Survey Platform - File Upload | Qualtrics

File Upload

Introduction

Qtip: File Upload is an add-on feature not included in the standard Qualtrics license. Please contact your Qualtrics Account Executive for more information

The File Upload question type allows respondents to upload a file along with their survey response. Using File Upload, you can collect data that may not be available through standard survey questions.

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You can have as many File Upload questions in your survey as you would like, however each question can accept only one uploaded file. Files uploaded need to be smaller than 16MB. For security reasons, executable files (such as those ending in .exe) are not permitted.

Qtip: For information on uploading file sizes larger than 16 MB, please contact your Qualtrics Account Executive.
Qtip: A respondent can upload multiple files through one File Upload question if the files are compressed into a ZIP file before uploading.

File Upload Options

File Upload questions are fairly straightforward, with one main adjustable option. You can restrict the type of file respondents upload. For example, if you are asking for a photo, you may want to restrict respondents from uploading spreadsheets.

To set this requirement, select Content Validation in the question Editing Pane and choose the appropriate Content Type.

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Content options are PDF, Document (DOC, DOCX, TXT, ODT), Spreadsheet (CSV, XLS, XLSX, ODS), or Graphic (JPG, PNG, GIF). You can also choose Extensions and type in your own custom allowed file extensions. Custom file extensions should not include the period before the file name and need to be separated by a space or a comma.

File Upload Logic

When utilizing the File Upload question, you can use special logic conditions in Display Logic, Skip Logic, Branch Logic, Custom Validation, and other areas. You can add logic based on the following:

  • File: Base logic on whether a file was uploaded or not.
  • File Size: Base logic on the number of bytes the uploaded file contains.
  • File Type: Base logic on the type of file that was uploaded (PDF, Document, Spreadsheet, Graphic, Custom Extensions).

Data Analysis

Once your responses have been collected, Qualtrics offers various methods to create reports both in and out of the platform. From the Results module, you can view aggregate data with pre-made reports as well as create your own. From the Responses module, you can view and manipulate your survey responses on an individual basis.

Visualizations

There are two visualization types available for File Upload questions: Paginated Table and Word Cloud. For more information on these visualizations please visit the linked visualization support pages.
Note that File Upload questions display slightly differently than their cousins the text entry question when viewed in a Paginated Table. With the File Upload question, you will be able to see an uploaded file’s name, and also be able to click on the name to view the actual file in your browser. In a Text Entry you can only see the text entry text, there will be no link to extra content.
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Downloaded Data Format

File Upload questions will show up in the downloaded dataset as four columns listing a URL to view the file, the file name, file size, and file type.
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ZIP Download

Rather than downloading your uploaded files in spreadsheet form, you can download a ZIP file with all the files uploaded by your respondents. When exporting your data in Responses, just choose the User Submitted Files format.
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Qtip: Depending on the number files that have been uploaded, this ZIP file may be quite large and could take a while to download.

Screen Capture

Site Intercept Screen Capture allows respondents to attach a screenshot of the site they are viewing when taking a survey through Site Intercept. This question type is only available to users that have purchased Site Intercept. The Site Intercept Screen Capture question type allows respondents to illustrate where on the site they are referring to and gives the ability for the respondent to highlight and blackout certain parts of their image. This makes it possible to see exactly what your website visitors are seeing when they give feedback on the site.

Implementing the Screen Capture Question

Insight Platform Implementation

To implement the Screen Capture you will need to make sure that both the survey and intercept are set up correctly. First, you’ll add the question directly to your survey.

  1. Add a new question to the survey you are creating in the Insight Platform.
  2. Change the question type to Screen Capture.
  3. No further changes need to be made to the question from the Insight Platform.

 

Site Intercept Implementation

Next, in Site Intercept, make sure your Creative and Intercept are set up to display the survey correctly for respondents. There are two options for correctly setting up an intercept that uses the Screen Capture question.

One option is to use an Intercept that is connected to a Creative that utilizes an Embedded Target

The other option is to set the Display Option of the Target to open in an Embedded Window for any other kind of Creative. This can be done by accessing an Action Set’s Advanced Options.

These requirements are necessary as the respondent must be able to take the survey directly on the webpage where we will be capturing the screen. If the survey is opened in a new window, the survey would not be able to capture the screen of the original webpage.

The Respondent’s Experience

Now, let’s take a look at how your responders will interact with the Screen Capture question when they are taking your survey.

  1. In the survey, the Site Intercept Screen Capture question will prompt respondents to “Capture Screen. 
  2. After clicking on the Capture Screen button, a screenshot of the current webpage they are viewing will appear in a window. 
  3. Respondents have the ability to block out certain content in their screenshot, such as sensitive information, using the black Blackout icon by moving the box and dragging it to the correct size, or highlighting certain aspects of the screenshot by using the yellow Highlight icon.
  4. Once the screenshot has been modified to the respondent’s satisfaction, they can click the Save button.
  5. The respondent can view or annotate their screenshot by clicking on the image preview. They can also remove and resubmit the screenshot by clicking on the X within the preview.
  6. Once the respondent is satisfied with the screen capture, they can submit the survey.
Qtip: If you notice a prompt to Add File, instead of Capturing the screen, you will need to make sure you have configured your intercept correctly to allow for Screen Capture functionality.

Viewing Captured Images

Now that you have added the Screen Capture question to your survey and collected some responses, it’s time to view the images your respondents attached! To do so, switch from Site Intercept to the Insight Platform, and navigate to the Data & Analysis tab.

There are multiple ways to view the images that have been collected from your respondents, and we’ve listed them below. Choose the method that works best for you.

Viewing Response Reports

View an individual response report for individual responses and view the images on these reports.

  1. To view an individual response report, click anywhere within the row corresponding to the response you are interested in.
  2. Alternatively, click the drop down arrow in the Actions column on the far right, and select View Response.
  3. On the response report, scroll to the Screen Capture question, and view the image. A link will also appear beneath the image on this report, and when clicked, you can view the image in a larger window.

Downloading Files From the Data & Analysis Page

Create a column in your Data & Analysis table populated with image links.

  1. Select the Tools Menu, and hover over Choose Columns.
  2. Find the Screen Capture question from the list, hover over it, and select ID.
  3. Now, you’ll have a new column link in your table. Click on these links to download the image file.

Exporting Data

Export your survey data to obtain a list of URLs that can be used to view the images.

  1. Click Export & Import, and then Export Data.
  2. Choose Legacy Export Format.
  3. Download the file to CSV, and view in Excel.
  4. Responses that include a screenshot will specify a URL in the column associated with the Screen Capture question. Copy the URL generated for the survey response, and paste it into your browser to view the screenshot.

Exporting Images From Report

It is also possible to quickly export all image files at once from the survey’s report or create a thumbnail column in a report table. Navigate to the Reports tab to use this functionality.

  1. From the Questions pane on the left side of the screen, select the Screen Capture question
  2. A table will appear listing each image included. Click the Download all files button to download a .zip file containing each image you have collected.
  3. Alternatively, add a Thumbnail column to this table by adding an additional Column, and choosing the Thumbnail option found under your Screen Capture question. Once the column has been added, click on the thumbnail images found in the column to view the image at full screen.