• Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM

Public Health: COVID-19 Pre-Screen & Routing XM Solution

What's on This Page:

Was this helpful?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!

About the Public Health: COVID-19 Pre-Screen & Routing XM Solution

The public is faced with a flood of information regarding COVID-19: symptoms, community incidents, school closures, and so on. Because it’s so hard to find the right information, the easiest solution is to call public health and government organizations. Due to the volume of calls to public health organizations for basic information, it is difficult for the members of the public who need assistance to get through to the right support resources over the phone.

  • Potential patients who need assistance are not able to get it.
  • The public health organizations are overwhelmed with requests for the same information.
  • The public health organizations are not able to easily understand what the trending requests are and where they should focus their external efforts to drive awareness.

The Public Health: COVID-19 Pre-Screen & Routing solution enables public health organizations to automate the distribution of the latest COVID-19 information to members of the public, perform an initial triage for COVID-19 symptoms, and ensure that people exhibiting symptoms of the disease have access to the right supporting and testing resources.

Developed by Qualtrics’ senior XM scientists, the Public Health: COVID-19 Pre-Screen & Routing XM Solution is a pre-made intake survey that can help the public triage their needs before calling into public health departments, and a pre-made report that visualizes trending information and volume of requests.

Qtip: All existing Qualtrics users have access to the Public Health: COVID-19 Pre-Screen & Routing XM Solution! Just follow the steps on this page to get started. If you are not an existing Qualtrics user and would like to get access to the Public Health: COVID-19 Pre-Screen & Routing solution, please see this page for more information.

Creating a Public Health: COVID-19 Pre-Screen & Routing

All existing Qualtrics users have access to the Public Health: COVID-19 Pre-Screen & Routing XM Solution. Just follow the steps below to get started. If you are not an existing Qualtrics user and would like to get access to the Public Health: COVID-19 Pre-Screen & Routing solution, please see this page to sign up for free!

Qtip: This XM Solution is only available in English. You will only be able to make this project if your account language is set to English. However, you can upload translations or auto-translate using Google Translate for content as needed. See FAQs for more details.
  1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right.
    Create Project button in Projects Page
  2. Click Create new project.
  3. Select CoreXM.
    CoreXM logo along top. Section for COVID-19 related XM solutions, where the public health assessment is listed
  4. Under COVID-19 XM Solutions, select Public Health: COVID-19 Pre-Screen & Routing.
  5. Name your project.
    Field for naming project, blue get started button to right
  6. Click Get Started.
  7. You will land on the Overview tab. This is where the Solution will guide you through the major steps of the project, including survey creation, distribution, and reporting.
    Overview tab top left, blue button center right
  8. There will be a description of the first step you are about to complete. Click Get Started to start building your project.
  9. Provide your organization’s name.
    Fields described open in a new page
  10. If desired, upload a copy of your organization’s logo. Max file size is 1MB.
  11. Specify the name of your Local Public Health organization.
  12. Specify the URL of the website for your Local Public Health organization.
    Blue finish in bottom-right
  13. Specify the name of your State Healthcare department.
  14. Specify the URL of the website for your State Healthcare department.
  15. Specify a phone number people can reach out to with additional questions on COVID-19.
  16. When you’ve filled out these fields, click Finish to generate your survey.
  17. As you click the blue buttons on the Overview tab, you will be taken through the steps of the project.
    Center, blue preview survey button. Top, black bar where steps are listed. Above that, tabs of the project

    Qtip: Did your survey Preview not appear? Make sure your browser doesn’t block pop-ups on Qualtrics.
  18. Use the toolbar along the top if you ever need to go back a step.
  19. Use the tabs along the top if you’d like to edit components not included in the blue button steps. For example, you can go to the Survey tab to edit the survey theme and add demographic questions, whereas you can go to the Distributions tab to download a distribution history for emails you’ve sent.

Public Health: COVID-19 Pre-Screen & Routing Survey Customization

If you want to see the questions in your survey or edit them, click the Survey tab or choose I’d like to edit my survey from the Overview.

Survey tab top, I'd like to edit blue text underneath blue preview survey button

Once inside the Survey tab, you can add new questions, tweak the wording on existing ones, edit the survey theme, and much more.

Survey editor

If there’s particular functionality you’d like to add, try searching the Support Site, or use the Support Site’s menu to the left to pick a page. In this section, we’ll cover some of the fundamentals of survey editing.

Qtip: The questions included in this survey were developed by our top subject matter experts. We advise trying to keep your survey as similar to the original template as possible, and not making too many large-scale changes.

Adding and Editing Questions

Warning: It’s important to make edits to the survey before you distribute it to recipients. If possible, avoid making edits to a survey actively collecting data, or you may risk invalidating your data and changing the premade reports that come with this solution. See Testing / Editing an Active Survey.

You can add as many additional questions as you want. However, keep in mind that the shorter the survey, the more likely recipients are to fill it out.

For guides to adding and editing questions, see:

Qtip: For surveys like these, we generally advise sticking to multiple choice and text entry questions.

Deleting and Restoring Questions

Warning: If you delete a question, it’ll affect the premade report and the display logic included with this solution! Be prepared to fix all the display logic in your survey, and to either make edits to the report or create a new report from scratch. We generally advise you not to delete any questions!

If you have sent a question to the trash, it is possible to restore it. To roll back many changes at once, see also how to revert a survey back to a previous version.

Survey Flow and Display Logic

This solution comes with custom display logic. Display logic affects what questions respondents see, based on previous answers they provided. For example, we can give respondents different advice on how to proceed based on whether they are already displaying symptoms of COVID-19.

Question with blue widget on top that says the conditions udner which the question will appear

Warning: When you remove or edit a question, it can affect display logic on another question. Be sure to double-check your survey before making these edits!

In the survey flow, you’ll find some Embedded Data for city, region, and postal code is already added. Please do not remove this element – it’s there to help organize your data and format your report.

Survey flow open, green embedded data element at the end

Saving and Publishing

All edits you make are saved automatically; however, they won’t necessarily be pushed to the live version of the survey. When you are finished with all of your edits and are ready to generate a link and share the survey with your recipients, remember to click Publish in the upper-right.

For more on how this works, see Survey Publishing & Versions.

Distributing the Public Health: COVID-19 Pre-Screen & Routing XM Solution

When you are ready to distribute the Public Health: COVID-19 Pre-Screen & Routing solution, it’s super quick and easy to do so:

  1. Make sure you have published any survey edits.
    Green publish button, upper-right of survey editor
  2. If your changes are published or you don’t have changes to publish, head to the Distributions tab.
    Distributions tab top of survey
  3. Choose Get a single reusable link.
    Green get a reusable link button, right of page, top of 2 buttons stacked on top of each other
  4. You will see the Anonymous Link. This link does not collect any identifying information other than what you explicitly ask for in the survey. You can copy this link and distribute it through your company’s email.
    Anonymous link, center of page

Qtip: If you publish changes, the menu that opens will give you your Anonymous Link.

Survey published window

Other Methods of Distribution

We recommend using the Anonymous Link method described above, because it’s the quickest and easiest distribution method.

If you are interested in other methods of distribution, such as emailing from Qualtrics, see the Distributions Basic Overview for a list of options. Please note that depending on your license, not all options may be available, and some may be restricted.

Qtip: If you distribute through email to a Qualtrics contact list, results will not be anonymous unless you change the link type while writing the email or chose to anonymize responses in the Survey tab.


Premade Reports

Our XM Scientists have developed a special report for this XM Solution. This report gives an overview of the results, and is ready to share as soon as you have collected data.

Reports is last tab. Under that, another reports button, to right of Results. Screenshot shows the report, with a blue bar graph

  1. Go to Reports.
  2. Select Reports.
  3. The premade report, Public Health: COVID-19 Pre-Screen & Routing Report, will be the first one that appears!
Qtip: This report will not generate charts and tables until you collect data. Try completing the survey through the preview button if you want to test what these reports look like with data. Remember you can always delete preview data later.
Qtip: The premade report was developed by our top subject matter experts. We advise trying to keep your report as similar to the original template as possible, and not making too many large-scale changes.
Warning: Do not delete the premade report! If you do, this report will not be retrievable, and you will have to make a new one from scratch.

Other Ways to View Data

While Advanced-Reports include an expert premade report, this report is limited to showing 250 comments for a given Text Entry question (those are the open feedback questions). To see a full set of responses, you’ll want to use one of the other reporting options described below.

Data & Analysis allows you to edit data, export a spreadsheet of all responses, filter your responses, and much more.

Snapshot of data and analysis page

Results-Reports give a quick overview of your data, and do not require you to work from scratch. They have different charts and graphs than Advanced-Reports, and are generally there to help you get quick assessments of data.

Snapshot of results, with red bar graph

Qtip: There is no CX Dashboard associated with this XM Solution. If you are on a Qualtrics license with CX Dashboards, you can map this XM Solution’s data to a dashboard just like any other Qualtrics survey.

Weekly Response Notifications

Qtip: You may not see this functionality yet. That’s because this feature is still gradually rolling out. When the feature is enabled for your COVID-19 XM Solutions, you will see weekly notifications come in on Mondays.

Built into each of the free COVID-19 XM Solutions are weekly reports of how many responses your survey has received in the past week, and how many responses that makes for the survey in total. These notifications come every Monday morning.

Reports are sent as emails and as notifications in your account.

Qtip: Weekly digests are only sent for COVID-19 XM Solutions that are active and have received responses over the last two weeks.

Viewing Reports

Once you receive the email or notification, there are two buttons.

Email listing number of survey responses. Under the text is a blue button, and under that blue text on a white background

Notification as it appears inside a Qualtrics account instead, with same buttons listed

Qtip: If you’re clicking these buttons from your email, you may need to log into your account before you are taken to these tabs.

Unsubscribing from Weekly Notifications

If you no longer wish to receive weekly notifications, you can click unsubscribe at the bottom of the email.

Unsubscribe button at the very bottom of the email

Qtip: This will unsubscribe you from all weekly digests summarizing your COVID-19 XM Solutions. You cannot unsubscribe from a specific project.

Subscribing to Updates

Most users will be subscribed to these weekly notifications automatically. However, if you unsubscribed and find you want to start receiving them again, you can do the following:

Qtip: Users that have 10 or more active surveys that have received responses in the last 2 weeks will not be automatically subscribed.
  1. Go to your Qualtrics account.
  2. In the upper-right corner, click the notifications icon.
    Bell upper-right, once opened, settings gear is below that, further right
  3. Click the settings gear.
  4. Select Digests to subscribe to weekly notifications.
    Digests is listed towards the bottom, one of the last options. Notifications is towards the top, the first option in the panel
  5. You may need to select Notifications first if you at some time or another unsubscribed from all account notifications.

Other Free COVID-19 XM Solutions

The following COVID-19 XM Solutions are free, and included in every account. Click the name of the Solution for more guided support:

If you are not an existing Qualtrics user and would like to get access to these solutions, please see this page to sign up for free!