Insight Platform - Survey FAQ | Qualtrics

Survey

Can I edit a live survey that is currently being taken?
Yes, but there are a couple considerations:

  • Who will see the changes? Only those who have not yet started the survey will see the new changes. Anyone who started the survey prior to your changes will see the original survey, not the updated one.
  • What kinds of changes are okay? Superficial text edits are fine (e.g., fixing a typo or changing the font), as are adding questions or answer options. However, deleting questions or answer options can harm previously collected data. We recommend never deleting answer choice options or questions (unless you are 100% positive that you will not ever need any of the collected data associated with those answer choice options or questions). Instead, we recommend hiding unwanted questions and answer options with Display Logic.

To learn more, visit our page on Testing and Editing an Active Survey.

How do I save/undo my edits to my survey?
Qualtrics is a web-based application and saves differently than other downloaded or installed types of programs. Rather than having a particular “Save” button, Qualtrics automatically saves whenever you click on an actionable item outside the area you are working on. For example, if you are editing a question, your changes are saved when you click on a different question or change modules.

Often, Qualtrics will allow you to undo a change if you hit Ctrl + z (PC) or Cmd + z (Mac) on your keyboard. However, not all changes are undoable.

You can also save “Revisions” of your survey by going to Survey > Tools > Create New Revision. Revisions are a snapshot of your survey and its settings and allow you to view any past revision and restore your survey to that form. To view a past revision, go to Survey > Tools > View Revision History.

For more information, visit our support page on Saving and Restoring.

Why are my recode values all out of order?
Recode values are assigned in the order the answer choices are created. Before you start collecting responses, these values will reset to always be in sequential order as long as you don’t lock the values by selecting the Recode Values checkbox in the Recode Values menu.

After you collect your first response, the recode values won’t automatically update to be in a sequential order so as to protect your collected data.

So, if you make three options—we’ll say Red, Yellow, and Blue—your recode values initially are 1, 2, and 3. If you delete Yellow and add Orange, Orange is the fourth option and has a recode value of 4. Your recode values are now 1, 3, and 4. If you move Red so that it’s the last listed option, your recode values are now 3, 4, and 1.

To edit a question’s recode values,

  1. Click on the Question Options gear.
  2. Choose Recode Values.
  3. Select the Recode Values checkbox.
  4. Change the number values that appear next to each answer choice option.

Note that you can change the recode values at any time without affecting your data. You will see the updated values the next time you download your data or view your results.

How can I change the background/theme of my survey?
  1. Open the Look & Feel.
  2. Click on the thumbnail of the current theme.
  3. Choose a different survey theme from the list of available options.

In addition, the General, Fonts, Colors, and Advanced tabs include other settings you can edit. For users familiar with CSS, under the Advanced tab you can click the Add Custom CSS button to input your own styles.

How do I change the header/footer on my survey?
  1. Open the Look & Feel.
  2. Select Advanced.
  3. Type desired text or code into the Header and Footer boxes, or click Edit under the Header or Footer name and make edits in the Rich Content Editor.
How do I insert the back button?
  1. Open the Survey Options.
  2. Select the Back Button checkbox.

Note that the back button does not work across Branch Logic.

How do I renumber the questions in my survey?
  1. Click Tools.
  2. Choose Auto-Number Questions.
  3. Click the type of numbering you prefer.

Alternatively, the question numbers can be manually edited one-by-one by clicking on the number in the survey editor and typing out a new value.

Note that renumbering will not harm your data and that you can renumber at any time.

How do I add a consent form to my survey?
  1. Add a Multiple Choice question to the beginning of your survey.
  2. Paste your consent form text in the question text area.
  3. Add Yes/No answer choices (or the appropriate answer choices).
  4. Use Skip Logic or Branch Logic to terminate the respondent if they do not consent to the terms and conditions.

Alternatively, you can make a Descriptive Text question to hold your terms and conditions and then make a separate Multiple Choice question to ask whether the respondent consents.

Similarly, you can utilize the Signature question type, which will seek the verification of a participant’s identity by providing a digital signature via their mouse on a computer or finger on a mobile platform.

Qtip: Signature question type is an add-on feature not included in the standard Qualtrics license. Please contact your Qualtrics Account Executive for more information.
How do I test my survey before sending it out?
Preview Survey allows you to see and take the survey as if you were a respondent. You can also use Test Survey (found under Tools) to generate test results, which you can then use to examine what your reports and downloaded data will look like. Test Survey will also alert you if there are problems with the custom validation in your survey (e.g., if you have validation conditions that can never be met, you will receive an error message).

To learn more, visit our page on Testing and Editing an Active Survey.

How do I display different messages for different participants at the end of the survey?
In the Survey Flow, you can create multiple End of Survey elements, each with a different End of Survey message, and create branches to house those elements. Once made, you can place logic on those branches to specify which respondents go to which End of Survey element. To create these custom survey ending messages,

  1. Open the Survey Flow.
  2. Examine your existing blocks and branches and determine where you want a survey ending.
  3. Click either Add Below or Add a New Element Here, whichever is closest to the spot you want to place the new element.
  4. Select End of Survey.
  5. Click Customize and select the Override Survey Options checkbox.
  6. Change the end of survey message from Default to Custom and choose a pre-written message from your library or write a new one.
  7. Click OK and move the End of Survey element to where you need you it (be sure it is within the correct branch for your logic!).

Note that you can add End of Survey elements to each branch if you choose so. If you need a random ending, even on the same branch, you can use the Randomizer element to randomly present a different ending.

How do I show respondents their progress in the survey?
You can insert a progress bar to indicate how far along in the survey the participant is. To insert it,

  1. Open the Look & Feel.
  2. Select General.
  3. Change the Progress Bar format from None to the desired form.
How do I allow text entry on my “Other” answer choice?
  1. Click on the answer choice (as if you were going to edit the answer text).
  2. Click on the arrow that appears to the right of the text.
  3. Select Allow Text Entry.
Why are all of my fonts different in my survey? How do I fix it?
Fonts can be edited two ways: globally and locally. Global font changes are made in the Look & Feel menu and local font changes are made in the Rich Content Editor for that specific question or answer choice. Local font changes override global font changes, so if you made both types, you’ll end up with a mix between the global font settings and the local font settings for questions.To clear away all local formatting and let the global changes take effect uniformly,

  1. Select all of the questions (click on the first question, scroll to the bottom, hold down Shift, and click the last question).
  2. Click Tools.
  3. Select Strip Formatting.

Note that global changes made through the Look & Feel do not show up in the Survey module. You need to preview the survey to see the changes and styling.

I set a survey expiration date, but some responses are still coming in. What is happening?
The Survey Expiration date determines how long participants have to use survey links (Anonymous Link, Email Links, Personal Links) to start new responses. Once the expiration date passes, all unused survey links will expire and no participant can start a new survey response.

However, participants who have already started their surveys will be able to complete their responses for a limited period of time. How long they have is determined by the Partial Completion setting (also found in Survey Options).

For example, let’s say Survey Expiration is set to 60 days and Partial Completion is set to 2 weeks. You receive your survey link and wait 55 days before clicking on it. As soon as you move past the first page (i.e., click the first “next” button), the Partial Completion setting takes over. You now have 2 weeks to finish taking the survey (even though the survey expires in 5 days). In this situation, participants can submit survey responses after a survey has expired or been deactivated.

If you want to avoid this scenario, you can pause response collection and choose to close all responses in progress. This will close all surveys regardless of Partial Completion status and stop anyone from submitting after that point.

Why are my page breaks being ignored?
There are a couple of settings that override page breaks:

How do I insert a video and make sure it works on all browsers?
The best way to insert a video is to let an outside source host the video (e.g., YouTube or SoundCloud) and then insert the video via an iframe. Most media hosting companies will provide the HTML code for the video’s iframe (usually found by clicking on the company’s “Share” button and looking at the available sharing options), though if it doesn’t, there are many online iframe generators.Once you have the iframe HTML code,

  1. Click on the question text where you would like to insert the video.
  2. Open the Rich Content Editor.
  3. Click Source.
  4. Paste in the iframe HTML code.
How do I export a survey?
There are multiple methods for exporting your survey, depending on what file type and information you want that export to contain. All options are located toward the bottom of your Tools menu.

  • Print Survey: Use to print a physical copy of your survey or to print to PDF.
  • Export Survey to Word: Use to export a DOCX of your survey that contains all of the questions, logic, and coded values but not the stylistic formatting.
  • Export Survey: Use to export a QSF of your survey that contains all formatting and settings but not any response data (this option is usually used to create copies of your survey for storage or sharing).
Why did the Edit Multiple button disappear on my survey?
The Edit Multiple button disappears when a survey collects at least one response. This is a protective measure, since deleting answer options may corrupt your collected data and the Edit Multiple feature makes it very easy to delete answer options.

Pausing response collection will not bring the Edit Multiple back, nor will copying the survey via the My Projects page. However, if you import the survey into a new project via the Import Questions From tool, the Edit Multiple button will return.