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XM Essentials 4: Bring a Smile!

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Spicing Up Project Dogfood

Multiple-choice questions are very effective, but were a bit boring for the boys. So we commissioned some artwork of Moksh and Naman to be used in their survey. Then, we livened things up with a variety of question types, including a smiley-faced slider.

A smiley face slider

Changing Question Types

There are two ways to pick a new question type:

  1. Use the Change Question Type dropdown menu to change an existing question type (like changing a Multiple Choice question to a Text Entry, Matrix Table, or Slider).
    Question editing pane to the right with the green question type dropdown expanded to see the list
  2. Click the dropdown arrow next to Create a New Question and add a new question type directly to your survey.

Four Categories of Questions

Questions types are broken into four categories:

  Question Types
Static Content Questions Includes Descriptive Text and Graphic question types.
Standard Questions Groups the most commonly used question types: Multiple Choice, Text Entry, Rank Order, Matrix Table, Slider, and Side by Side.
Specialty Questions Specialized research techniques inspired these question types: Constant Sum, Hot Spot, Graphic Slider, Drill Down, Pick Group and Rank, Heat Map, Net Promoter® Score (or NPS®), Highlight, and Signature.
Advanced Questions Provides detailed data about respondents and their interactions with your survey, often without requiring action from the respondents, and include: Timing, File Upload, Screen Capture, Captcha Verification, and Meta Info.

Adding Images with Welcoming Text

Static questions are often used for welcome messages and instructions. Here we’ll add an image and text to a static Descriptive Text question.

Try it!

Exercise J: Creating a Static Question with a Graphic

Qtip: Practice by right-clicking the image below and saving it, or substitute an image of your own. You’ll learn to upload the image to your Qualtrics Library in the steps below so it can be used in a survey.

Two boys stand in front of a table with plastic cups and a pitcher of lemonade

  1. Click Create a New Question.
    Create question button in green bottom of block; green plus on right
  2.  Change the question type to Descriptive Text.
    Change question type dropdown in question editing pane
  3. Enter the following text: Please help us by taking our simple survey!
    Editing text of a descriptive question
  4. Open the Rich Content Editor.
  5. Move your cursor below your text. You may need to press Enter on your keyboard to create a new line.
    Editing text of a question
  6.  Choose the Insert Graphic button.
  7. To select a graphic for this question, you’ll be taken to your Qualtrics library. If your image has not already been uploaded, you’ll need to do so by choosing Upload a New Graphic.
    Green upload picture button
  8. Pick Choose File to add an image to your library.
    Library window uploading an image
  9. Click Save.
  10. Click the graphic and it will be added into your question.
    Selecting an image from the library window
  11. Edit your text (e.g., bold or change colors or justification).
    Adding an image to a question
  12. Stop editing by clicking outside of the Rich Content Editor.
  13. Move this question to the top of your survey. (Review Exercise I: Moving Questions Up & Down.)
  14. Note that a survey proceeds in the order in which you position your questions. Though this question is labeled as Q5, it will be the first one seen by your survey participants.
Qtip: To learn more about question numbering, read Exercise O: Auto-Numbering Questions.

Variations on Standard Question Types

There are literally hundreds of variations you can add to a given question. For example, Multiple Choice questions come in a wide variety of flavors:

  • Single Answer
  • Multiple Answer
  • Dropdown List
  • Select Box
  • Multi Select Box

Moksh and Naman are asking neighbors about their favorite summertime drinks; they know their neighbors may have more than one favorite (After all, a respondent may love lemonade AND soda. Who doesn’t?), so they changed a Multiple Choice question into a Multiple Answer question. They also added an “Other” option with an open-ended text entry box so customers can enter any drinks that the boys didn’t list.

What summertime drink choices do you prefer?

They also added a Graphic Slider question to gauge neighborhood satisfaction with their current drink choices. Let’s start with that just because it’s fun.

A smiley face slider

Try it!

 Exercise K: Adding a Smile

  1. Find the question Are you happy with your summertime drink choices?
    Selecting a question and selecting question type from editing pane
  2. Click the dropdown arrow next to the Change Question Type button.
  3. Find Graphic Slider in the list. Click the arrow beside it and pick Text Above.
  4. In the Gauges section, pick Smile.
    Smile slider

Exercise L: Gathering Multiple Answers with a Text Box

Now we’ll show you how we made our drink preference question so our respondents can select multiple answers. We also asked them to provide another favorite summertime drink, by offering an “Other” option to account for popular products we didn’t list.

  1. Create a new question and choose  Multiple Choice.
    Selecting the green create question button at the bottom of the block; in question editing pane, see it says multiple choice in the upper-right of the editing pane to the right
  2. In the question text box, enter: What summertime drinks do you prefer? (Pick as many answers as you like.)
  3. Add the following text responses:
    • Lemonade [Enter]
    • Sugary soda [Enter]
    • Diet soda [Enter]
    • Mango lassi [Enter]
  4. Choose Multiple Answer from the Answers section of the editing pane. Notice that the radio buttons have turned into checkboxes.
  5. For the last answer choice option, type Other.
    Blue dropdown
  6. Click the dropdown arrow next to Other and pick Allow Text Entry from the list.

Extra Credit: Advanced Questions

Advanced Questions reveal detailed data about respondents and their interaction with your survey, often without requiring an action from the respondent. Advanced questions include Timing, File Upload, Screen Capture, Captcha Verification, and Meta Info questions.

For example, the Timing question keeps track of how long participants view a survey page without the respondent seeing a timer.

Timer question

Qtip: For a complete explanation of every question type found in Qualtrics, visit our Question Types guide.

What’s Next?

  1. Read more about Moksh & Naman’s Lemonade Stand.
  2. Continue to XM Essentials 5: Location,Location, Location.