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Sending Surveys in Microsoft Teams

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About Sending Surveys in Microsoft Teams

With the Qualtrics App for Microsoft Teams, you can send surveys to your teammates that they take directly within Microsoft Teams.

Attention: This feature is not available for customers in the FedRAMP environment.

Downloading the Qualtrics App

  1. In Microsoft Teams, go to Apps.
    selecting the Qualtrics app in the app store
  2. Search for Qualtrics.
  3. Select the Qualtrics app.
  4. Click Add.
    the add button for adding the app

Adding the Qualtrics App to a Team

Before you can distribute a survey to a team, you need to add the app to the team you want to survey. If you have not added the app to any teams, you will see the below message in your Qualtrics app:the message at the top of the qualtrics app if it has not been added to any teams yet

For a guide on how to add an app to a team, check out this Microsoft Teams support page. You can also click the Add new Team link above the team selection dropdown to add the app to a team.

Distributing a Survey in Microsoft Teams

After building your survey in Qualtrics and downloading the app to your Microsoft Teams channel, you’re ready to distribute your survey.

Qtip: You can distribute any survey type using this method. However, this distribution method acts as the anonymous link, meaning no information about the respondent other than their IP address is saved with their response. If you would like to run an EX project in Microsoft Teams, make sure you include an authenticator to associate surveys responses to correct participants.

Distributing via a Team Channel

  1. In your channel, click the three dots when starting a new conversation.
    selecting the qualtrics app from a team channel
  2. Select the Qualtrics app.
    Qtip: Use the search bar to find the app more easily. If you do not see the Qualtrics app, then you must first add it to your team.
  3. Click Sign into Qualtrics to connect your Qualtrics account.
    the sign into qualtrics button
  4. Enter your Qualtrics username and password.
    the qualtrics login window

    Qtip: If your brand uses Single Sign On (i.e. you login to Qualtrics via your organizations’ login portal), then click Sign in with SSO and follow the directions on this page to login.
  5. Click Sign In.
  6. Choose the survey you want to distribute.
    choosing a survey to send and adding a message
  7. If desired, add a message to go along with your survey.
  8. Click Next.
  9. Review the details of your distribution and preview your survey, if desired.
    previewing a survey before sending it
  10. Click Send.

Distributing via the Personal Tab

  1. Navigate to the Qualtrics app.
    the sign into qualtrics button
  2. Click Sign into Qualtrics.
  3. Enter your Qualtrics username and password.
    the qualtrics login screen

    Qtip: If your brand uses Single Sign On (i.e. you login to Qualtrics via your organizations’ login portal), then click Sign in with SSO and follow the directions on this page to login.
  4. Click Sign in.
  5. Click Microsoft Login.
    the microsoft login screen
  6. Login with your Microsoft credentials. If you have trouble logging in, see this support page.
  7. Select the survey you want to distribute.
    choosing a survey, team, channel, and message for sending a survey in teams

    Qtip: Use the search bar to find your survey more easily.
  8. Choose the team to distribute to.
    Qtip: If you do not see your desired team, then you still need to add the Qualtrics app to your team.
  9. Enter the name of the channel or individual you want to send the survey to.
    Qtip: You can add multiple channels or individuals.
  10. If desired, add a message to your survey invitation.
  11. Click Send.
Qtip: We’ve provided some helpful links at the bottom of the app to help you manage your survey. Click these links to be brought directly to that area of the Qualtrics product. For example, if you click Edit your survey, you’ll be brought directly to the survey editor where you can make changes to your survey.
links at the bottom of the distribution screen for editing, previewing, and viewing data on the survey

Taking a Survey in Microsoft Teams

If you’ve been invited to take a survey in Microsoft Teams, the survey will appear in the conversation it was sent to. Click Start to begin the survey.
the start button on a qualtrics survey in microsoft teams

The survey will appear in a pop-up window in Microsoft Teams. You will take the survey directly in this window.
the survey window in microsoft teams