Survey Platform - Tagging Responses | Qualtrics

Tagging Responses

Introduction

Response tagging allows you to add information to responses after they’ve already been recorded. You can categorize based on items like age, dates, or certain answers to questions without having to set up Branch Logic and Embedded Data fields before launching the survey. You can also annotate responses or easily categorize text entry data.

Qtip: Tagged data currently cannot be exported in the CSV datafile. It can only be used/analyzed within the Qualtrics application.
Example: You’re evaluating three different brands and so have three Net Promoter® Score questions in your survey. By default, you can see the NPS® data for each brand in separate visualizations, but you’d like to see the number of Promoters for each brand in one Bar Chart visualization for easy comparison. You can use this tagging feature to add new data to accomplish this goal.

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Field Types

Data collected at the time of the survey submission is not editable. Instead, to add new information, you must first create custom fields to hold the new data. You can add four types of custom fields:

  • Date: Accepts date information and has all the Breakout options (date, month, quarter, year, etc.) available to date metadata info in the Reports module.
  • Number: Accepts any combination of characters 0–9 and has access to the Statistics Table and Gauge Chart visualizations.
  • Text: Accepts any text, number, or symbol characters and have the same reporting options as Text Entry questions.
  • Tags: Allows you to enter multiple separate tags information, similar to the way a Multiple Choice – Multiple Select question has multiple potential values. Tag fields also have access to all the same visualizations as Multiple Choice – Multiple Answer questions.

Depending on the type of field you select, you’ll have different visualization options in the Results module, as well as different filtering options.

Qtip: To edit data that was collected at the time of the survey submission, you can use a Retake Survey Link.

Creating a New Custom Field

  1. Navigate to the Data tab of the Data & Analysis module and select the Create Custom Field option from the Tools menu.image01
  2. Select a name and a field type before selecting Add Field.image07

Tagging an Individual Response

  1. Navigate to the Data tab of the Data & Analysis module and check the Edit Custom Field option in the click Tools menu.image07
    Qtip: If you haven’t already created your custom field, you can do so by following the steps above.
  2. Type in the desired value for each response you want to edit.image18
    Qtip: Hitting Tab or Enter will move your cursor to the next field box immediately below.
  3. Click Tools and deselect Edit Custom Fields to exit edit mode.image09

Tagging Multiple Responses

  1. Navigate to the Data tab of the Data & Analysis module and check the Edit Custom Field option in the click Tools menu.image07
    Qtip: If you haven’t already created your custom field, you can do so by following the steps above.
  2. Click the checkbox for all the responses you want to tag.image01

    Qtip: You can combine tagging with filtering to really speed and enhance your work. Add a filter to your responses and then select all.
  3. Click With Selected and choose Edit.image02
  4. Choose which field you want to add information to and provide the desired value before selecting the update button (for Tags type fields, you can hit Enter to add multiple value tags at once).image13
  5. Repeat steps 2–4 as necessary.
  6. Click Tools and deselect Edit Custom Fields to exit edit mode.image06