To create a new response set, click the "add response set" button. To activate a response set and make it the one into which all data is placed from this point on, highlight the response set and click on "Set as Active." Only one response set may be active at a time.

The active response set will collect all incoming data unless it is overridden by a response set assigned to a particular mailing. Data for such a mailing will always be