Manually adding relationships to subjects and evaluators in Qualtrics360
INTERNAL USE ONLY Adding Subjects and Evaluators Manually Qtip: If your license has SSO, make sure you upload your participants to the directory with their usernames before you upload participants! Once someone’s in the directory, you can upload them directly into the project without including the UserName column.…
Managing Participants in Qualtrics360
INTERNAL USE ONLY Managing Participants In addition to the features described above, you can generally manage your participants by checking them off. Clicking the box to the left of the dropdown menu selects all of the participants on a page. Once you select participants you want to edit, you can click the dropdo…
Using advanced search in participants tab
INTERNAL USE ONLY Advanced Search You can search for a desired participant by typing a name or email address into the Search bar, or you can make use of the Advanced Search feature. * Navigate to the Participants tab. * Select the Participants section. * Click Advanced Search . * Choose from a list of crite…
Revealing or Hiding with Display Logic
INTERNAL USE ONLY Display Logic helps ensure that respondents only answer questions relevant to them. In this article: * Display Logic * Logic statements * Multiple Conditions with And/Or * Logic Sets Display Logic Display Logic shows or hides questions based on specified conditions. Display Logic conditio…
Creating a roster file for SkillGauge - Qualtrics360
INTERNAL USE ONLY Preparing Your Subjects File GETTING A TEMPLATE FILE * Go to the Participants section of the Participants tab. * Make sure you are in the Subjects subsection. * Click Add Subjects . * Select Import Subjects . * Click Example CSV to download a template file. PREPARING THE FILE * Kee…
Creating a Loop & Merge
INTERNAL USE ONLY Loop & Merge repeats questions multiple times for different subjects; for instance, “looping” the same survey questions evaluating several brands of coffee and “merging” the results into a report about all brands. In this article: * Applying Loop & Merge * Piping in Field 2 Pronouns Applying Loop…
Using participant dropdown options in SkillGauge - Qualtrics360
INTERNAL USE ONLY Participant Dropdown Options When you hover over a participant and click the dropdown, the participant dropdown menu appears to the far right. OPTIONS FOR A SINGLE SUBJECT * Login: Log into the subject’s Participant Portal . * View Report: View the subject’s report. If you click the email i…
Things to do on the projects page
Track Project Status Opening Qualtrics and clicking Projects takes you to the Projects landing page where all of your surveys are listed. After each project’s name is a dynamic set of information that updates based on the status of your surveys: * Status (New, Active, or Closed) * Number of Questions * Number of…
Retroactively Adding Embedded Data
In some cases you can add Embedded Data to a data set even after collecting responses. In this article: * Understanding Embedded Data Sources * Using Built-In Embedded Data Fields Understanding Embedded Data Sources When you set or assign Embedded Data values directly in your Survey Flow through logic or math o…
Sending Survey Invites
INTERNAL USE ONLY XM Directory allows you to send surveys and emails directly through the Contacts page, so you do not need to switch between XM Directory and the Survey Platform every time you want to send an invite. Qtip: Prefer to use your own mailer? XM Directory also allows you to download a list of survey…
